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Koss-Olinger Consulting

Latest statistics and disclosures from Koss-Olinger Consulting's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, JPSE, BLV, USHY, SPMD, and represent 36.23% of Koss-Olinger Consulting's stock portfolio.
Added to shares of these 10 stocks: SPYV (+$27M), NVDA, AVGO, AGG, SPMD, SCHX, USLM, JPSE, HYEM, GVI.
Started 18 new stock positions in DUK, AEP, BSCT, GEHC, IWM, HD, IEMG, IEFA, LYG, UP. MO, IJJ, PANW, SCHG, UNH, CRGY, IJT, UBER.
Reduced shares in these 10 stocks: IVE (-$26M), TSLA (-$22M), DIS, F, SBOW, , VWO, CATH, BOND, XLK.
Sold out of its positions in ASTR, CLB, F, DNA, PTON, XLE, SBOW, HEAR, TK.
Koss-Olinger Consulting was a net seller of stock by $-12M.
Koss-Olinger Consulting has $1.2B in assets under management (AUM), dropping by 6.43%.
Central Index Key (CIK): 0001861163

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Portfolio Holdings for Koss-Olinger Consulting

Koss-Olinger Consulting holds 276 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	19.0	$219M		3.2M	67.85	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	5.1	$58M		1.2M	48.03	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	4.3	$50M		660k	75.17	View chart
Ishares Tr Broad Usd High (USHY)	4.1	$47M		1.3M	37.65	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	3.8	$44M	+2%	805k	54.68	View chart
Tesla Motors (TSLA)	3.4	$39M	-36%	148k	261.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.0	$35M	-42%	175k	197.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.0	$34M		672k	51.12	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.9	$34M		819k	41.28	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	2.7	$31M		596k	52.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.6	$30M	+3%	296k	101.27	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.4	$28M	+3702%	522k	52.86	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	2.2	$26M	+2%	238k	107.10	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.1	$24M		258k	94.61	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	2.1	$24M	+2%	1.2M	19.89	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	2.0	$23M		469k	48.68	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.9	$22M		69k	314.39	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	1.7	$20M		355k	55.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.5	$17M		197k	88.14	View chart
Ishares Tr Cohen Steer Reit (ICF)	1.3	$15M		233k	65.91	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$12M		109k	107.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$12M		121k	95.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$11M	-4%	224k	47.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$9.5M	-2%	21k	460.27	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.7	$8.5M		374k	22.70	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$7.6M		133k	57.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$6.7M		12k	576.80	View chart
NVIDIA Corporation (NVDA)	0.6	$6.5M	+139%	54k	121.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$6.5M		37k	174.58	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.5	$6.2M	+2%	146k	42.29	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.5	$5.3M		67k	79.46	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.4	$4.9M		55k	87.74	View chart
Paypal Holdings (PYPL)	0.4	$4.5M		58k	78.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.3M		26k	167.20	View chart
Apple (AAPL)	0.4	$4.2M		18k	233.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$4.2M		23k	179.18	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.3	$3.9M		351k	11.11	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$3.8M		62k	61.51	View chart
Amazon (AMZN)	0.3	$3.8M	+4%	21k	186.35	View chart
Roku Com Cl A (ROKU)	0.3	$3.7M		50k	74.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.7M		7.0k	527.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.3	$3.6M		59k	61.21	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.3M	-9%	15k	225.77	View chart
