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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 $1,186,935,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 9,874,084 $218,020,000 18.37%
2.
Pimco Etf Trust
 679,929 $62,873,000 5.3%
3.
J P Morgan Exchange Traded F - DIVERSFD EQT ETF
 1,268,046 $55,274,000 4.66%
4.
Ishares Tr
 1,313,615 $48,354,000 4.07%
5.
Vanguard Bond Index Funds
 BND 684,640 $48,212,000 4.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)