Coordinated Financial Services, Inc.
- SEC CIK
- 0002055532
- 最新申報
- 2026/5/4
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/7 申報。只含多頭部位。
- 持股檔數
- 135
- 2024 年第 3 季沒有申報
- 總值
- $1.28 億
- 2024 年第 3 季沒有申報
Coordinated Financial Services, Inc. 沒有申報 2024 年第 3 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 | 29,699 | $1,748 萬 | 13.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,435 | $553.0 萬 | 4.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,779 | $370.4 萬 | 2.9% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 130,622 | $300.2 萬 | 2.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,801 | $283.6 萬 | 2.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 102,452 | $279.9 萬 | 2.2% | – | – | – |
| AAPLApple Inc. | Stock | 9,843 | $246.5 萬 | 1.9% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,694 | $234.7 萬 | 1.8% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,550 | $232.6 萬 | 1.8% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 28,540 | $215.8 萬 | 1.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 15,533 | $198.2 萬 | 1.5% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 16,842 | $179.9 萬 | 1.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,258 | $179.5 萬 | 1.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,150 | $178.8 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 18,368 | $168.4 萬 | 1.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 12,333 | $165.6 萬 | 1.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,595 | $163.0 萬 | 1.3% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 26,724 | $157.5 萬 | 1.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 26,932 | $154.9 萬 | 1.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 24,090 | $150.1 萬 | 1.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,507 | $143.8 萬 | 1.1% | – | – | – |
| WMTWalmart Inc. | Stock | 15,891 | $143.6 萬 | 1.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,384 | $138.5 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,724 | $137.9 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,111 | $135.0 萬 | 1.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 25,473 | $131.7 萬 | 1.0% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 15,921 | $127.8 萬 | 1.0% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,024 | $126.7 萬 | 1.0% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,790 | $122.5 萬 | 1.0% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,328 | $121.6 萬 | 0.9% | – | – | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 973 | $118.6 萬 | 0.9% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 13,086 | $116.6 萬 | 0.9% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 49,640 | $112.7 萬 | 0.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,202 | $106.0 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,162 | $102.3 萬 | 0.8% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,572 | $100.1 萬 | 0.8% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,645 | $98.9 萬 | 0.8% | – | – | – |
| AVGOBroadcom Inc. | Stock | 4,234 | $98.2 萬 | 0.8% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 15,451 | $95.9 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 28,537 | $93.5 萬 | 0.7% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,129 | $91.3 萬 | 0.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 19,324 | $89.0 萬 | 0.7% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,403 | $88.1 萬 | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,495 | $87.5 萬 | 0.7% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 25,533 | $86.6 萬 | 0.7% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 14,329 | $80.8 萬 | 0.6% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 40,282 | $78.3 萬 | 0.6% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 3,469 | $76.6 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 36,647 | $75.7 萬 | 0.6% | – | – | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 626 | $74.8 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 37,853 | $73.7 萬 | 0.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,230 | $73.6 萬 | 0.6% | – | – | – |
| BXBlackstone Inc. | COM | 4,264 | $73.5 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,978 | $71.4 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 9,891 | $68.2 萬 | 0.5% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 7,164 | $66.3 萬 | 0.5% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,896 | $63.1 萬 | 0.5% | – | – | – |
| SYKStryker Corp | Stock | 1,748 | $62.9 萬 | 0.5% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 33,758 | $62.5 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,182 | $61.1 萬 | 0.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,674 | $61.0 萬 | 0.5% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 13,235 | $59.8 萬 | 0.5% | – | – | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 16,551 | $57.1 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 10,933 | $55.9 萬 | 0.4% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,875 | $55.8 萬 | 0.4% | – | – | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 22,774 | $55.5 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,918 | $55.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 7,051 | $55.0 萬 | 0.4% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,932 | $54.2 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 32,839 | $53.8 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,315 | $52.8 萬 | 0.4% | – | – | – |
| RTXRTX Corp | Stock | 4,528 | $52.4 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,273 | $52.2 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,665 | $50.2 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 24,800 | $49.9 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,939 | $49.8 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 14,392 | $49.1 萬 | 0.4% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,286 | $48.6 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 29,797 | $47.8 萬 | 0.4% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 16,988 | $47.4 萬 | 0.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 9,400 | $47.3 萬 | 0.4% | – | – | – |
| APOApollo Global Management, Inc. | COM | 2,862 | $47.3 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 4,979 | $43.8 萬 | 0.3% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,956 | $43.6 萬 | 0.3% | – | – | – |
| iShares Tr46436E288 | INVT GRD CORP BD | 15,780 | $41.5 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 7,200 | $41.2 萬 | 0.3% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,133 | $40.7 萬 | 0.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,359 | $40.4 萬 | 0.3% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 10,869 | $40.3 萬 | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,705 | $39.6 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 14,221 | $39.6 萬 | 0.3% | – | – | – |
| PLDPrologis, Inc. | REIT | 3,703 | $39.1 萬 | 0.3% | – | – | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 25,100 | $38.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,348 | $38.0 萬 | 0.3% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 15,170 | $36.5 萬 | 0.3% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 2,511 | $36.5 萬 | 0.3% | – | – | – |
| HONHoneywell International Inc | COM | 1,597 | $36.1 萬 | 0.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,171 | $35.7 萬 | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 2,375 | $34.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,776 | $34.2 萬 | 0.3% | – | – | – |