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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 2024 · Filed October 21, 2024 · Accession 0001754960-24-000514

Total Value
$1.15B
Positions
276
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242013,219,612$218.5M18.96%
2J P MORGAN EXCHANGE TRADED F46641Q8451,211,892$58.2M5.05%
3VANGUARD BD INDEX FDS921937793660,092$49.6M4.31%
4ISHARES TR46435U8531,251,597$47.1M4.09%
5SPDR SER TR78464A847804,792$44.0M3.82%
6TESLA INCTSLA148,257$38.8M3.37%
7ISHARES TR464287408175,150$34.5M3.00%
8VANGUARD MUN BD FDS922907746671,536$34.3M2.98%
9SPDR INDEX SHS FDS78463X509819,109$33.8M2.93%
10PACER FDS TR69374H105595,695$31.3M2.72%
11ISHARES TR464287226295,630$29.9M2.60%
12SPDR SER TR78464A508521,648$27.6M2.39%
13ISHARES TR464288612237,649$25.5M2.21%
14PIMCO ETF TR72201R775257,889$24.4M2.12%
15VANECK ETF TRUST92189F3531,196,082$23.8M2.06%
16ISHARES TR46432F859469,408$22.9M1.98%
17ISHARES TR46428762269,309$21.8M1.89%
18SPDR SER TR78468R531354,875$19.8M1.72%
19ISHARES TR464287499196,912$17.4M1.51%
20ISHARES TR464287564233,420$15.4M1.34%
21ISHARES TR464288885108,836$11.7M1.02%
22ISHARES TR464287309120,484$11.5M1.00%
23VANGUARD INTL EQUITY INDEX F922042858224,002$10.7M0.93%
24BERKSHIRE HATHAWAY INC DELBRK-A20,677$9.5M0.83%
25NUSHARES ETF TRNU373,916$8.5M0.74%
26ISHARES TR464288877132,459$7.6M0.66%
27ISHARES TR46428720011,666$6.7M0.58%
28NVIDIA CORPORATIONNVDA53,853$6.5M0.57%
29VANGUARD INDEX FDS92290874437,318$6.5M0.57%
30ISHARES TR46436E551145,921$6.2M0.54%
31SPDR SER TR78464A83966,684$5.3M0.46%
32SPDR SER TR78464A82155,427$4.9M0.42%
33PAYPAL HLDGS INCPYPL57,986$4.5M0.39%
34ALPHABET INCGOOG25,610$4.3M0.37%
35APPLE INCAAPL18,011$4.2M0.36%
36INVESCO EXCHANGE TRADED FD TIVZ23,217$4.2M0.36%
37MANAGER DIRECTED PORTFOLIOS56170L695350,511$3.9M0.34%
38VANGUARD WORLD FD92191072562,350$3.8M0.33%
39AMAZON COM INCAMZN20,451$3.8M0.33%
40ROKU INCROKU50,008$3.7M0.32%
41VANGUARD INDEX FDS9229083637,017$3.7M0.32%
42INVESCO EXCH TRADED FD TR IIIVZ59,339$3.6M0.32%
43SELECT SECTOR SPDR TR81369Y80314,519$3.3M0.28%
44VERIZON COMMUNICATIONS INCVZ71,160$3.2M0.28%
45HASBRO INCHAS42,929$3.1M0.27%
46KELLANOVABEKE37,865$3.1M0.27%
47RTX CORPORATIONRTX24,219$2.9M0.25%
48TERADYNE INCTER20,880$2.8M0.24%
49SPDR S&P 500 ETF TRSPY4,866$2.8M0.24%
50ISHARES INC46428628570,551$2.8M0.24%
51ISHARES INC46434G86375,489$2.7M0.24%
52V F CORPVFC136,433$2.7M0.24%
53COMCAST CORP NEWCCZ63,863$2.7M0.23%
54GLOBAL X FDS37954Y88938,298$2.7M0.23%
