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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 Q3 2023 · Filed July 31, 2023 · Accession 0001754960-23-000231

Total Value
$861.1M
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242013,152,536$165.1M19.17%
2ISHARES TR464287226676,915$66.3M7.70%
3ISHARES TR46435U8531,791,645$63.2M7.34%
4J P MORGAN EXCHANGE TRADED F46641Q8451,125,783$46.1M5.35%
5ISHARES TR464287408272,153$43.9M5.09%
6TESLA INCTSLA149,695$39.2M4.55%
7VANECK ETF TRUST92189F3531,924,035$35.2M4.09%
8SPDR SER TR78464A847668,168$30.7M3.56%
9SCHWAB STRATEGIC TR8085247061,048,598$25.8M3.00%
10PACER FDS TR69374H105588,524$24.3M2.82%
11ISHARES TR46428762280,644$19.7M2.28%
12ISHARES TR464287499236,713$17.3M2.01%
13VANGUARD INTL EQUITY INDEX F922042858257,579$10.5M1.22%
14ISHARES TR464288885103,565$9.9M1.15%
15BERKSHIRE HATHAWAY INC DELBRK-A26,575$9.1M1.05%
16ISHARES TR464287309123,936$8.7M1.01%
17VANGUARD INDEX FDS92290874456,609$8.0M0.93%
18ISHARES TR464288877146,423$7.2M0.83%
19ISHARES TR464287564115,873$6.4M0.75%
20ISHARES TR46428720014,185$6.3M0.73%
21ISHARES INC464286285175,842$6.2M0.72%
22SPDR SER TR78468R531126,849$5.5M0.63%
23SPDR SER TR78464A83973,397$5.0M0.59%
24SPDR SER TR78464A82161,244$4.4M0.51%
25AMAZON COM INCAMZN33,340$4.3M0.50%
26DISNEY WALT CO25468710647,997$4.3M0.50%
27INVESCO EXCHANGE TRADED FD TIVZ25,194$3.8M0.44%
28META PLATFORMS INCMETA12,370$3.5M0.41%
29NUSHARES ETF TRNU154,193$3.4M0.39%
30VANGUARD WORLD FD92191072562,350$3.3M0.38%
31VANGUARD INDEX FDS9229083637,667$3.1M0.36%
32APPLE INCAAPL14,365$2.8M0.32%
33GLOBAL X FDS37954Y88948,741$2.7M0.31%
34PROSHARES TR74347B83969,410$2.6M0.30%
35INTEL CORPINTC74,200$2.5M0.29%
36LAM RESEARCH CORPLRCX3,770$2.4M0.28%
37SPDR SER TR78464A20130,379$2.3M0.27%
38PVH CORPORATIONPVH27,351$2.3M0.27%
39FRESENIUS MED CARE AG&CO KGAFMCQF96,306$2.3M0.27%
40COMCAST CORP NEWCCZ53,927$2.2M0.26%
41BOOKING HOLDINGS INCBKNG792$2.1M0.25%
42DAVITA INCDVA20,476$2.1M0.24%
43SELECT SECTOR SPDR TR81369Y80311,806$2.1M0.24%
44ING GROEP N.V.INGVF151,345$2.0M0.24%
45MEDTRONIC PLCMDT23,076$2.0M0.24%
46INVESCO EXCH TRADED FD TR IIIVZ49,614$2.0M0.23%
47SPDR S&P 500 ETF TRSPY4,474$2.0M0.23%
48HSBC HLDGS PLCHBCYF49,048$1.9M0.23%
49ROKU INCROKU30,004$1.9M0.22%
50TAPESTRY INCTPR44,198$1.9M0.22%
51KRAFT HEINZ COKHC52,071$1.8M0.21%
52DUPONT DE NEMOURS INCDD25,864$1.8M0.21%
53ASBURY AUTOMOTIVE GROUP INCABG7,672$1.8M0.21%
54INVESCO EXCH TRADED FD TR IIIVZ35,811$1.8M0.21%
55SAP SESAPGF13,393$1.8M0.21%
56SKYWORKS SOLUTIONS INCSWKS16,391$1.8M0.21%
57FORTUNE BRANDS INNOVATIONS IFBIN25,131$1.8M0.21%
