Notify me when Koss-Olinger Consulting, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 269 | $1,290,645,000 | +$198,824,161 | -$209,371,083 | -$10,546,922 | SCHX, BOND, AGG, JPSE, USHY | 13F-HR | 10 Feb 2026, 10:26 |
| Q3 2025 | 311 | $1,209,058,000 | +$530,212 | -$8,497,362 | -$7,967,150 | SCHX, BOND, JPSE, SPMD, USHY | 13F-HR | 20 Oct 2025, 15:01 |
| Q2 2025 | 314 | $1,218,830,607 | +$24,817,596 | -$70,845,870 | -$46,028,274 | SCHX, BOND, JPSE, SPMD, USHY | 13F-HR | 01 Aug 2025, 09:59 |
| Q1 2025 | 307 | $1,186,935,000 | +$157,703,922 | -$74,197,506 | +$83,506,416 | SCHX, BOND, JPSE, USHY, BLV | 13F-HR | 12 May 2025, 11:09 |
| Q4 2024 | 185 | $1,141,024,000 | +$246,289,635 | -$110,933,578 | +$135,356,057 | SCHX, BOND, JPSE, USHY, BLV | 13F-HR | 10 Feb 2025, 20:22 |
| Q3 2024 | 276 | $1,152,115,000 | +$48,684,351 | -$60,583,005 | -$11,898,654 | SCHX, JPSE, BLV, USHY, SPMD | 13F-HR | 18 Oct 2024, 19:09 |
| Q2 2024 | 267 | $1,082,532,000 | +$1,063,599,582 | -$164,191,299 | +$899,408,283 | SCHX, IVE, JPSE, BLV, TSLA | 13F-HR | 06 Aug 2024, 14:45 |
| Q1 2024 | 46 | $184,878,586 | +$164,583,983 | -$1,002,700,591 | -$838,116,608 | MSFT, AIG, APH, AMZN, MA | 13F-HR | 17 Apr 2024, 18:58 |
| Q4 2023 | 315 | $1,019,046,000 | +$378,742,770 | -$98,138,474 | +$280,604,296 | SCHX, USHY, TSLA, JPSE, BLV | 13F-HR | 13 Feb 2024, 11:11 |
| Q3 2023 | 275 | $677,849,000 | +$104,745,387 | -$261,316,110 | -$156,570,723 | USHY, JPSE, BLV, IVE, TSLA | 13F-HR | 10 Oct 2023, 19:25 |
| Q2 2023 | 283 | $861,128,000 | +$24,975,536 | -$5,857,170 | +$19,118,366 | SCHX, AGG, USHY, JPSE, IVE | 13F-HR | 28 Jul 2023, 17:52 |
| Q1 2023 | 262 | $802,085,000 | +$179,808,566 | -$103,959,336 | +$75,849,230 | SCHX, AGG, USHY, JPSE, IVE | 13F-HR | 12 May 2023, 16:23 |
| Q4 2022 | 237 | $695,276,000 | +$225,887,893 | -$149,567,345 | +$76,320,548 | SCHX, SGOV, AGG, JPSE, IVE | 13F-HR | 13 Feb 2023, 18:15 |
| Q3 2022 | 228 | $587,902,000 | +$147,203,681 | -$83,224,440 | +$63,979,241 | SCHX, SGOV, STPZ, IVE, SPMD | 13F-HR | 14 Nov 2022, 15:53 |
| Q2 2022 | 186 | $548,298,000 | +$143,687,104 | -$143,163,640 | +$523,464 | SCHX, STIP, SGOV, PTLC, IVE | 13F-HR | 08 Jul 2022, 13:45 |
| Q1 2022 | 206 | $620,201,000 | +$166,584,419 | -$95,272,057 | +$71,312,362 | SCHX, PTBD, PTLC, BND, STIP | 13F-HR | 06 May 2022, 13:51 |
| Q4 2021 | 215 | $648,830,000 | +$91,489,805 | -$86,136,412 | +$5,353,393 | SCHX, PTBD, RSP, BND, STIP | 13F-HR | 07 Feb 2022, 16:17 |
| Q3 2021 | 229 | $613,853,000 | +$56,149,993 | -$106,510,488 | -$50,360,495 | SCHX, PTBD, RSP, HYEM, STIP | 13F-HR | 09 Nov 2021, 13:21 |
| Q2 2021 | 244 | $673,514,000 | +$184,838,140 | -$128,437,641 | +$56,400,499 | SCHX, PTBD, RSP, HYEM, STIP | 13F-HR | 11 Aug 2021, 14:35 |
| Q1 2021 | 233 | $587,191,000 | $0 | $0 | $0 | SCHX, ISTB, SPEM, RSP, JNK | 13F-HR | 14 May 2021, 14:43 |