Coordinated Financial Services, Inc.

13F filer, CIK 2055532, DENVER, CO

Coordinated Financial Services, Inc. reported $128,220,631 across 135 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 34.82% of the portfolio.

Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001986152-25-000023

Period: 2024-12-31
Reported value: $128M
Holdings: 135
Top 10 weight: 34.82%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001986152-25-000023, largest first. % of portfolio is the value over $128,220,631, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
IVVISHARES TR	29,699	$17.5M	13.64%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	9,435	$5.53M	4.31%	Timeline
VTIVANGUARD INDEX FDS	12,779	$3.7M	2.89%	Timeline
GOVTISHARES TR	130,622	$3M	2.34%	Timeline
VBVANGUARD INDEX FDS	11,801	$2.84M	2.21%	Timeline
SCHDSCHWAB STRATEGIC TR	102,452	$2.8M	2.18%	Timeline
AAPLAPPLE INC	9,843	$2.46M	1.92%	Timeline
GLDSPDR GOLD TR	9,694	$2.35M	1.83%	Timeline
QQQINVESCO QQQ TR	4,550	$2.33M	1.81%	Timeline
EFAISHARES TR	28,540	$2.16M	1.68%	Timeline
VYMVANGUARD WHITEHALL FDS	15,533	$1.98M	1.55%	Timeline
LQDISHARES TR	16,842	$1.8M	1.4%	Timeline
MSFTMICROSOFT CORP	4,258	$1.79M	1.4%	Timeline
AMZNAMAZON COM INC	8,150	$1.79M	1.39%	Timeline
MBBISHARES TR	18,368	$1.68M	1.31%	Timeline
NVDANVIDIA CORPORATION	12,333	$1.66M	1.29%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,595	$1.63M	1.27%	Timeline
VXUSVANGUARD STAR FDS	26,724	$1.57M	1.23%	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	26,932	$1.55M	1.21%	Timeline
IJHISHARES TR	24,090	$1.5M	1.17%	Timeline
IWMISHARES TR	6,507	$1.44M	1.12%	Timeline
WMTWALMART INC	15,891	$1.44M	1.12%	Timeline
VVISA INC	4,384	$1.39M	1.08%	Timeline
ITOTISHARES TR	10,724	$1.38M	1.08%	Timeline
VOVANGUARD INDEX FDS	5,111	$1.35M	1.05%	Timeline
IGSBISHARES TR	25,473	$1.32M	1.03%	Timeline
VCITVANGUARD SCOTTSDALE FDS	15,921	$1.28M	1%	Timeline
IEFAISHARES TR	18,024	$1.27M	0.99%	Timeline
IUSGISHARES TR	8,790	$1.22M	0.96%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,328	$1.22M	0.95%	Timeline
BANK OF AMER CORPBANK OF AMER CORP	973	$1.19M	0.93%
VNQVANGUARD INDEX FDS	13,086	$1.17M	0.91%	Timeline
SCHZSCHWAB STRATEGIC TR	49,640	$1.13M	0.88%	Timeline
IJRISHARES TR	9,202	$1.06M	0.83%	Timeline
VBRVANGUARD INDEX FDS	5,162	$1.02M	0.8%	Timeline
HDHOME DEPOT INC	2,572	$1M	0.78%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	5,645	$989K	0.77%	Timeline
AVGOBROADCOM INC	4,234	$982K	0.77%	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	15,451	$959K	0.75%	Timeline
SPIBSPDR SERIES TRUST	28,537	$935K	0.73%	Timeline
QUALISHARES TR	5,129	$913K	0.71%	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	19,324	$890K	0.69%	Timeline
XLVSELECT SECTOR SPDR TR	6,403	$881K	0.69%	Timeline
METAMETA PLATFORMS INC	1,495	$875K	0.68%	Timeline
GDXVANECK ETF TRUST	25,533	$866K	0.68%	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	14,329	$808K	0.63%	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	40,282	$783K	0.61%	Timeline
TMUST-MOBILE US INC	3,469	$766K	0.6%	Timeline
INVESCOINVESCO	36,647	$757K	0.59%
WELLS FARGO & COWELLS FARGO & CO	626	$748K	0.58%
BSCRINVESCO EXCH TRD SLF IDX FD	37,853	$737K	0.58%	Timeline
BNDVANGUARD BD INDEX FDS	10,230	$736K	0.57%	Timeline
BXBLACKSTONE INC	4,264	$735K	0.57%	Timeline
JPMJPMORGAN CHASE & CO	2,978	$714K	0.56%	Timeline
SPYMSPDR SERIES TRUST	9,891	$682K	0.53%	Timeline
IUSVISHARES TR	7,164	$663K	0.52%	Timeline
BILSPDR SERIES TRUST	6,896	$631K	0.49%	Timeline
SYKSTRYKER CORPORATION	1,748	$629K	0.49%	Timeline
SCHFSCHWAB STRATEGIC TR	33,758	$625K	0.49%	Timeline
VBKVANGUARD INDEX FDS	2,182	$611K	0.48%	Timeline
IEMGISHARES INC	11,674	$610K	0.48%	Timeline
IUSBISHARES TR	13,235	$598K	0.47%	Timeline
SMOTVANECK ETF TRUST	16,551	$571K	0.44%	Timeline
