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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921937835

BND|921937835

Shares:13.3K

Value:$978.2K

% of Portfolio:0.7% ($978.2K/$130.5M)

HOME DEPOT, INC.

HD|437076102

Shares:2.6K

Value:$964.9K

% of Portfolio:0.7% ($964.9K/$130.5M)

46138J783

Shares:47.7K

Value:$934.4K

% of Portfolio:0.7% ($934.4K/$130.5M)

46432F339

QUAL|46432F339

Shares:5.4K

Value:$921.8K

% of Portfolio:0.7% ($921.8K/$130.5M)

81369Y209

Shares:5.9K

Value:$856.0K

% of Portfolio:0.7% ($856.0K/$130.5M)

46654Q203

Shares:16.3K

Value:$843.5K

% of Portfolio:0.6% ($843.5K/$130.5M)

46138J791

Shares:42.7K

Value:$832.4K

% of Portfolio:0.6% ($832.4K/$130.5M)

Meta Platforms, Inc.

META|30303M102

Shares:1.4K

Value:$822.1K

% of Portfolio:0.6% ($822.1K/$130.5M)

46138J460

Shares:47.2K

Value:$783.3K

% of Portfolio:0.6% ($783.3K/$130.5M)

949746804

Shares:642

Value:$770.9K

% of Portfolio:0.6% ($770.9K/$130.5M)

808524805

SCHF|808524805

Shares:38.4K

Value:$758.8K

% of Portfolio:0.6% ($758.8K/$130.5M)

46138J825

Shares:36.4K

Value:$753.1K

% of Portfolio:0.6% ($753.1K/$130.5M)

46434G103

IEMG|46434G103

Shares:13.3K

Value:$720.4K

% of Portfolio:0.6% ($720.4K/$130.5M)

46138J643

Shares:34.1K

Value:$694.2K

% of Portfolio:0.5% ($694.2K/$130.5M)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.6K

Value:$690.9K

% of Portfolio:0.5% ($690.9K/$130.5M)

Broadcom Inc.

AVGO|11135F101

Shares:4.1K

Value:$688.0K

% of Portfolio:0.5% ($688.0K/$130.5M)

Blackstone Inc.

BX|09260D107

Shares:4.9K

Value:$683.1K

% of Portfolio:0.5% ($683.1K/$130.5M)

464287663

IUSV|464287663

Shares:7.4K

Value:$679.1K

% of Portfolio:0.5% ($679.1K/$130.5M)

78464A508

SPYV|78464A508

Shares:13.3K

Value:$678.5K

% of Portfolio:0.5% ($678.5K/$130.5M)

46641Q837

Shares:13.3K

Value:$673.4K

% of Portfolio:0.5% ($673.4K/$130.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	13.3K	QoQ- YoY -61.57% (-21.3K)	All Managers (Combined)	$978.2K	0.7% ($978.2K/$130.5M)	QoQ- YoY -61.13% (-$1.5M)
HOME DEPOT, INC.(HDcusip437076102)	2.6K	QoQ- YoY -0.75% (-20)	All Managers (Combined)	$964.9K	0.7% ($964.9K/$130.5M)	QoQ- YoY -5.16% (-$52.6K)
(cusip46138J783)✕	47.7K	QoQ- YoY +93.13% (+23.0K)	All Managers (Combined)	$934.4K	0.7% ($934.4K/$130.5M)	QoQ- YoY +96.13% (+$458.0K)
(QUALcusip46432F339)	5.4K	QoQ- YoY -3.50% (-196)	All Managers (Combined)	$921.8K	0.7% ($921.8K/$130.5M)	QoQ- YoY +0.33% (-$3.0K)
(cusip81369Y209)✕	5.9K	QoQ- YoY -8.56% (-549)	All Managers (Combined)	$856.0K	0.7% ($856.0K/$130.5M)	QoQ- YoY -9.62% (-$91.2K)
(cusip46654Q203)✕	16.3K	QoQ- YoY +249.09% (+11.6K)	All Managers (Combined)	$843.5K	0.6% ($843.5K/$130.5M)	QoQ- YoY +233.26% (+$590.4K)
(cusip46138J791)✕	42.7K	QoQ- YoY +29.27% (+9.7K)	All Managers (Combined)	$832.4K	0.6% ($832.4K/$130.5M)	QoQ- YoY +31.09% (+$197.4K)
Meta Platforms, Inc.(METAcusip30303M102)	1.4K	QoQ- YoY +25.08% (+286)	All Managers (Combined)	$822.1K	0.6% ($822.1K/$130.5M)	QoQ- YoY +48.47% (+$268.4K)
(cusip46138J460)✕	47.2K	QoQ- YoY +292.16% (+35.2K)	All Managers (Combined)	$783.3K	0.6% ($783.3K/$130.5M)	QoQ- YoY +296.96% (+$585.9K)
(cusip949746804)✕	642	QoQ- YoY +28.91% (+144)	All Managers (Combined)	$770.9K	0.6% ($770.9K/$130.5M)	QoQ- YoY +27.00% (+$163.9K)
(SCHFcusip808524805)	38.4K	QoQ- YoY +127.45% (+21.5K)	All Managers (Combined)	$758.8K	0.6% ($758.8K/$130.5M)	QoQ- YoY +15.29% (+$100.7K)
(cusip46138J825)✕	36.4K	QoQ- YoY +0.46% (+167)	All Managers (Combined)	$753.1K	0.6% ($753.1K/$130.5M)	QoQ- YoY +1.68% (+$12.5K)
(IEMGcusip46434G103)	13.3K	QoQ- YoY +17.90% (+2.0K)	All Managers (Combined)	$720.4K	0.6% ($720.4K/$130.5M)	QoQ- YoY +23.31% (+$136.2K)
(cusip46138J643)✕	34.1K	QoQ- YoY +71.19% (+14.2K)	All Managers (Combined)	$694.2K	0.5% ($694.2K/$130.5M)	QoQ- YoY +73.59% (+$294.3K)
T-Mobile US, Inc.(TMUScusip872590104)	2.6K	QoQ- YoY -30.46% (-1.1K)	All Managers (Combined)	$690.9K	0.5% ($690.9K/$130.5M)	QoQ- YoY +13.63% (-$82.9K)
Broadcom Inc.(AVGOcusip11135F101)	4.1K	QoQ- YoY +819.23% (+3.7K)	All Managers (Combined)	$688.0K	0.5% ($688.0K/$130.5M)	QoQ- YoY +16.11% (+$95.5K)
Blackstone Inc.(BXcusip09260D107)	4.9K	QoQ- YoY +0.97% (+47)	All Managers (Combined)	$683.1K	0.5% ($683.1K/$130.5M)	QoQ- YoY +7.42% (+$47.2K)
(IUSVcusip464287663)	7.4K	QoQ- YoY -3.59% (-274)	All Managers (Combined)	$679.1K	0.5% ($679.1K/$130.5M)	QoQ- YoY -1.60% (-$11.1K)
(SPYVcusip78464A508)	13.3K	QoQ- YoY +32.84% (+3.3K)	All Managers (Combined)	$678.5K	0.5% ($678.5K/$130.5M)	QoQ- YoY +35.42% (+$177.5K)
(cusip46641Q837)✕	13.3K	QoQ- YoY NEW(+13.3K)	All Managers (Combined)	$673.4K	0.5% ($673.4K/$130.5M)	QoQ- YoY NEW(+$673.4K)