Coordinated Financial Services, Inc./CO

data from 31/03/2025

Capitalization

$ 130.514 M ^{100.00 %}

Average holding period

1 ans

Performance

$ 2.560 M ^{2.23 %}

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Coordinated Financial Services, Inc./CO

Date	Ticket	Name	Weight	Capitalization	Share number	First added
2025/03/31	IVV	ISHARES TR	12.63%	16.484 M $	29336	2025/03/31
2025/03/31	SPY	SPDR S&P 500 ETF TR	3.91%	5.099 M $	9115	2025/03/31
2025/03/31	VTI	VANGUARD INDEX FDS	2.70%	3.525 M $	12826	2025/03/31
2025/03/31	GOVT	ISHARES TR	2.35%	3.067 M $	133455	2025/03/31
2025/03/31	GLD	SPDR GOLD TR	2.17%	2.826 M $	9809	2025/03/31
2025/03/31	SCHD	SCHWAB STRATEGIC TR	2.16%	2.821 M $	100908	2025/03/31
2025/03/31	VB	VANGUARD INDEX FDS	2.05%	2.676 M $	12069	2025/03/31
2025/03/31	JCPB	J P MORGAN EXCHANGE TRADED F	1.76%	2.301 M $	48925	2025/03/31
2025/03/31	EFA	ISHARES TR	1.74%	2.270 M $	27775	2025/03/31
2025/03/31	HELO	J P MORGAN EXCHANGE TRADED F	1.65%	2.159 M $	36181	2025/03/31
2025/03/31	AAPL	APPLE INC	1.56%	2.040 M $	9184	2025/03/31
2025/03/31	VYM	VANGUARD WHITEHALL FDS	1.53%	1.991 M $	15443	2025/03/31
2025/03/31	LQD	ISHARES TR	1.50%	1.954 M $	17981	2025/03/31
2025/03/31	BRK-B	BERKSHIRE HATHAWAY INC DEL	1.44%	1.880 M $	3530	2025/03/31
2025/03/31	MBB	ISHARES TR	1.35%	1.759 M $	18760	2025/03/31
2025/03/31	VXUS	VANGUARD STAR FDS	1.28%	1.671 M $	26905	2025/03/31
2025/03/31	QQQ	INVESCO QQQ TR	1.28%	1.668 M $	3558	2025/03/31
2025/03/31	JEPI	J P MORGAN EXCHANGE TRADED F	1.25%	1.628 M $	28486	2025/03/31
2025/03/31	V	VISA INC	1.19%	1.558 M $	4444	2025/03/31
2025/03/31	MSFT	MICROSOFT CORP	1.18%	1.539 M $	4099	2025/03/31
2025/03/31	AMZN	AMAZON COM INC	1.16%	1.514 M $	7958	2025/03/31
2025/03/31	IGSB	ISHARES TR	1.07%	1.396 M $	26654	2025/03/31
2025/03/31	WMT	WALMART INC	1.07%	1.391 M $	15848	2025/03/31
2025/03/31	IEFA	ISHARES TR	1.05%	1.375 M $	18173	2025/03/31
2025/03/31	NVDA	NVIDIA CORPORATION	1.04%	1.357 M $	12522	2025/03/31
2025/03/31	SCHZ	SCHWAB STRATEGIC TR	1.01%	1.320 M $	56991	2025/03/31
2025/03/31	ITOT	ISHARES TR	1.00%	1.309 M $	10725	2025/03/31
2025/03/31	VO	VANGUARD INDEX FDS	1.00%	1.304 M $	5042	2025/03/31
2025/03/31	VCIT	VANGUARD SCOTTSDALE FDS	0.99%	1.292 M $	15799	2025/03/31
2025/03/31	IJH	ISHARES TR	0.99%	1.290 M $	22115	2025/03/31
2025/03/31	BAC-PL	BANK AMERICA CORP	0.98%	1.279 M $	1036	2025/03/31
2025/03/31	VNQ	VANGUARD INDEX FDS	0.94%	1.221 M $	13482	2025/03/31
2025/03/31	IWM	ISHARES TR	0.93%	1.211 M $	6069	2025/03/31
2025/03/31	COST	COSTCO WHSL CORP NEW	0.92%	1.198 M $	1266	2025/03/31
2025/03/31	RSP	INVESCO EXCHANGE TRADED FD T	0.82%	1.064 M $	6141	2025/03/31
2025/03/31	IUSG	ISHARES TR	0.81%	1.055 M $	8301	2025/03/31
2025/03/31	GDX	VANECK ETF TRUST	0.79%	1.037 M $	22558	2025/03/31
2025/03/31	SPIB	SPDR SER TR	0.77%	1.010 M $	30396	2025/03/31
2025/03/31	VBR	VANGUARD INDEX FDS	0.77%	999.672 K $	5366	2025/03/31
2025/03/31	IJR	ISHARES TR	0.76%	992.061 K $	9487	2025/03/31
2025/03/31	BND	VANGUARD BD INDEX FDS	0.75%	978.233 K $	13318	2025/03/31
2025/03/31	HD	HOME DEPOT INC	0.74%	964.918 K $	2633	2025/03/31
2025/03/31	BSCR	INVESCO EXCH TRD SLF IDX FD	0.72%	934.437 K $	47700	2025/03/31
2025/03/31	QUAL	ISHARES TR	0.71%	921.816 K $	5394	2025/03/31
2025/03/31	XLV	SELECT SECTOR SPDR TR	0.66%	855.990 K $	5863	2025/03/31
2025/03/31	JEPQ	J P MORGAN EXCHANGE TRADED F	0.65%	843.458 K $	16289	2025/03/31
2025/03/31	BSCQ	INVESCO EXCH TRD SLF IDX FD	0.64%	832.359 K $	42729	2025/03/31
2025/03/31	META	META PLATFORMS INC	0.63%	822.100 K $	1426	2025/03/31
2025/03/31	BSCU	INVESCO EXCH TRD SLF IDX FD	0.60%	783.259 K $	47213	2025/03/31
2025/03/31	WFC-PL	WELLS FARGO CO NEW	0.59%	770.912 K $	642	2025/03/31
2025/03/31	SCHF	SCHWAB STRATEGIC TR	0.58%	758.763 K $	38360	2025/03/31
2025/03/31	BSCP	INVESCO EXCH TRD SLF IDX FD	0.58%	753.078 K $	36416	2025/03/31
2025/03/31	IEMG	ISHARES INC	0.55%	720.380 K $	13348	2025/03/31
2025/03/31	BSCS	INVESCO EXCH TRD SLF IDX FD	0.53%	694.247 K $	34115	2025/03/31
2025/03/31	TMUS	T-MOBILE US INC	0.53%	690.906 K $	2590	2025/03/31
2025/03/31	AVGO	BROADCOM INC	0.53%	687.974 K $	4109	2025/03/31
2025/03/31	BX	BLACKSTONE INC	0.52%	683.084 K $	4887	2025/03/31
2025/03/31	IUSV	ISHARES TR	0.52%	679.114 K $	7358	2025/03/31
2025/03/31	SPYV	SPDR SER TR	0.52%	678.529 K $	13286	2025/03/31
2025/03/31	JPST	J P MORGAN EXCHANGE TRADED F	0.52%	673.379 K $	13300	2025/03/31
2025/03/31	BSV	VANGUARD BD INDEX FDS	0.51%	666.737 K $	8517	2025/03/31
2025/03/31	SYK	STRYKER CORPORATION	0.50%	658.952 K $	1770	2025/03/31
2025/03/31	SPLG	SPDR SER TR	0.50%	652.040 K $	9915	2025/03/31
2025/03/31	JPM	JPMORGAN CHASE & CO.	0.46%	601.199 K $	2451	2025/03/31
2025/03/31	BIL	SPDR SER TR	0.46%	599.272 K $	6533	2025/03/31
2025/03/31	IUSB	ISHARES TR	0.45%	593.603 K $	12882	2025/03/31
