Kuhn & Co Investment Counsel
143 holdingsFiling period: 2026-03-31Current AUM: $172.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | 139.2K | $6.8M | $7.5M | 4.37% | +7.3K | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 34.3K | $6.7M | $7.5M | 4.38% | +5.2K | 2026-03-31 |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 132.7K | $5.3M | $6.0M | 3.46% | +10.3K | 2026-03-31 |
| 4 | VUG | VANGUARD INDEX FDS | 12.2K | $5.3M | $6.2M | 3.61% | +1.9K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 29.0K | $5.0M | $5.8M | 3.38% | +15 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 19.8K | $5.0M | $6.1M | 3.54% | +253 | 2026-03-31 |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 95.8K | $4.1M | $4.7M | 2.75% | +9.6K | 2026-03-31 |
| 8 | LRCX | LAM RESEARCH CORP | 17.7K | $3.8M | $5.2M | 3.02% | -1,466 | 2026-03-31 |
| 9 | WFC | WELLS FARGO & CO | 44.9K | $3.6M | $3.9M | 2.26% | -- | 2026-03-31 |
| 10 | SPYG | SPDR SERIES TRUST | 30.7K | $3.0M | $3.6M | 2.09% | +4.3K | 2026-03-31 |
| 11 | LLY | ELI LILLY & CO | 3.2K | $3.0M | $3.7M | 2.15% | +20 | 2026-03-31 |
| 12 | MODL | VICTORY PORTFOLIOS II | 62.0K | $2.8M | $3.2M | 1.84% | +5.5K | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 13.3K | $2.8M | $3.6M | 2.10% | +349 | 2026-03-31 |
| 14 | VTEB | VANGUARD MUN BD FDS | 54.8K | $2.7M | $2.7M | 1.58% | +8.1K | 2026-03-31 |
| 15 | BIV | VANGUARD BD INDEX FDS | 33.8K | $2.6M | $2.6M | 1.48% | +9.9K | 2026-03-31 |
| 16 | VYM | VANGUARD WHITEHALL FDS | 17.5K | $2.6M | $2.8M | 1.65% | -39 | 2026-03-31 |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | 31.1K | $2.5M | $2.4M | 1.42% | +3.0K | 2026-03-31 |
| 18 | FBND | FIDELITY MERRIMACK STR TR | 51.9K | $2.4M | $2.3M | 1.35% | +7.3K | 2026-03-31 |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | 37.0K | $2.2M | $2.1M | 1.25% | +3.6K | 2026-03-31 |
| 20 | VYMI | VANGUARD WHITEHALL FDS | 21.3K | $2.0M | $2.2M | 1.28% | -116 | 2026-03-31 |
| 21 | GOOGL | ALPHABET INC | 6.8K | $2.0M | $2.4M | 1.42% | +280 | 2026-03-31 |
| 22 | GS | GOLDMAN SACHS GROUP INC | 2.3K | $2.0M | $2.4M | 1.37% | -- | 2026-03-31 |
| 23 | V | VISA INC | 6.2K | $1.9M | $2.3M | 1.33% | +142 | 2026-03-31 |
| 24 | NEE | NEXTERA ENERGY INC | 19.3K | $1.8M | $1.7M | 0.97% | -- | 2026-03-31 |
| 25 | FSMD | FIDELITY COVINGTON TRUST | 38.9K | $1.7M | $2.0M | 1.15% | +7.3K | 2026-03-31 |
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