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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 Q2 2023 · Filed May 12, 2023 · Accession 0001754960-23-000166

Total Value
$802.1M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242013,077,635$148.9M18.56%
2ISHARES TR464287226653,800$65.1M8.12%
3ISHARES TR46435U8531,805,249$64.2M8.00%
4J P MORGAN EXCHANGE TRADED F46641Q8451,086,572$43.3M5.40%
5ISHARES TR464287408265,718$40.3M5.03%
6VANECK ETF TRUST92189F3531,850,192$34.1M4.25%
7TESLA INCTSLA148,305$30.8M3.84%
8SPDR SER TR78464A847633,922$27.9M3.47%
9SCHWAB STRATEGIC TR8085247061,016,580$24.9M3.11%
10PACER FDS TR69374H105580,569$22.1M2.76%
11ISHARES TR46428762281,791$18.4M2.30%
12ISHARES TR464287499236,804$16.6M2.06%
13VANGUARD INTL EQUITY INDEX F922042858259,296$10.5M1.31%
14ISHARES TR464288885102,492$9.6M1.20%
15BERKSHIRE HATHAWAY INC DELBRK-A25,879$8.0M1.00%
16ISHARES TR464287309122,851$7.8M0.98%
17VANGUARD INDEX FDS92290874456,609$7.8M0.97%
18ISHARES TR464288877147,588$7.2M0.89%
19ISHARES INC464286285182,968$6.4M0.80%
20ISHARES TR464287564115,031$6.4M0.80%
21ISHARES TR46428720014,317$5.9M0.73%
22SPDR SER TR78468R531126,849$5.0M0.62%
23SPDR SER TR78464A83974,591$4.9M0.61%
24DISNEY WALT CO25468710647,894$4.8M0.60%
25SPDR SER TR78464A82161,892$4.2M0.53%
26INVESCO EXCHANGE TRADED FD TIVZ25,714$3.7M0.46%
27AMAZON COM INCAMZN33,166$3.4M0.43%
28VANGUARD WORLD FD92191072562,350$3.3M0.41%
29NUSHARES ETF TRNU142,774$3.2M0.40%
30VANGUARD INDEX FDS9229083637,667$2.9M0.36%
31PROSHARES TR74347B83969,410$2.6M0.32%
32META PLATFORMS INCMETA11,860$2.5M0.31%
33APPLE INCAAPL15,052$2.5M0.31%
34GLOBAL X FDS37954Y88948,398$2.4M0.30%
35INTEL CORPINTC73,371$2.4M0.30%
36PVH CORPORATIONPVH26,758$2.4M0.30%
37SPDR SER TR78464A20130,752$2.3M0.28%
38BOOKING HOLDINGS INCBKNG773$2.0M0.26%
39INVESCO EXCH TRADED FD TR IIIVZ50,608$2.0M0.25%
40COMCAST CORP NEWCCZ53,249$2.0M0.25%
41FRESENIUS MED CARE AG&CO KGAFMCQF94,087$2.0M0.25%
42KRAFT HEINZ COKHC51,640$2.0M0.25%
43ROKU INCROKU30,000$2.0M0.25%
44LAM RESEARCH CORPLRCX3,669$1.9M0.24%
45SKYWORKS SOLUTIONS INCSWKS16,392$1.9M0.24%
46TAPESTRY INCTPR43,631$1.9M0.23%
47MEDTRONIC PLCMDT22,809$1.8M0.23%
48SPDR S&P 500 ETF TRSPY4,449$1.8M0.23%
49GSK PLCGLAXF51,050$1.8M0.23%
50DUPONT DE NEMOURS INCDD25,121$1.8M0.22%
51ING GROEP N.V.INGVF149,477$1.8M0.22%
52SELECT SECTOR SPDR TR81369Y80311,590$1.8M0.22%
53INVESCO EXCH TRADED FD TR IIIVZ34,462$1.7M0.21%
54SAP SESAPGF13,452$1.7M0.21%
55HSBC HLDGS PLCHBCYF47,627$1.6M0.20%
56EASTMAN CHEM COEMN18,972$1.6M0.20%
57DAVITA INCDVA19,685$1.6M0.20%
58PARAMOUNT GLOBAL92556H20671,316$1.6M0.20%
59ASBURY AUTOMOTIVE GROUP INCABG7,531$1.6M0.20%
60PROSHARES TR74347B84733,425$1.6M0.20%
61ZEBRA TECHNOLOGIES CORPORATIZBRA4,918$1.6M0.19%
62ALIGN TECHNOLOGY INCALGN4,563$1.5M0.19%
63GRUPO TELEVISA S A BGRPFF286,016$1.5M0.19%
64INVESCO QQQ TRIVZ4,686$1.5M0.19%
65VANGUARD INDEX FDS9229087696,996$1.4M0.18%
66UIPATH INCPATH80,000$1.4M0.18%
67MASCO CORPMAS27,786$1.4M0.17%
68FORTUNE BRANDS INNOVATIONS IFBIN23,465$1.4M0.17%
69MICROSOFT CORPMSFT4,748$1.4M0.17%
70HAIN CELESTIAL GROUP INCHAIN79,489$1.4M0.17%
71NUSHARES ETF TRNU47,414$1.4M0.17%
72VANGUARD MALVERN FDS92202080527,726$1.3M0.17%
73JONES LANG LASALLE INCJLL8,842$1.3M0.16%
74VERTEX PHARMACEUTICALS INCVRTX3,973$1.3M0.16%
75BOSTON BEER INCSAM3,793$1.2M0.16%
76PROCTER AND GAMBLE CO7427181098,351$1.2M0.15%
77SPDR SER TR78464A7639,953$1.2M0.15%
78COMPASS MINERALS INTL INCCOMP34,111$1.2M0.15%
79WISDOMTREE TRWT41,559$1.2M0.14%
80AIR PRODS & CHEMS INCAIIR3,903$1.1M0.14%
81HANESBRANDS INC410345102211,169$1.1M0.14%
82BAKER HUGHES COMPANYBKR38,357$1.1M0.14%
83AMC NETWORKS INCAMCX62,239$1.1M0.14%
84SONOCO PRODS CO83549510217,628$1.1M0.13%
85VANGUARD INDEX FDS9229086295,095$1.1M0.13%
86ISHARES TR4642874739,962$1.1M0.13%
87JOHNSON & JOHNSONJNJ6,757$1.0M0.13%
88SPDR DOW JONES INDL AVERAGE78467X1093,140$1.0M0.13%
89NUSHARES ETF TRNU26,868$1.0M0.13%
90EXXON MOBIL CORPXOM9,068$994,0000.12%
91GRIFOLS S AGIKLY133,323$983,0000.12%
92NORTHERN LTS FD TR IVNTRSO31,630$982,0000.12%
93THE CIGNA GROUP1255231003,840$981,0000.12%
94CRISPR THERAPEUTICS AGCRSP21,500$972,0000.12%
95ALPHABET INCGOOG9,134$950,0000.12%
96FORD MTR CO DEL34537086074,738$942,0000.12%
97SCHWAB STRATEGIC TR80852480526,566$925,0000.12%
98PAYPAL HLDGS INCPYPL12,129$921,0000.11%
99L3HARRIS TECHNOLOGIES INCLHX4,604$903,0000.11%
100JABIL INCJBL9,899$873,0000.11%
101SCHWAB STRATEGIC TR80852487015,104$810,0000.10%
102PACER FDS TR69374H64239,449$794,0000.10%
103NVIDIA CORPORATIONNVDA2,851$792,0000.10%
104ISHARES TR46428729114,079$765,0000.10%
105VANGUARD SCOTTSDALE FDS92206C10213,016$762,0000.10%
106SPDR SER TR78464A47425,644$760,0000.09%
107LAS VEGAS SANDS CORPLVS12,730$731,0000.09%