Verizon Communications (VZ)	0.3	$3.2M	-5%	71k	44.91	View chart
Hasbro (HAS)	0.3	$3.1M	-5%	43k	72.33	View chart
Kellogg Company (K)	0.3	$3.1M	-6%	38k	80.71	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.9M	-6%	24k	121.14	View chart
Teradyne (TER)	0.2	$2.8M	-6%	21k	133.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.8M		4.9k	573.78	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.2	$2.8M	-2%	71k	39.02	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$2.7M		76k	36.42	View chart
V.F. Corporation (VFC)	0.2	$2.7M	-2%	136k	19.95	View chart
Comcast Corp Cl A (CMCSA)	0.2	$2.7M		64k	41.78	View chart
Global X Fds S&p 500 Catholic (CATH)	0.2	$2.7M	-15%	38k	69.38	View chart
Gilead Sciences (GILD)	0.2	$2.6M	-4%	32k	83.83	View chart
GSK Sponsored Adr (GSK)	0.2	$2.6M		62k	40.87	View chart
Campbell Soup Company (CPB)	0.2	$2.5M		52k	48.91	View chart
Us Bancorp Del Com New (USB)	0.2	$2.5M	-6%	55k	45.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.5M		5.1k	488.13	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$2.4M		106k	23.17	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.2	$2.4M	-3%	26k	93.10	View chart
Asbury Automotive (ABG)	0.2	$2.4M	-6%	10k	238.59	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.2	$2.4M	-2%	37k	66.28	View chart
BorgWarner (BWA)	0.2	$2.4M	-3%	65k	36.29	View chart
MarketAxess Holdings (MKTX)	0.2	$2.3M	-6%	9.0k	256.16	View chart
Intercontinental Exchange (ICE)	0.2	$2.3M		14k	160.66	View chart
Pfizer (PFE)	0.2	$2.3M	+2%	78k	28.94	View chart
Nike CL B (NKE)	0.2	$2.2M		25k	88.39	View chart
Wells Fargo & Company (WFC)	0.2	$2.2M		39k	56.49	View chart
Meta Platforms Cl A (META)	0.2	$2.2M	-2%	3.9k	572.42	View chart
Sensata Technologies Hldg Pl SHS (ST)	0.2	$2.2M		62k	35.86	View chart
CVS Caremark Corporation (CVS)	0.2	$2.2M	-5%	35k	62.89	View chart
Walt Disney Company (DIS)	0.2	$2.2M	-50%	23k	96.17	View chart
Microsoft Corporation (MSFT)	0.2	$2.2M	+27%	5.0k	430.26	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$2.1M	+8%	40k	53.64	View chart
Polaris Industries (PII)	0.2	$2.0M		24k	83.24	View chart
Zimmer Holdings (ZBH)	0.2	$1.9M		18k	107.93	View chart
Albemarle Corporation (ALB)	0.2	$1.9M		20k	94.73	View chart
Broadcom (AVGO)	0.2	$1.9M	+933%	11k	172.48	View chart
Medtronic SHS (MDT)	0.2	$1.9M	-5%	21k	90.03	View chart
Malibu Boats Com Cl A (MBUU)	0.2	$1.8M	-5%	47k	38.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.8M	-3%	6.3k	283.09	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$1.6M	+3%	49k	33.03	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.1	$1.6M	-4%	32k	49.79	View chart
International Flavors & Fragrances (IFF)	0.1	$1.5M		15k	104.91	View chart
Revolve Group Cl A (RVLV)	0.1	$1.5M	-6%	61k	24.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.5M		36k	41.13	View chart
Netflix (NFLX)	0.1	$1.4M	+7%	2.0k	709.37	View chart
Ge Aerospace Com New (GE)	0.1	$1.4M		7.5k	188.64	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.4M		17k	82.54	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.1	$1.4M	-7%	184k	7.58	View chart
Macerich Company (MAC)	0.1	$1.4M	-6%	75k	18.24	View chart
Pacific Biosciences of California (PACB)	0.1	$1.4M		800k	1.70	View chart
Amc Networks Cl A (AMCX)	0.1	$1.4M	-4%	156k	8.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.3M		27k	49.32	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.3M		9.0k	142.05	View chart
Tyson Foods Cl A (TSN)	0.1	$1.2M	-7%	20k	59.56	View chart
Procter & Gamble Company (PG)	0.1	$1.2M		6.8k	173.14	View chart
3M Company (MMM)	0.1	$1.1M	+4%	8.4k	136.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.1M	-3%	4.3k	263.73	View chart
Lithia Motors (LAD)	0.1	$1.1M	-6%	3.5k	317.66	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.1M	-5%	8.3k	132.29	View chart
L3harris Technologies (LHX)	0.1	$1.1M		4.6k	237.77	View chart
