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CIK: 0002055532
Total reported value
$174.3M
$174.3M
135 檔
18.7%
The Q4 2024 SEC filing reveals that Coordinated Financial Services, Inc. held a total portfolio value of $174.3M, covering 135 public equity positions.
During Q4 2024, Coordinated Financial Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.64% | -0.45% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.31% | -0.21% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.89% | -0.21% | — | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.34% | +0.02% | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 2.21% | +0.05% | — | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.18% | +0.17% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.05% | — | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 1.83% | +0.05% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.81% | -0.18% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.68% | +0.05% | — | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.55% | +0.03% | — | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.40% | +0.06% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.37% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | -0.09% | — | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.31% | +0.01% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.13% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.06% | — | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.23% | +0.07% | — | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.21% | -0.14% | — | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.17% | -0.10% | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.12% | -0.05% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.12% | +0.04% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | -0.12% | — | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.08% | -0.37% | — | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.05% | -0.01% | — | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.03% | +0.05% | — | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.00% | -0.02% | — | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | -0.02% | — | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.96% | -0.06% | — | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | +0.10% | — | |
| 31 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.93% | -0.03% | — | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.91% | -0.14% | — | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.88% | +0.09% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.83% | +0.10% | — | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.80% | +0.03% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.03% | — | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.77% | -0.03% | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | -0.10% | — | |
| 39 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.75% | -0.13% | — | |
| 40 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.73% | +0.01% | — | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.71% | -0.01% | — | |
| 42 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.69% | +0.03% | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.69% | -0.03% | — | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.11% | — | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.68% | -0.13% | — | |
| 46 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.63% | +0.18% | — | |
| 47 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.61% | -0.03% | — | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.60% | +0.01% | — | |
| 49 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.59% | — | — | |
| 50 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.58% | -0.01% | — |
According to official SEC Form 13F filings, Coordinated Financial Services, Inc. reported a total U.S. public equity portfolio value of $174.3M across 135 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, VTI) accounted for 18.7% of total reported equity market value during Q4 2024.
During Q4 2024, Coordinated Financial Services, Inc.'s top holdings by market value included IVV (13.6%)、SPY (4.3%)、VTI (2.9%). The largest single position, IVV, represented 13.6% of total portfolio value.
In Q4 2024, Coordinated Financial Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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