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Coordinated Financial Services, Inc.13F | |
Coordinated Financial Services, Inc. | |
Last update 2025-02-07 | 135 Stocks (0 new) |
Value $128.00 Mil | Turnover 0 % |
Coordinated Financial Services... Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 29,699 | 17,483.2 | 0% | 13.640 | 0% | 0.000 | +19.76% | +8.03% | 636,858.5 | ||
SPY | SPDR S&P 500 ETF Trust | 9,435 | 5,529.8 | 0% | 4.310 | 0% | 0.000 | +19.65% | +7.96% | 648,980.6 | ||
VTI | Vanguard Total Stock Market ETF | 12,779 | 3,703.6 | 0% | 2.890 | 0% | 0.000 | +19.74% | +7.40% | 473,561.5 | ||
GOVT | iShares U.S. Treasury Bond ETF | 130,622 | 3,001.7 | 0% | 2.340 | 0% | 0.010 | +1.11% | +0.94% | 27,504.2 | ||
VB | Vanguard Small Cap ETF | 11,801 | 2,835.5 | 0% | 2.210 | 0% | 0.000 | +17.54% | +1.99% | 61,140.2 | ||
SCHD | Schwab US Dividend Equity ETF | 102,452 | 2,799.0 | 0% | 2.180 | 0% | 0.000 | +7.59% | +1.09% | 70,780.6 | ||
AAPL | Apple Inc | 9,843 | 2,464.9 | 0% | 1.920 | 0% | 0.000 | +7.09% | -14.49% | 3,190,740.5 | Hardware | |
GLD | SPDR Gold Shares ETF | 9,694 | 2,347.2 | 0% | 1.830 | 0% | 0.000 | +1.17% | +29.99% | 103,642.3 | ||
QQQ | INVESCO QQQ Trust | 4,550 | 2,326.1 | 0% | 1.810 | 0% | 0.000 | +26.70% | +10.32% | 358,650.0 | ||
EFA | iShares MSCI EAFE ETF | 28,540 | 2,157.9 | 0% | 1.680 | 0% | 0.000 | +9.89% | +19.65% | 64,133.6 |
Coordinated Financial Services, Inc.'s Historical Top Holdings Breakdowns
Coordinated Financial Services, Inc. Total Holding History ($B)
Coordinated Financial Services, Inc.'s Asset Allocation
Coordinated Financial Services, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Coordinated Financial Services, Inc.'s Hypothetical Growth since 2024-12-31
Coordinated Financial Services, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Coordinated Financial Services, Inc.'s Holdings Heat Map
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Coordinated Financial Services, Inc. News
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