Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Koss-Olinger Consulting, LLC (CIK 1861163) reported $1.19B across 254 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($269.0M, 22.55%), BOND ($116.9M, 9.80%), AGG ($82.3M, 6.90%), ACWX ($81.8M, 6.85%), SPMD ($63.0M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $269.0M | 22.55% | 10.5M | Added |
| 2 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $116.9M | 9.80% | 1.3M | Trimmed |
| 3 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $82.3M | 6.90% | 829,407 | Added |
| 4 | ACWX | ISHARES MSCI ACWI EX U.S. ETF | $81.8M | 6.85% | 1.2M | New |
| 5 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $63.0M | 5.28% | 1.1M | Added |
| 6 | JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $53.9M | 4.52% | 1.0M | Trimmed |
| 7 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $46.3M | 3.88% | 1.3M | Trimmed |
| 8 | SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $35.2M | 2.95% | 749,742 | Trimmed |
| 9 | BLV | VANGUARD LONG-TERM BOND ETF | $26.7M | 2.24% | 387,748 | Trimmed |
| 10 | EFIV | STATE STREET SPDR S&P 500 ESG ETF | $26.0M | 2.18% | 412,410 | Added |
| 11 | IVE | ISHARES S&P 500 VALUE ETF | $19.6M | 1.64% | 92,755 | Trimmed |
| 12 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $17.3M | 1.45% | 319,374 | Trimmed |
| 13 | BKLN | INVESCO SENIOR LOAN ETF | $16.7M | 1.40% | 817,772 | New |
| 14 | GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $16.1M | 1.35% | 151,117 | Trimmed |
| 15 | ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $14.9M | 1.25% | 306,997 | Trimmed |
| 16 | IWB | ISHARES RUSSELL 1000 ETF | $13.8M | 1.15% | 38,634 | Trimmed |
| 17 | IWR | ISHARES RUSSELL MIDCAP ETF | $11.1M | 0.93% | 114,343 | Trimmed |
| 18 | IVW | ISHARES S&P 500 GROWTH ETF | $8.7M | 0.73% | 77,078 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION COM | $8.0M | 0.67% | 46,139 | Trimmed |
| 20 | EFG | ISHARES MSCI EAFE GROWTH ETF | $7.7M | 0.65% | 69,242 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $7.6M | 0.63% | 15,780 | Trimmed |
| 22 | IVV | ISHARES CORE S&P 500 ETF | $7.4M | 0.62% | 11,375 | Trimmed |
| 23 | ICF | ISHARES SELECT U.S. REIT ETF | $6.8M | 0.57% | 110,420 | Trimmed |
| 24 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $6.7M | 0.56% | 68,990 | Hold |
| 25 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $6.7M | 0.56% | 118,132 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31