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Home > Institutional Investor > Koss-olinger Consulting, Llc > Profile

Instuitional Investor - Koss-olinger Consulting, Llc

Fund Profile
Filing Period:
Fund Name: Koss-olinger Consulting, Llc
Portfolio Value $1,192,985,319
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 10,490,753 $268,982,918 22.55%
2.
Pimco Etf Trust
 1,266,570 $116,879,115 9.8%
3.
Ishares Trust
 IEF 829,407 $82,335,249 6.9%
4.
Ishares Msci Acwi Ex U.s. Etf - ETF
 1,194,344 $81,776,734 6.85%
5.
Spdr Series Trust
 1,063,343 $62,971,177 5.28%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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