Coordinated Financial Services, Inc.
- SEC CIK
- 0002022906
- 最新申報
- 2025/5/16
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/10 申報。只含多頭部位。
- 持股檔數
- 132
- 2023 年第 4 季沒有申報
- 總值
- $1.15 億
- 2023 年第 4 季沒有申報
Coordinated Financial Services, Inc. 沒有申報 2023 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 31,172 | $1,639 萬 | 14.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,626 | $555.8 萬 | 4.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,261 | $370.6 萬 | 3.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,212 | $275.8 萬 | 2.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 32,710 | $263.7 萬 | 2.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,519 | $263.3 萬 | 2.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 34,660 | $251.7 萬 | 2.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 28,248 | $225.6 萬 | 2.0% | – | – | – |
| GLDSPDR Gold Trust | ETF | 9,675 | $199.0 萬 | 1.7% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 15,433 | $186.7 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,372 | $183.9 萬 | 1.6% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 19,154 | $177.0 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 9,864 | $169.1 萬 | 1.5% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 26,338 | $160.0 萬 | 1.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 21,373 | $158.6 萬 | 1.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 26,089 | $157.3 萬 | 1.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,660 | $153.9 萬 | 1.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,405 | $151.6 萬 | 1.3% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,850 | $144.1 萬 | 1.3% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 17,019 | $137.0 萬 | 1.2% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 11,776 | $135.8 萬 | 1.2% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 25,923 | $132.9 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,213 | $130.2 萬 | 1.1% | – | – | – |
| VVisa Inc. | Stock | 4,619 | $128.9 萬 | 1.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 20,231 | $117.1 萬 | 1.0% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 9,884 | $115.8 萬 | 1.0% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,202 | $108.6 萬 | 0.9% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 12,467 | $107.8 萬 | 0.9% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 9,809 | $106.8 萬 | 0.9% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 22,750 | $104.6 萬 | 0.9% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,653 | $101.8 萬 | 0.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,369 | $100.3 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,106 | $98.0 萬 | 0.9% | – | – | – |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 796 | $95.1 萬 | 0.8% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,412 | $94.7 萬 | 0.8% | – | – | – |
| WMTWalmart Inc. | Stock | 15,540 | $93.5 萬 | 0.8% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,590 | $91.9 萬 | 0.8% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,067 | $89.2 萬 | 0.8% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,585 | $77.7 萬 | 0.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 36,102 | $75.7 萬 | 0.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 36,249 | $74.1 萬 | 0.6% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 22,612 | $71.5 萬 | 0.6% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,537 | $69.2 萬 | 0.6% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 7,632 | $69.0 萬 | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,336 | $66.8 萬 | 0.6% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 16,865 | $65.8 萬 | 0.6% | – | – | – |
| BXBlackstone Inc. | COM | 4,840 | $63.6 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 33,053 | $63.5 萬 | 0.6% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 13,610 | $62.0 萬 | 0.5% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 3,725 | $60.8 萬 | 0.5% | – | – | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 498 | $60.7 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 9,817 | $60.4 萬 | 0.5% | – | – | – |
| SYKStryker Corp | Stock | 1,660 | $59.4 萬 | 0.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 447 | $59.2 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,321 | $58.4 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,189 | $57.1 萬 | 0.5% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 24,951 | $56.8 萬 | 0.5% | – | – | – |
| RTXRTX Corp | Stock | 5,748 | $56.1 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,140 | $55.4 萬 | 0.5% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,698 | $53.8 萬 | 0.5% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,924 | $53.5 萬 | 0.5% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,416 | $53.2 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,537 | $52.9 萬 | 0.5% | – | – | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 14,971 | $51.1 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 14,097 | $50.5 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 10,001 | $50.1 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,260 | $49.2 萬 | 0.4% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 3,666 | $47.7 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 24,698 | $47.6 萬 | 0.4% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 16,843 | $47.5 萬 | 0.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 8,517 | $45.0 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,764 | $45.0 萬 | 0.4% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 7,724 | $44.9 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,305 | $44.0 萬 | 0.4% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 13,638 | $44.0 萬 | 0.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 4,002 | $43.0 萬 | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 2,701 | $42.6 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,513 | $40.8 萬 | 0.4% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 3,625 | $40.8 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 19,927 | $40.0 萬 | 0.3% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 5,103 | $36.9 萬 | 0.3% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,376 | $35.3 萬 | 0.3% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,536 | $33.5 萬 | 0.3% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 590 | $32.8 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,749 | $32.7 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 9,879 | $32.3 萬 | 0.3% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 2,429 | $32.0 萬 | 0.3% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 7,971 | $31.6 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,560 | $31.6 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,338 | $31.0 萬 | 0.3% | – | – | – |
| WMWaste Management Inc | Stock | 1,437 | $30.6 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 7,010 | $30.2 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 18,291 | $29.5 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,814 | $29.2 萬 | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,400 | $29.2 萬 | 0.3% | – | – | – |
| KVUEKenvue Inc. | Stock | 13,544 | $29.1 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 366 | $28.5 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 571 | $28.3 萬 | 0.2% | – | – | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 4,400 | $27.8 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 608 | $27.7 萬 | 0.2% | – | – | 歷史 |