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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 Q4 2023 · Filed October 11, 2023 · Accession 0001754960-23-000268

Total Value
$677.8M
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46435U8531,794,302$62.3M9.19%
2J P MORGAN EXCHANGE TRADED F46641Q8451,151,379$45.2M6.67%
3VANGUARD BD INDEX FDS921937793642,481$43.1M6.36%
4ISHARES TR464287408274,103$42.2M6.22%
5TESLA INCTSLA151,124$37.8M5.58%
6VANECK ETF TRUST92189F3532,024,983$36.1M5.32%
7SPDR SER TR78464A847688,199$30.1M4.45%
8VANGUARD BD INDEX FDS92203C303519,014$25.5M3.77%
9PACER FDS TR69374H105593,311$23.7M3.50%
10ISHARES TR464287226234,196$22.0M3.25%
11ISHARES TR46428762279,492$18.7M2.75%
12ISHARES TR464287499236,518$16.4M2.42%
13VANGUARD INTL EQUITY INDEX F922042858249,266$9.8M1.44%
14SPDR SER TR78468R531231,762$9.6M1.42%
15ISHARES TR464288885102,089$8.8M1.30%
16ISHARES TR464287309123,830$8.5M1.25%
17BERKSHIRE HATHAWAY INC DELBRK-A24,067$8.4M1.24%
18VANGUARD INDEX FDS92290874456,219$7.8M1.14%
19ISHARES TR464288877145,872$7.1M1.05%
20ISHARES TR46428720014,124$6.1M0.89%
21ISHARES INC464286285174,583$5.9M0.88%
22ISHARES TR464287564115,484$5.8M0.85%
23NUSHARES ETF TRNU253,485$5.3M0.79%
24SPDR SER TR78464A83971,575$4.6M0.68%
25ROKU INCROKU65,004$4.6M0.68%
26SPDR SER TR78464A82160,213$4.2M0.61%
27AMAZON COM INCAMZN32,296$4.1M0.61%
28DISNEY WALT CO25468710649,839$4.0M0.60%
29INVESCO EXCHANGE TRADED FD TIVZ24,691$3.5M0.52%
30ISHARES TR46436E551101,014$3.4M0.50%
31VANGUARD WORLD FD92191072562,350$3.1M0.46%
32META PLATFORMS INCMETA9,931$3.0M0.44%
33VANGUARD INDEX FDS9229083637,420$2.9M0.43%
34APPLE INCAAPL14,536$2.5M0.37%
35COMCAST CORP NEWCCZ55,481$2.5M0.36%
36GLOBAL X FDS37954Y88945,093$2.4M0.35%
37INTEL CORPINTC66,009$2.3M0.35%
38PROSHARES TR74347B83966,340$2.3M0.34%
39SELECT SECTOR SPDR TR81369Y80313,926$2.3M0.34%
40SPDR SER TR78464A20130,074$2.2M0.33%
41INVESCO EXCH TRADED FD TR IIIVZ46,633$2.2M0.32%
42INVESCO EXCH TRADED FD TR IIIVZ48,716$2.0M0.29%
43BOOKING HOLDINGS INCBKNG636$2.0M0.29%
44SPDR S&P 500 ETF TRSPY4,474$1.9M0.28%
45GSK PLCGLAXF52,717$1.9M0.28%
46LAM RESEARCH CORPLRCX3,034$1.9M0.28%
47SCHWAB STRATEGIC TR808524847105,685$1.9M0.28%
48ASBURY AUTOMOTIVE GROUP INCABG7,981$1.8M0.27%
49MEDTRONIC PLCMDT23,268$1.8M0.27%
50PVH CORPORATIONPVH22,414$1.7M0.25%
51INVESCO QQQ TRIVZ4,728$1.7M0.25%
52SAP SESAPGF12,935$1.7M0.25%
53FRESENIUS MED CARE AG&CO KGAFMCQF77,086$1.7M0.24%
54ING GROEP N.V.INGVF122,965$1.6M0.24%
55DAVITA INCDVA17,145$1.6M0.24%
56SPDR SER TR78468R66317,584$1.6M0.24%
57ALPHABET INCGOOG11,876$1.6M0.23%
58HSBC HLDGS PLCHBCYF39,659$1.6M0.23%
59VANGUARD INDEX FDS9229087697,025$1.5M0.22%
60PROSHARES TR74347B84733,879$1.5M0.22%
61MICROSOFT CORPMSFT4,331$1.4M0.20%
62ALIGN TECHNOLOGY INCALGN4,459$1.4M0.20%
63VANGUARD MALVERN FDS92202080528,759$1.4M0.20%
64VERTEX PHARMACEUTICALS INCVRTX3,905$1.4M0.20%
65SKYWORKS SOLUTIONS INCSWKS13,770$1.4M0.20%
66FORTUNE BRANDS INNOVATIONS IFBIN20,326$1.3M0.19%
67GRIFOLS S AGIKLY134,017$1.2M0.18%
68MASCO CORPMAS22,602$1.2M0.18%
69WISDOMTREE TRWT44,977$1.2M0.18%
70BOSTON BEER INCSAM3,064$1.2M0.18%
71PROCTER AND GAMBLE CO7427181098,079$1.2M0.17%
72JABIL INCJBL9,255$1.2M0.17%
73BAKER HUGHES COMPANYBKR33,193$1.2M0.17%
74EASTMAN CHEM COEMN15,173$1.2M0.17%
75PAYPAL HLDGS INCPYPL19,755$1.2M0.17%
76THE CIGNA GROUP1255231004,001$1.1M0.17%
77SPDR SER TR78464A7639,954$1.1M0.17%
78CRISPR THERAPEUTICS AGCRSP25,160$1.1M0.17%
79AMC NETWORKS INCAMCX95,771$1.1M0.17%
80AIR PRODS & CHEMS INCAIIR3,867$1.1M0.16%
81EXXON MOBIL CORPXOM9,287$1.1M0.16%
82KRAFT HEINZ COKHC32,251$1.1M0.16%
83CVS HEALTH CORPCVS15,138$1.1M0.16%
84JONES LANG LASALLE INCJLL7,443$1.1M0.16%
85ISHARES TR4642874739,920$1.0M0.15%
86TAPESTRY INCTPR35,113$1.0M0.15%
87VANGUARD INDEX FDS9229086294,812$1.0M0.15%
88WELLS FARGO CO NEW94974610123,873$975,0000.14%
89SPDR DOW JONES INDL AVERAGE78467X1092,910$975,0000.14%
90NORTHERN LTS FD TR IVNTRSO31,376$954,0000.14%
91ZEBRA TECHNOLOGIES CORPORATIZBRA3,970$939,0000.14%
92FORD MTR CO DEL34537086074,738$928,0000.14%
93SCHWAB STRATEGIC TR80852480526,795$910,0000.13%
94VERIZON COMMUNICATIONS INCVZ27,843$902,0000.13%
95GENERAL ELECTRIC CO3696043017,484$827,0000.12%
96UBER TECHNOLOGIES INCUBER17,837$820,0000.12%
97IONIS PHARMACEUTICALS INCIONS17,907$812,0000.12%
98L3HARRIS TECHNOLOGIES INCLHX4,639$808,0000.12%
99NIKE INCNKE8,368$800,0000.12%
100COMPASS MINERALS INTL INCCOMP28,161$787,0000.12%
101PARAMOUNT GLOBAL92556H20660,621$782,0000.12%
102SCHWAB STRATEGIC TR80852487015,385$777,0000.11%
103ISHARES TR46428729112,784$739,0000.11%
104SPDR SER TR78464A47425,167$738,0000.11%
105VANGUARD SCOTTSDALE FDS92206C10212,660$729,0000.11%
106GRUPO TELEVISA S A BGRPFF236,373$721,0000.11%
107INVESCO EXCH TRD SLF IDX FDIVZ34,241$708,0000.10%
108INVESCO EXCH TRD SLF IDX FDIVZ34,952$703,0000.10%
109HAIN CELESTIAL GROUP INCHAIN67,485$700,0000.10%
110NORTHERN LTS FD TR IVNTRSO26,416$696,0000.10%
111SCHWAB STRATEGIC TR80852460716,770$695,0000.10%
112NVIDIA CORPORATIONNVDA1,580$687,0000.10%
113MERCK & CO INCMRK6,622$682,0000.10%
114NETFLIX INCNFLX1,801$680,0000.10%
115HANESBRANDS INC410345102171,407$679,0000.10%
116INVESCO EXCH TRD SLF IDX FDIVZ35,091$659,0000.10%
117GILEAD SCIENCES INCGILD8,363$627,0000.09%
118INVESCO EXCH TRD SLF IDX FDIVZ29,250$621,0000.09%
119HORMEL FOODS CORPHRL16,100$612,0000.09%
120LAS VEGAS SANDS CORPLVS12,680$581,0000.09%
121COCA COLA COKO10,384$581,0000.09%
122ISHARES TR4642874658,190$564,0000.08%
123ALPHABET INCGOOG4,313$564,0000.08%
124SPDR SER TR78464A50812,853$530,0000.08%
125OLYMPIC STEEL INC68162K1068,890$500,0000.07%
126POLARIS INCPII4,759$496,0000.07%
127HASBRO INCHAS7,493$496,0000.07%
128GREEN BRICK PARTNERS INCGRBK-PA11,754$488,0000.07%
129BANK OZK LITTLE ROCK ARKOZKAP13,000$482,0000.07%
130ANHEUSER BUSCH INBEV SA/NVBUDFF8,714$482,0000.07%
131JPMORGAN CHASE & COVYLD3,277$475,0000.07%
132SPDR S&P MIDCAP 400 ETF TRMDY1,040$475,0000.07%
133KELLANOVABEKE7,885$469,0000.07%
134AMPHENOL CORP NEW0320951015,560$467,0000.07%
135VANGUARD WORLD FDS92204A7021,120$465,0000.07%
136SPDR SER TR78464A4097,600$451,0000.07%
137SPDR SER TR78468R20014,615$449,0000.07%
138US BANCORP DELUSB-PS13,387$443,0000.07%
139PFIZER INCPFE13,131$436,0000.06%
140PEPSICO INCPEP2,551$432,0000.06%
141TERADYNE INCTER4,269$429,0000.06%
142EATON CORP PLCETN2,011$429,0000.06%
143ISHARES TR4642886208,805$423,0000.06%
144ADOBE INCADBE827$422,0000.06%
145ZIMMER BIOMET HOLDINGS INCZBH3,680$413,0000.06%
146BECTON DICKINSON & COBDX1,591$411,0000.06%
147INNOVATIVE INDL PPTYS INCINHD5,400$409,0000.06%
148PERDOCEO ED CORPPRDO23,653$404,0000.06%
149CAMPBELL SOUP COCPB9,809$403,0000.06%
150RTX CORPORATIONRTX5,593$403,0000.06%
151INVESCO EXCH TRD SLF IDX FDIVZ21,462$402,0000.06%
152INVESCO EXCH TRD SLF IDX FDIVZ20,714$401,0000.06%
153COLUMBIA ETF TR II19762B20214,332$393,0000.06%
154INTERCONTINENTAL EXCHANGE IN45866F1043,565$392,0000.06%
155BROADCOM INCAVGO469$389,0000.06%
156ABBOTT LABSABLZF3,994$387,0000.06%
157V F CORPVFC21,790$385,0000.06%
158MARKETAXESS HLDGS INCMKTX1,801$385,0000.06%
159PINTEREST INCPINS14,191$384,0000.06%
160EBAY INC.EBAY8,608$380,0000.06%
161ALBEMARLE CORPALB-PA2,227$379,0000.06%
162SENSATA TECHNOLOGIES HLDG PLST9,831$372,0000.05%
163VANGUARD CHARLOTTE FDS92203J4077,747$371,0000.05%
164J P MORGAN EXCHANGE TRADED F46641Q8377,390$371,0000.05%
165MCDONALDS CORPMCD1,384$365,0000.05%
166PREFORMED LINE PRODS CO7404441042,229$362,0000.05%
167GENIE ENERGY LTDGNE23,755$350,0000.05%
