13F Holdings

13F Filings for Coordinated Financial Services, Inc. (CIK: 2055532)

View the most recent portfolio holdings disclosed by Coordinated Financial Services, Inc. in their 13F filing.

HoldingSharesValuePortfolio PercentChange StatusChange Amount
IVV - ISHARES TR(Class: CORE SP500 ETF)29.37K $18.24M 12.63%N/A -
SPY - SPDR SP 500 ETF TR(Class: TR UNIT)9.19K $5.68M 3.93%N/A -
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT)13.28K $4.04M 2.79%N/A -
GLD - SPDR GOLD TR(Class: GOLD SHS)9.82K $2.99M 2.07%N/A -
EFA - ISHARES TR(Class: MSCI EAFE ETF)33.14K $2.96M 2.05%N/A -
VB - VANGUARD INDEX FDS(Class: SMALL CP ETF)12.17K $2.88M 2.00%N/A -
SCHD - SCHWAB STRATEGIC TR(Class: US DIVIDEND EQ)103.99K $2.76M 1.91%N/A -
HELO - J P MORGAN EXCHANGE TRADED F(Class: HEDGED EQUITY LA)41.24K $2.58M 1.79%N/A -
N/A - J P MORGAN EXCHANGE TRADED F(Class: CORE PLUS BD ETF)54.20K $2.55M 1.77%N/A -
N/A - ISHARES TR(Class: US TREAS BD ETF)109.63K $2.52M 1.74%N/A -
MSFT - MICROSOFT CORP(Class: COM)4.18K $2.08M 1.44%N/A -
VYM - VANGUARD WHITEHALL FDS(Class: HIGH DIV YLD)15.50K $2.07M 1.43%N/A -
LQD - ISHARES TR(Class: IBOXX INV CP ETF)18.26K $2M 1.39%N/A -
NVDA - NVIDIA CORPORATION(Class: COM)12.56K $1.98M 1.37%N/A -
QQQ - INVESCO QQQ TR(Class: UNIT SER 1)3.56K $1.96M 1.36%N/A -
VXUS - VANGUARD STAR FDS(Class: VG TL INTL STK F)27.83K $1.92M 1.33%N/A -
MBB - ISHARES TR(Class: MBS ETF)19.36K $1.82M 1.26%N/A -
BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW)3.66K $1.78M 1.23%N/A -
AMZN - AMAZON COM INC(Class: COM)8K $1.75M 1.22%N/A -
WMT - WALMART INC(Class: COM)16.35K $1.60M 1.11%N/A -
JEPI - J P MORGAN EXCHANGE TRADED F(Class: EQUITY PREMIUM)27.60K $1.57M 1.09%N/A -
V - VISA INC(Class: COM CL A)4.23K $1.50M 1.04%N/A -
ITOT - ISHARES TR(Class: CORE SP TTL STK)10.66K $1.44M 1.00%N/A -
IGSB - ISHARES TR(Class: ISHS 1-5YR INVS)27K $1.42M 0.99%N/A -
VO - VANGUARD INDEX FDS(Class: MID CAP ETF)5.04K $1.41M 0.98%N/A -