58INVESCO QQQ TRIVZ4,863$1.8M0.21%
59GSK PLCGLAXF50,230$1.8M0.21%
60MASCO CORPMAS28,160$1.6M0.19%
61ALIGN TECHNOLOGY INCALGN4,548$1.6M0.19%
62PROSHARES TR74347B84733,879$1.6M0.18%
63EASTMAN CHEM COEMN18,762$1.6M0.18%
64VANGUARD INDEX FDS9229087697,011$1.5M0.18%
65MICROSOFT CORPMSFT4,395$1.5M0.17%
66NUSHARES ETF TRNU50,120$1.5M0.17%
67GRUPO TELEVISA S A BGRPFF285,566$1.5M0.17%
68ZEBRA TECHNOLOGIES CORPORATIZBRA4,894$1.4M0.17%
69JONES LANG LASALLE INCJLL9,228$1.4M0.17%
70VERTEX PHARMACEUTICALS INCVRTX3,973$1.4M0.16%
71VANGUARD MALVERN FDS92202080528,759$1.4M0.16%
72PROCTER AND GAMBLE CO7427181098,344$1.3M0.15%
73WISDOMTREE TRWT44,175$1.2M0.14%
74GRIFOLS S AGIKLY133,677$1.2M0.14%
75SPDR SER TR78464A7639,956$1.2M0.14%
76COMPASS MINERALS INTL INCCOMP35,886$1.2M0.14%
77BAKER HUGHES COMPANYBKR38,431$1.2M0.14%
78BOSTON BEER INCSAM3,914$1.2M0.14%
79CRISPR THERAPEUTICS AGCRSP21,500$1.2M0.14%
80PARAMOUNT GLOBAL92556H20673,049$1.2M0.13%
81AIR PRODS & CHEMS INCAIIR3,867$1.2M0.13%
82FORD MTR CO DEL34537086074,738$1.1M0.13%
83NVIDIA CORPORATIONNVDA2,629$1.1M0.13%
84ALPHABET INCGOOG9,172$1.1M0.13%
85JOHNSON & JOHNSONJNJ6,689$1.1M0.13%
86THE CIGNA GROUP1255231003,930$1.1M0.13%
87NUSHARES ETF TRNU28,034$1.1M0.13%
88ISHARES TR4642874739,937$1.1M0.13%
89VANGUARD INDEX FDS9229086294,926$1.1M0.13%
90SPDR DOW JONES INDL AVERAGE78467X1093,090$1.1M0.12%
91SONOCO PRODS CO83549510217,628$1.0M0.12%
92NORTHERN LTS FD TR IVNTRSO32,148$1.0M0.12%
93HANESBRANDS INC410345102227,326$1.0M0.12%
94HAIN CELESTIAL GROUP INCHAIN80,878$1.0M0.12%
95JABIL INCJBL9,255$999,0000.12%
96UIPATH INCPATH60,000$994,0000.12%
97SCHWAB STRATEGIC TR80852480526,795$955,0000.11%
98EXXON MOBIL CORPXOM8,878$952,0000.11%
99PAYPAL HLDGS INCPYPL14,129$943,0000.11%
100ISHARES TR46428729114,874$925,0000.11%
101L3HARRIS TECHNOLOGIES INCLHX4,604$901,0000.10%
102TWIST BIOSCIENCE CORPTWST41,300$845,0000.10%
103GENERAL ELECTRIC CO3696043017,483$822,0000.10%
104SCHWAB STRATEGIC TR80852487015,310$803,0000.09%
105PACIFIC BIOSCIENCES CALIF IN69404D10860,000$798,0000.09%
106NETFLIX INCNFLX1,801$793,0000.09%
107MERCK & CO INCMRK6,797$784,0000.09%
108UBER TECHNOLOGIES INCUBER17,837$770,0000.09%
109SCHWAB STRATEGIC TR80852460717,037$746,0000.09%
110AMC NETWORKS INCAMCX62,123$742,0000.09%
111SPDR SER TR78464A47425,167$741,0000.09%
112LAS VEGAS SANDS CORPLVS12,730$738,0000.09%
113IONIS PHARMACEUTICALS INCIONS17,907$735,0000.09%
114VANGUARD SCOTTSDALE FDS92206C10212,660$731,0000.08%
115NORTHERN LTS FD TR IVNTRSO26,316$731,0000.08%
116ISHARES INC46434G86321,959$695,0000.08%
117HORMEL FOODS CORPHRL16,017$644,0000.07%
118FIRST TR EXCHANGE-TRADED FD33733E87224,458$643,0000.07%
119VMWARE INC9285634024,372$628,0000.07%
120MUSTANG BIO INCMBIO100,000$621,0000.07%
121COCA COLA COKO10,289$620,0000.07%
122WELLS FARGO CO NEW94974610114,190$606,0000.07%
123GREEN BRICK PARTNERS INCGRBK-PA10,644$605,0000.07%
124CVS HEALTH CORPCVS8,480$586,0000.07%
125VERIZON COMMUNICATIONS INCVZ15,060$560,0000.07%
126INVESCO EXCH TRD SLF IDX FDIVZ26,373$558,0000.06%
127SPDR SER TR78464A50812,853$555,0000.06%
128INVESCO EXCH TRD SLF IDX FDIVZ26,217$539,0000.06%
129INVESCO EXCH TRD SLF IDX FDIVZ26,558$535,0000.06%
130ISHARES TR4642874657,269$527,0000.06%
131BANK OZK LITTLE ROCK ARKOZKAP13,000$522,0000.06%
132AT&T INCT-PC32,012$511,0000.06%
133ALPHABET INCGOOG4,253$509,0000.06%
134COINBASE GLOBAL INCCOIN6,963$498,0000.06%
135SPDR S&P MIDCAP 400 ETF TRMDY1,040$498,0000.06%
136VANGUARD WORLD FDS92204A7021,118$495,0000.06%
137INVESCO EXCH TRD SLF IDX FDIVZ26,105$495,0000.06%
138ABBOTT LABSABLZF4,511$492,0000.06%
139EATON CORP PLCETN2,408$484,0000.06%
140JPMORGAN CHASE & COVYLD3,277$477,0000.06%
141AMPHENOL CORP NEW0320951015,580$474,0000.06%
142PEPSICO INCPEP2,551$472,0000.05%
143SPDR SER TR78464A4097,600$464,0000.05%
144INVESCO EXCHANGE TRADED FD TIVZ1,575$463,0000.05%
145NIKE INCNKE4,129$456,0000.05%
146SPDR SER TR78468R20014,615$449,0000.05%
147ISHARES TR4642886208,805$441,0000.05%
1483M COMMM4,199$420,0000.05%
149COLUMBIA ETF TR II19762B20214,463$414,0000.05%
150MCDONALDS CORPMCD1,382$412,0000.05%
151BROADCOM INCAVGO469$406,0000.05%
152SOUTHERN COSOMN5,758$404,0000.05%
153ADOBE SYSTEMS INCORPORATEDADBE827$404,0000.05%
154ARCTURUS THERAPEUTICS HLDGSARCT13,975$401,0000.05%
155BECTON DICKINSON & COBDX1,512$399,0000.05%
156INVESCO EXCH TRD SLF IDX FDIVZ19,961$394,0000.05%
157INNOVATIVE INDL PPTYS INCINHD5,400$394,0000.05%
158INVESCO EXCH TRD SLF IDX FDIVZ20,707$394,0000.05%
159PINTEREST INCPINS14,191$388,0000.05%
160EBAY INC.EBAY8,601$384,0000.04%
161VANGUARD CHARLOTTE FDS92203J4077,740$378,0000.04%
162OLYMPIC STEEL INC68162K1067,644$375,0000.04%
163J P MORGAN EXCHANGE TRADED F46641Q8377,390$371,0000.04%
164TAKE-TWO INTERACTIVE SOFTWARTTWO2,468$363,0000.04%
165ZILLOW GROUP INCZ7,171$360,0000.04%
166PHOTRONICS INCPLAB13,971$360,0000.04%
167VANGUARD SCOTTSDALE FDS92206C7066,118$359,0000.04%
168ENOVA INTL INC29357K1036,740$358,0000.04%
169SALESFORCE INCCRM1,668$352,0000.04%
170WALMART INCWMT2,203$346,0000.04%
171BLUELINX HLDGS INCBXC3,537$332,0000.04%
172INTERNATIONAL BUSINESS MACHSINTR2,429$325,0000.04%
173RYERSON HLDG CORPRYZ7,456$323,0000.04%
