CF

Coordinated Financial Services, Inc.

13F
Coordinated Financial Services, Inc.
Last update 2025-02-07 135 Stocks (0 new)
Value $128.00 Mil Turnover 0 %
Countries:
Top Holdings: IVV(13.64%)SPY(4.31%)VTI(2.89%)GOVT(2.34%)VB(2.21%)
Summary Stock Picks Current Portfolio
Coordinated Financial Services... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
29,699
17,483.2
0%
13.640
0%
0.000
+18.87%
+8.94%
642,209.1
 
SPY
SPDR S&P 500 ETF Trust
9,435
5,529.8
0%
4.310
0%
0.000
+18.80%
+8.86%
654,366.5
 
VTI
Vanguard Total Stock Market ETF
12,779
3,703.6
0%
2.890
0%
0.000
+18.95%
+8.50%
478,431.4
 
GOVT
iShares U.S. Treasury Bond ETF
130,622
3,001.7
0%
2.340
0%
0.010
+0.85%
+0.80%
27,468.0
 
VB
Vanguard Small Cap ETF
11,801
2,835.5
0%
2.210
0%
0.000
+17.97%
+3.73%
62,181.4
 
SCHD
Schwab US Dividend Equity ETF
102,452
2,799.0
0%
2.180
0%
0.000
+8.77%
+2.12%
71,498.8
 
AAPL
Apple Inc
9,843
2,464.9
0%
1.920
0%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
GLD
SPDR Gold Shares ETF
9,694
2,347.2
0%
1.830
0%
0.000
+2.81%
+28.93%
102,799.3
 
QQQ
INVESCO QQQ Trust
4,550
2,326.1
0%
1.810
0%
0.000
+24.17%
+10.57%
359,485.3
 
EFA
iShares MSCI EAFE ETF
28,540
2,157.9
0%
1.680
0%
0.000
+12.66%
+23.17%
66,015.9
 

Coordinated Financial Services, Inc.'s Historical Top Holdings Breakdowns

Coordinated Financial Services, Inc. Total Holding History ($B)

To

Coordinated Financial Services, Inc.'s Asset Allocation

To

Coordinated Financial Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Coordinated Financial Services, Inc.'s Hypothetical Growth since 2024-12-31

Coordinated Financial Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Coordinated Financial Services, Inc.'s Holdings Heat Map

Size field:

Coordinated Financial Services, Inc.'s Holdings Bubble Chart

Coordinated Financial Services, Inc. News

  • 1

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