Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOSS-OLINGER CONSULTING LLC | 02-13-2024 | 12-31-2023 | 315 | 1,019,046,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUSHARES ETF TR | NUVEEN ESG MIDVL | Liquidated | $0 | 0 | 0.23 | 0.26 | 1,262 | 2.71 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 102 | $1,313,000 | 35,533 | 0.00 | 0.13 | 7,863 | 28.42 | 12-31-2023 |
| WISDOMTREE TR | EM EX ST-OWNED | 103 | $1,299,000 | 44,987 | 0.00 | 0.16 | 7,582 | 20.27 | 12-31-2023 |
| REVOLVE GROUP INC | CL A | 104 | $1,280,000 | 77,191 | 0.00 | 77,191 | +Inf | 12-31-2023 |