55GILEAD SCIENCES INCGILD31,467$2.6M0.23%
56GSK PLCGLAXF62,386$2.5M0.22%
57CAMPBELL SOUP COCPB52,031$2.5M0.22%
58US BANCORP DELUSB-PS55,286$2.5M0.22%
59INVESCO QQQ TRIVZ5,140$2.5M0.22%
60SCHWAB STRATEGIC TR808524847105,742$2.5M0.21%
61SPDR SER TR78464A20126,198$2.4M0.21%
62ASBURY AUTOMOTIVE GROUP INCABG10,206$2.4M0.21%
63ANHEUSER BUSCH INBEV SA/NVBUDFF36,740$2.4M0.21%
64BORGWARNER INCBWA65,225$2.4M0.21%
65MARKETAXESS HLDGS INCMKTX8,963$2.3M0.20%
66INTERCONTINENTAL EXCHANGE IN45866F10414,167$2.3M0.20%
67PFIZER INCPFE78,381$2.3M0.20%
68NIKE INCNKE25,343$2.2M0.19%
69WELLS FARGO CO NEW94974610139,385$2.2M0.19%
70META PLATFORMS INCMETA3,873$2.2M0.19%
71SENSATA TECHNOLOGIES HLDG PLST61,826$2.2M0.19%
72CVS HEALTH CORPCVS34,884$2.2M0.19%
73DISNEY WALT CO25468710622,793$2.2M0.19%
74MICROSOFT CORPMSFT5,004$2.2M0.19%
75SCHWAB STRATEGIC TR80852487039,488$2.1M0.18%
76POLARIS INCPII23,810$2.0M0.17%
77ZIMMER BIOMET HOLDINGS INCZBH18,011$1.9M0.17%
78ALBEMARLE CORPALB-PA19,972$1.9M0.16%
79MEDTRONIC PLCMDT20,592$1.9M0.16%
80BROADCOM INCAVGO10,749$1.9M0.16%
81MALIBU BOATS INCMBUU47,062$1.8M0.16%
82VANGUARD INDEX FDS9229087696,309$1.8M0.16%
83WISDOMTREE TRWT48,810$1.6M0.14%
84INVESCO EXCH TRADED FD TR IIIVZ31,876$1.6M0.14%
85INTERNATIONAL FLAVORS&FRAGRA45950610114,517$1.5M0.13%
86REVOLVE GROUP INCRVLV61,325$1.5M0.13%
87SCHWAB STRATEGIC TR80852480535,568$1.5M0.13%
88NETFLIX INCNFLX2,006$1.4M0.12%
89GE AEROSPACE3696043017,517$1.4M0.12%
90ISHARES TR46428729116,912$1.4M0.12%
91TELEFONAKTIEBOLAGET LM ERICS294821608183,782$1.4M0.12%
92MACERICH COMAC74,843$1.4M0.12%
93PACIFIC BIOSCIENCES CALIF IN69404D108800,000$1.4M0.12%
94AMC NETWORKS INCAMCX155,521$1.4M0.12%
95VANGUARD MALVERN FDS92202080526,742$1.3M0.11%
96SPDR SER TR78464A7639,039$1.3M0.11%
97TYSON FOODS INCTSN20,180$1.2M0.10%
98PROCTER AND GAMBLE CO7427181096,827$1.2M0.10%
993M COMMM8,378$1.1M0.10%
100VANGUARD INDEX FDS9229086294,262$1.1M0.10%
101LITHIA MTRS INC5367971033,510$1.1M0.10%
102L3HARRIS TECHNOLOGIES INCLHX4,639$1.1M0.10%
103ISHARES TR4642874738,338$1.1M0.10%
104KILROY RLTY CORP49427F10828,462$1.1M0.10%
105SPDR DOW JONES INDL AVERAGE78467X1092,520$1.1M0.09%
106INVESCO EXCH TRD SLF IDX FDIVZ49,671$1.0M0.09%
107NORTHERN LTS FD TR IVNTRSO26,255$995,0000.09%
108UNITED STS LIME & MINERALS IUNTCW9,917$968,0000.08%
109JOHNSON & JOHNSONJNJ5,434$881,0000.08%
110INVESCO EXCH TRD SLF IDX FDIVZ42,581$879,0000.08%
111SPDR SER TR78464A47428,353$859,0000.07%
112INVESCO EXCH TRD SLF IDX FDIVZ40,180$786,0000.07%
