Koss-Olinger Consulting, LLC: 13F holdings

CIK 18611632026Q2

Positions172
Reported value$1.3bn
Filed2026-08-10

Change since last quarter

Positions172 (-82 vs prior quarter)
Reported value$1.3bn (+8.8%)

Top 10 holdings

SecuritySharesValueWeight
SCHX SCHWAB U.S. LARGE-CAP ETF12,808,366$377.0m29.0%
ACWX ISHARES MSCI ACWI EX U.S. ETF2,207,262$168.0m12.9%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND1,347,216$124.2m9.6%
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF1,574,014$106.3m8.2%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF899,732$89.1m6.9%
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF1,075,753$64.7m5.0%
EEM ISHARES MSCI EMERGING MARKETS ETF743,148$50.8m3.9%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF1,183,714$43.8m3.4%
BKLN INVESCO SENIOR LOAN ETF1,639,480$33.4m2.6%
EFIV STATE STREET SPDR S&P 500 ESG ETF407,529$29.7m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1861163")

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