Kilroy Realty Corporation (KRC)	0.1	$1.1M	-5%	29k	38.68	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.1M	-4%	2.5k	423.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$1.0M		50k	21.12	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.1	$995k	-16%	26k	37.90	View chart
U.S. Lime & Minerals (USLM)	0.1	$968k	+376%	9.9k	97.61	View chart
Johnson & Johnson (JNJ)	0.1	$881k	+16%	5.4k	162.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$879k	+2%	43k	20.64	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$859k		28k	30.30	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$786k		40k	19.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$782k	+5%	4.7k	165.82	View chart
Coinbase Global Com Cl A (COIN)	0.1	$760k		4.3k	178.24	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.1	$746k		16k	47.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$737k	+3%	3.5k	210.81	View chart
A Mark Precious Metals (AMRK)	0.1	$734k		17k	44.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$729k		37k	19.71	View chart
Innovative Industria A (IIPR)	0.1	$727k		5.4k	134.63	View chart
Palantir Technologies Cl A (PLTR)	0.1	$716k		19k	37.23	View chart
Exxon Mobil Corporation (XOM)	0.1	$715k	+12%	6.1k	117.27	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$711k		12k	59.03	View chart
DaVita (DVA)	0.1	$699k		4.3k	163.85	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.1	$697k	-18%	22k	32.32	View chart
Hovnanian Enterprises Cl A New (HOV)	0.1	$696k	+3%	3.4k	204.47	View chart
Build-A-Bear Workshop (BBW)	0.1	$694k		20k	34.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$689k	+4%	1.2k	586.38	View chart
Virco Mfg. Corporation (VIRC)	0.1	$680k		49k	13.80	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$632k	+6%	1.1k	569.37	View chart
UnitedHealth (UNH)	0.1	$610k	NEW	1.0k	584.29	View chart
Immersion Corporation (IMMR)	0.1	$603k		68k	8.91	View chart
Perdoceo Ed Corp (PRDO)	0.1	$602k		27k	22.24	View chart
Bel Fuse CL B (BELFB)	0.1	$600k		7.6k	78.47	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$598k	+12%	3.4k	173.58	View chart
Coca-Cola Company (KO)	0.1	$592k	+47%	8.2k	71.83	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$588k		7.1k	82.98	View chart
ardmore Shipping (ASC)	0.1	$579k		32k	18.09	View chart
Beazer Homes Usa Com New (BZH)	0.0	$565k		17k	34.14	View chart
Jabil Circuit (JBL)	0.0	$555k		4.6k	119.92	View chart
Ennis (EBF)	0.0	$553k		23k	24.33	View chart
Ranger Energy Svcs Com Cl A (RNGR)	0.0	$552k		46k	11.91	View chart
eBay (EBAY)	0.0	$547k		8.4k	65.14	View chart
Covenant Logistics Group Cl A (CVLG)	0.0	$536k		10k	52.82	View chart
Crescent Energy Company Cl A Com (CRGY)	0.0	$533k	NEW	49k	10.94	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$532k	+2%	23k	23.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$532k		10k	52.80	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$532k	+3%	23k	23.41	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.0	$531k	+4%	22k	24.00	View chart
Eaton Corp SHS (ETN)	0.0	$529k		1.6k	331.25	View chart
Genco Shipping & Trading SHS (GNK)	0.0	$529k		27k	19.49	View chart
Bluelinx Hldgs Com New (BXC)	0.0	$524k	+5%	5.0k	105.50	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$521k	+21%	16k	32.65	View chart
Amphenol Corp Cl A (APH)	0.0	$521k		8.0k	65.12	View chart
International Business Machines (IBM)	0.0	$512k	+2%	2.3k	220.88	View chart
Nve Corp Com New (NVEC)	0.0	$512k	+4%	6.4k	79.88	View chart
Jakks Pac Com New (JAKK)	0.0	$511k		20k	25.54	View chart
Silvercrest Asset Mgmt Group Cl A (SAMG)	0.0	$510k		30k	17.26	View chart
Ethan Allen Interiors (ETD)	0.0	$509k		16k	31.91	View chart
Abbvie (ABBV)	0.0	$507k	+18%	2.6k	197.58	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$493k	+2%	22k	22.63	View chart
Hormel Foods Corporation (HRL)	0.0	$488k	+22%	15k	31.68	View chart
Diamond Hill Invt Group Com New (DHIL)	0.0	$487k		3.0k	161.53	View chart
Riley Exploration Permian In (REPX)	0.0	$485k	+2%	18k	26.47	View chart
Intel Corporation (INTC)	0.0	$484k	+3%	21k	23.44	View chart
Southern Company (SO)	0.0	$481k		5.3k	90.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$479k		9.3k	51.48	View chart