113ALPHABET INCGOOG4,716$782,0000.07%
114COINBASE GLOBAL INCCOIN4,264$760,0000.07%
115CRISPR THERAPEUTICS AGCRSP15,870$746,0000.06%
116JPMORGAN CHASE & CO.VYLD3,496$737,0000.06%
117A-MARK PRECIOUS METALS INCGOLD16,626$734,0000.06%
118INVESCO EXCH TRD SLF IDX FDIVZ36,979$729,0000.06%
119INNOVATIVE INDL PPTYS INCINHD5,400$727,0000.06%
120PALANTIR TECHNOLOGIES INCPLTR19,234$716,0000.06%
121EXXON MOBIL CORPXOM6,097$715,0000.06%
122VANGUARD SCOTTSDALE FDS92206C10212,045$711,0000.06%
123DAVITA INCDVA4,266$699,0000.06%
124NORTHERN LTS FD TR IVNTRSO21,566$697,0000.06%
125HOVNANIAN ENTERPRISES INCHOVVB3,404$696,0000.06%
126BUILD-A-BEAR WORKSHOP INCBBW20,186$694,0000.06%
127VANGUARD WORLD FD92204A7021,175$689,0000.06%
128VIRCO MFG COVIRC49,273$680,0000.06%
129SPDR S&P MIDCAP 400 ETF TRMDY1,110$632,0000.05%
130UNITEDHEALTH GROUP INCUNH1,044$610,0000.05%
131IMMERSION CORPIMMR67,655$603,0000.05%
132PERDOCEO ED CORPPRDO27,071$602,0000.05%
133BEL FUSE INCBELFB7,646$600,0000.05%
134TAIWAN SEMICONDUCTOR MFG LTD8740391003,445$598,0000.05%
135COCA COLA COKO8,242$592,0000.05%
136SPDR SER TR78464A4097,086$588,0000.05%
137ARDMORE SHIPPING CORPASC32,012$579,0000.05%
138BEAZER HOMES USA INCBZH16,548$565,0000.05%
139JABIL INCJBL4,628$555,0000.05%
140ENNIS INCEBF22,733$553,0000.05%
141RANGER ENERGY SVCS INC75282U10446,335$552,0000.05%
142EBAY INC.EBAY8,397$547,0000.05%
143COVENANT LOGISTICS GROUP INCCVLG10,147$536,0000.05%
144CRESCENT ENERGY COMPANYCRGY48,712$533,0000.05%
145ISHARES TR46436E85823,056$532,0000.05%
146VANGUARD TAX-MANAGED FDS92194385810,075$532,0000.05%
147ISHARES TR46436E86622,722$532,0000.05%
148ISHARES TR46436E87422,129$531,0000.05%
149GENCO SHIPPING & TRADING LTDGNK27,143$529,0000.05%
150EATON CORP PLCETN1,597$529,0000.05%
151BLUELINX HLDGS INCBXC4,967$524,0000.05%
152AMPHENOL CORP NEW0320951018,000$521,0000.05%
153COLUMBIA ETF TR II19762B20215,959$521,0000.05%
154INTERNATIONAL BUSINESS MACHSINTR2,318$512,0000.04%
155NVE CORPNVT6,410$512,0000.04%
156JAKKS PAC INCJAKK20,004$511,0000.04%
157SILVERCREST ASSET MGMT GROUP82835910929,554$510,0000.04%
158ETHAN ALLEN INTERIORS INCETD15,950$509,0000.04%
159ABBVIE INCABBV2,566$507,0000.04%
160ISHARES TR46436E84121,785$493,0000.04%
161HORMEL FOODS CORPHRL15,404$488,0000.04%
162DIAMOND HILL INVT GROUP INC25264R2073,015$487,0000.04%
163RILEY EXPLORATION PERMIAN INREPX18,326$485,0000.04%
164INTEL CORPINTC20,645$484,0000.04%
165SOUTHERN COSOMN5,335$481,0000.04%
166SCHWAB STRATEGIC TR8085246079,304$479,0000.04%
