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CIK: 0002055532
Total reported value
$174.3M
$174.3M
149 檔
19.5%
As reported in its official Q2 2025 Form 13F filing, Coordinated Financial Services, Inc.'s tracked investment portfolio stood at $174.3M with 149 total positions.
During Q2 2025, 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 | 12.63% | -0.45% | -1.09% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.93% | -0.21% | -2.56% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.79% | -0.21% | +3.90% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 2.07% | +0.05% | +1.31% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.05% | +0.05% | +16.13% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.00% | +0.05% | +3.16% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.91% | +0.17% | +1.50% | |
| 8 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.79% | -0.13% | +166.90% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.77% | +0.03% | +180.50% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.74% | +0.02% | -16.07% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.37% | -1.93% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.43% | +0.03% | -0.19% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.39% | +0.06% | +8.40% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | -0.13% | +1.82% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.36% | -0.18% | -21.78% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.33% | +0.07% | +4.14% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.26% | +0.01% | +5.42% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.06% | +1.86% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | -0.09% | -1.88% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.11% | +0.04% | +2.91% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.09% | -0.14% | +2.47% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | -0.12% | -3.54% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.00% | -0.37% | -0.62% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.99% | +0.05% | +5.99% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | -0.01% | -1.35% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.93% | +0.09% | +17.01% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.11% | +17.12% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | -0.02% | -14.37% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.88% | -0.14% | +9.14% | |
| 30 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.87% | -0.03% | +6.37% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | +0.10% | -4.59% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.85% | -0.06% | -7.67% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.84% | -0.05% | -13.48% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.83% | +0.03% | +19.22% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | -0.03% | +11.23% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.77% | -0.02% | -15.80% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.76% | -0.13% | -17.43% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.73% | +0.42% | +114.49% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.73% | -0.21% | +66.73% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | -0.10% | -9.90% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.10% | +4.49% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | +0.07% | +36.89% | |
| 43 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.71% | +0.01% | +38.46% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +0.06% | +41.34% | |
| 45 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.68% | +0.01% | +2.99% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.68% | -0.01% | +4.48% | |
| 47 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.67% | -0.02% | +75.40% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.03% | +2.02% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.66% | +0.18% | +22.95% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | -0.10% | -36.21% |
According to official SEC Form 13F filings, Coordinated Financial Services, Inc. reported a total U.S. public equity portfolio value of $174.3M across 149 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, VTI) accounted for 19.5% of total reported equity market value during Q2 2025.
During Q2 2025, Coordinated Financial Services, Inc.'s top holdings by market value included IVV (12.6%)、SPY (3.9%)、VTI (2.8%). The largest single position, IVV, represented 12.6% of total portfolio value.
In Q2 2025, 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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