174PREFORMED LINE PRODS CO7404441042,061$322,0000.04%
175VANGUARD TAX-MANAGED FDS9219438586,924$320,0000.04%
176TAIWAN SEMICONDUCTOR MFG LTD8740391003,173$320,0000.04%
177ZOOM VIDEO COMMUNICATIONS INZM4,715$320,0000.04%
178INVESCO EXCH TRD SLF IDX FDIVZ12,674$318,0000.04%
179INVESCO EXCH TRD SLF IDX FDIVZ12,788$317,0000.04%
180DBX ETF TR2330514329,135$315,0000.04%
181INVESCO EXCH TRD SLF IDX FDIVZ12,766$311,0000.04%
182ISHARES TR4642898675,971$307,0000.04%
183VERACYTE INCVCYT11,943$304,0000.04%
184DOLLAR GEN CORP NEW2566771051,767$300,0000.03%
185THERMO FISHER SCIENTIFIC INCTMO575$300,0000.03%
186ISHARES TR46429B7473,064$299,0000.03%
187NEXTERA ENERGY INCNEE-PW3,981$295,0000.03%
188HCA HEALTHCARE INCHCA955$290,0000.03%
189TIMKENSTEEL CORPORATIONMTUS13,378$289,0000.03%
190KONINKLIJKE PHILIPS N VRYLPF13,284$288,0000.03%
191BOSTON SCIENTIFIC CORPBSX5,322$288,0000.03%
192COVENANT LOGISTICS GROUP INCCVLG6,484$284,0000.03%
193TYSON FOODS INCTSN5,540$283,0000.03%
194GENIE ENERGY LTDGNE19,849$281,0000.03%
195UNITED BANCORP INC OHIOUBCP23,338$279,0000.03%
196BLACKBAUD INCBLKB3,903$278,0000.03%
197QUANEX BLDG PRODS CORP74761910410,350$278,0000.03%
198INVESCO EXCH TRD SLF IDX FDIVZ11,814$278,0000.03%
199RILEY EXPLORATION PERMIAN INREPX7,763$277,0000.03%
200SANOFISNYNF5,097$275,0000.03%
201CITIGROUP INCC-PR5,962$274,0000.03%
202GLOBAL PMTS INC37940X1022,766$273,0000.03%
203ORANGEORANY23,217$270,0000.03%
204CONOCOPHILLIPSCOP2,584$268,0000.03%
205INVESCO EXCH TRD SLF IDX FDIVZ11,317$264,0000.03%
206HAVERTY FURNITURE COS INC4195961018,741$264,0000.03%
207INVESCO EXCH TRD SLF IDX FDIVZ11,202$264,0000.03%
208ISHARES TR4642871762,447$263,0000.03%
209DIAMOND HILL INVT GROUP INC25264R2071,532$262,0000.03%
210SILVERCREST ASSET MGMT GROUP82835910912,844$260,0000.03%
211PACER FDS TR69374H64212,957$259,0000.03%
212LEGACY HOUSING CORPLEGH11,181$259,0000.03%
213T-MOBILE US INCTMUSZ1,835$255,0000.03%
214P A M TRANSN SVCS INCPAMT9,460$253,0000.03%
215CROSS CTRY HEALTHCARE INC2274831048,820$248,0000.03%
216PERDOCEO ED CORPPRDO20,048$246,0000.03%
217PALANTIR TECHNOLOGIES INCPLTR16,027$246,0000.03%
218INVESCO EXCH TRD SLF IDX FDIVZ10,867$245,0000.03%
219ISHARES TR4642878792,534$241,0000.03%
220UNITY SOFTWARE INCU5,500$239,0000.03%
221BRT APARTMENTS CORPBRT12,040$238,0000.03%
222EAGLE BULK SHIPPING INCY2187A1504,917$236,0000.03%
223SHERWIN WILLIAMS COSHW885$235,0000.03%
224ISHARES TR46432F8595,014$234,0000.03%
225TELADOC HEALTH INCTDOC9,127$231,0000.03%
226ELEVANCE HEALTH INCELV521$231,0000.03%
227REGENERON PHARMACEUTICALSREGN320$230,0000.03%
