Koss-Olinger Consulting
$1.2B Assets Reported
291 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 10,490,753 | $269M | 22.5% |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 1,266,570 | $117M | 9.8% |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 829,407 | $82M | 6.9% |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 1,194,344 | $82M | 6.9% |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 1,063,343 | $63M | 5.3% |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | 1,028,198 | $54M | 4.5% |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 1,256,588 | $46M | 3.9% |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 749,742 | $35M | 2.9% |
| BLV | VANGUARD LONG-TERM BOND ETF | 387,748 | $27M | 2.2% |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 412,410 | $26M | 2.2% |
Track Koss-Olinger Consulting's 13F portfolio: $1.2B in reported holdings, 291 positions. Top holdings, AUM, and quarterly changes on SentiSense.