SPYVSPDR SERIES TRUST	10,933	$559K	0.44%	Timeline
COWZPACER FDS TR	9,875	$558K	0.43%	Timeline
SCHJSCHWAB STRATEGIC TR	22,774	$555K	0.43%	Timeline
GOOGLALPHABET INC	2,918	$552K	0.43%	Timeline
VCSHVANGUARD SCOTTSDALE FDS	7,051	$550K	0.43%	Timeline
FTECFIDELITY COVINGTON TRUST	2,932	$542K	0.42%	Timeline
BSCUINVESCO EXCH TRD SLF IDX FD	32,839	$538K	0.42%	Timeline
IWFISHARES TR	1,315	$528K	0.41%	Timeline
RTXRTX CORPORATION	4,528	$524K	0.41%	Timeline
VUGVANGUARD INDEX FDS	1,273	$522K	0.41%	Timeline
XOMEXXON MOBIL CORP	4,665	$502K	0.39%	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	24,800	$499K	0.39%	Timeline
VTVVANGUARD INDEX FDS	2,939	$498K	0.39%	Timeline
SPDWSPDR INDEX SHS FDS	14,392	$491K	0.38%	Timeline
BSVVANGUARD BD INDEX FDS	6,286	$486K	0.38%	Timeline
BSCVINVESCO EXCH TRD SLF IDX FD	29,797	$478K	0.37%	Timeline
SPTISPDR SERIES TRUST	16,988	$474K	0.37%	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	9,400	$473K	0.37%	Timeline
APOAPOLLO GLOBAL MGMT INC	2,862	$473K	0.37%	Timeline
SPYGSPDR SERIES TRUST	4,979	$438K	0.34%	Timeline
DSIISHARES TR	3,956	$436K	0.34%	Timeline
LQDWISHARES TR	15,780	$415K	0.32%	Timeline
JQUAJ P MORGAN EXCHANGE TRADED F	7,200	$412K	0.32%	Timeline
IVEISHARES TR	2,133	$407K	0.32%	Timeline
XLFSELECT SECTOR SPDR TR	8,359	$404K	0.32%	Timeline
IQLTISHARES TR	10,869	$403K	0.31%	Timeline
XLKSELECT SECTOR SPDR TR	1,705	$396K	0.31%	Timeline
SCHGSCHWAB STRATEGIC TR	14,221	$396K	0.31%	Timeline
PLDPROLOGIS INC.	3,703	$391K	0.31%	Timeline
SOFISOFI TECHNOLOGIES INC	25,100	$387K	0.3%	Timeline
TLTISHARES TR	4,348	$380K	0.3%	Timeline
SCHOSCHWAB STRATEGIC TR	15,170	$365K	0.28%	Timeline
ITAISHARES TR	2,511	$365K	0.28%	Timeline
HONHONEYWELL INTL INC	1,597	$361K	0.28%	Timeline
XLESELECT SECTOR SPDR TR	4,171	$357K	0.28%	Timeline
CVXCHEVRON CORPORATION	2,375	$344K	0.27%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	7,776	$342K	0.27%	Timeline
PFFISHARES TR	10,575	$332K	0.26%	Timeline
BSCWINVESCO EXCH TRD SLF IDX FD	15,962	$321K	0.25%	Timeline
SPSMSPDR SERIES TRUST	7,104	$319K	0.25%	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	560	$319K	0.25%	Timeline
IBITISHARES BITCOIN TRUST ETF	6,006	$319K	0.25%	Timeline
UPSUNITED PARCEL SVCS INC	2,521	$318K	0.25%	Timeline
ORCLORACLE CORP	1,905	$317K	0.25%	Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	16,870	$309K	0.24%	Timeline
CRMSALESFORCE INC	900	$301K	0.23%	Timeline
LMTLOCKHEED MARTIN CORP	611	$297K	0.23%	Timeline
WMWASTE MGMT INC DEL	1,468	$296K	0.23%	Timeline
VEAVANGUARD TAX-MANAGED FDS	6,184	$296K	0.23%	Timeline
KVUEKENVUE INC	13,798	$295K	0.23%	Timeline
TJXTJX COS INC NEW	2,427	$293K	0.23%	Timeline
GSGOLDMAN SACHS GROUP INC	509	$291K	0.23%	Timeline
SCHWCHARLES SCHWAB CORP (THE)	3,844	$284K	0.22%	Timeline
KRKROGER CO	4,605	$282K	0.22%	Timeline
SUBISHARES TR	2,634	$278K	0.22%	Timeline
XLCSELECT SECTOR SPDR TR	2,786	$270K	0.21%	Timeline
VFHVANGUARD WORLD FD	2,169	$256K	0.2%	Timeline
GOOGALPHABET INC	1,324	$252K	0.2%	Timeline
SLVISHARES SILVER TR	9,500	$250K	0.2%	Timeline
BSCXINVESCO EXCH TRD SLF IDX FD	11,950	$246K	0.19%	Timeline
CATCATERPILLAR INC	645	$234K	0.18%	Timeline
VCRVANGUARD WORLD FD	607	$228K	0.18%	Timeline
VEUVANGUARD INTL EQUITY INDEX F	3,823	$219K	0.17%	Timeline
DELLDELL TECHNOLOGIES INC	1,900	$219K	0.17%	Timeline
FHLCFIDELITY COVINGTON TRUST	3,334	$218K	0.17%	Timeline
PSFFPACER FDS TR	7,405	$217K	0.17%	Timeline
SPYDSPDR SERIES TRUST	4,966	$215K	0.17%	Timeline
SCHASCHWAB STRATEGIC TR	8,286	$214K	0.17%	Timeline
LLYELI LILLY & CO	275	$212K	0.17%	Timeline
IVWISHARES TR	2,071	$210K	0.16%	Timeline
PFEPFIZER INC	7,791	$207K	0.16%	Timeline
PGXINVESCO EXCH TRADED FD TR II	11,201	$129K	0.1%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001986152-25-000023	base		2025-02-07	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC