David Kennon Inc
- SEC CIK
- 0001954126
- 最新申報
- 2026/7/22
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 17
- 較 2022 年第 3 季 0
- 總值
- $1.92 億
- 較 2022 年第 3 季 +$1,020 萬 (+5.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 379,672 | $7,259 萬 | 37.8% | −4,331−1.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 247,412 | $1,777 萬 | 9.3% | +1,834+0.7% | 加碼 | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 285,647 | $1,170 萬 | 6.1% | −1,863−0.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 55,752 | $1,136 萬 | 5.9% | −870−1.5% | 減碼 | – |
| Fidelity Covington Trust316092725 | INT HG DIV ETF | 608,995 | $1,136 萬 | 5.9% | +1,944+0.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 254,426 | $1,115 萬 | 5.8% | −50.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 57,653 | $1,058 萬 | 5.5% | −497−0.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 203,599 | $1,053 萬 | 5.5% | −968−0.5% | 減碼 | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 281,311 | $798.4 萬 | 4.2% | +3,975+1.4% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 178,120 | $587.1 萬 | 3.1% | +340+0.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 68,709 | $566.7 萬 | 3.0% | +703+1.0% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 80,148 | $488.7 萬 | 2.5% | +958+1.2% | 加碼 | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 99,798 | $425.6 萬 | 2.2% | +2,531+2.6% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 19,365 | $256.4 萬 | 1.3% | −1,394−6.7% | 減碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 128,953 | $249.8 萬 | 1.3% | +3,439+2.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,421 | $109.4 萬 | 0.6% | −655−7.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,580 | $21.7 萬 | 0.1% | −100−3.7% | 減碼 | 歷史 |