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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Koss-Olinger Consulting, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001754960-23-000076

Total Value
$695.6M
Positions
237
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (237)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242012,843,585$128.4M18.47%
2ISHARES TR46436E718600,876$60.2M8.65%
3ISHARES TR464287226618,339$60.0M8.63%
4J P MORGAN EXCHANGE TRADED F46641Q8451,012,244$39.2M5.64%
5ISHARES TR464287408244,363$35.5M5.10%
6VANECK ETF TRUST92189F3531,745,115$31.8M4.57%
7SPDR SER TR78464A847565,835$24.0M3.46%
8SPDR INDEX SHS FDS78463X509710,806$23.4M3.37%
9PACER FDS TR69374H105562,599$21.1M3.03%
10ISHARES TR46428762283,846$17.7M2.54%
11ISHARES TR464287499231,418$15.6M2.25%
12VANGUARD INTL EQUITY INDEX F922042858268,150$10.5M1.50%
13ISHARES TR464288885102,582$8.6M1.24%
14VANGUARD INDEX FDS92290874457,011$8.0M1.15%
15BERKSHIRE HATHAWAY INC DELBRK-A24,447$7.6M1.09%
16ISHARES TR464288877154,777$7.1M1.02%
17ISHARES INC464286285195,544$6.8M0.98%
18ISHARES TR464287309112,590$6.6M0.95%
19ISHARES TR464287564118,429$6.5M0.93%
20ISHARES TR46428720014,593$5.6M0.81%
21SPDR SER TR78464A83976,900$5.0M0.72%
22SPDR SER TR78468R531126,849$4.7M0.67%
23VANGUARD MUN BD FDS92290774692,563$4.6M0.66%
24SPDR SER TR78464A82163,511$4.2M0.60%
25INVESCO EXCHANGE TRADED FD TIVZ25,760$3.6M0.52%
26VANGUARD INDEX FDS92290876916,829$3.2M0.46%
27NUSHARES ETF TRNU142,119$3.1M0.45%
28VANGUARD WORLD FD92191072562,350$3.1M0.44%
29PIMCO ETF TR72201R77529,154$2.6M0.38%
30SSGA ACTIVE ETF TR78467V84858,472$2.3M0.34%
31SPDR SER TR78464A20131,849$2.3M0.33%
32GLOBAL X FDS37954Y88948,398$2.3M0.32%
33INVESCO EXCH TRADED FD TR IIIVZ52,760$2.2M0.31%
34KRAFT HEINZ COKHC50,932$2.1M0.30%
35PROSHARES TR74347B83958,093$2.1M0.30%
36PVH CORPORATIONPVH26,775$1.9M0.27%
37COMCAST CORP NEWCCZ52,170$1.8M0.26%
38ING GROEP N.V.INGVF145,956$1.8M0.26%
39GSK PLCGLAXF49,983$1.8M0.25%
40APPLE INCAAPL13,349$1.7M0.25%
41SPDR S&P 500 ETF TRSPY4,449$1.7M0.24%
42MEDTRONIC PLCMDT21,272$1.7M0.24%
43VANGUARD INDEX FDS9229083634,670$1.6M0.24%
44TAPESTRY INCTPR42,675$1.6M0.23%
45SAP SESAPGF15,498$1.6M0.23%
46INVESCO EXCH TRADED FD TR IIIVZ34,261$1.6M0.23%
47DUPONT DE NEMOURS INCDD22,773$1.6M0.22%
48BOOKING HOLDINGS INCBKNG765$1.5M0.22%
49LAM RESEARCH CORPLRCX3,628$1.5M0.22%
50FRESENIUS MED CARE AG&CO KGAFMCQF92,870$1.5M0.22%
51ISHARES TR46428828117,660$1.5M0.21%
52DAVITA INCDVA19,710$1.5M0.21%
53DISNEY WALT CO25468710616,804$1.5M0.21%
54SKYWORKS SOLUTIONS INCSWKS15,982$1.5M0.21%
55EASTMAN CHEM COEMN17,602$1.4M0.21%
56HSBC HLDGS PLCHBCYF45,930$1.4M0.21%
57NUSHARES ETF TRNU47,067$1.4M0.20%
58GRIFOLS S AGIKLY162,747$1.4M0.20%