108MERCK & CO INCMRK6,797$723,0000.09%
109NORTHERN LTS FD TR IVNTRSO26,090$722,0000.09%
110GENERAL ELECTRIC CO3696043017,483$715,0000.09%
111SCHWAB STRATEGIC TR80852460717,052$715,0000.09%
112PACIFIC BIOSCIENCES CALIF IN69404D10860,000$695,0000.09%
113FIRST TR EXCHANGE-TRADED FD33733E87224,458$671,0000.08%
114IONIS PHARMACEUTICALS INCIONS18,268$653,0000.08%
115COCA COLA COKO10,396$645,0000.08%
116CVS HEALTH CORPCVS8,430$626,0000.08%
117HORMEL FOODS CORPHRL15,695$626,0000.08%
118TWIST BIOSCIENCE CORPTWST41,300$623,0000.08%
119NETFLIX INCNFLX1,801$622,0000.08%
120ISHARES INC46434G86319,768$622,0000.08%
121AT&T INCT-PC31,970$615,0000.08%
122VERIZON COMMUNICATIONS INCVZ15,525$604,0000.08%
123UBER TECHNOLOGIES INCUBER17,940$569,0000.07%
124SPDR SER TR78464A50813,982$569,0000.07%
125VMWARE INC9285634024,462$557,0000.07%
126WELLS FARGO CO NEW94974610114,306$535,0000.07%
127STEEL DYNAMICS INCSTLD4,670$528,0000.07%
128NIKE INCNKE4,129$506,0000.06%
129INVESCO EXCH TRD SLF IDX FDIVZ23,023$485,0000.06%
130ISHARES TR4642886209,560$484,0000.06%
131ISHARES TR46432F85910,195$481,0000.06%
132SPDR S&P MIDCAP 400 ETF TRMDY1,040$477,0000.06%
133ISHARES TR4642874656,632$474,0000.06%
134ALPHABET INCGOOG4,560$473,0000.06%
135COINBASE GLOBAL INCCOIN6,921$468,0000.06%
136SPDR SER TR78468R20015,260$464,0000.06%
137VANGUARD BD INDEX FDS9219378356,257$462,0000.06%
138AMPHENOL CORP NEW0320951015,600$458,0000.06%
139ABBOTT LABSABLZF4,444$450,0000.06%
140INVESCO EXCH TRD SLF IDX FDIVZ22,170$450,0000.06%
141INVESCO EXCH TRD SLF IDX FDIVZ21,866$450,0000.06%
142SPDR SER TR78464A4097,997$443,0000.06%
143JPMORGAN CHASE & COVYLD3,377$440,0000.05%
1443M COMMM4,159$437,0000.05%
145INVESCO EXCHANGE TRADED FD TIVZ1,575$435,0000.05%
146PEPSICO INCPEP2,381$434,0000.05%
147VANGUARD WORLD FDS92204A7021,118$431,0000.05%
148EATON CORP PLCETN2,408$413,0000.05%
149SOUTHERN COSOMN5,758$401,0000.05%
150OLYMPIC STEEL INC68162K1067,643$399,0000.05%
151PINTEREST INCPINS14,380$392,0000.05%
152MCDONALDS CORPMCD1,381$386,0000.05%
153COLUMBIA ETF TR II19762B20214,118$382,0000.05%
154EBAY INC.EBAY8,586$381,0000.05%
155BECTON DICKINSON & COBDX1,512$374,0000.05%
156GREEN BRICK PARTNERS INCGRBK-PA10,670$374,0000.05%
157J P MORGAN EXCHANGE TRADED F46641Q8377,347$370,0000.05%
158VANGUARD CHARLOTTE FDS92203J4077,515$368,0000.05%
159ISHARES TR46429B7473,661$363,0000.05%
160VANGUARD SCOTTSDALE FDS92206C7065,990$359,0000.04%
161BANK OZK LITTLE ROCK ARKOZKAP10,500$359,0000.04%
162ZOOM VIDEO COMMUNICATIONS INZM4,715$348,0000.04%
163SALESFORCE INCCRM1,702$340,0000.04%
164ARCTURUS THERAPEUTICS HLDGSARCT13,975$335,0000.04%
165UNITED BANCORP INC OHIOUBCP23,026$334,0000.04%
166THERMO FISHER SCIENTIFIC INCTMO575$331,0000.04%
167DBX ETF TR2330514329,402$327,0000.04%
168WALMART INCWMT2,203$325,0000.04%
169INVESCO EXCH TRD SLF IDX FDIVZ12,786$321,0000.04%
170BROADCOM INCAVGO497$319,0000.04%
171ADOBE SYSTEMS INCORPORATEDADBE827$319,0000.04%
172ZILLOW GROUP INCZ7,130$317,0000.04%
173NEXTERA ENERGY INCNEE-PW3,981$307,0000.04%
174VANGUARD TAX-MANAGED FDS9219438586,711$303,0000.04%
175INVESCO EXCH TRD SLF IDX FDIVZ12,121$302,0000.04%
176INVESCO EXCH TRD SLF IDX FDIVZ12,276$301,0000.04%
177ISHARES TR4642898676,015$301,0000.04%
178BRISTOL-MYERS SQUIBB COCELG-RI4,296$298,0000.04%
179TAIWAN SEMICONDUCTOR MFG LTD8740391003,173$295,0000.04%
180TAKE-TWO INTERACTIVE SOFTWARTTWO2,445$292,0000.04%
181MP MATERIALS CORPMP10,284$290,0000.04%
182ORANGEORANY23,315$278,0000.03%
183RILEY EXPLORATION PERMIAN INREPX7,286$277,0000.03%
184SANOFISNYNF5,097$277,0000.03%
185ENOVA INTL INC29357K1036,201$276,0000.03%
186CITIGROUP INCC-PR5,896$276,0000.03%
187BLACKBAUD INCBLKB3,903$270,0000.03%
188ABBVIE INCABBV1,678$267,0000.03%
189VERACYTE INCVCYT11,943$266,0000.03%
190BOSTON SCIENTIFIC CORPBSX5,322$266,0000.03%
191TYSON FOODS INCTSN4,461$265,0000.03%
192REGENERON PHARMACEUTICALSREGN320$263,0000.03%
193ISHARES TR46432F8423,900$261,0000.03%
194ISHARES TR4642871762,347$259,0000.03%
195INNOVATIVE INDL PPTYS INCINHD3,400$258,0000.03%
196CONOCOPHILLIPSCOP2,584$256,0000.03%
197ASTRA SPACE INC04634X103599,183$255,0000.03%
198GENIE ENERGY LTDGNE18,396$254,0000.03%
199CHEVRON CORP NEWCVX1,549$253,0000.03%
200HCA HEALTHCARE INCHCA955$252,0000.03%
201HAVERTY FURNITURE COS INC4195961017,867$251,0000.03%
202INVESCO EXCH TRD SLF IDX FDIVZ13,122$251,0000.03%
203RYERSON HLDG CORPRYZ6,827$248,0000.03%
204GOLDMAN SACHS ETF TRNVGLF4,921$246,0000.03%
205T-MOBILE US INCTMUSZ1,690$245,0000.03%
206GILEAD SCIENCES INCGILD2,925$243,0000.03%
207PREFORMED LINE PRODS CO7404441041,871$240,0000.03%
208ELEVANCE HEALTH INCELV521$240,0000.03%
209PERDOCEO ED CORPPRDO17,722$238,0000.03%
210ISHARES TR4642878792,530$237,0000.03%
211GLOBAL PMTS INC37940X1022,242$236,0000.03%
