Coordinated-Financial-Services-Incco

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GDX",
  null,
  null,
  null,
  "GOOGL",
  "CAT",
  "AVGO",
  null,
  null,
  "HON",
  "HD",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "TMUS",
  null,
  "BX",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "IWF",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PRU",
  "PFE",
  null,
  null,
  "KVUE",
  null,
  "IEFA",
  null,
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  "SYK",
  "TJX",
  "UPS",
  "VNQ",
  "VO",
  "SCHW",
  "VWO",
  null,
  "VCIT",
  null,
  null,
  "VYM",
  null,
  "WM",
  "AMZN",
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "VEU",
  null,
  "VUG",
  "VFH",
  "VEA",
  null,
  "VXUS",
  "VBK",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VTV",
  "V",
  "WMT",
  null,
  "IUSG",
  null,
  null,
  "SCHD",
  "SOFI",
  "SCHG",
  "SCHF",
  null,
  "SCHA",
  "CRM",
  null,
  null,
  null,
  "IUSV",
  null,
  "SPYV",
  "BRK-B",
  "CVX",
  "CTRA",
  "COST",
  "DVN",
  "RSP",
  null,
  "EFA",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  "PLD",
  "APO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 137
Total Value: 130513991
Accession Number: 0001986152-25-000044
Form Type: 13F-HR
CIK: coordinated-financial-services-incco
Manager Name: Coordinated-Financial-Services-Incco

Data Enrichment

62% identified

85 identified52 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

137 positions • $130.5M total value

137 positions • $130.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 7

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AMAZON COM INC

Shares:8.0K

Value:$1.5M

% of Portfolio:1.2% ($1.5M/$130.5M)

464288646

Shares:26.7K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$130.5M)

Walmart Inc.

Shares:15.8K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$130.5M)

46432F842

Shares:18.2K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$130.5M)

NVIDIA CORP

Shares:12.5K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$130.5M)

808524839

Shares:57.0K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$130.5M)

464287150

Shares:10.7K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$130.5M)

922908629

Shares:5.0K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$130.5M)

92206C870

Shares:15.8K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$130.5M)

464287507

Shares:22.1K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$130.5M)

060505682

Shares:1.0K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$130.5M)

922908553

Shares:13.5K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$130.5M)

464287655

Shares:6.1K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$130.5M)

COSTCO WHOLESALE CORP /NEW

Shares:1.3K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$130.5M)

46137V357

Shares:6.1K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$130.5M)

464287671

Shares:8.3K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$130.5M)

92189F106

Shares:22.6K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$130.5M)

78464A375

Shares:30.4K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$130.5M)

922908611

Shares:5.4K

Value:$999.7K

% of Portfolio:0.8% ($999.7K/$130.5M)

464287804

Shares:9.5K

Value:$992.1K

% of Portfolio:0.8% ($992.1K/$130.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	8.0K	QoQ- YoY -5.31% (-447)	All Managers (Combined)	$1.5M	1.2% ($1.5M/$130.5M)	QoQ- YoY -0.13% (-$2.0K)
(cusip464288646)✕	26.7K	QoQ- YoY +2.81% (+731)	All Managers (Combined)	$1.4M	1.1% ($1.4M/$130.5M)	QoQ- YoY +5.00% (+$66.5K)
Walmart Inc.(WMTcusip931142103)	15.8K	QoQ- YoY +1.98% (+308)	All Managers (Combined)	$1.4M	1.1% ($1.4M/$130.5M)	QoQ- YoY +48.79% (+$456.2K)
(IEFAcusip46432F842)	18.2K	QoQ- YoY -14.97% (-3.2K)	All Managers (Combined)	$1.4M	1.1% ($1.4M/$130.5M)	QoQ- YoY -13.33% (-$211.6K)
NVIDIA CORP(NVDAcusip67066G104)	12.5K	QoQ- YoY +941.76% (+11.3K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$130.5M)	QoQ- YoY +24.95% (+$271.0K)
(cusip808524839)✕	57.0K	QoQ- YoY +150.50% (+34.2K)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$130.5M)	QoQ- YoY +26.12% (+$273.4K)
(ITOTcusip464287150)	10.7K	QoQ- YoY -8.92% (-1.1K)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$130.5M)	QoQ- YoY -3.62% (-$49.2K)
(VOcusip922908629)	5.0K	QoQ- YoY -3.28% (-171)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$130.5M)	QoQ- YoY +0.12% (-$1.6K)
(VCITcusip92206C870)	15.8K	QoQ- YoY -7.16% (-1.2K)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$130.5M)	QoQ- YoY -5.72% (-$78.4K)
(IJHcusip464287507)	22.1K	QoQ- YoY -16.03% (-4.2K)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$130.5M)	QoQ- YoY -19.33% (-$309.4K)
(cusip060505682)✕	1.0K	QoQ- YoY +30.15% (+240)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$130.5M)	QoQ- YoY +34.55% (+$328.5K)
(VNQcusip922908553)	13.5K	QoQ- YoY +8.14% (+1.0K)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$130.5M)	QoQ- YoY +13.21% (+$142.5K)
(IWMcusip464287655)	6.1K	QoQ- YoY -11.40% (-781)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$130.5M)	QoQ- YoY -15.95% (-$229.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.3K	QoQ- YoY -7.52% (-103)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$130.5M)	QoQ- YoY +19.46% (-$195.1K)
(RSPcusip46137V357)	6.1K	QoQ- YoY +33.93% (+1.6K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$130.5M)	QoQ- YoY +36.98% (+$287.2K)
(IUSGcusip464287671)	8.3K	QoQ- YoY -16.01% (-1.6K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$130.5M)	QoQ- YoY -8.93% (-$103.5K)
(GDXcusip92189F106)	22.6K	QoQ- YoY -0.23% (-54)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$130.5M)	QoQ- YoY +45.03% (-$322.0K)
(cusip78464A375)✕	30.4K	QoQ- YoY +207.68% (+20.5K)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$130.5M)	QoQ- YoY +212.86% (+$687.4K)
(VBRcusip922908611)	5.4K	QoQ- YoY +5.09% (+260)	All Managers (Combined)	$999.7K	0.8% ($999.7K/$130.5M)	QoQ- YoY +2.02% (+$19.9K)
(IJRcusip464287804)	9.5K	QoQ- YoY +17.60% (+1.4K)	All Managers (Combined)	$992.1K	0.8% ($992.1K/$130.5M)	QoQ- YoY +11.26% (+$100.5K)