Coordinated Financial Services, Inc./CO
CIK 2022906
13F portfolio (2025-Q1)
$131M
Positions
137
As reported on this filer's Form 13F for 2025-Q1, filed 2025-05-16. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | IVV | ISHARES TR |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T |
| 3 | VTI | VANGUARD INDEX FDS |
| 4 | GOVT | ISHARES TR |
| 5 | GLD | SPDR GOLD TR |
Top holdings — weights and history with Pro
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