Preformed Line Products Company (PLPC)	0.0	$477k	+3%	3.7k	128.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$477k		5.7k	83.68	View chart
Home Depot (HD)	0.0	$473k	NEW	1.2k	404.97	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.0	$472k	+3%	21k	22.73	View chart
Ge Vernova (GEV)	0.0	$471k		1.8k	254.87	View chart
Photronics (PLAB)	0.0	$463k	+4%	19k	24.74	View chart
Zillow Group Cl C Cap Stk (Z)	0.0	$450k		7.0k	63.85	View chart
Spok Holdings (SPOK)	0.0	$448k		30k	15.07	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.0	$444k		14k	32.70	View chart
Sandridge Energy Com New (SD)	0.0	$441k	+3%	36k	12.23	View chart
Eli Lilly & Co. (LLY)	0.0	$440k		497.00	885.31	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$438k		8.3k	52.62	View chart
Mastercraft Boat Holdings (MCFT)	0.0	$427k	+5%	23k	18.22	View chart
Metropcs Communications (TMUS)	0.0	$422k	+9%	2.0k	206.46	View chart
Insteel Industries (IIIN)	0.0	$420k		14k	31.08	View chart
Haverty Furniture Companies (HVT)	0.0	$419k	+6%	15k	27.49	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$417k	+4%	896.00	465.40	View chart
Boston Scientific Corporation (BSX)	0.0	$414k		4.9k	83.70	View chart
Adobe Systems Incorporated (ADBE)	0.0	$410k		791.00	518.33	View chart
Wal-Mart Stores (WMT)	0.0	$407k	+68%	5.0k	80.77	View chart
Pepsi (PEP)	0.0	$403k	+35%	2.4k	169.97	View chart
Veracyte (VCYT)	0.0	$403k		12k	34.03	View chart
Titan International (TWI)	0.0	$396k	+9%	49k	8.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.0	$395k	+3%	17k	23.15	View chart
Wabash National Corporation (WNC)	0.0	$393k	+2%	21k	19.18	View chart
American Express Company (AXP)	0.0	$388k		1.4k	271.33	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$386k	NEW	6.7k	57.37	View chart
Hca Holdings (HCA)	0.0	$383k		942.00	406.58	View chart
Abbott Laboratories (ABT)	0.0	$383k	+10%	3.4k	113.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$379k		10k	37.71	View chart
Berry Pete Corp (BRY)	0.0	$373k	+6%	73k	5.13	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$371k	+7%	353.00	1050.99	View chart
Take-Two Interactive Software (TTWO)	0.0	$371k		2.4k	153.69	View chart
Hudson Technologies (HDSN)	0.0	$367k	+3%	44k	8.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$366k		7.3k	50.23	View chart
OraSure Technologies (OSUR)	0.0	$359k	+9%	84k	4.28	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$358k	+2%	16k	22.67	View chart
salesforce (CRM)	0.0	$355k		1.3k	273.92	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$354k	+2%	15k	23.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$354k		7.0k	50.69	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$351k		5.8k	60.44	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$351k		5.9k	59.26	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$349k	+41%	129k	2.70	View chart
Nextera Energy (NEE)	0.0	$348k		4.1k	84.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.0	$343k		14k	24.80	View chart
Fidus Invt (FDUS)	0.0	$337k		17k	19.59	View chart
Cigna Corp (CI)	0.0	$336k		970.00	346.39	View chart
Merck & Co (MRK)	0.0	$332k	+2%	2.9k	113.50	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$329k	+5%	2.1k	153.17	View chart
Thermo Fisher Scientific (TMO)	0.0	$328k		531.00	617.70	View chart
Blackbaud (BLKB)	0.0	$322k		3.8k	84.67	View chart
Fresenius Medical Care Sponsored Adr (FMS)	0.0	$320k		15k	21.33	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$314k		8.5k	36.96	View chart
Arcadium Lithium Com Shs (ALTM)	0.0	$313k		110k	2.85	View chart
Bank of America Corporation (BAC)	0.0	$307k	+31%	7.7k	39.74	View chart
United Ban (UBCP)	0.0	$306k		23k	13.11	View chart
Caterpillar (CAT)	0.0	$304k		778.00	390.75	View chart
Bank Ozk (OZK)	0.0	$301k		7.0k	43.00	View chart
Lithium Americas Argentina C Com Shs (LAAC)	0.0	$299k	-11%	92k	3.26	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$297k	+24%	1.4k	210.19	View chart
Chevron Corporation (CVX)	0.0	$295k		2.0k	147.28	View chart
Altria (MO)	0.0	$292k	NEW	5.7k	51.02	View chart
