Coordinated Financial Services, Inc.
- SEC CIK
- 0002055532
- 最新申報
- 2026/5/4
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/24 申報。只含多頭部位。
- 持股檔數
- 149
- 2025 年第 1 季沒有申報
- 總值
- $1.44 億
- 2025 年第 1 季沒有申報
Coordinated Financial Services, Inc. 沒有申報 2025 年第 1 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 | 29,374 | $1,824 萬 | 12.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,193 | $568.0 萬 | 3.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,277 | $403.5 萬 | 2.8% | – | – | – |
| GLDSPDR Gold Trust | ETF | 9,821 | $299.4 萬 | 2.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 33,143 | $296.3 萬 | 2.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,174 | $288.5 萬 | 2.0% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 103,986 | $275.6 萬 | 1.9% | – | – | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 41,238 | $258.1 萬 | 1.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 54,203 | $255.1 萬 | 1.8% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 109,629 | $251.9 萬 | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,176 | $207.7 萬 | 1.4% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 15,503 | $206.7 萬 | 1.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 18,256 | $200.1 萬 | 1.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 12,557 | $198.4 萬 | 1.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,559 | $196.3 萬 | 1.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,831 | $192.3 萬 | 1.3% | – | – | – |
| iShares Tr464288588 | MBS ETF | 19,363 | $181.8 萬 | 1.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,662 | $177.9 萬 | 1.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,997 | $175.4 萬 | 1.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 16,354 | $159.9 萬 | 1.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 27,598 | $156.9 萬 | 1.1% | – | – | – |
| VVisa Inc. | Stock | 4,229 | $150.2 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,658 | $143.9 萬 | 1.0% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 27,000 | $142.5 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,042 | $141.1 萬 | 1.0% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 58,084 | $135.0 萬 | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,751 | $129.2 萬 | 0.9% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,434 | $128.8 萬 | 0.9% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 14,282 | $127.2 萬 | 0.9% | – | – | – |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 1,035 | $125.6 萬 | 0.9% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,267 | $125.5 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 8,116 | $122.1 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,630 | $121.5 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,154 | $120.0 萬 | 0.8% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,279 | $114.1 萬 | 0.8% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 13,405 | $111.2 萬 | 0.8% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 21,083 | $109.8 萬 | 0.8% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 13,483 | $106.1 萬 | 0.7% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 11,498 | $105.5 萬 | 0.7% | – | – | – |
| AVGOBroadcom Inc. | Stock | 3,815 | $105.2 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,615 | $105.1 萬 | 0.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 14,004 | $103.1 萬 | 0.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 52,410 | $103.0 萬 | 0.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,500 | $99.0 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 29,391 | $98.7 萬 | 0.7% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 5,359 | $98.0 萬 | 0.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 57,601 | $96.7 萬 | 0.7% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,624 | $96.2 萬 | 0.7% | – | – | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 17,617 | $95.8 萬 | 0.7% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,366 | $95.3 萬 | 0.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 45,973 | $89.7 萬 | 0.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 40,039 | $88.5 萬 | 0.6% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 17,400 | $88.2 萬 | 0.6% | – | – | – |
| BXBlackstone Inc. | COM | 5,726 | $85.7 萬 | 0.6% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,076 | $81.9 萬 | 0.6% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 38,492 | $78.9 萬 | 0.5% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,995 | $78.8 萬 | 0.5% | – | – | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 22,368 | $77.8 萬 | 0.5% | – | – | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 654 | $76.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,771 | $76.8 萬 | 0.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 36,612 | $75.7 萬 | 0.5% | – | – | – |
| SYKStryker Corp | Stock | 1,898 | $75.1 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,495 | $72.3 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 9,937 | $72.2 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 13,775 | $72.1 萬 | 0.5% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 7,045 | $66.7 萬 | 0.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 37,973 | $62.8 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 15,398 | $62.3 萬 | 0.4% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 2,597 | $61.9 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 29,283 | $60.3 萬 | 0.4% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 9,780 | $59.9 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 31,279 | $58.5 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 7,155 | $56.9 萬 | 0.4% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 18,154 | $55.7 萬 | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 2,700 | $55.4 萬 | 0.4% | – | – | 歷史 |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 22,245 | $55.2 萬 | 0.4% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 11,830 | $54.7 萬 | 0.4% | – | – | – |
| RTXRTX Corp | Stock | 3,708 | $54.1 萬 | 0.4% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 22,013 | $53.7 萬 | 0.4% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,733 | $53.6 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,208 | $52.9 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 6,044 | $51.5 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,899 | $51.2 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,194 | $50.7 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,672 | $49.4 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,428 | $47.7 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,375 | $46.4 萬 | 0.3% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,956 | $46.0 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 15,397 | $44.3 萬 | 0.3% | – | – | – |
| HONHoneywell International Inc | COM | 1,883 | $43.9 萬 | 0.3% | – | – | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 23,300 | $42.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,429 | $42.4 萬 | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,665 | $42.2 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 7,851 | $42.1 萬 | 0.3% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,900 | $41.6 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,336 | $41.2 萬 | 0.3% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 7,702 | $40.3 萬 | 0.3% | – | – | – |
| HOODRobinhood Markets, Inc. | Stock | 4,300 | $40.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,056 | $39.8 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 6,600 | $39.6 萬 | 0.3% | – | – | – |