13F Holdings

13F Filings for Coordinated Financial Services, Inc./CO (CIK: 2022906)

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

HoldingSharesValuePortfolio PercentChange StatusChange Amount
IVV - ISHARES TR(Class: CORE SP500 ETF)29.34K $16.48M -N/A -
SPY - SPDR SP 500 ETF TR(Class: TR UNIT)9.12K $5.10M -N/A -
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT)12.83K $3.53M -N/A -
N/A - ISHARES TR(Class: US TREAS BD ETF)133.46K $3.07M -N/A -
GLD - SPDR GOLD TR(Class: GOLD SHS)9.81K $2.83M -N/A -
SCHD - SCHWAB STRATEGIC TR(Class: US DIVIDEND EQ)100.91K $2.82M -N/A -
VB - VANGUARD INDEX FDS(Class: SMALL CP ETF)12.07K $2.68M -N/A -
N/A - J P MORGAN EXCHANGE TRADED F(Class: CORE PLUS BD ETF)48.92K $2.30M -N/A -
EFA - ISHARES TR(Class: MSCI EAFE ETF)27.77K $2.27M -N/A -
HELO - J P MORGAN EXCHANGE TRADED F(Class: HEDGED EQUITY LA)36.18K $2.16M -N/A -
AAPL - APPLE INC(Class: COM)9.18K $2.04M -N/A -
VYM - VANGUARD WHITEHALL FDS(Class: HIGH DIV YLD)15.44K $1.99M -N/A -
LQD - ISHARES TR(Class: IBOXX INV CP ETF)17.98K $1.95M -N/A -
BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW)3.53K $1.88M -N/A -
MBB - ISHARES TR(Class: MBS ETF)18.76K $1.76M -N/A -
VXUS - VANGUARD STAR FDS(Class: VG TL INTL STK F)26.91K $1.67M -N/A -
QQQ - INVESCO QQQ TR(Class: UNIT SER 1)3.56K $1.67M -N/A -
JEPI - J P MORGAN EXCHANGE TRADED F(Class: EQUITY PREMIUM)28.49K $1.63M -N/A -
V - VISA INC(Class: COM CL A)4.44K $1.56M -N/A -
MSFT - MICROSOFT CORP(Class: COM)4.10K $1.54M -N/A -
AMZN - AMAZON COM INC(Class: COM)7.96K $1.51M -N/A -
IGSB - ISHARES TR(Class: ISHS 1-5YR INVS)26.65K $1.40M -N/A -
WMT - WALMART INC(Class: COM)15.85K $1.39M -N/A -
N/A - ISHARES TR(Class: CORE MSCI EAFE)18.17K $1.37M -N/A -
NVDA - NVIDIA CORPORATION(Class: COM)12.52K $1.36M -N/A -