David Kennon Inc
Annual return '25
+11.9%
SPY '25
+17.7%
Alpha
-5.9ptsvs SPY
Invested
$278.9M
Holdings
41
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 114.4k shares)
24.3%
02
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 103.2k shares)
11.5%
03
$ONEQ
FIDELITY COMWLTH TR
Q4 2025: Exited (was 237.6k shares)
7.1%
04
$VXUS
VANGUARD STAR FDS
Q4 2025: Exited (was 216.4k shares)
6.4%
05
$VUSB
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 508.8k shares)
6.4%
06
$DJD
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
4.6%
07
$VB
VANGUARD INDEX FDS
Q4 2025: Exited (was 47.8k shares)
4.4%
08
$VO
VANGUARD INDEX FDS
Q4 2025: Exited (was 37.3k shares)
3.9%
09
$FIDI
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 365.6k shares)
3.4%
10
$VPU
VANGUARD WORLD FD
Q4 2025: Exited (was 39.5k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:54 UTC.