Coordinated Financial Services, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD MALVERN FDS | $469.6K | 0.3% |
| United Parcel Service Inc | $460.8K | 0.3% |
| SoFi Technologies, Inc. | $460.8K | 0.3% |
| ISHARES TR | $458.2K | 0.3% |
| CHEVRON CORP | $456.9K | 0.3% |
| PROCTER & GAMBLE Co | $455.3K | 0.3% |
| ISHARES TR | $451.9K | 0.3% |
| PRUDENTIAL FINANCIAL INC | $450.3K | 0.3% |
| Prologis Inc | $447.9K | 0.3% |
| SELECT SECTOR SPDR TR | $446.3K | 0.3% |
| SPDR SERIES TRUST | $445.5K | 0.3% |
| THE GOLDMAN SACHS GROUP, INC. | $441.3K | 0.3% |
| PEPSICO INC | $430.6K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $417.0K | 0.2% |
| SELECT SECTOR SPDR TR | $414.8K | 0.2% |
| SCHWAB STRATEGIC TR | $411.7K | 0.2% |
| ISHARES TR | $406.6K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $393.6K | 0.2% |
| iShares MSCI UAE ETF | $383.2K | 0.2% |
| FIDELITY COVINGTON TRUST | $380.4K | 0.2% |
| ISHARES TR | $379.5K | 0.2% |
| PFIZER INC | $378.9K | 0.2% |
| TJX Cos Inc/The | $374.4K | 0.2% |
| HONEYWELL INTERNATIONAL INC | $369.2K | 0.2% |
| ISHARES TR | $359.8K | 0.2% |
| SPDR SERIES TRUST | $352.1K | 0.2% |
| SELECT SECTOR SPDR TR | $335.4K | 0.2% |
| SELECT SECTOR SPDR TR | $335.1K | 0.2% |
| ISHARES TR | $330.8K | 0.2% |
| Devon Energy Corp | $320.9K | 0.2% |
| SCHWAB STRATEGIC TR | $317.1K | 0.2% |
| iShares MSCI UAE ETF | $316.6K | 0.2% |
| SCHWAB STRATEGIC TR | $315.7K | 0.2% |
| VANGUARD WORLD FD | $313.5K | 0.2% |
| Apollo Global Management, Inc. | $311.7K | 0.2% |
| WASTE MANAGEMENT INC | $304.6K | 0.2% |
| iShares MSCI UAE ETF | $302.9K | 0.2% |
| MP Materials Corp. / DE | $295.3K | 0.2% |
| T Rowe Price Group Inc | $283.1K | 0.2% |
| VANGUARD WORLD FD | $277.4K | 0.2% |
| SPDR SERIES TRUST | $275.5K | 0.2% |
| ORACLE CORP | $274.0K | 0.2% |
| Dell Technologies Inc. | $273.4K | 0.2% |
| INVESCO EXCH TRD SLF IDX FD | $273.1K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $272.7K | 0.2% |
| KROGER CO | $268.5K | 0.2% |
| Coterra Energy Inc. | $267.0K | 0.2% |
| INNOVATOR ETFS TRUST | $263.3K | 0.2% |
| AbbVie Inc. | $261.8K | 0.2% |
| CATERPILLAR INC | $257.9K | 0.1% |