2025/03/31	VBK	VANGUARD INDEX FDS	0.44%	570.367 K $	2265	2025/03/31
2025/03/31	SCHJ	SCHWAB STRATEGIC TR	0.43%	567.662 K $	23038	2025/03/31
2025/03/31	FTEC	FIDELITY COVINGTON TRUST	0.43%	567.206 K $	3517	2025/03/31
2025/03/31	VCSH	VANGUARD SCOTTSDALE FDS	0.43%	559.728 K $	7091	2025/03/31
2025/03/31	SMOT	VANECK ETF TRUST	0.43%	557.408 K $	16999	2025/03/31
2025/03/31	BSCW	INVESCO EXCH TRD SLF IDX FD	0.42%	552.348 K $	27116	2025/03/31
2025/03/31	BSCV	INVESCO EXCH TRD SLF IDX FD	0.42%	549.254 K $	33676	2025/03/31
2025/03/31	COWZ	PACER FDS TR	0.42%	546.340 K $	9977	2025/03/31
2025/03/31	XOM	EXXON MOBIL CORP	0.41%	530.661 K $	4462	2025/03/31
2025/03/31	SPDW	SPDR INDEX SHS FDS	0.40%	524.001 K $	14392	2025/03/31
2025/03/31	PFF	ISHARES TR	0.39%	508.972 K $	16563	2025/03/31
2025/03/31	VTV	VANGUARD INDEX FDS	0.38%	495.006 K $	2866	2025/03/31
2025/03/31	GOOGL	ALPHABET INC	0.38%	491.967 K $	3181	2025/03/31
2025/03/31	RTX	RTX CORPORATION	0.38%	490.767 K $	3705	2025/03/31
2025/03/31	SCHO	SCHWAB STRATEGIC TR	0.36%	469.762 K $	19300	2025/03/31
2025/03/31	BSCT	INVESCO EXCH TRD SLF IDX FD	0.36%	466.416 K $	25171	2025/03/31
2025/03/31	SPTI	SPDR SER TR	0.35%	463.139 K $	16205	2025/03/31
2025/03/31	XLE	SELECT SECTOR SPDR TR	0.35%	456.888 K $	4889	2025/03/31
2025/03/31	IVE	ISHARES TR	0.34%	449.769 K $	2360	2025/03/31
2025/03/31	PLD	PROLOGIS INC.	0.32%	423.523 K $	3789	2025/03/31
2025/03/31	JBND	J P MORGAN EXCHANGE TRADED F	0.32%	420.186 K $	7851	2025/03/31
2025/03/31	LQDW	ISHARES TR	0.32%	416.155 K $	15830	2025/03/31
2025/03/31	DSI	ISHARES TR	0.31%	405.134 K $	3956	2025/03/31
2025/03/31	HON	HONEYWELL INTL INC	0.31%	398.148 K $	1880	2025/03/31
2025/03/31	CVX	CHEVRON CORP NEW	0.31%	398.103 K $	2380	2025/03/31
2025/03/31	UPS	UNITED PARCEL SERVICE INC	0.30%	396.692 K $	3607	2025/03/31
2025/03/31	IQLT	ISHARES TR	0.30%	395.678 K $	9969	2025/03/31
2025/03/31	IWF	ISHARES TR	0.30%	393.533 K $	1090	2025/03/31
2025/03/31	IBIT	ISHARES BITCOIN TRUST ETF	0.30%	388.055 K $	8290	2025/03/31
2025/03/31	XLF	SELECT SECTOR SPDR TR	0.30%	387.012 K $	7770	2025/03/31
2025/03/31	GS	GOLDMAN SACHS GROUP INC	0.29%	382.759 K $	701	2025/03/31
2025/03/31	JQUA	J P MORGAN EXCHANGE TRADED F	0.29%	372.702 K $	6600	2025/03/31
2025/03/31	VWO	VANGUARD INTL EQUITY INDEX F	0.28%	370.333 K $	8182	2025/03/31
2025/03/31	TLT	ISHARES TR	0.28%	358.931 K $	3943	2025/03/31