Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Koss-olinger Consulting, Llc > Profile

Instuitional Investor - Koss-olinger Consulting, Llc

Fund Profile
Filing Period:
Fund Name: Koss-olinger Consulting, Llc
Portfolio Value $1,141,024
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 9,833,558 $227,942 19.97%
2.
Pimco Etf Trust
 667,584 $60,363 5.29%
3.
J P Morgan Exchange Traded F
 1,237,906 $57,945 5.07%
4.
Ishares Tr
 1,298,734 $47,780 4.18%
5.
Vanguard Bond Index Funds
 BND 677,485 $46,360 4.06%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)