167ISHARES TR4642874655,700$477,0000.04%
168PREFORMED LINE PRODS CO7404441043,726$477,0000.04%
169HOME DEPOT INCHD1,168$473,0000.04%
170INVESCO EXCH TRD SLF IDX FDIVZ20,764$472,0000.04%
171GE VERNOVA INCGEV1,848$471,0000.04%
172PHOTRONICS INCPLAB18,714$463,0000.04%
173ZILLOW GROUP INCZ7,048$450,0000.04%
174SPOK HLDGS INCSPOK29,728$448,0000.04%
175KONINKLIJKE PHILIPS N VRYLPF13,576$444,0000.04%
176SANDRIDGE ENERGY INCSD36,045$441,0000.04%
177ELI LILLY & COLLY497$440,0000.04%
178ISHARES TR4642886208,324$438,0000.04%
179MASTERCRAFT BOAT HLDGS INCMCFT23,431$427,0000.04%
180T-MOBILE US INCTMUSZ2,044$422,0000.04%
181INSTEEL INDS INC45774W10813,512$420,0000.04%
182HAVERTY FURNITURE COS INC41959610115,244$419,0000.04%
183VERTEX PHARMACEUTICALS INCVRTX896$417,0000.04%
184BOSTON SCIENTIFIC CORPBSX4,946$414,0000.04%
185ADOBE INCADBE791$410,0000.04%
186WALMART INCWMT5,039$407,0000.04%
187PEPSICO INCPEP2,371$403,0000.03%
188VERACYTE INCVCYT11,844$403,0000.03%
189TITAN INTL INC ILLKMCM48,681$396,0000.03%
190INVESCO EXCH TRD SLF IDX FDIVZ17,064$395,0000.03%
191WABASH NATL CORP92956610720,493$393,0000.03%
192AMERICAN EXPRESS COAXP1,430$388,0000.03%
193ISHARES INC46434G1036,728$386,0000.03%
194HCA HEALTHCARE INCHCA942$383,0000.03%
195ABBOTT LABSABLZF3,360$383,0000.03%
196INVESCO EXCHANGE TRADED FD TIVZ10,050$379,0000.03%
197BERRY CORP08579X10172,660$373,0000.03%
198TAKE-TWO INTERACTIVE SOFTWARTTWO2,414$371,0000.03%
199REGENERON PHARMACEUTICALSREGN353$371,0000.03%
200HUDSON TECHNOLOGIES INCHDSN44,003$367,0000.03%
201VANGUARD CHARLOTTE FDS92203J4077,286$366,0000.03%
202ORASURE TECHNOLOGIES INCOSUR83,977$359,0000.03%
203INVESCO EXCH TRD SLF IDX FDIVZ15,790$358,0000.03%
204SALESFORCE INCCRM1,296$355,0000.03%
205J P MORGAN EXCHANGE TRADED F46641Q8376,984$354,0000.03%
206INVESCO EXCH TRD SLF IDX FDIVZ15,107$354,0000.03%
207VANGUARD SCOTTSDALE FDS92206C7065,807$351,0000.03%
208ISHARES TR4642898675,923$351,0000.03%
209LITHIUM AMERS CORP NEWLTUM129,211$349,0000.03%
210NEXTERA ENERGY INCNEE-PW4,114$348,0000.03%
211INVESCO EXCH TRD SLF IDX FDIVZ13,830$343,0000.03%
212FIDUS INVT CORP31650010717,205$337,0000.03%
213THE CIGNA GROUP125523100970$336,0000.03%
214MERCK & CO INCMRK2,925$332,0000.03%
215BLACKSTONE INCBX2,148$329,0000.03%
216THERMO FISHER SCIENTIFIC INCTMO531$328,0000.03%
217BLACKBAUD INCBLKB3,803$322,0000.03%
218FRESENIUS MEDICAL CARE AGFMCQF15,000$320,0000.03%
219DBX ETF TR2330514328,496$314,0000.03%
220ARCADIUM LITHIUM PLCG0508H110109,936$313,0000.03%
221BANK AMERICA CORP0605051047,726$307,0000.03%