59SELECT SECTOR SPDR TR81369Y80310,966$1.4M0.20%
60ASBURY AUTOMOTIVE GROUP INCABG7,423$1.3M0.19%
61FORTUNE BRANDS INNOVATIONS IFBIN22,918$1.3M0.19%
62VANGUARD MALVERN FDS92202080527,726$1.3M0.19%
63PROSHARES TR74347B84728,605$1.3M0.19%
64VANGUARD INDEX FDS9229087366,000$1.3M0.18%
65MASCO CORPMAS27,236$1.3M0.18%
66HAIN CELESTIAL GROUP INCHAIN78,051$1.3M0.18%
67PACER FDS TR69374H64262,357$1.3M0.18%
68CIGNA CORP NEW1255231003,771$1.2M0.18%
69SPDR SER TR78464A7639,951$1.2M0.18%
70ZEBRA TECHNOLOGIES CORPORATIZBRA4,830$1.2M0.18%
71INTEL CORPINTC46,064$1.2M0.18%
72BOSTON BEER INCSAM3,676$1.2M0.17%
73JONES LANG LASALLE INCJLL7,473$1.2M0.17%
74AIR PRODS & CHEMS INCAIIR3,858$1.2M0.17%
75ALIGN TECHNOLOGY INCALGN5,509$1.2M0.17%
76COMPASS MINERALS INTL INCCOMP28,267$1.2M0.17%
77VERTEX PHARMACEUTICALS INCVRTX3,922$1.1M0.16%
78WISDOMTREE TRWT40,649$1.1M0.16%
79PROCTER AND GAMBLE CO7427181097,026$1.1M0.15%
80MICROSOFT CORPMSFT4,412$1.1M0.15%
81VANGUARD INDEX FDS9229086295,185$1.1M0.15%
82ISHARES TR4642874739,964$1.1M0.15%
83SONOCO PRODS CO83549510217,096$1.0M0.15%
84EXXON MOBIL CORPXOM9,159$1.0M0.15%
85BAKER HUGHES COMPANYBKR33,491$989,0000.14%
86META PLATFORMS INCMETA8,107$976,0000.14%
87L3HARRIS TECHNOLOGIES INCLHX4,604$959,0000.14%
88NORTHERN LTS FD TR IVNTRSO31,630$952,0000.14%
89NUSHARES ETF TRNU26,705$940,0000.14%
90SCHWAB STRATEGIC TR80852480527,806$896,0000.13%
91GRUPO TELEVISA S A BGRPFF185,343$845,0000.12%
92TESLA INCTSLA6,373$785,0000.11%
93CVS HEALTH CORPCVS8,316$775,0000.11%
94AMAZON COM INCAMZN9,192$772,0000.11%
95MERCK & CO INCMRK6,903$766,0000.11%
96VANGUARD SCOTTSDALE FDS92206C10213,016$753,0000.11%
97SPDR SER TR78464A47425,644$753,0000.11%
98ALPHABET INCGOOG8,454$750,0000.11%
99SCHWAB STRATEGIC TR80852460718,161$736,0000.11%
100IONIS PHARMACEUTICALS INCIONS18,563$701,0000.10%
101FIRST TR EXCHANGE-TRADED FD33733E87224,908$695,0000.10%
102SCHWAB STRATEGIC TR80852487013,212$684,0000.10%
103NORTHERN LTS FD TR IVNTRSO26,090$680,0000.10%
104JABIL INCJBL9,899$675,0000.10%
105HORMEL FOODS CORPHRL14,610$666,0000.10%
106GENERAL ELECTRIC CO3696043017,860$659,0000.09%
107COCA COLA COKO9,830$625,0000.09%
108ISHARES TR46428729113,764$617,0000.09%
109LAS VEGAS SANDS CORPLVS12,743$613,0000.09%
110PARAMOUNT GLOBAL92556H20636,225$611,0000.09%
111VERIZON COMMUNICATIONS INCVZ15,338$604,0000.09%
112WELLS FARGO CO NEW94974610114,206$587,0000.08%
113AT&T INCT-PC30,307$558,0000.08%
114VMWARE INC9285634024,474$549,0000.08%
115ISHARES TR4642874658,368$549,0000.08%
116SPDR SER TR78464A50813,982$544,0000.08%
117JOHNSON & JOHNSONJNJ2,917$515,0000.07%
118HANESBRANDS INC41034510276,870$489,0000.07%
119NIKE INCNKE4,135$484,0000.07%
120AMC NETWORKS INCAMCX30,737$482,0000.07%
