KO

Koss-Olinger Consulting, LLC

13F
Koss-Olinger Consulting, LLC
Last update 2025-05-12 307 Stocks (153 new)
Value $1.19 Bil Turnover 13 %
Countries:
Koss-Olinger Consulting, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
9,874,084
218,020.0
+0.41%
18.370
+0.08%
0.430
+16.54%
+8.97%
57,581.0
 
BOND
PIMCO Active Bond ETF
679,929
62,873.0
+1.85%
5.300
+0.10%
1.130
+1.49%
+3.65%
5,625.0
 
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF
1,268,046
55,274.0
+2.43%
4.660
+0.11%
12.460
+11.78%
-0.08%
481.2
 
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
1,313,615
48,354.0
+1.15%
4.070
+0.05%
0.220
+3.73%
+5.17%
24,986.6
 
BLV
Vanguard Long-Term Bond ETF
684,640
48,212.0
+1.06%
4.060
+0.04%
0.840
+0.52%
+2.03%
6,147.7
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
867,811
44,415.0
+3.45%
3.740
+0.12%
0.370
+12.56%
+3.01%
13,669.6
 
SPEM
SPDR Portfolio Emerging Markets ETF
878,265
34,577.0
+2.66%
2.910
+0.08%
0.330
+13.39%
+16.02%
12,670.8
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
344,207
34,049.0
+5.19%
2.870
+0.14%
0.030
+1.03%
+3.43%
128,074.0
 
IVE
iShares S&P 500 Value ETF
170,188
32,434.0
-1.65%
2.730
-0.05%
0.090
+10.27%
+5.59%
39,993.9
 
PTLC
Pacer Trendpilot US Large Cap ETF
606,355
31,197.0
+0.66%
2.630
+0.02%
0.910
+7.12%
-2.54%
3,367.0
 

Koss-Olinger Consulting, LLC's Historical Top Holdings Breakdowns

Koss-Olinger Consulting, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Reduce
Reduce
-2.48%
49.25 ($50.03) 50.66
$48.50
-3.06%
Reduce -97.94%
11,851
-563,390
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.52%
106.98 ($126.74) 149.43
$173.74
37.08%
Add 89.38%
121,031
57,121
EFIV
SPDR S&P 500 ESG ETF
2025-03-31
Add
Add
+0.49%
52.53 ($56.18) 58.51
$60.29
7.32%
Add 30.59%
466,805
109,350
VOO
Vanguard S&P 500 ETF
2025-03-31
New Buy
New Buy
+0.32%
507.05 ($540.58) 563.67
$583.26
7.90%
New holding
7,333
7,333
SPY
SPDR S&P 500 ETF Trust
2025-03-31
New Buy
New Buy
+0.25%
551.42 ($587.78) 612.93
$634.42
7.93%
New holding
5,355
5,355
META
Meta Platforms Inc
2025-03-31
New Buy
New Buy
+0.24%
576.36 ($645.17) 736.67
$714.80
10.79%
New holding
5,022
5,022
QQQ
INVESCO QQQ Trust
2025-03-31
New Buy
New Buy
+0.23%
468.34 ($508.07) 539.52
$565.01
11.21%
New holding
5,788
5,788
K
Kellanova
2025-03-31
Reduce
Reduce
-0.19%
81.06 ($82.1) 82.9
$79.86
-2.73%
Reduce -89.07%
3,270
-26,658
WFC
Wells Fargo & Co
2025-03-31
Reduce
Reduce
-0.19%
66.78 ($75.08) 81.42
$83.87
11.71%
Reduce -86.16%
4,918
-30,618
TER
Teradyne Inc
2025-03-31
Sold Out
Sold Out
-0.19%
82.6 ($111.86) 140
$91.33
-18.35%
Sold Out
0
-16,812

Koss-Olinger Consulting, LLC Total Holding History ($B)

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Koss-Olinger Consulting, LLC's Asset Allocation

To

Koss-Olinger Consulting, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Koss-Olinger Consulting, LLC's Hypothetical Growth since 2025-03-31

Koss-Olinger Consulting, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Koss-Olinger Consulting, LLC's Holdings Heat Map

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