228CHARTER COMMUNICATIONS INC N16119P108627$230,0000.03%
229BRISTOL-MYERS SQUIBB COCELG-RI3,592$230,0000.03%
230CHEVRON CORP NEWCVX1,449$228,0000.03%
231UNIVERSAL HEALTH RLTY INCOME91359E1054,796$228,0000.03%
232INVESCO EXCH TRD SLF IDX FDIVZ9,699$228,0000.03%
233INVESCO EXCH TRD SLF IDX FDIVZ10,083$227,0000.03%
234SYSCO CORPSYY3,049$226,0000.03%
235ABBVIE INCABBV1,678$226,0000.03%
236CENTENE CORP DELCNC3,341$225,0000.03%
237GILEAD SCIENCES INCGILD2,925$225,0000.03%
238ISHARES TR46434V6479,710$223,0000.03%
239MSA SAFETY INCMNESP1,280$223,0000.03%
240LOCKHEED MARTIN CORPLMT483$222,0000.03%
241INVESCO EXCH TRD SLF IDX FDIVZ9,699$221,0000.03%
242ASTRA SPACE INC04634X103599,183$221,0000.03%
243CONSOLIDATED EDISON INCED2,366$214,0000.02%
244BASSETT FURNITURE INDS INC07020310414,257$214,0000.02%
245TOPGOLF CALLAWAY BRANDS CORP13119310410,691$212,0000.02%
246ISHARES TR4642898835,978$211,0000.02%
247SANDRIDGE ENERGY INCSD13,811$211,0000.02%
248SUNRUN INCRUN11,810$211,0000.02%
249LOWES COS INC548661107937$211,0000.02%
250AMERICAN TOWER CORP NEW03027X1001,089$211,0000.02%
251CARNIVAL CORPCUKPF11,163$210,0000.02%
252GENCO SHIPPING & TRADING LTDGNK14,793$208,0000.02%
253KIMBERLY-CLARK CORPKMB1,508$208,0000.02%
254AMERICAN ELEC PWR CO INC0255371012,459$207,0000.02%
255RAMACO RES INCMETCZ24,378$206,0000.02%
256TENNANT COTNC2,520$204,0000.02%
257GRAINGER W W INC384802104258$203,0000.02%
258VITAL ENERGY INC5168062054,481$202,0000.02%
259GE HEALTHCARE TECHNOLOGIES IGEHC2,490$202,0000.02%
260GENUINE PARTS COGPC1,186$201,0000.02%
261MASTERBRAND INCMBC16,859$196,0000.02%
262VAALCO ENERGY INCEGY50,720$191,0000.02%
263PROPHASE LABS INCPRPH25,159$183,0000.02%
264BLACKROCK INVT QUALITY MUN TBLK15,000$174,0000.02%
265MACERICH COMAC15,440$174,0000.02%
266LLOYDS BANKING GROUP PLCLLOBF68,834$151,0000.02%
267VALHI INC NEW91890520911,614$149,0000.02%
268CITY OFFICE REIT INCCHCO24,411$136,0000.02%
269TELEPHONE & DATA SYS INCTDS-PV15,217$125,0000.01%
270TURTLE BEACH CORPTBCH10,755$125,0000.01%
271SPAR GROUP INCSGRP97,350$123,0000.01%
272ORION GROUP HLDGS INCORN37,143$104,0000.01%
273AXOGEN INCAXGN10,367$95,0000.01%
274UNDER ARMOUR INCUA11,574$84,0000.01%
275EDITAS MEDICINE INCEDIT10,000$82,0000.01%
276CO-DIAGNOSTICS INCCODX65,066$72,0000.01%
277AMMO INCPOWWP28,455$61,0000.01%
278THE REALREAL INC88339P10115,000$33,0000.00%
279GINKGO BIOWORKS HOLDINGS INCDNABW10,000$19,0000.00%
280VAXART INCVXRT16,000$12,0000.00%
281F45 TRAINING HLDGS INC30322L10120,000$10,0000.00%
282CANOPY GROWTH CORPCGC23,226$9,0000.00%
283SURGALIGN HOLDINGS INC86882C20435,284$6,0000.00%