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 $1.30B across 172 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($377.0M, 29.03%), ACWX ($168.0M, 12.94%), BOND ($124.2M, 9.57%), SPMD ($106.3M, 8.19%), AGG ($89.1M, 6.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $377.0M | 29.03% | 12.8M | Added |
| 2 | ACWX | ISHARES MSCI ACWI EX U.S. ETF | $168.0M | 12.94% | 2.2M | Added |
| 3 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $124.2M | 9.57% | 1.3M | Added |
| 4 | SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $106.3M | 8.19% | 1.6M | Added |
| 5 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $89.1M | 6.86% | 899,732 | Added |
| 6 | JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $64.7M | 4.98% | 1.1M | Added |
| 7 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $50.8M | 3.92% | 743,148 | Added |
| 8 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $43.8M | 3.38% | 1.2M | Trimmed |
| 9 | BKLN | INVESCO SENIOR LOAN ETF | $33.4M | 2.57% | 1.6M | Added |
| 10 | EFIV | STATE STREET SPDR S&P 500 ESG ETF | $29.7M | 2.29% | 407,529 | Trimmed |
| 11 | BLV | VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND | $25.9M | 1.99% | 375,234 | Trimmed |
| 12 | IWB | ISHARES RUSSELL 1000 ETF | $8.0M | 0.62% | 19,581 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION COM | $8.1M | 0.62% | 40,276 | Trimmed |
| 14 | IVE | ISHARES S&P 500 VALUE ETF | $7.4M | 0.57% | 32,425 | Trimmed |
| 15 | XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $7.3M | 0.56% | 140,062 | Added |
| 16 | IVV | ISHARES CORE S&P 500 ETF | $7.1M | 0.55% | 9,525 | Trimmed |
| 17 | GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $6.9M | 0.53% | 65,021 | Trimmed |
| 18 | NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $6.7M | 0.52% | 302,281 | Added |
| 19 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $6.0M | 0.46% | 101,129 | Trimmed |
| 20 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $4.8M | 0.37% | 58,316 | Added |
| 21 | ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $4.2M | 0.33% | 87,575 | Trimmed |
| 22 | SPY | STATE STREET SPDR S&P 500 ETF | $3.9M | 0.30% | 5,165 | Added |
| 23 | BSV | VANGUARD SHORT-TERM BOND ETF | $3.9M | 0.30% | 50,190 | Added |
| 24 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3.4M | 0.26% | 17,688 | Trimmed |
| 25 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $3.4M | 0.26% | 33,399 | Added |
Source: SEC Form 13F filings · as of 2026-06-30