Koss-Olinger Consulting, LLC: 13F holdings
CIK 18611632026Q2
| Positions | 172 |
|---|---|
| Reported value | $1.3bn |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHX SCHWAB U.S. LARGE-CAP ETF | 12,808,366 | $377.0m | 29.0% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 2,207,262 | $168.0m | 12.9% |
| BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 1,347,216 | $124.2m | 9.6% |
| SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 1,574,014 | $106.3m | 8.2% |
| AGG ISHARES CORE U.S. AGGREGATE BOND ETF | 899,732 | $89.1m | 6.9% |
| JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | 1,075,753 | $64.7m | 5.0% |
| EEM ISHARES MSCI EMERGING MARKETS ETF | 743,148 | $50.8m | 3.9% |
| USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 1,183,714 | $43.8m | 3.4% |
| BKLN INVESCO SENIOR LOAN ETF | 1,639,480 | $33.4m | 2.6% |
| STATE STREET SPDR S&P 500 ESG ETF | 407,529 | $29.7m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1861163")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.