222UNITED BANCORP INC OHIOUBCP23,338$306,0000.03%
223CATERPILLAR INCCAT778$304,0000.03%
224BANK OZK LITTLE ROCK ARKOZKAP7,000$301,0000.03%
225LITHIUM AMERICAS ARGENTINA C53681K10091,601$299,0000.03%
226VEEVA SYS INCVEEV1,413$297,0000.03%
227CHEVRON CORP NEWCVX2,003$295,0000.03%
228ALTRIA GROUP INCMO5,723$292,0000.03%
229CENTENE CORP DELCNC3,837$289,0000.03%
230AT&T INCT-PC13,074$288,0000.02%
231SKYWORKS SOLUTIONS INCSWKS2,916$288,0000.02%
232SANOFISNYNF4,962$286,0000.02%
233ISHARES TR4642878792,632$283,0000.02%
234BECTON DICKINSON & COBDX1,156$279,0000.02%
235MCDONALDS CORPMCD913$278,0000.02%
236ELEVANCE HEALTH INCELV531$276,0000.02%
237SPDR SER TR78468R2008,648$267,0000.02%
238AMERICAN TOWER CORP NEW03027X1001,135$264,0000.02%
239FIFTH THIRD BANCORPFITBM6,172$264,0000.02%
240SCHWAB STRATEGIC TR8085243002,500$260,0000.02%
241ORANGEORANY22,483$258,0000.02%
242GE HEALTHCARE TECHNOLOGIES IGEHC2,568$241,0000.02%
243INVESCO EXCH TRD SLF IDX FDIVZ11,616$239,0000.02%
244VANGUARD INDEX FDS922908736620$238,0000.02%
245VANGUARD BD INDEX FDS9219378353,168$238,0000.02%
246INVESCO EXCH TRD SLF IDX FDIVZ12,485$235,0000.02%
247INVESCO EXCH TRD SLF IDX FDIVZ9,529$233,0000.02%
248ISHARES TR46432F8422,937$229,0000.02%
249SCHWAB STRATEGIC TR8085247067,801$228,0000.02%
250CISCO SYS INCCSCO4,222$225,0000.02%
251ISHARES TR4642898835,779$223,0000.02%
252SUNRUN INCRUN12,215$221,0000.02%
253DUKE ENERGY CORP NEWDUKB1,909$220,0000.02%
254AMERICAN ELEC PWR CO INC0255371012,109$216,0000.02%
255UBER TECHNOLOGIES INCUBER2,852$214,0000.02%
256ISHARES TR4642877051,723$213,0000.02%
257ISHARES TR4642876062,294$211,0000.02%
258ISHARES TR464287655922$204,0000.02%
259PALO ALTO NETWORKS INCPANW592$202,0000.02%
260ISHARES TR4642878871,451$202,0000.02%
261BLACKROCK INVT QUALITY MUN TBLK15,000$194,0000.02%
262AXOGEN INCAXGN10,367$145,0000.01%
263UIPATH INCPATH10,000$128,0000.01%
264RAMACO RES INCMETCZ10,735$126,0000.01%
265TOPGOLF CALLAWAY BRANDS CORP13119310410,042$110,0000.01%
266UNDER ARMOUR INCUA11,291$101,0000.01%
267GENIUS SPORTS LIMITEDGENI10,442$82,0000.01%
268CO-DIAGNOSTICS INCCODX58,102$73,0000.01%
269LLOYDS BANKING GROUP PLCLLOBF20,271$63,0000.01%
270AMMO INCPOWWP28,311$40,0000.00%
271EDITAS MEDICINE INCEDIT10,000$34,0000.00%
272WHEELS UP EXPERIENCE INCWSUPW10,765$26,0000.00%
273BIG 5 SPORTING GOODS CORP08915P10110,872$23,0000.00%
274ATOSSA THERAPEUTICS INCATOS15,000$23,0000.00%
275MUSTANG BIO INCMBIO98,366$23,0000.00%
276VAXART INCVXRT16,000$14,0000.00%