Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Karn, Couzens & Associates, Inc. 13F Holdings -- Portfolio & Top Positions (2022-03-31)

Name: Karn, Couzens & Associates, Inc. 13F Holdings (2022-03-31)
Creator: ko.io

Karn, Couzens & Associates, Inc. (CIK 1842433) reported $157.5M across 89 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: IVV ($34.7M, 22.01%), VXF ($10.5M, 6.66%), MINT ($9.7M, 6.13%), VIG ($9.5M, 6.04%), IWV ($8.2M, 5.23%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IVV	ISHARES TR	$34.7M	22.01%	76,404	Trimmed
2	VXF	VANGUARD INDEX FDS	$10.5M	6.66%	63,257	Added
3	MINT	PIMCO ETF TR	$9.7M	6.13%	96,342	New
4	VIG	VANGUARD SPECIALIZED FUNDS	$9.5M	6.04%	58,677	Trimmed
5	IWV	ISHARES TR	$8.2M	5.23%	31,361	Trimmed
6	AAPL	APPLE INC	$7.7M	4.86%	43,822	Hold
7	SHY	ISHARES TR	$7.3M	4.65%	87,832	Trimmed
8	USMV	ISHARES TR	$4.8M	3.05%	61,962	Trimmed
9	TSLA	TESLA INC	$4.6M	2.90%	4,242	Hold
10	MEAR	ISHARES U S ETF TR	$3.7M	2.37%	75,055	Added
11	SHV	ISHARES TR	$3.1M	2.00%	28,515	Added
12	BRK/B	BERKSHIRE HATHAWAY INC DEL	$2.8M	1.75%	7,797	Trimmed
13	ESGU	ISHARES TR	$2.5M	1.59%	24,696	Added
14	ITOT	ISHARES TR	$2.1M	1.32%	20,530	Trimmed
15	MUNI	PIMCO ETF TR	$2.1M	1.31%	38,905	Added
16	IWF	ISHARES TR	$2.0M	1.28%	7,233	Trimmed
17	ITM	VANECK ETF TRUST	$1.9M	1.24%	41,165	New
18	IEFA	ISHARES TR	$1.8M	1.14%	25,917	Added
19	MUB	ISHARES TR	$1.5M	0.94%	13,497	Added
20	MSFT	MICROSOFT CORP	$1.4M	0.90%	4,594	Hold
21	IYE	ISHARES TR	$1.4M	0.88%	33,959	Trimmed
22	IBDN	ISHARES TR	$1.3M	0.86%	53,799	Added
23	IYW	ISHARES TR	$1.4M	0.86%	13,167	Trimmed
24	EFAV	ISHARES TR	$1.2M	0.79%	17,215	Trimmed
25	TIP	ISHARES TR	$1.2M	0.77%	9,717	Added

Source: SEC Form 13F filings · as of 2022-03-31