Centene Corporation (CNC)	0.0	$289k	+10%	3.8k	75.32	View chart
Skyworks Solutions (SWKS)	0.0	$288k	+10%	2.9k	98.77	View chart
At&t (T)	0.0	$288k	-8%	13k	22.03	View chart
Sanofi Sponsored Adr (SNY)	0.0	$286k		5.0k	57.64	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$283k		2.6k	107.52	View chart
Becton, Dickinson and (BDX)	0.0	$279k	+30%	1.2k	241.35	View chart
McDonald's Corporation (MCD)	0.0	$278k	-6%	913.00	304.49	View chart
Anthem (ELV)	0.0	$276k		531.00	519.77	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.0	$267k		8.6k	30.87	View chart
American Tower Reit (AMT)	0.0	$264k		1.1k	232.60	View chart
Fifth Third Ban (FITB)	0.0	$264k		6.2k	42.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$260k	NEW	2.5k	104.00	View chart
Orange Sponsored Adr (ORAN)	0.0	$258k		23k	11.48	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$241k	NEW	2.6k	93.85	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$239k		12k	20.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$238k		620.00	383.87	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$238k		3.2k	75.13	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$235k	NEW	13k	18.82	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.0	$233k		9.5k	24.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$229k	NEW	2.9k	77.97	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$228k	+3%	7.8k	29.23	View chart
Cisco Systems (CSCO)	0.0	$225k		4.2k	53.29	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$223k		5.8k	38.59	View chart
Sunrun (RUN)	0.0	$221k		12k	18.09	View chart
Duke Energy Corp Com New (DUK)	0.0	$220k	NEW	1.9k	115.24	View chart
American Electric Power Company (AEP)	0.0	$216k	NEW	2.1k	102.42	View chart
Uber Technologies (UBER)	0.0	$214k	NEW	2.9k	75.04	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$213k	NEW	1.7k	123.62	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$211k		2.3k	91.98	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$204k	NEW	922.00	221.26	View chart
Palo Alto Networks (PANW)	0.0	$202k	NEW	592.00	341.22	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$202k	NEW	1.5k	139.21	View chart
BlackRock Inv. Quality Munic. Trust (BKN)	0.0	$194k		15k	12.93	View chart
Axogen (AXGN)	0.0	$145k		10k	13.99	View chart
Uipath Cl A (PATH)	0.0	$128k		10k	12.80	View chart
Ramaco Res Com Cl A (METC)	0.0	$126k		11k	11.74	View chart
Callaway Golf Company (MODG)	0.0	$110k	-3%	10k	10.95	View chart
Under Armour Cl A (UAA)	0.0	$101k	-5%	11k	8.95	View chart
Genius Sports Shares Cl A (GENI)	0.0	$82k	-11%	10k	7.85	View chart
Co Diagnostics (CODX)	0.0	$73k		58k	1.26	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$63k	NEW	20k	3.11	View chart
Ammo (POWW)	0.0	$40k		28k	1.41	View chart
Editas Medicine (EDIT)	0.0	$34k		10k	3.40	View chart
Wheels Up Experience Com Cl A (UP)	0.0	$26k	NEW	11k	2.42	View chart
Big 5 Sporting Goods Corporation (BGFV)	0.0	$23k		11k	2.12	View chart
Atossa Genetics (ATOS)	0.0	$23k		15k	1.53	View chart
Mustang Bio Com New (MBIO)	0.0	$23k		98k	0.23	View chart
Vaxart Com New (VXRT)	0.0	$14k		16k	0.88	View chart

Past Filings by Koss-Olinger Consulting

SEC 13F filings are viewable for Koss-Olinger Consulting going back to 2021

Koss-Olinger Consulting 2024 Q3 filed Oct. 21, 2024
Koss-Olinger Consulting 2024 Q2 filed Aug. 6, 2024
Koss-Olinger Consulting 2024 Q1 filed April 18, 2024
Koss-Olinger Consulting 2023 Q3 filed Oct. 11, 2023
Koss-Olinger Consulting 2023 Q2 filed July 31, 2023
Koss-Olinger Consulting 2023 Q1 filed May 12, 2023
Koss-Olinger Consulting 2022 Q4 filed Feb. 14, 2023
Koss-Olinger Consulting 2022 Q3 filed Nov. 14, 2022
Koss-Olinger Consulting 2022 Q2 filed July 8, 2022
Koss-Olinger Consulting 2022 Q1 filed May 6, 2022
Koss-Olinger Consulting 2021 Q4 filed Feb. 7, 2022
Koss-Olinger Consulting 2021 Q3 filed Nov. 9, 2021
Koss-Olinger Consulting 2021 Q2 filed Aug. 11, 2021
Koss-Olinger Consulting 2021 Q1 filed May 14, 2021

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