CIK 1861163
Koss-Olinger Consulting, LLC
Institutional 13F holdings & portfolio
Holdings
269
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 269
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 10.0M | $1M+ | SH |
| BOND | PIMCO ETF TR | 1.3M | $1M+ | SH |
| AGG | ISHARES TR | 703K | $1M+ | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 1.2M | $1M+ | SH |
| USHY | ISHARES TR | 1.5M | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 884K | $1M+ | SH |
| EFG | ISHARES TR | 361K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 692K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 801K | $1M+ | SH |
| IVE | ISHARES TR | 140K | $1M+ | SH |
| TSLA | TESLA INC | 66K | $1M+ | SH |
| GVI | ISHARES TR | 269K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 410K | $1M+ | SH |
| ISTB | ISHARES TR | 569K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 508K | $1M+ | SH |
| EFIV | SPDR SERIES TRUST | 409K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 116K | $1M+ | SH |
| IWB | ISHARES TR | 52K | $1M+ | SH |
| IWR | ISHARES TR | 154K | $1M+ | SH |
| ICF | ISHARES TR | 190K | $1M+ | SH |
| IVW | ISHARES TR | 78K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 17K | $1M+ | SH |
| IVV | ISHARES TR | 12K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 69K | $1M+ | SH |
| EFV | ISHARES TR | 85K | $1M+ | SH |
| XJH | ISHARES TR | 135K | $1M+ | SH |
| AAPL | APPLE INC | 21K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| NUBD | NUSHARES ETF TR | 244K | $1M+ | SH |
| GOOG | ALPHABET INC | 17K | $1M+ | SH |
| PACB | PACIFIC BIOSCIENCES CALIF IN | 2.6M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 51K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 58K | $1M+ | SH |
| AMZN | AMAZON COM INC | 18K | $1M+ | SH |
| MDYG | SPDR SERIES TRUST | 44K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 18K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 23K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| STIP | ISHARES TR | 29K | $1M+ | SH |
| ESGE | ISHARES INC | 61K | $1M+ | SH |
| VGSR | MANAGER DIRECTED PORTFOLIOS | 256K | $1M+ | SH |
| HII | HUNTINGTON INGALLS INDS INC | 8K | $1M+ | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 39K | $1M+ | SH |
| GSK | GSK PLC | 49K | $1M+ | SH |
| GE | GE AEROSPACE | 7K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 106K | $1M+ | SH |
| SFST | SOUTHERN FIRST BANCSHARES | 42K | $1M+ | SH |
| CRWV | COREWEAVE INC | 30K | $1M+ | SH |
| INCY | INCYTE CORP | 22K | $1M+ | SH |