§ 13F · FUND PROFILE
Coordinated Financial Services, Inc./CO.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 137Turnover · — · Q1Filed · May 16, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 16, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 29K | $16.5T | 12.6% | — |
| 2 | SPY | SPDR S&P 500 ETF TR | 9K | $5.1T | 3.9% | — |
| 3 | VTI | VANGUARD INDEX FDS | 13K | $3.5T | 2.7% | — |
| 4 | GOVT | ISHARES TR | 133K | $3.1T | 2.4% | — |
| 5 | GLD | SPDR GOLD TR | 10K | $2.8T | 2.2% | — |
| 6 | SCHD | SCHWAB STRATEGIC TR | 101K | $2.8T | 2.2% | — |
| 7 | VB | VANGUARD INDEX FDS | 12K | $2.7T | 2.1% | — |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | 49K | $2.3T | 1.8% | — |
| 9 | EFA | ISHARES TR | 28K | $2.3T | 1.7% | — |
| 10 | HELO | J P MORGAN EXCHANGE TRADED F | 36K | $2.2T | 1.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COORDINATED SIGNAL
AC read
Coordinated Financial Services, Inc./CO is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed