13F Filings for Koss-Olinger Consulting, LLC (CIK: 1861163)
View the most recent portfolio holdings disclosed by Koss-Olinger Consulting, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 9.48M | $231.73M | 19.01% | Decreased | 392.49K (3.0%, $13.71M) |
| BOND - PIMCO ETF TR(Class: ACTIVE BD ETF) | 659.34K | $60.78M | 4.99% | Decreased | 20.59K (3.0%, $2.10M) |
| JPSE - J P MORGAN EXCHANGE TRADED F(Class: DIVERSFD EQT ETF) | 1.25M | $56.80M | 4.66% | Decreased | 19.37K (1.0%, $1.53M) |
| SPMD - SPDR SERIES TRUST(Class: PORTFOLIO SP400) | 874.66K | $47.56M | 3.90% | Increased | 6.85K (0.0%, $3.15M) |
| N/A - ISHARES TR(Class: BROAD USD HIGH) | 1.21M | $45.48M | 3.73% | Decreased | 101.11K (7.0%, $2.87M) |
| BLV - VANGUARD BD INDEX FDS(Class: LONG TERM BOND) | 624.93K | $43.46M | 3.57% | Decreased | 59.71K (8.0%, $4.75M) |
| SPEM - SPDR INDEX SHS FDS(Class: PORTFOLIO EMG MK) | 810.34K | $34.63M | 2.84% | Decreased | 67.92K (7.0%, $56.91K) |
| SPYV - SPDR SERIES TRUST(Class: PRTFLO SP500 VL) | 661.21K | $34.61M | 2.84% | Increased | 64.03K (10.0%, $4.11M) |
| AGG - ISHARES TR(Class: CORE US AGGBD ET) | 333.89K | $33.12M | 2.72% | Decreased | 10.32K (2.0%, $927.02K) |
| IVE - ISHARES TR(Class: SP 500 VAL ETF) | 157.95K | $30.87M | 2.53% | Decreased | 12.24K (7.0%, $1.57M) |
| N/A - PACER FDS TR(Class: TRENDP US LAR CP) | 581.37K | $29.51M | 2.42% | Decreased | 24.99K (4.0%, $1.69M) |
| TSLA - TESLA INC(Class: COM) | 81.21K | $25.80M | 2.12% | Increased | 121 (0.0%, $4.78M) |
| EFIV - SPDR SERIES TRUST(Class: SP 500 ESG ETF) | 414.07K | $24.24M | 1.99% | Decreased | 52.74K (11.0%, $730.38K) |
| N/A - ISHARES TR(Class: INTRM GOV CR ETF) | 226.37K | $24.17M | 1.98% | Decreased | 22.59K (9.0%, $2.22M) |
| HYEM - VANECK ETF TRUST(Class: EMERGING MRKT HI) | 1.19M | $23.49M | 1.93% | Decreased | 86.38K (6.0%, $1.50M) |
| ISTB - ISHARES TR(Class: CORE 1 5 YR USD) | 468.08K | $22.77M | 1.87% | Decreased | 24.27K (4.0%, $1.03M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 124.57K | $19.68M | 1.61% | Increased | 3.54K (2.0%, $6.56M) |
| IWB - ISHARES TR(Class: RUS 1000 ETF) | 54.09K | $18.37M | 1.51% | Decreased | 10.81K (16.0%, $1.54M) |
| IWR - ISHARES TR(Class: RUS MID CAP ETF) | 176.18K | $16.20M | 1.33% | Decreased | 15.55K (8.0%, $107.13K) |
| IVW - ISHARES TR(Class: SP 500 GRWT ETF) | 117.76K | $12.97M | 1.06% | Decreased | 4.46K (3.0%, $1.62M) |
| N/A - ISHARES TR(Class: SELECT US REIT) | 208.81K | $12.77M | 1.05% | Decreased | 18.31K (8.0%, $1.20M) |
| N/A - ISHARES TR(Class: EAFE GRWTH ETF) | 104.53K | $11.71M | 0.96% | Decreased | 5.28K (4.0%, $726.17K) |
| VWO - VANGUARD INTL EQUITY INDEX F(Class: FTSE EMR MKT ETF) | 210.53K | $10.41M | 0.85% | Decreased | 17.66K (7.0%, $84.81K) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 20.57K | $9.99M | 0.82% | Decreased | 898 (4.0%, $1.44M) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 12.68K | $7.88M | 0.65% | Decreased | 647 (4.0%, $385.74K) |