Koss-Olinger Consulting, LLC - Portfolio overview

Koss-Olinger Consulting, LLC has 328 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB U.S. LARGE-CAP ETF, 20.76%
2. BOND - PIMCO ACTIVE BOND EXCHANGE-TRADED FUND, 9.02%
3. AGG - ISHARES CORE U.S. AGGREGATE BOND ETF, 6.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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