Koss-Olinger Consulting, LLC has disclosed 267 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $1.08 Bil. The turnover rate is 98%.
In Koss-Olinger Consulting, LLC's current portfolio as of 2024-06-30, the top 5 holdings are
Schwab U.S. Large-Cap ETF (SCHX), iShares S&P 500 Value ETF (IVE), JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE), Vanguard Long-Term Bond ETF (BLV), Tesla Inc (TSLA), not including call and put options.
Koss-Olinger Consulting, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Koss-Olinger Consulting, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Koss-Olinger Consulting, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Koss-Olinger Consulting, LLC.