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Coordinated Financial Services, Inc.

All holdings · as of Dec 31, 2025

182 positions

CompanyClassValueShares% of portfolio
INVESCO EXCH TRD SLF IDX FD$991.9K50,2500.6%
J P MORGAN EXCHANGE TRADED F$986.5K19,5000.6%
SCHWAB STRATEGIC TR$977.4K40,6570.6%
Blackstone Inc$957.9K6,1240.6%
SPDR SERIES TRUST$927.2K10,1470.5%
HOME DEPOT, INC.$899.2K2,6130.5%
INVESCO EXCH TRD SLF IDX FD$890.9K43,2460.5%
iShares MSCI UAE ETF$873.6K4,3990.5%
SPDR SERIES TRUST$862.7K15,1860.5%
INVESCO EXCH TRD SLF IDX FD$862.6K44,0680.5%
WELLS FARGO CO NEW$860.0K7100.5%
ISHARES TR$850.3K12,8830.5%
SELECT SECTOR SPDR TR$839.2K5,4210.5%
VANGUARD INDEX FDS$828.5K2,7420.5%
SCHWAB STRATEGIC TR$812.2K32,6200.5%
ISHARES TR$807.4K1,7060.5%
VANECK ETF TRUST$800.7K22,1180.5%
SPDR SERIES TRUST$799.9K9,9720.5%
JPMORGAN CHASE & CO$784.7K2,4350.5%
FIDELITY COVINGTON TRUST$774.3K3,4470.4%
Alphabet Inc.$766.8K2,4500.4%
ISHARES TR$747.6K16,4490.4%
INVESCO EXCH TRD SLF IDX FD$742.0K44,4440.4%
ISHARES TR$719.1K14,9900.4%
INVESCO EXCH TRD SLF IDX FD$708.5K33,9410.4%
SPDR INDEX SHS FDS$707.4K15,9290.4%
SPDR SERIES TRUST$704.9K6,6060.4%
INVESCO EXCH TRD SLF IDX FD$698.7K37,0940.4%
ISHARES TR$690.0K6,7290.4%
RTX Corp$654.1K3,5670.4%
STRYKER CORP$648.0K1,8440.4%
VANGUARD SCOTTSDALE FDS$642.4K6,9600.4%
VANGUARD INDEX FDS$603.8K9630.3%
VANGUARD INDEX FDS$594.6K1,2190.3%
VANGUARD INDEX FDS$582.5K3,0500.3%
EXXON MOBIL CORP$581.9K4,8350.3%
ISHARES TR$572.8K2,7010.3%
PACER FDS TR$566.7K9,4180.3%
VANGUARD SCOTTSDALE FDS$564.9K7,0850.3%
JOHNSON & JOHNSON$564.5K2,7280.3%
ISHARES SILVER TR$550.8K8,5500.3%
ELI LILLY & Co$546.9K5090.3%
VANGUARD TAX-MANAGED FDS$540.2K8,6480.3%
SPDR S&P MIDCAP 400 ETF TR$532.6K8830.3%
ISHARES BITCOIN TRUST ETF$519.1K10,4550.3%
ISHARES TR$514.5K3,9940.3%
ISHARES TR$504.7K10,8450.3%
T-Mobile US, Inc.TMUSCommon Stock$504.0K2,4820.3%
VANGUARD INTL EQUITY INDEX F$502.2K9,3410.3%
Alphabet Inc.$489.0K1,5580.3%
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