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Coordinated Financial Services

Latest statistics and disclosures from Coordinated Financial Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002022906

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Positions held by Coordinated Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Coordinated Financial Services

Coordinated Financial Services holds 132 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.3	$16M	31k	525.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.9	$5.6M	11k	523.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$3.7M	14k	259.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$2.8M	6.2k	443.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.3	$2.6M	33k	80.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$2.6M	12k	228.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.2	$2.5M	35k	72.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.0	$2.3M	28k	79.86	View chart
Spdr Gold Tr Gold Shs (GLD)	1.7	$2.0M	9.7k	205.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.6	$1.9M	15k	120.99	View chart
Microsoft Corporation (MSFT)	1.6	$1.8M	4.4k	420.69	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$1.8M	19k	92.42	View chart
Apple (AAPL)	1.5	$1.7M	9.9k	171.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$1.6M	26k	60.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$1.6M	21k	74.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$1.6M	26k	60.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$1.5M	3.7k	420.52	View chart
Amazon (AMZN)	1.3	$1.5M	8.4k	180.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.3	$1.4M	6.9k	210.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.2	$1.4M	17k	80.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$1.4M	12k	115.30	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.2	$1.3M	26k	51.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$1.3M	5.2k	249.84	View chart
Visa Com Cl A (V)	1.1	$1.3M	4.6k	279.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$1.2M	20k	57.86	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.0	$1.2M	9.9k	117.21	View chart
NVIDIA Corporation (NVDA)	0.9	$1.1M	1.2k	903.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$1.1M	13k	86.48	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.9	$1.1M	9.8k	108.92	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$1.0M	23k	46.00	View chart
Home Depot (HD)	0.9	$1.0M	2.7k	383.53	View chart
Costco Wholesale Corporation (COST)	0.9	$1.0M	1.4k	732.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$980k	5.1k	191.89	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.8	$951k	796.00	1194.19	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.8	$947k	6.4k	147.72	View chart
Wal-Mart Stores (WMT)	0.8	$935k	16k	60.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$919k	5.6k	164.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$892k	8.1k	110.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$777k	4.6k	169.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.7	$757k	36k	20.97	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.6	$741k	36k	20.43	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$715k	23k	31.62	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.6	$692k	7.5k	91.80	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.6	$690k	7.6k	90.44	View chart
JPMorgan Chase & Co. (JPM)	0.6	$668k	3.3k	200.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$658k	17k	39.02	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$636k	4.8k	131.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.6	$635k	33k	19.21	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$621k	14k	45.59	View chart
Metropcs Communications (TMUS)	0.5	$608k	3.7k	163.22	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.5	$607k	498.00	1218.82	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$604k	9.8k	61.53	View chart
Stryker Corporation (SYK)	0.5	$594k	1.7k	357.83	View chart
Broadcom (AVGO)	0.5	$593k	447.00	1325.44	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$584k	11k	51.60	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$571k	2.2k	260.75	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$568k	25k	22.77	View chart
Raytheon Technologies Corp (RTX)	0.5	$561k	5.7k	97.52	View chart
Meta Platforms Cl A (META)	0.5	$554k	1.1k	485.71	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$538k	5.7k	94.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$535k	6.9k	77.31	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$532k	3.4k	155.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$529k	1.5k	344.21	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.4	$511k	15k	34.11	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$505k	14k	35.84	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$501k	10k	50.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$492k	3.3k	150.93	View chart
Prologis (PLD)	0.4	$477k	3.7k	130.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$476k	25k	19.29	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.4	$475k	17k	28.18	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$450k	8.5k	52.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$450k	2.8k	162.83	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$449k	7.7k	58.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$440k	1.3k	337.01	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$440k	14k	32.23	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$430k	4.0k	107.41	View chart
Chevron Corporation (CVX)	0.4	$426k	2.7k	157.77	View chart
Exxon Mobil Corporation (XOM)	0.4	$408k	3.5k	116.23	View chart
Apollo Global Mgmt (APO)	0.4	$408k	3.6k	112.46	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$400k	20k	20.07	View chart
Charles Schwab Corporation (SCHW)	0.3	$369k	5.1k	72.33	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$353k	8.4k	42.12	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$335k	3.5k	94.62	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$328k	590.00	555.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$327k	1.7k	186.81	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$323k	9.9k	32.69	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$321k	2.4k	131.94	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$316k	8.0k	39.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$316k	7.6k	41.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$310k	3.3k	92.72	View chart
Waste Management (WM)	0.3	$306k	1.4k	213.08	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$302k	7.0k	43.04	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.3	$295k	18k	16.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$292k	5.8k	50.17	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$292k	1.4k	208.22	View chart
Kenvue (KVUE)	0.3	$291k	14k	21.46	View chart
Eli Lilly & Co. (LLY)	0.2	$285k	366.00	778.46	View chart
UnitedHealth (UNH)	0.2	$283k	571.00	494.91	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$278k	4.4k	63.17	View chart
Lockheed Martin Corporation (LMT)	0.2	$277k	608.00	455.22	View chart
Amgen (AMGN)	0.2	$271k	953.00	284.38	View chart
Oracle Corporation (ORCL)	0.2	$270k	2.2k	125.59	View chart
United Parcel Service CL B (UPS)	0.2	$266k	1.8k	148.65	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$265k	3.5k	76.66	View chart
Kroger (KR)	0.2	$259k	4.5k	57.13	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$253k	4.7k	54.24	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$253k	3.5k	73.15	View chart
Vanguard World Financials Etf (VFH)	0.2	$253k	2.5k	102.39	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.2	$243k	9.0k	27.01	View chart
Honeywell International (HON)	0.2	$241k	1.2k	205.17	View chart
Caterpillar (CAT)	0.2	$241k	657.00	366.16	View chart
TJX Companies (TJX)	0.2	$240k	2.4k	101.44	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.2	$240k	5.0k	48.33	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$239k	3.4k	69.76	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$236k	2.9k	81.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$235k	1.5k	152.26	View chart
Blackrock Science & Technolo SHS (BST)	0.2	$235k	6.4k	36.92	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$234k	1.9k	125.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$224k	3.8k	58.66	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$219k	2.1k	104.71	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$216k	9.5k	22.75	View chart
Coca-Cola Company (KO)	0.2	$207k	3.4k	61.18	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$206k	6.9k	29.75	View chart
Boeing Company (BA)	0.2	$205k	1.1k	192.99	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$204k	641.00	317.60	View chart
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW)	0.2	$203k	10k	20.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$202k	4.1k	49.24	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$202k	5.0k	40.71	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$197k	12k	16.39	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.2	$193k	11k	17.69	View chart
Sofi Technologies (SOFI)	0.2	$175k	24k	7.30	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$156k	13k	11.88	View chart

Past Filings by Coordinated Financial Services

SEC 13F filings are viewable for Coordinated Financial Services going back to 2024

Coordinated Financial Services 2024 Q1 filed May 10, 2024

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