Karn, Couzens & Associates, Inc.
Q1 2022 13F Holdings
- Locationfarmington, CT
- Num holdings
89
- Value ($000)
$157,458
- Date Filed04/19/2022
- Form type13F-HR
- CIK0001842433
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $34.66M | 22 % | 76,404 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $10.48M | 7 % | 63,257 | ||
PIMCO ETF TR | 1-5 US TIP IDX | 72201R833 | $9.65M | 6 % | 96,342 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.52M | 6 % | 58,677 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | $8.23M | 5 % | 31,361 | ||
APPLE INC | COM | 037833100 | $7.65M | 5 % | 43,822 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $7.32M | 5 % | 87,832 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | $4.81M | 3 % | 61,962 | ||
TESLA INC | COM | 88160R101 | $4.57M | 3 % | 4,242 | ||
ISHARES U S ETF TR | BLACKROCK SHORT | 46431W838 | $3.74M | 2 % | 75,055 |
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