Coordinated Financial Services, Inc. 13F Holdings
CIK 0002055532 · DENVER, CO
As of Sep 30, 2025, Coordinated Financial Services, Inc. reported 159 positions worth
CIK 0002055532 · DENVER, CO
As of Sep 30, 2025, Coordinated Financial Services, Inc. reported 159 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 28,653 | 9.2M | 12.30% |
| SPDR S&P 500 ETF TRUST | SPY | — | 8,641 | $5.8M | 3.69% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 13,073 | $4.3M | 2.75% |
| SPDR GOLD TRUST | GQ9 | — | 10,021 | $3.6M | 2.28% |
| ISHARES MSCI EAFE ETF | EFA | — | 33,768 | $3.2M | 2.02% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 12,244 | $3.1M | 2.00% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 103,806 | $2.8M | 1.82% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 41,258 | $2.7M | 1.72% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 115,934 | $2.7M | 1.72% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 55,628 | $2.6M | 1.70% |
| NVIDIA CORP | NVDA | Technology | 13,166 | $2.5M | 1.58% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 20,181 | $2.2M | 1.44% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 15,558 | $2.2M | 1.41% |
| MICROSOFT CORP | MSFT | Technology | 4,193 | $2.2M | 1.39% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 3,559 | $2.1M | 1.37% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 28,219 | $2.1M | 1.33% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,698 | .9M | 1.19% |
| ISHARES MBS ETF | MBB | — | 19,481 | .9M | 1.19% |
| AMAZON.COM INC | AMZN | Equity | 7,892 | .7M | 1.11% |
| WALMART INC | WMT | Consumer Defensive | 16,377 | .7M | 1.08% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 10,659 | .6M | 1.00% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 27,153 | .6M | 0.99% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 4,927 | .4M | 0.93% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 27,216 | .4M | 0.93% |
| VISA INC-CLASS A SHARES | V | Financial Services | 4,116 | .4M | 0.90% |