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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, BOND, JPSE, SPMD, USHY, and represent 36.29% of Koss-Olinger Consulting's stock portfolio.
Added to shares of these 10 stocks: IWB, SCHF, IVW, SDY, XCEM, EFA, SPVU, MDYG, SLYG, MDYV.
Reduced shares in these 10 stocks: SCHX, NVDA, SPMD, JPSE, SPYV, SPSM, QQQ, AAPL, MP, XOM.
Sold out of its positions in MP, PECO, SPSM.
Koss-Olinger Consulting was a net seller of stock by $-8.0M.
Koss-Olinger Consulting has $1.2B in assets under management (AUM), dropping by -0.65%.
Central Index Key (CIK): 0001861163

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Portfolio Holdings for Koss-Olinger Consulting

Koss-Olinger Consulting holds 311 positions in its portfolio as reported in the September 2025 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	$230M		9.4M	24.44	View chart
Pimco Etf Tr Active Bd Etf (BOND)	5.0	$61M		656k	92.18	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	4.7	$56M		1.2M	45.49	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	3.9	$47M		867k	54.38	View chart
Ishares Tr Broad Usd High (USHY)	3.7	$45M		1.2M	37.51	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	3.6	$43M		623k	69.54	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.8	$34M		805k	42.74	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	2.8	$34M		655k	52.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$33M		333k	99.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$31M		157k	195.42	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	2.4	$29M		578k	50.76	View chart
Tesla Motors (TSLA)	2.1	$26M		81k	317.67	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	2.0	$24M		414k	58.55	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	2.0	$24M		226k	106.79	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	1.9	$23M		1.2M	19.82	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.9	$23M		466k	48.65	View chart
NVIDIA Corporation (NVDA)	1.6	$19M	-2%	122k	157.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.5	$19M		55k	339.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$16M		176k	91.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$13M		118k	110.10	View chart
Ishares Tr Select Us Reit (ICF)	1.1	$13M		208k	61.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$12M		104k	112.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$10M		209k	49.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$10M		21k	485.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$7.9M		13k	620.89	View chart
Microsoft Corporation (MSFT)	0.6	$7.2M	-3%	15k	497.42	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$6.4M		101k	63.48	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$6.3M		36k	176.74	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.5	$6.1M		275k	22.26	View chart
Amazon (AMZN)	0.5	$5.9M	-3%	27k	219.40	View chart
Ishares Tr Esg Select Scre (XJH)	0.5	$5.6M		135k	41.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.8M	-4%	27k	177.41	View chart
Apple (AAPL)	0.4	$4.7M	-5%	23k	205.16	View chart
Paypal Holdings (PYPL)	0.4	$4.6M		62k	74.33	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.4	$4.5M		57k	79.44	View chart
Roku Com Cl A (ROKU)	0.4	$4.4M		50k	87.90	View chart
Broadcom (AVGO)	0.4	$4.3M		16k	275.64	View chart
Meta Platforms Cl A (META)	0.4	$4.3M	-4%	5.8k	738.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$4.2M		23k	181.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$4.1M		7.2k	568.09	View chart
Pacific Biosciences of California (PACB)	0.3	$4.1M		3.3M	1.24	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.3	$4.1M		47k	86.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$4.1M		6.6k	617.82	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.3	$3.8M		58k	65.49	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$3.2M		31k	102.91	View chart
Nike CL B (NKE)	0.2	$3.0M		42k	71.03	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.2	$2.9M		282k	10.46	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$2.9M		12k	253.23	View chart
Incyte Corporation (INCY)	0.2	$2.9M		43k	68.11	View chart
Walt Disney Company (DIS)	0.2	$2.8M		23k	124.02	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.7M		20k	136.32	View chart
Netflix (NFLX)	0.2	$2.7M		2.0k	1338.83	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.2	$2.5M		37k	68.71	View chart
GSK Sponsored Adr (GSK)	0.2	$2.5M		66k	38.41	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$2.5M		8.7k	287.93	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$2.5M		40k	62.49	View chart
Comcast Corp Cl A (CMCSA)	0.2	$2.4M		68k	35.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.4M		8.0k	303.95	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$2.4M		61k	39.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.4M	-11%	4.3k	551.62	View chart
Huntington Ingalls Inds (HII)	0.2	$2.4M		9.9k	241.44	View chart
Corteva (CTVA)	0.2	$2.4M		32k	74.55	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.2	$2.3M		58k	38.96	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$2.2M		106k	21.16	View chart
Paycom Software (PAYC)	0.2	$2.2M		9.5k	231.43	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$2.2M		9.6k	226.44	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.2	$2.1M		60k	35.78	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.2	$2.1M		42k	48.63	View chart
Fmc Corp Com New (FMC)	0.2	$2.0M		48k	41.74	View chart
Gilead Sciences (GILD)	0.2	$2.0M		18k	110.86	View chart
Sensata Technologies Hldg Pl SHS (ST)	0.2	$2.0M		66k	30.11	View chart
Toyota Motor Corp Ads (TM)	0.2	$2.0M		12k	172.24	View chart
Lauder Estee Cos Cl A (EL)	0.2	$2.0M		24k	80.79	View chart
Global X Fds S&p 500 Catholic (CATH)	0.2	$2.0M		26k	75.45	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$1.9M		39k	50.27	View chart
Nxp Semiconductors N V (NXPI)	0.2	$1.9M		8.8k	218.52	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.2	$1.9M		25k	78.04	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.2	$1.9M		22k	88.75	View chart
Pfizer (PFE)	0.2	$1.9M		79k	24.24	View chart
Ge Aerospace Com New (GE)	0.2	$1.9M		7.4k	257.35	View chart
Rentokil Initial Sponsored Adr (RTO)	0.2	$1.9M		78k	24.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.8M		23k	78.68	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$1.8M		19k	95.31	View chart
Zimmer Holdings (ZBH)	0.1	$1.8M		20k	91.23	View chart
Devon Energy Corporation (DVN)	0.1	$1.7M	-5%	55k	31.82	View chart
International Flavors & Fragrances (IFF)	0.1	$1.7M		23k	73.53	View chart
United Parcel Service CL B (UPS)	0.1	$1.7M		17k	100.96	View chart
Lamb Weston Hldgs (LW)	0.1	$1.7M		32k	51.86	View chart
Compass Minerals International (CMP)	0.1	$1.7M		83k	20.09	View chart
Kraft Heinz (KHC)	0.1	$1.7M		64k	25.82	View chart
Polaris Industries (PII)	0.1	$1.7M		41k	40.66	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$1.7M		48k	34.47	View chart
Campbell Soup Company (CPB)	0.1	$1.6M		53k	30.65	View chart
Southern First Bancshares (SFST)	0.1	$1.6M		42k	38.02	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.5M		16k	97.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.5M	+3%	68k	22.10	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.5M		16k	92.34	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.5M		13k	113.38	View chart
Dollar General (DG)	0.1	$1.5M		13k	114.42	View chart
Global Payments (GPN)	0.1	$1.5M		18k	80.06	View chart
Bio Rad Labs Cl A (BIO)	0.1	$1.5M		6.1k	241.28	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.4M		4.1k	350.55	View chart
AMN Healthcare Services (AMN)	0.1	$1.4M		69k	20.67	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.1	$1.4M		26k	52.04	View chart
Intuit (INTU)	0.1	$1.4M		1.7k	787.74	View chart
Ss&c Technologies Holding (SSNC)	0.1	$1.3M		16k	82.83	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$1.3M		304k	4.25	View chart
Procter & Gamble Company (PG)	0.1	$1.2M		7.7k	159.36	View chart
Amgen (AMGN)	0.1	$1.2M		4.2k	279.33	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$1.2M	+4%	8.6k	135.75	View chart
3M Company (MMM)	0.1	$1.2M		7.6k	152.31	View chart
L3harris Technologies (LHX)	0.1	$1.2M		4.6k	250.76	View chart
V.F. Corporation (VFC)	0.1	$1.2M		98k	11.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.1M		4.1k	279.79	View chart
Royalty Pharma Shs Class A (RPRX)	0.1	$1.1M		31k	36.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.1M		14k	83.48	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.1M		8.3k	132.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.1M		1.9k	566.49	View chart
Altria (MO)	0.1	$1.1M		18k	58.63	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M		3.6k	290.05	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M		6.6k	152.78	View chart
Essential Utils (WTRG)	0.1	$995k		27k	37.15	View chart
Block Cl A (XYZ)	0.1	$992k		15k	67.91	View chart
Northrop Grumman Corporation (NOC)	0.1	$984k		2.0k	499.75	View chart
Ge Vernova (GEV)	0.1	$958k		1.8k	529.28	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$957k		2.2k	440.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$952k		5.4k	176.30	View chart
Biogen Idec (BIIB)	0.1	$911k		7.3k	125.55	View chart
Albemarle Corporation (ALB)	0.1	$909k		15k	62.65	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$894k		30k	30.18	View chart
Iqvia Holdings (IQV)	0.1	$874k		5.5k	157.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$859k		44k	19.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$859k		15k	57.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$856k		41k	20.68	View chart
Rev (REVG)	0.1	$852k		18k	47.60	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$835k		11k	74.85	View chart
Diageo Spon Adr New (DEO)	0.1	$821k		8.1k	100.79	View chart
Lithium Amers Corp Com Shs (LAC)	0.1	$815k		304k	2.68	View chart
Verizon Communications (VZ)	0.1	$805k		19k	43.25	View chart
Schlumberger Com Stk (SLB)	0.1	$801k		24k	33.78	View chart
Nv5 Holding (NVEE)	0.1	$795k		34k	23.09	View chart
Amphenol Corp Cl A (APH)	0.1	$791k		8.0k	98.69	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.1	$786k		22k	35.53	View chart
Apa Corporation (APA)	0.1	$781k		43k	18.29	View chart
Bel Fuse CL B (BELFB)	0.1	$775k		7.9k	97.71	View chart
Build-A-Bear Workshop (BBW)	0.1	$769k		15k	51.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$766k	+6%	8.6k	89.43	View chart
Hci (HCI)	0.1	$763k		5.0k	152.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$760k		1.1k	663.18	View chart
Park Hotels & Resorts Inc-wi (PK)	0.1	$742k		73k	10.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$735k		31k	23.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$733k		30k	24.54	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$725k		7.9k	91.77	View chart
Perdoceo Ed Corp (PRDO)	0.1	$721k		22k	32.71	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$696k		34k	20.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$689k		35k	19.65	View chart
International Business Machines (IBM)	0.1	$688k		2.3k	294.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$683k		11k	62.00	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$683k		9.0k	75.89	View chart
Rex American Resources (REX)	0.1	$681k		14k	48.68	View chart
Teekay Corporation SHS (TK)	0.1	$654k		79k	8.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$650k		28k	23.23	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.1	$649k		30k	21.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$648k		29k	22.69	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$648k		11k	58.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$646k		28k	23.48	View chart
Hamilton Beach Brands Hldg C Com Cl A (HBB)	0.1	$639k		36k	17.90	View chart
Southern Company (SO)	0.1	$636k		6.9k	91.79	View chart
eBay (EBAY)	0.1	$626k		8.4k	74.48	View chart
Blue Bird Corp (BLBD)	0.1	$623k		14k	43.15	View chart
Safe Bulkers Inc Com Stk (SB)	0.0	$604k		167k	3.61	View chart
DaVita (DVA)	0.0	$604k		4.2k	142.52	View chart
Heidrick & Struggles International (HSII)	0.0	$594k		13k	45.75	View chart
Nextera Energy (NEE)	0.0	$593k		8.5k	69.38	View chart
Bank of America Corporation (BAC)	0.0	$591k	-11%	13k	47.34	View chart
Take-Two Interactive Software (TTWO)	0.0	$590k		2.4k	243.00	View chart
salesforce (CRM)	0.0	$581k	-8%	2.1k	272.77	View chart
Coca-Cola Company (KO)	0.0	$578k	-7%	8.2k	70.73	View chart
Diamond Hill Invt Group Com New (DHIL)	0.0	$571k		3.9k	145.40	View chart
Rocky Brands (RCKY)	0.0	$565k		25k	22.20	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$559k		24k	23.37	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.0	$559k		16k	34.28	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$559k		24k	22.93	View chart
Bank Ozk (OZK)	0.0	$555k		12k	47.03	View chart
Legacy Housing Corp (LEGH)	0.0	$550k		24k	22.66	View chart
Caterpillar (CAT)	0.0	$549k	-3%	1.4k	388.54	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$548k		15k	36.89	View chart
Golden Entmt (GDEN)	0.0	$547k		19k	29.40	View chart
Abbvie (ABBV)	0.0	$541k		2.9k	185.72	View chart
Wal-Mart Stores (WMT)	0.0	$538k	-2%	5.5k	97.78	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.0	$537k		26k	20.62	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.0	$536k		21k	25.08	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.0	$535k		22k	24.48	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.0	$534k		23k	23.72	View chart
Boston Scientific Corporation (BSX)	0.0	$533k		5.0k	107.44	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$530k	+10%	16k	34.15	View chart
Cisco Systems (CSCO)	0.0	$522k		7.5k	69.38	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$522k		23k	22.48	View chart
Jabil Circuit (JBL)	0.0	$516k		2.4k	218.27	View chart
Sandridge Energy Com New (SD)	0.0	$513k		47k	10.82	View chart
Exxon Mobil Corporation (XOM)	0.0	$513k	-35%	4.8k	107.89	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$512k		23k	22.36	View chart
CVS Caremark Corporation (CVS)	0.0	$512k		7.4k	69.00	View chart
Pangaea Logistics Solution L SHS (PANL)	0.0	$509k		108k	4.70	View chart
Eastern Company (EML)	0.0	$495k		22k	22.83	View chart
Energy Services of America (ESOA)	0.0	$487k		49k	9.95	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$481k		9.3k	51.45	View chart
Beazer Homes Usa Com New (BZH)	0.0	$479k		21k	22.36	View chart
Zillow Group Cl C Cap Stk (Z)	0.0	$479k		6.8k	70.10	View chart
Riley Exploration Permian In (REPX)	0.0	$478k		18k	26.26	View chart
Metropcs Communications (TMUS)	0.0	$477k	-3%	2.0k	238.14	View chart
Medtronic SHS (MDT)	0.0	$474k		5.4k	87.23	View chart
Vaalco Energy Com New (EGY)	0.0	$472k		131k	3.61	View chart
American Express Company (AXP)	0.0	$469k	-2%	1.5k	319.05	View chart
Virco Mfg. Corporation (VIRC)	0.0	$465k		58k	7.99	View chart
ardmore Shipping (ASC)	0.0	$461k		48k	9.60	View chart
Jakks Pac Com New (JAKK)	0.0	$460k		22k	20.78	View chart
Abbott Laboratories (ABT)	0.0	$458k		3.4k	136.15	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$457k		7.6k	59.79	View chart
Hovnanian Enterprises Cl A New (HOV)	0.0	$455k		4.4k	104.53	View chart
Hyster-yale Cl A (HY)	0.0	$454k		11k	39.81	View chart
Hormel Foods Corporation (HRL)	0.0	$434k		14k	30.25	View chart
AMREP Corporation (AXR)	0.0	$432k		21k	20.94	View chart
Intel Corporation (INTC)	0.0	$430k		19k	22.40	View chart
Miller Inds Inc Tenn Com New (MLR)	0.0	$429k		9.6k	44.51	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$426k		17k	25.32	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$426k		957.00	445.14	View chart
MiMedx (MDXG)	0.0	$415k		68k	6.11	View chart
Fresenius Medical Care Sponsored Adr (FMS)	0.0	$415k		15k	28.60	View chart
Chevron Corporation (CVX)	0.0	$412k		2.9k	143.06	View chart
Travelzoo Com New (TZOO)	0.0	$410k		32k	12.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$410k		10k	40.80	View chart
Home Depot (HD)	0.0	$405k		1.1k	366.52	View chart
McDonald's Corporation (MCD)	0.0	$399k		1.4k	291.88	View chart
Palo Alto Networks (PANW)	0.0	$398k		1.9k	204.84	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$389k		17k	23.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.0	$389k		17k	23.07	View chart
Eli Lilly & Co. (LLY)	0.0	$388k		498.00	779.12	View chart
Shoe Carnival (SCVL)	0.0	$387k		21k	18.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$381k		3.5k	109.33	View chart
Merck & Co (MRK)	0.0	$371k		4.7k	79.12	View chart
FutureFuel (FF)	0.0	$370k		95k	3.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$365k		7.4k	49.52	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$360k		4.4k	82.15	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$353k		3.1k	115.36	View chart
Tactile Systems Technology, In (TCMD)	0.0	$350k		35k	10.14	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$349k		6.9k	50.61	View chart
Hca Holdings (HCA)	0.0	$347k		905.00	383.43	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.0	$345k		16k	22.05	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$344k		15k	22.69	View chart
United Ban (UBCP)	0.0	$338k		23k	14.48	View chart
