Koss-Olinger Consulting, LLC Q2 2024 Filing

Filed August 6, 2024

Portfolio Value

$1.1B

Holdings

267

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (267 positions)

#StockSharesValue% PortfolioType
1
SCHXSCHWAB STRATEGIC TR
3,204,125$205.9T19016989.80%
2
IVEISHARES TR
307,140$55.9T5164096.77%
3
JPSEJ P MORGAN EXCHANGE TRADED F
1,196,351$52.2T4818425.69%
4
BLVVANGUARD BD INDEX FDS
659,728$46.4T4283660.90%
5
TSLATESLA INC
233,040$46.1T4259827.88%
6
USHYISHARES TR
1,237,438$44.9T4147129.14%
7
SPMDSPDR SER TR
784,969$40.3T3719890.04%
8
VTEBVANGUARD MUN BD FDS
677,414$33.9T3135704.07%
9
SPEMSPDR INDEX SHS FDS
806,369$30.4T2806014.05%
10
PTLCPACER FDS TR
598,715$29.8T2752066.45%
11
AGGISHARES TR
284,377$27.6T2549947.72%
12
GVIISHARES TR
231,688$24.0T2220072.94%
13
BONDPIMCO ETF TR
262,649$23.9T2209819.20%
14
HYEMVANECK ETF TRUST
1,163,006$22.3T2056290.25%
15
ISTBISHARES TR
466,038$22.1T2039293.06%
16
IWBISHARES TR
70,079$20.9T1926132.44%
17
EFIVSPDR SER TR
351,995$18.7T1726600.23%
18
IWRISHARES TR
198,745$16.1T1488547.22%
19
ICFISHARES TR
235,320$13.5T1245321.15%
20
IVWISHARES TR
121,082$11.2T1035073.33%
21
EFGISHARES TR
108,166$11.1T1022140.68%
22
VWOVANGUARD INTL EQUITY INDEX F
235,296$10.3T951195.90%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
21,142$8.6T794526.17%
24
NUBDNUSHARES ETF TR
370,861$8.1T747506.77%
25
EFVISHARES TR
134,897$7.2T660950.44%
26
IVVISHARES TR
11,621$6.4T587511.50%
27
VTVVANGUARD INDEX FDS
37,363$6.0T553609.50%
28
XJHISHARES TR
141,799$5.6T518321.86%
29
MDYVSPDR SER TR
67,185$4.9T452642.51%
30
MDYGSPDR SER TR
56,460$4.7T438416.60%
31
GOOGALPHABET INC
25,208$4.6T427146.73%
32
DISDISNEY WALT CO
46,226$4.6T424005.94%
33
RSPINVESCO EXCHANGE TRADED FD T
23,237$3.8T352599.28%
34
AMZNAMAZON COM INC
19,664$3.8T351028.88%
35
AAPLAPPLE INC
17,749$3.7T345301.57%
36
XLKSELECT SECTOR SPDR TR
16,064$3.6T335694.46%
37
VSGXVANGUARD WORLD FD
62,350$3.6T329874.78%
38
VOOVANGUARD INDEX FDS
6,952$3.5T321191.43%
39
PYPLPAYPAL HLDGS INC
58,468$3.4T313431.84%
40
VGSRMANAGER DIRECTED PORTFOLIOS
346,548$3.4T309552.05%
41
TERTERADYNE INC
22,272$3.3T305118.00%
42
CGWINVESCO EXCH TRADED FD TR II
58,230$3.2T297450.79%
43
BACVERIZON COMMUNICATIONS INC
75,269$3.1T286735.17%
44
ROKUROKU INC
50,000$3.0T276850.94%
45
CATHGLOBAL X FDS
45,093$2.9T272416.89%
46
NVDANVIDIA CORPORATION
22,527$2.8T257082.47%
47
EMHYISHARES INC
72,388$2.7T247752.49%
48
HASHASBRO INC
45,636$2.7T246643.98%
49