168VANGUARD SCOTTSDALE FDS92206C7066,118$350,0000.05%
169TAKE-TWO INTERACTIVE SOFTWARTTWO2,469$347,0000.05%
170WALMART INCWMT2,137$342,0000.05%
171INTERNATIONAL BUSINESS MACHSINTR2,429$341,0000.05%
172COINBASE GLOBAL INCCOIN4,483$337,0000.05%
173ZILLOW GROUP INCZ7,174$331,0000.05%
174SOUTHERN COSOMN5,058$327,0000.05%
175TIMKENSTEEL CORPORATIONMTUS15,027$326,0000.05%
176INVESCO EXCH TRD SLF IDX FDIVZ14,396$324,0000.05%
177INVESCO EXCH TRD SLF IDX FDIVZ13,098$323,0000.05%
178QUANEX BLDG PRODS CORP74761910411,447$322,0000.05%
179BLUELINX HLDGS INCBXC3,887$319,0000.05%
180SALESFORCE INCCRM1,569$318,0000.05%
181INVESCO EXCH TRD SLF IDX FDIVZ13,120$315,0000.05%
182CONOCOPHILLIPSCOP2,584$310,0000.05%
183COVENANT LOGISTICS GROUP INCCVLG7,050$309,0000.05%
184INVESCO EXCH TRD SLF IDX FDIVZ13,656$307,0000.05%
185DBX ETF TR2330514329,033$306,0000.05%
186DIAMOND HILL INVT GROUP INC25264R2071,807$305,0000.04%
187INVESCO EXCH TRD SLF IDX FDIVZ13,228$299,0000.04%
188PHOTRONICS INCPLAB14,810$299,0000.04%
189ISHARES TR46429B7473,066$297,0000.04%
190RILEY EXPLORATION PERMIAN INREPX9,302$296,0000.04%
191ISHARES TR4642898675,971$295,0000.04%
192VANGUARD TAX-MANAGED FDS9219438586,751$295,0000.04%
193HAVERTY FURNITURE COS INC41959610110,234$295,0000.04%
194ABBVIE INCABBV1,958$292,0000.04%
195VITAL ENERGY INC5168062055,246$291,0000.04%
196THERMO FISHER SCIENTIFIC INCTMO565$286,0000.04%
197BOSTON SCIENTIFIC CORPBSX5,326$281,0000.04%
198INVESCO EXCH TRD SLF IDX FDIVZ12,171$280,0000.04%
199TELEPHONE & DATA SYS INCTDS-PV15,217$279,0000.04%
200SANOFISNYNF5,192$278,0000.04%
201CHARTER COMMUNICATIONS INC N16119P108627$276,0000.04%
202TAIWAN SEMICONDUCTOR MFG LTD8740391003,173$276,0000.04%
203BLACKBAUD INCBLKB3,903$274,0000.04%
204PALANTIR TECHNOLOGIES INCPLTR17,027$272,0000.04%
205RYERSON HLDG CORPRYZ9,302$271,0000.04%
206UNITED BANCORP INC OHIOUBCP23,338$270,0000.04%
207VAALCO ENERGY INCEGY61,051$268,0000.04%
208ORANGEORANY23,217$267,0000.04%
209VERACYTE INCVCYT11,958$267,0000.04%
210KONINKLIJKE PHILIPS N VRYLPF13,284$265,0000.04%
211INVESCO EXCH TRD SLF IDX FDIVZ11,579$265,0000.04%
212INVESCO EXCH TRD SLF IDX FDIVZ11,698$264,0000.04%
213REGENERON PHARMACEUTICALSREGN320$263,0000.04%
214CROSS CTRY HEALTHCARE INC22748310410,614$263,0000.04%
215GENCO SHIPPING & TRADING LTDGNK18,796$263,0000.04%
216SANDRIDGE ENERGY INCSD16,525$259,0000.04%
217EAGLE BULK SHIPPING INCY2187A1506,082$256,0000.04%
218LEGACY HOUSING CORPLEGH13,138$255,0000.04%
219P A M TRANSN SVCS INCPAMT11,781$254,0000.04%
220TYSON FOODS INCTSN5,001$253,0000.04%
221BASSETT FURNITURE INDS INC07020310417,250$253,0000.04%
222BRT APARTMENTS CORPBRT14,591$252,0000.04%
223PACER FDS TR69374H64212,941$252,0000.04%
224CHEVRON CORP NEWCVX1,449$244,0000.04%
225INTREPID POTASH INCIPI9,675$243,0000.04%
226INVESCO EXCH TRD SLF IDX FDIVZ9,616$241,0000.04%
227SILVERCREST ASSET MGMT GROUP82835910915,101$240,0000.04%
228ARCTURUS THERAPEUTICS HLDGSARCT9,300$238,0000.04%
229ISHARES TR46436E86610,283$237,0000.03%
230ISHARES TR46436E8749,932$237,0000.03%
231ISHARES TR46436E8829,543$237,0000.03%
232ISHARES TR46436E85810,521$236,0000.03%
233UNIVERSAL HEALTH RLTY INCOME91359E1055,839$236,0000.03%
234ELEVANCE HEALTH INCELV539$235,0000.03%
235HCA HEALTHCARE INCHCA955$235,0000.03%
236NEXTERA ENERGY INCNEE-PW4,092$234,0000.03%
237SCHWAB STRATEGIC TR8085247069,663$231,0000.03%
238CENTENE CORP DELCNC3,346$230,0000.03%
239ISHARES TR46432F8594,930$229,0000.03%
240ISHARES TR4642878792,557$228,0000.03%
241SHERWIN WILLIAMS COSHW885$226,0000.03%
242BLACKSTONE INCBX2,033$218,0000.03%
243SSGA ACTIVE ETF TR78467V8485,609$217,0000.03%
244VALHI INC NEW91890520916,109$214,0000.03%
245CATERPILLAR INCCAT777$212,0000.03%
246BRISTOL-MYERS SQUIBB COCELG-RI3,595$209,0000.03%
247MUSTANG BIO INCMBIO100,000$207,0000.03%
248ISHARES TR46434V6479,710$206,0000.03%
249MASTERBRAND INCMBC16,712$203,0000.03%
250CONSOLIDATED EDISON INCED2,366$202,0000.03%
251MSA SAFETY INCMNESP1,280$202,0000.03%
252SYSCO CORPSYY3,049$201,0000.03%
253MACERICH COMAC17,869$195,0000.03%
254TELADOC HEALTH INCTDOC10,133$188,0000.03%
255ORION GROUP HLDGS INCORN34,871$187,0000.03%
256PROPHASE LABS INCPRPH42,081$184,0000.03%
257SUNRUN INCRUN12,878$162,0000.02%
258CARNIVAL CORPCUKPF11,163$153,0000.02%
259CITY OFFICE REIT INCCHCO36,051$153,0000.02%
260BLACKROCK INVT QUALITY MUN TBLK15,000$152,0000.02%
261TOPGOLF CALLAWAY BRANDS CORP13119310410,525$146,0000.02%
262ERICSSON29482160825,328$123,0000.02%
263CO-DIAGNOSTICS INCCODX111,808$119,0000.02%
264TURTLE BEACH CORPTBCH10,755$98,0000.01%
265SPAR GROUP INCSGRP88,988$86,0000.01%
266UNDER ARMOUR INCUA12,122$83,0000.01%
267EDITAS MEDICINE INCEDIT10,000$78,0000.01%
268ASTRA SPACE INC04634X20239,946$74,0000.01%
269GENIUS SPORTS LIMITEDGENI11,891$63,0000.01%
270AMMO INCPOWWP28,455$57,0000.01%
271AXOGEN INCAXGN10,367$52,0000.01%
272THE REALREAL INC88339P10115,000$32,0000.00%
273GINKGO BIOWORKS HOLDINGS INCDNABW10,000$18,0000.00%
274CANOPY GROWTH CORPCGC23,226$18,0000.00%
275VAXART INCVXRT16,000$12,0000.00%