account_balance

Investment manager · 13F filer · SEC CIK 2055532

Coordinated Financial Services, Inc.

Reported value$173Mas of Mar 31, 2026

Positions175

Top 10 weight30.7%IVV alone is 12%

FiledMay 434 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

IVViShares Tr

11.5%

SPYSPDR S&P 500 ETF Trust

3.2%

GLDSPDR Gold Trust

2.3%

VTIVanguard Index FDS

2.3%

VTVanguard Intl Equity Index F

2.1%

EFAiShares Tr

2.0%

SCHDSchwab Strategic Tr

1.9%

VBVanguard Index FDS

1.9%

JCPBJ P Morgan Exchange Traded F

1.7%

HELOJ P Morgan Exchange Traded F

1.7%

BSVVanguard Bd Index FDS

1.7%

LQDiShares Tr

1.6%

IVViShares Tr

11.5%

SPYSPDR S&P 500 ETF Trust

3.2%

GLDSPDR Gold Trust

2.3%

VTIVanguard Index FDS

2.3%

VTVanguard Intl Equity Index F

2.1%

EFAiShares Tr

2.0%

SCHD1.9%

VB1.9%

JCPB

HELO

BSV1.7%

LQD1.6%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 11.5%

SPY SPDR S&P 500 ETF Trust 3.2% GLD SPDR Gold Trust 2.3%

VTI Vanguard Index FDS 2.3%

VT Vanguard Intl Equity Index F 2.1%

EFA iShares Tr 2.0%

SCHD Schwab Strategic Tr 1.9%

VB Vanguard Index FDS 1.9%

JCPB J P Morgan Exchange Traded F 1.7%

HELO J P Morgan Exchange Traded F 1.7%

BSV Vanguard Bd Index FDS 1.7%

LQD iShares Tr 1.6%

Coordinated Financial Services, Inc.

Where the money is

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