Filer Name: COORDINATED FINANCIAL SERVICES, INC.
CIK: 2055532
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 135
Portfolio Value: $0.13B

Coordinated Financial Services, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 29,699 $17M 13.64% - -
SPY US SPDR S&P 500 ETF TRUST 9,435 $6M 4.31% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 12,779 $4M 2.89% - -
GOVT US ISHARES US TREASURY BOND ETF 130,622 $3M 2.34% - -
VB US VANGUARD SMALL-CAP ETF 11,801 $3M 2.21% - -
SCHD US SCHWAB US DVD EQUITY ETF 102,452 $3M 2.18% - -
AAPL US APPLE INC 9,843 $2M 1.92% - -
GLD US SPDR GOLD SHARES 9,694 $2M 1.83% - -
QQQ US INVESCO QQQ TRUST SERIES 1 4,550 $2M 1.81% - -
EFA US ISHARES MSCI EAFE ETF 28,540 $2M 1.68% - -
VYM US VANGUARD HIGH DVD YIELD ETF 15,533 $2M 1.55% - -
MSFT US MICROSOFT CORP 4,258 $2M 1.40% - -
LQD US ISHARES IBOXX INVESTMENT GRA 16,842 $2M 1.40% - -
AMZN US AMAZON.COM INC 8,150 $2M 1.39% - -
MBB US ISHARES MBS ETF 18,368 $2M 1.31% - -
NVDA US NVIDIA CORP 12,333 $2M 1.29% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 3,595 $2M 1.27% - -
VXUS US VANGUARD TOTAL INTL STOCK 26,724 $2M 1.23% - -
JEPI US JPMORGAN EQUITY PREMIUM INCO 26,932 $2M 1.21% - -
IJH US ISHARES CORE S&P MIDCAP ETF 24,090 $2M 1.17% - -
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