Karn, Couzens & Associates, Inc. 13F Holdings
CIK 0001842433 · FARMINGTON, CT
As of Mar 31, 2022, Karn, Couzens & Associates, Inc. reported 89 positions worth
CIK 0001842433 · FARMINGTON, CT
As of Mar 31, 2022, Karn, Couzens & Associates, Inc. reported 89 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 76,404 | $34.7K | 22.01% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 63,257 | 0.5K | 6.66% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 96,342 | $9.7K | 6.13% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 58,677 | $9.5K | 6.04% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 31,361 | $8.2K | 5.23% |
| APPLE INC | AAPL | Technology | 43,822 | $7.7K | 4.86% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 87,832 | $7.3K | 4.65% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 61,962 | $4.8K | 3.05% |
| TESLA INC | TSLA | Consumer Cyclical | 4,242 | $4.6K | 2.90% |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | MEAR | — | 75,055 | $3.7K | 2.37% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 28,515 | $3.1K | 2.00% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,797 | $2.8K | 1.75% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 24,696 | $2.5K | 1.59% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 20,530 | $2.1K | 1.32% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 38,905 | $2.1K | 1.31% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 7,233 | $2.0K | 1.28% |
| VANECK INTERMEDIATE MUNI ETF | ITM | — | 41,165 | .9K | 1.24% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 25,917 | .8K | 1.14% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 13,497 | .5K | 0.94% |
| MICROSOFT CORP | MSFT | Technology | 4,594 | .4K | 0.90% |
| ISHARES US ENERGY ETF | IYE | — | 33,959 | .4K | 0.88% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 13,167 | .4K | 0.86% |
| ISHARES TR | IBDN | — | 53,799 | .3K | 0.86% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | — | 17,215 | .2K | 0.79% |
| ISHARES TIPS BOND ETF | TIP | — | 9,717 | .2K | 0.77% |