At&t (T)	0.0	$331k		11k	28.95	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$330k		3.3k	99.40	View chart
Fidus Invt (FDUS)	0.0	$326k		16k	20.18	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$325k		2.2k	149.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$324k		1.4k	237.36	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.0	$324k		14k	23.94	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$321k		5.2k	61.60	View chart
Cigna Corp (CI)	0.0	$317k		959.00	330.55	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$312k		4.2k	74.16	View chart
Hasbro (HAS)	0.0	$311k		4.2k	73.73	View chart
Veracyte (VCYT)	0.0	$309k		11k	27.07	View chart
Adobe Systems Incorporated (ADBE)	0.0	$307k		794.00	386.65	View chart
UnitedHealth (UNH)	0.0	$306k		980.00	312.24	View chart
Pepsi (PEP)	0.0	$306k		2.3k	132.07	View chart
Goldman Sachs (GS)	0.0	$301k		425.00	708.24	View chart
Raytheon Technologies Corp (RTX)	0.0	$300k	-20%	2.1k	145.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$293k		10k	29.17	View chart
Duke Energy Corp Com New (DUK)	0.0	$285k		2.4k	117.96	View chart
Morgan Stanley Com New (MS)	0.0	$281k		2.0k	140.78	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$278k		4.6k	59.97	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.0	$277k		9.0k	30.88	View chart
Transunion (TRU)	0.0	$276k		3.1k	87.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$272k		620.00	438.71	View chart
American Tower Reit (AMT)	0.0	$263k		1.2k	221.19	View chart
Thermo Fisher Scientific (TMO)	0.0	$259k		639.00	405.32	View chart
Fifth Third Ban (FITB)	0.0	$254k		6.2k	41.15	View chart
Ares Capital Corporation (ARCC)	0.0	$253k		12k	21.93	View chart
Charter Communications Inc N Cl A (CHTR)	0.0	$250k		610.00	409.84	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$250k		3.5k	71.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$247k		3.4k	73.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$237k	-22%	1.1k	216.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$236k		1.8k	133.26	View chart
Blackbaud (BLKB)	0.0	$235k		3.7k	64.26	View chart
Skyworks Solutions (SWKS)	0.0	$234k		3.1k	74.52	View chart
Us Bancorp Del Com New (USB)	0.0	$234k		5.2k	45.29	View chart
Sanofi Sponsored Adr (SNY)	0.0	$230k		4.8k	48.25	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$226k	-12%	2.1k	105.66	View chart
Uber Technologies (UBER)	0.0	$226k		2.4k	93.16	View chart
American Electric Power Company (AEP)	0.0	$219k		2.1k	103.69	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$217k		1.8k	123.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$214k		701.00	305.28	View chart
Centene Corporation (CNC)	0.0	$209k		3.8k	54.38	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$209k		2.3k	90.75	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.0	$208k		4.3k	48.15	View chart
Kellogg Company (K)	0.0	$207k		2.6k	79.49	View chart
Wells Fargo & Company (WFC)	0.0	$207k	-29%	2.6k	80.11	View chart
Bristol Myers Squibb (BMY)	0.0	$204k		4.4k	46.34	View chart
Vulcan Materials Company (VMC)	0.0	$202k		775.00	260.65	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$175k		10k	16.81	View chart
BlackRock Inv. Quality Munic. Trust (BKN)	0.0	$164k		15k	10.93	View chart
Uipath Cl A (PATH)	0.0	$128k		10k	12.80	View chart
Axogen (AXGN)	0.0	$112k		10k	10.80	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.0	$110k		10k	11.00	View chart
Sunrun (RUN)	0.0	$100k		12k	8.19	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.0	$97k		11k	8.48	View chart
Intellia Therapeutics (NTLA)	0.0	$94k		10k	9.40	View chart
Amc Networks Cl A (AMCX)	0.0	$72k		12k	6.26	View chart
Lithium Argentina Com Shs (LAR)	0.0	$68k		33k	2.07	View chart
Ammo (POWW)	0.0	$26k		21k	1.27	View chart
Editas Medicine (EDIT)	0.0	$22k		10k	2.20	View chart

Past Filings by Koss-Olinger Consulting

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

Koss-Olinger Consulting 2025 Q3 filed Oct. 20, 2025
Koss-Olinger Consulting 2025 Q2 filed Aug. 1, 2025
Koss-Olinger Consulting 2025 Q1 filed May 12, 2025
Koss-Olinger Consulting 2024 Q4 filed Feb. 11, 2025
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

View all past filings

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