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Thomas Kennedy

Koss-olinger Consulting, Llc

Assets Managed
$1.193B
Holdings
254
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-7.56%(2Q avg: -0.48%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Koss-olinger Consulting, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 254 positions.

Assets under management

The assets under management (AUM) of Koss-olinger Consulting, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.193B in assets, with a quarterly growth rate of -7.56% and a 2-quarter average growth rate of -0.48%. The portfolio is managed by Thomas Kennedy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 4.93%
22.55%
$268.983M
10.491M shares@ $25.65 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Decreased -3.73%
9.8%
$116.879M
1.267M shares@ $92.29 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 17.92%
6.91%
$82.335M
829,407 shares@ $99.28 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
New Position
6.86%
$81.777M
1.194M shares@ $68.48 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 20.24%
5.28%
$62.971M
1.063M shares@ $59.23 avg price
JPSE
Jpm Diversified Rt Small Cap
Recent Activity
Decreased -16.64%
4.52%
$53.908M
1.028M shares@ $52.44 avg price
USHY
Ishares Broad Usd High Yield
Recent Activity
Decreased -15%
3.89%
$46.293M
1.257M shares@ $36.85 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -6.41%
2.95%
$35.17M
749,742 shares@ $46.92 avg price
BLV
Vanguard Long-term Bond Etf
Recent Activity
Decreased -5.47%
2.24%
$26.669M
387,748 shares@ $68.78 avg price
EFIV
Spdr S&p 500 Esg Etf
Recent Activity
Increased 0.88%
2.19%
$26.015M
412,410 shares@ $63.09 avg price

1-10 of 254