SPYSPDR S&P 500 ETF TR
4,826$2.6T242671.81%
50
RTXRTX CORPORATION
25,811$2.6T239346.27%
51
ESGEISHARES INC
75,004$2.5T232325.70%
52
AWGASBURY AUTOMOTIVE GROUP INC
10,935$2.5T230201.05%
53
CMCSACOMCAST CORP NEW
62,933$2.5T227614.52%
54
NDQINVESCO QQQ TR
5,108$2.4T226044.13%
55
GSKGSK PLC
62,881$2.4T223642.35%
56
CPBCAMPBELL SOUP CO
52,943$2.4T220963.44%
57
USBUS BANCORP DEL
59,146$2.3T216898.90%
58
WFCWELLS FARGO CO NEW
39,501$2.3T216714.15%
59
KELKELLANOVA
40,552$2.3T216067.52%
60
STSENSATA TECHNOLOGIES HLDG PL
62,210$2.3T214866.63%
61
SLYGSPDR SER TR
27,062$2.3T214681.88%
62
GILDGILEAD SCIENCES INC
33,116$2.3T209878.32%
63
BWABORGWARNER INC
67,882$2.2T202211.11%
64
CVSCVS HEALTH CORP
37,025$2.2T202026.36%
65
BUDANHEUSER BUSCH INBEV SA/NV
37,517$2.2T201564.48%
66
PFEPFIZER INC
76,782$2.1T198423.70%
67
SCHHSCHWAB STRATEGIC TR
105,742$2.1T195098.16%
68
METAMETA PLATFORMS INC
3,968$2.0T184844.42%
69
ZBHZIMMER BIOMET HOLDINGS INC
18,007$2.0T180502.75%
70
ICEINTERCONTINENTAL EXCHANGE IN
14,214$1.9T179763.74%
71
NKENIKE INC
25,576$1.9T178100.97%
72
MKTXMARKETAXESS HLDGS INC
9,544$1.9T176807.71%
73
VFCV F CORP
140,612$1.9T175329.69%
74
SCHPSCHWAB STRATEGIC TR
36,460$1.9T175144.94%
75
ALBALBEMARLE CORP
19,653$1.9T173389.79%
76
PIIPOLARIS INC
23,907$1.9T172927.91%
77
MSFTMICROSOFT CORP
3,926$1.8T162119.92%
78
MBUUMALIBU BOATS INC
49,909$1.7T161565.66%
79
VTIVANGUARD INDEX FDS
6,538$1.7T161565.66%
80
MDTMEDTRONIC PLC
21,874$1.7T159071.51%
81
AVGOBROADCOM INC
1,040$1.7T154267.96%
82
QQLVINVESCO EXCH TRADED FD TR II
33,332$1.6T147432.13%
83
AMCXAMC NETWORKS INC
162,424$1.6T144937.98%
84
XSOEWISDOMTREE TR
46,987$1.4T132929.10%
85
IXNISHARES TR
17,247$1.4T131912.96%
86
IFFINTERNATIONAL FLAVORS&FRAGRA
14,389$1.4T126555.15%
87
SCHFSCHWAB STRATEGIC TR
35,492$1.4T126000.89%
88
VTIPVANGUARD MALVERN FDS
26,762$1.3T119996.45%
89
NFLXNETFLIX INC
1,866$1.3T116301.41%
90
TSNTYSON FOODS INC
21,826$1.2T115192.90%
91
MACMACERICH CO
79,791$1.2T113807.26%
92
ERICTELEFONAKTIEBOLAGET LM ERICS
197,908$1.2T112791.12%
93
GEGE AEROSPACE
7,510$1.2T110296.97%
94
SDYSPDR SER TR
9,145$1.2T107433.31%
95
PGPROCTER AND GAMBLE CO
6,723$1.1T102445.01%
96
PACBPACIFIC BIOSCIENCES CALIF IN
800,000$1.1T101244.12%
97
ISMDNORTHERN LTS FD TR IV
31,376$1.1T100412.74%
98
VOVANGUARD INDEX FDS
4,401$1.1T98380.46%
99
IWSISHARES TR
8,803$1.1T98195.71%
100
LHXL3HARRIS TECHNOLOGIES INC
4,639$1.0T96255.82%
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