0001085146-25-003899.txt : 20250717 0001085146-25-003899.hdr.sgml : 20250717 20250716175115 ACCESSION NUMBER: 0001085146-25-003899 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250717 DATE AS OF CHANGE: 20250716 EFFECTIVENESS DATE: 20250717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: David Kennon Inc CENTRAL INDEX KEY: 0001954126 ORGANIZATION NAME: EIN: 452612410 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22678 FILM NUMBER: 251128271 BUSINESS ADDRESS: STREET 1: 1 S SCHOOL AVE STREET 2: SUITE PH CITY: SARASOTA STATE: FL ZIP: 34237 BUSINESS PHONE: 941-556-6307 MAIL ADDRESS: STREET 1: 1 S SCHOOL AVE STREET 2: SUITE PH CITY: SARASOTA STATE: FL ZIP: 34237 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001954126 XXXXXXXX 06-30-2025 06-30-2025 false David Kennon Inc

1 S SCHOOL AVE SUITE PH SARASOTA FL 34237

13F HOLDINGS REPORT 028-22678 N David Kennon 941-556-6307 /s/David Kennon Sarasota FL 07-16-2025 0 36 267651474 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 654221 2982 SH SOLE 2982 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1850873 9021 SH SOLE 9021 0 0 BNY MELLON ETF TRUST US LRG CP CORE 09661T107 BBG00RYR68F3 2223997 18779 SH SOLE 18779 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 BBG001SBT983 19269741 240571 SH SOLE 240571 0 0 FIDELITY COVINGTON TRUST INT HG DIV ETF 316092725 BBG00JRH23N7 8751823 375776 SH SOLE 375776 0 0 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 BBG00DSB42H9 334010 10230 SH SOLE 10230 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 4325009 229687 SH SOLE 229687 0 0 GOLDMAN SACHS ETF TR ACCESS US AGRAT 38149W101 BBG00VY1BFH7 3994932 96636 SH SOLE 96636 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 BBG003H4RBL9 2978769 62632 SH SOLE 62632 0 0 ISHARES INC JP MRG EM CRP BD 464286251 BBG002WGKJD6 381014 8385 SH SOLE 8385 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 BBG005DW06B7 3955105 91681 SH SOLE 91681 0 0 ISHARES TR BROAD USD HIGH 46435U853 BBG00J2DS0J6 4136723 110283 SH SOLE 110283 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 752313 1212 SH SOLE 1212 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 1467796 7557 SH SOLE 7557 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 249613 861 SH SOLE 861 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 420163 845 SH SOLE 845 0 0 RBB FD INC US TRSRY 6 MNTH 74933W460 BBG01FRH4691 639061 12743 SH SOLE 12743 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 6868043 160694 SH SOLE 160694 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 445670 721 SH SOLE 721 0 0 SPDR SERIES TRUST PORTFOLIO CRPORT 78464A144 BBG001V10544 1708401 58467 SH SOLE 58467 0 0 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 BBG005D236G5 8575397 210905 SH SOLE 210905 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 3663902 49761 SH SOLE 49761 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 26273182 526886 SH SOLE 526886 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 10599710 37879 SH SOLE 37879 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 7060196 79275 SH SOLE 79275 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 66025033 116235 SH SOLE 116235 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 11500470 48529 SH SOLE 48529 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 32120420 105684 SH SOLE 105684 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 254504 3201 SH SOLE 3201 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 15255832 220811 SH SOLE 220811 0 0 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 4365056 66795 SH SOLE 66795 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 5445351 21927 SH SOLE 21927 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 BBG001T0Y6Y7 2684077 11933 SH SOLE 11933 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 216732 592 SH SOLE 592 0 0 VANGUARD WORLD FD UTILITIES ETF 92204A876 BBG001SHVTP4 7071697 40064 SH SOLE 40064 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 BBG009KCY2C6 1132638 25960 SH SOLE 25960 0 0