Institutions / Koss-Olinger Consulting, LLC

Koss-Olinger Consulting, LLC

CIK 1861163 · Institution · as of Dec 31, 2025
Portfolio value
$1.29B
Positions
269
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 269 →
CompanyClassValueShares% of portfolio
Schwab Strategic Tr$269.06M9,998,50920.8%
PIMCO ETF Tr$122.46M1,315,6639.5%
iShares Tr$70.26M703,4135.4%
J P Morgan Exchange Traded F$61.77M1,233,4874.8%
iShares Tr$55.28M1,478,3474.3%
SPDR Series Trust$51.22M884,3964.0%
iShares Tr$41.09M360,7273.2%
SPDR Series Trust$39.28M691,5103.0%
SPDR Index Shs Fds$37.50M801,1122.9%
iShares Tr$29.59M139,5112.3%
Tesla Inc$29.56M65,7252.3%
iShares Tr$28.91M269,2702.2%
Vanguard Bd Index Fds$28.52M410,2202.2%
iShares Tr$27.74M568,9632.1%
Vanguard Intl Equity Index F$27.29M507,5852.1%
SPDR Series Trust$27.05M408,8472.1%
NVIDIA Corp$21.57M115,6441.7%
iShares Tr$19.30M51,6821.5%
iShares Tr$14.80M153,7481.1%
iShares Tr$11.31M189,6120.9%
iShares Tr$9.56M77,5600.7%
Warren E. Buffett$8.51M16,9210.7%
iShares Tr$8.12M11,8540.6%
VanEck ETF Trust$7.14M68,9900.6%
iShares Tr$6.09M85,3420.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.