Coordinated Financial Services, Inc.
- SEC CIK
- 0002022906
- 最新申報
- 2025/5/16
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/16 申報。只含多頭部位。
- 持股檔數
- 137
- 2024 年第 4 季沒有申報
- 總值
- $1.31 億
- 2024 年第 4 季沒有申報
Coordinated Financial Services, Inc. 沒有申報 2024 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 | 29,336 | $1,648 萬 | 12.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,115 | $509.9 萬 | 3.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,826 | $352.5 萬 | 2.7% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 133,455 | $306.7 萬 | 2.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 9,809 | $282.6 萬 | 2.2% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 100,908 | $282.1 萬 | 2.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,069 | $267.6 萬 | 2.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 48,925 | $230.1 萬 | 1.8% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 27,775 | $227.0 萬 | 1.7% | – | – | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 36,181 | $215.9 萬 | 1.7% | – | – | – |
| AAPLApple Inc. | Stock | 9,184 | $204.0 萬 | 1.6% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 15,443 | $199.1 萬 | 1.5% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 17,981 | $195.4 萬 | 1.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,530 | $188.0 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 18,760 | $175.9 萬 | 1.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 26,905 | $167.1 萬 | 1.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,558 | $166.8 萬 | 1.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 28,486 | $162.8 萬 | 1.2% | – | – | – |
| VVisa Inc. | Stock | 4,444 | $155.8 萬 | 1.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,099 | $153.9 萬 | 1.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,958 | $151.4 萬 | 1.2% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 26,654 | $139.6 萬 | 1.1% | – | – | – |
| WMTWalmart Inc. | Stock | 15,848 | $139.1 萬 | 1.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,173 | $137.5 萬 | 1.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 12,522 | $135.7 萬 | 1.0% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 56,991 | $132.0 萬 | 1.0% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,725 | $130.9 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,042 | $130.4 萬 | 1.0% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 15,799 | $129.2 萬 | 1.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 22,115 | $129.0 萬 | 1.0% | – | – | – |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 1,036 | $127.9 萬 | 1.0% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 13,482 | $122.1 萬 | 0.9% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,069 | $121.1 萬 | 0.9% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,266 | $119.8 萬 | 0.9% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,141 | $106.4 萬 | 0.8% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,301 | $105.5 萬 | 0.8% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 22,558 | $103.7 萬 | 0.8% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 30,396 | $101.0 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,366 | $100.0 萬 | 0.8% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,487 | $99.2 萬 | 0.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 13,318 | $97.8 萬 | 0.7% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,633 | $96.5 萬 | 0.7% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 47,700 | $93.4 萬 | 0.7% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,394 | $92.2 萬 | 0.7% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,863 | $85.6 萬 | 0.7% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 16,289 | $84.3 萬 | 0.6% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 42,729 | $83.2 萬 | 0.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,426 | $82.2 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 47,213 | $78.3 萬 | 0.6% | – | – | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 642 | $77.1 萬 | 0.6% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 38,360 | $75.9 萬 | 0.6% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 36,416 | $75.3 萬 | 0.6% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,348 | $72.0 萬 | 0.6% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 34,115 | $69.4 萬 | 0.5% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 2,590 | $69.1 萬 | 0.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,109 | $68.8 萬 | 0.5% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 4,887 | $68.3 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 7,358 | $67.9 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 13,286 | $67.9 萬 | 0.5% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 13,300 | $67.3 萬 | 0.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 8,517 | $66.7 萬 | 0.5% | – | – | – |
| SYKStryker Corp | Stock | 1,770 | $65.9 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 9,915 | $65.2 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,451 | $60.1 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,533 | $59.9 萬 | 0.5% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 12,882 | $59.4 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,265 | $57.0 萬 | 0.4% | – | – | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 23,038 | $56.8 萬 | 0.4% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,517 | $56.7 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 7,091 | $56.0 萬 | 0.4% | – | – | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 16,999 | $55.7 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 27,116 | $55.2 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 33,676 | $54.9 萬 | 0.4% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,977 | $54.6 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,462 | $53.1 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 14,392 | $52.4 萬 | 0.4% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 16,563 | $50.9 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,866 | $49.5 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,181 | $49.2 萬 | 0.4% | – | – | 歷史 |
| RTXRTX Corp | Stock | 3,705 | $49.1 萬 | 0.4% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 19,300 | $47.0 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 25,171 | $46.6 萬 | 0.4% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 16,205 | $46.3 萬 | 0.4% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,889 | $45.7 萬 | 0.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,360 | $45.0 萬 | 0.3% | – | – | – |
| PLDPrologis, Inc. | REIT | 3,789 | $42.4 萬 | 0.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 7,851 | $42.0 萬 | 0.3% | – | – | – |
| iShares Tr46436E288 | INVT GRD CORP BD | 15,830 | $41.6 萬 | 0.3% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,956 | $40.5 萬 | 0.3% | – | – | – |
| HONHoneywell International Inc | COM | 1,880 | $39.8 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,380 | $39.8 萬 | 0.3% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,607 | $39.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 9,969 | $39.6 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,090 | $39.4 萬 | 0.3% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 8,290 | $38.8 萬 | 0.3% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 7,770 | $38.7 萬 | 0.3% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 701 | $38.3 萬 | 0.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 6,600 | $37.3 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,182 | $37.0 萬 | 0.3% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,943 | $35.9 萬 | 0.3% | – | – | – |