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
ROBINHOOD MKTS INC COM CL A 151 $764,000 60,000 0.00 60,000 +Inf 12-31-2023
SPDR SER TR PORTFOLIO SHORT 152 $750,000 25,199 0.00 0.14 -3,546 -12.34 12-31-2023
MACERICH CO COM 153 $750,000 48,583 0.00 48,583 +Inf 12-31-2023
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 154 $742,000 12,714 0.00 0.14 -1,882 -12.89 12-31-2023
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