13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001861163
Total reported value
$1.3B
$1.3B
185 檔
33.9%
The Q4 2024 SEC filing reveals that Koss-Olinger Consulting, LLC held a total portfolio value of $1.3B, covering 185 public equity positions.
During Q4 2024, Koss-Olinger Consulting, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 19.98% | +6.48% | +205.43% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 5.29% | -0.23% | +158.86% | |
| 3 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 5.08% | +0.46% | +2.15% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 4.19% | -0.50% | +3.77% | |
| 5 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.06% | -0.25% | +2.63% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.02% | +2.91% | +4.23% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.89% | -1.07% | -1.20% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.88% | -2.92% | +4.44% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.85% | -0.10% | -45.64% | |
| 10 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.82% | — | +1.12% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.78% | -0.04% | +10.69% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.53% | — | -14.34% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.51% | -0.32% | +7.14% | |
| 14 | GVI | Ishares Intermediate Governm | ETF-Other | 2.25% | -0.82% | +3.57% | |
| 15 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 2.14% | — | +4.66% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.04% | -0.92% | +3.56% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.93% | -0.53% | -1.42% | |
| 18 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.77% | +0.11% | +0.73% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.52% | -0.83% | -0.48% | |
| 20 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.22% | -0.37% | -1.05% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.08% | -0.62% | +0.54% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.93% | -0.58% | +0.59% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | -0.99% | +4.94% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.44% | -1.00% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.05% | +18.67% | |
| 26 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.72% | -0.01% | +0.91% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.07% | +16.26% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | -0.40% | -0.13% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.01% | +47.15% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.37% | +0.99% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.16% | +41.10% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | -0.21% | +27.09% | |
| 33 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.54% | +0.04% | +0.85% | |
| 34 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.53% | -0.07% | +21.50% | |
| 35 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.47% | -0.14% | -0.72% | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.42% | -0.13% | -0.27% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.19% | +124.94% | |
| 38 | ROKU | Roku Inc | Stock-Comm Services | 0.39% | — | +19.98% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | -0.09% | +72.49% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.36% | -0.16% | +1.56% | |
| 41 | PACB | Pacific Biosciences Of Calif | Stock-Other | 0.32% | — | +150.00% | |
| 42 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.31% | -0.05% | -0.20% | |
| 43 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.31% | +0.02% | — | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.31% | -0.05% | EXIT | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.04% | -3.81% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.28% | -0.06% | +65.43% | |
| 47 | CGW | Invesco S&p Global Water Ind | ETF-Other | 0.28% | -0.07% | -1.39% | |
| 48 | VFC | Vf CORP | Stock-Consumer Disc | 0.25% | -0.11% | EXIT | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.24% | -0.12% | +7.88% | |
| 50 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 0.23% | — | -1.26% |
According to official SEC Form 13F filings, Koss-Olinger Consulting, LLC reported a total U.S. public equity portfolio value of $1.3B across 185 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, BOND, JPSE) accounted for 33.9% of total reported equity market value during Q4 2024.
During Q4 2024, Koss-Olinger Consulting, LLC's top holdings by market value included SCHX (20.0%)、BOND (5.3%)、JPSE (5.1%). The largest single position, SCHX, represented 20.0% of total portfolio value.
In Q4 2024, Koss-Olinger Consulting, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.