121PAYPAL HLDGS INCPYPL6,737$480,0000.07%
122ISHARES TR46432F85910,184$473,0000.07%
123ISHARES TR4642886209,560$469,0000.07%
124SPDR SER TR78468R20015,260$464,0000.07%
125SPDR S&P MIDCAP 400 ETF TRMDY1,040$461,0000.07%
126UBER TECHNOLOGIES INCUBER18,587$460,0000.07%
127VANGUARD BD INDEX FDS9219378356,257$450,0000.06%
128ABBOTT LABSABLZF4,065$446,0000.06%
129INVESCO EXCH TRD SLF IDX FDIVZ21,230$445,0000.06%
130JPMORGAN CHASE & COVYLD3,277$439,0000.06%
131AMPHENOL CORP NEW0320951015,600$426,0000.06%
1323M COMMM3,422$410,0000.06%
133INVESCO EXCH TRD SLF IDX FDIVZ19,910$408,0000.06%
134SPDR SER TR78464A4097,997$405,0000.06%
135INVESCO EXCH TRD SLF IDX FDIVZ20,112$405,0000.06%
136INVESCO EXCHANGE TRADED FD TIVZ1,654$402,0000.06%
137INVESCO QQQ TRIVZ1,436$382,0000.05%
138CONOCOPHILLIPSCOP3,220$380,0000.05%
139ISHARES TR46432F8426,024$371,0000.05%
140J P MORGAN EXCHANGE TRADED F46641Q8377,347$368,0000.05%
141NVIDIA CORPORATIONNVDA2,503$366,0000.05%
142COLUMBIA ETF TR II19762B20214,242$364,0000.05%
143ALPHABET INCGOOG4,080$360,0000.05%
144EBAY INC.EBAY8,664$359,0000.05%
145VANGUARD CHARLOTTE FDS92203J4077,515$356,0000.05%
146BRISTOL-MYERS SQUIBB COCELG-RI4,940$355,0000.05%
147ISHARES TR46429B7473,661$355,0000.05%
148BECTON DICKINSON & COBDX1,396$355,0000.05%
149VANGUARD SCOTTSDALE FDS92206C7065,990$350,0000.05%
150PINTEREST INCPINS14,380$349,0000.05%
151INNOVATIVE INDL PPTYS INCINHD3,400$345,0000.05%
152UNITED BANCORP INC OHIOUBCP22,770$335,0000.05%
153MCDONALDS CORPMCD1,266$333,0000.05%
154BANK OZK LITTLE ROCK ARKOZKAP8,000$320,0000.05%
155THERMO FISHER SCIENTIFIC INCTMO579$319,0000.05%
156ZOOM VIDEO COMMUNICATIONS INZM4,715$319,0000.05%
157DBX ETF TR2330514329,391$317,0000.05%
158EATON CORP PLCETN2,008$315,0000.05%
159VERACYTE INCVCYT12,690$301,0000.04%
160VANGUARD WORLD FDS92204A702932$298,0000.04%
161ABBVIE INCABBV1,839$297,0000.04%
162INVESCO EXCH TRD SLF IDX FDIVZ11,743$295,0000.04%
163ISHARES TR4642898676,015$284,0000.04%
164VANGUARD TAX-MANAGED FDS9219438586,694$281,0000.04%
165BROADCOM INCAVGO494$276,0000.04%
166INVESCO EXCH TRD SLF IDX FDIVZ11,034$273,0000.04%
167INVESCO EXCH TRD SLF IDX FDIVZ11,143$271,0000.04%
168ADOBE SYSTEMS INCORPORATEDADBE793$267,0000.04%
169CHEVRON CORP NEWCVX1,469$264,0000.04%
170PEPSICO INCPEP1,454$263,0000.04%
171SOUTHERN COSOMN3,667$262,0000.04%
172GILEAD SCIENCES INCGILD3,046$261,0000.04%
173INTERNATIONAL BUSINESS MACHSINTR1,829$258,0000.04%
174SANOFISNYNF5,260$255,0000.04%
175GREEN BRICK PARTNERS INCGRBK-PA10,438$253,0000.04%
176OLYMPIC STEEL INC68162K1067,502$252,0000.04%
177LOCKHEED MARTIN CORPLMT512$249,0000.04%
178TAIWAN SEMICONDUCTOR MFG LTD8740391003,305$246,0000.04%
179INVESCO EXCH TRD SLF IDX FDIVZ10,526$245,0000.04%
180GOLDMAN SACHS ETF TRNVGLF4,921$244,0000.04%
181DIAMOND HILL INVT GROUP INC25264R2071,310$242,0000.03%
182T-MOBILE US INCTMUSZ1,722$241,0000.03%
183ISHARES INC46434G1035,162$241,0000.03%
184PERDOCEO ED CORPPRDO17,172$239,0000.03%
185ORANGEORANY23,939$237,0000.03%
186BOSTON SCIENTIFIC CORPBSX5,131$237,0000.03%
187HCA HEALTHCARE INCHCA984$236,0000.03%
188SUNRUN INCRUN9,803$235,0000.03%
189AMERICAN ELEC PWR CO INC0255371012,459$233,0000.03%
190BLACKBAUD INCBLKB3,951$233,0000.03%
191AMERICAN TOWER CORP NEW03027X1001,099$233,0000.03%
192ENOVA INTL INC29357K1036,012$231,0000.03%
193ISHARES TR4642878792,526$231,0000.03%
194INVESCO EXCH TRD SLF IDX FDIVZ9,543$230,0000.03%
195ZILLOW GROUP INCZ7,130$230,0000.03%
196CENTENE CORP DELCNC2,782$228,0000.03%
197HAVERTY FURNITURE COS INC4195961017,635$228,0000.03%
198TAKE-TWO INTERACTIVE SOFTWARTTWO2,194$228,0000.03%
199ELEVANCE HEALTH INCELV438$225,0000.03%
200CHARTER COMMUNICATIONS INC N16119P108640$217,0000.03%
201BLUELINX HLDGS INCBXC3,013$214,0000.03%
202REGENERON PHARMACEUTICALSREGN294$212,0000.03%
203FIFTH THIRD BANCORPFITBM6,356$209,0000.03%
204RILEY EXPLORATION PERMIAN INREPX7,061$208,0000.03%
205ISHARES TR4642898836,185$208,0000.03%
206TIMKENSTEEL CORPORATIONMTUS11,395$207,0000.03%
207WALMART INCWMT1,461$207,0000.03%
208WISDOMTREE TRWT7,078$207,0000.03%
209P A M TRANSN SVCS INCPAMT7,935$206,0000.03%
210INVESCO EXCH TRD SLF IDX FDIVZ10,850$205,0000.03%
211EAGLE BULK SHIPPING INCY2187A1504,080$204,0000.03%
212VANGUARD INDEX FDS9229085532,475$204,0000.03%
213SILVERCREST ASSET MGMT GROUP82835910910,842$204,0000.03%
214RYERSON HLDG CORPRYZ6,630$201,0000.03%
215BASSETT FURNITURE INDS INC07020310411,583$201,0000.03%
216QUANEX BLDG PRODS CORP7476191048,494$201,0000.03%
217PHOTRONICS INCPLAB11,398$192,0000.03%
218PROPHASE LABS INCPRPH19,832$191,0000.03%
219GENCO SHIPPING & TRADING LTDGNK12,421$191,0000.03%
220VAALCO ENERGY INCEGY41,698$190,0000.03%
221SANDRIDGE ENERGY INCSD11,037$188,0000.03%
222GENIE ENERGY LTDGNE17,757$184,0000.03%
223BLACKROCK INVT QUALITY MUN TBLK15,000$175,0000.03%
224MASTERBRAND INCMBC22,896$173,0000.02%
225RAMACO RES INCMETCZ18,445$162,0000.02%
226CITY OFFICE REIT INCCHCO17,393$146,0000.02%
227TELEPHONE & DATA SYS INCTDS-PV12,323$129,0000.02%
228SPAR GROUP INCSGRP97,350$127,0000.02%
229UNDER ARMOUR INCUA11,574$118,0000.02%
230PALANTIR TECHNOLOGIES INCPLTR16,244$104,0000.01%
231AXOGEN INCAXGN10,367$103,0000.01%
232ORION GROUP HLDGS INCORN37,608$90,0000.01%
233TURTLE BEACH CORPTBCH11,560$83,0000.01%
234CO-DIAGNOSTICS INCCODX26,363$66,0000.01%
235F45 TRAINING HLDGS INC30322L10120,000$57,0000.01%
236SURGALIGN HOLDINGS INC86882C20423,892$48,0000.01%
237AMMO INCPOWWP25,847$45,0000.01%