212TELADOC HEALTH INCTDOC9,087$235,0000.03%
213SYSCO CORPSYY3,049$235,0000.03%
214P A M TRANSN SVCS INCPAMT8,186$234,0000.03%
215KONINKLIJKE PHILIPS N VRYLPF12,718$233,0000.03%
216LOCKHEED MARTIN CORPLMT483$228,0000.03%
217CONSOLIDATED EDISON INCED2,366$226,0000.03%
218LEGACY HOUSING CORPLEGH9,865$225,0000.03%
219AMERICAN ELEC PWR CO INC0255371012,459$224,0000.03%
220CHARTER COMMUNICATIONS INC N16119P108623$223,0000.03%
221DIAMOND HILL INVT GROUP INC25264R2071,354$223,0000.03%
222AMERICAN TOWER CORP NEW03027X1001,088$222,0000.03%
223GE HEALTHCARE TECHNOLOGIES IGEHC2,699$221,0000.03%
224WISDOMTREE TRWT7,045$218,0000.03%
225ISHARES TR4642898836,199$217,0000.03%
226TIMKENSTEEL CORPORATIONMTUS11,811$217,0000.03%
227BASSETT FURNITURE INDS INC07020310411,989$213,0000.03%
228KIMBERLY-CLARK CORPKMB1,584$213,0000.03%
229CENTENE CORP DELCNC3,341$211,0000.03%
230BLUELINX HLDGS INCBXC3,102$211,0000.03%
231SUNRUN INCRUN10,431$210,0000.03%
232INTERNATIONAL BUSINESS MACHSINTR1,579$207,0000.03%
233SILVERCREST ASSET MGMT GROUP82835910911,283$205,0000.03%
234BRT APARTMENTS CORPBRT10,350$204,0000.03%
235INVESCO EXCH TRD SLF IDX FDIVZ8,582$204,0000.03%
236GENCO SHIPPING & TRADING LTDGNK12,860$201,0000.03%
237PHOTRONICS INCPLAB11,840$196,0000.02%
238VAALCO ENERGY INCEGY43,292$196,0000.02%
239BLACKROCK INVT QUALITY MUN TBLK15,000$181,0000.02%
240RAMACO RES INCMETCZ19,239$169,0000.02%
241SANDRIDGE ENERGY INCSD11,565$167,0000.02%
242PROPHASE LABS INCPRPH20,966$160,0000.02%
243TELEPHONE & DATA SYS INCTDS-PV14,117$148,0000.02%
244MASTERBRAND INCMBC18,127$146,0000.02%
245PALANTIR TECHNOLOGIES INCPLTR16,345$138,0000.02%
246MACERICH COMAC12,219$130,0000.02%
247LLOYDS BANKING GROUP PLCLLOBF55,916$130,0000.02%
248CITY OFFICE REIT INCCHCO18,326$126,0000.02%
249SPAR GROUP INCSGRP97,350$126,0000.02%
250CARNIVAL CORPCUKPF11,163$113,0000.01%
251TURTLE BEACH CORPTBCH11,101$111,0000.01%
252UNDER ARMOUR INCUA11,574$110,0000.01%
253AXOGEN INCAXGN10,367$98,0000.01%
254ORION GROUP HLDGS INCORN37,608$97,0000.01%
255EDITAS MEDICINE INCEDIT10,000$73,0000.01%
256AMMO INCPOWWP28,455$56,0000.01%
257CANOPY GROWTH CORPCGC26,926$47,0000.01%
258CO-DIAGNOSTICS INCCODX31,485$47,0000.01%
259SURGALIGN HOLDINGS INC86882C20425,860$41,0000.01%
260F45 TRAINING HLDGS INC30322L10120,000$23,0000.00%
261GINKGO BIOWORKS HOLDINGS INCDNABW10,000$13,0000.00%
262VAXART INCVXRT16,000$12,0000.00%