Karn, Couzens & Associates, Inc.

Q1 2022 13F Holdings

  • Location
    farmington, CT
  • Num holdings

    89

  • Value ($000)

    $157,458

  • Date Filed
    04/19/2022
  • Form type
    13F-HR
  • CIK
    0001842433
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Created with Highcharts 12.1.2Karn, Couzens & Associates, Inc.Highcharts.com
ISHARES TR 22.01%
VANGUARD INDEX FDS 6.66%
PIMCO ETF TR 6.13%
VANGUARD SPECIALIZED FUNDS 6.04%
ISHARES TR 5.23%
APPLE INC 4.86%
ISHARES TR 4.65%
ISHARES TR 3.05%
TESLA INC 2.90%
ISHARES U S ETF TR 2.37%
ISHARES TR 2.00%
BERKSHIRE HATHAWAY INC DEL 1.75%
Others 7.57%
Compare Q1 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$34.66M
22 %

76,404

VXF
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
$10.48M
7 %

63,257

MINT
MINT

PIMCO ETF TR

1-5 US TIP IDX
$9.65M
6 %

96,342

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$9.52M
6 %

58,677

IWV
IWV

ISHARES TR

RUSSELL 3000 ETF
$8.23M
5 %

31,361

AAPL
AAPL

APPLE INC

COM
$7.65M
5 %

43,822

SHY
SHY

ISHARES TR

1 3 YR TREAS BD
$7.32M
5 %

87,832

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
$4.81M
3 %

61,962

TSLA
TSLA

TESLA INC

COM
$4.57M
3 %

4,242

MEAR
MEAR

ISHARES U S ETF TR

BLACKROCK SHORT
$3.73M
2 %

75,055

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