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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 $1,019,046,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,054,918 $172,297,000 16.9%
2.
Ishares Tr
 1,787,745 $64,985,000 6.37%
3.
Tesla Inc.
 TSLA 232,239 $57,707,000 5.66%
4.
J P Morgan Exchange Traded F
 1,120,370 $49,359,000 4.84%
5.
Vanguard Bond Index Funds
 BND 659,484 $49,184,000 4.82%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)