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

Page 7 of 7

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ORACLE CORP

ORCL|68389X105

Shares:1.9K

Value:$266.4K

% of Portfolio:0.2% ($266.4K/$130.5M)

46139W825

Shares:12.6K

Value:$263.1K

% of Portfolio:0.2% ($263.1K/$130.5M)

Kenvue Inc.

KVUE|49177J102

Shares:10.9K

Value:$260.9K

% of Portfolio:0.2% ($260.9K/$130.5M)

ELI LILLY & Co

LLY|532457108

Shares:300

Value:$247.9K

% of Portfolio:0.2% ($247.9K/$130.5M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:6.4K

Value:$240.8K

% of Portfolio:0.2% ($240.8K/$130.5M)

46436E338

Shares:9.6K

Value:$229.8K

% of Portfolio:0.2% ($229.8K/$130.5M)

922042775

VEU|922042775

Shares:3.7K

Value:$225.9K

% of Portfolio:0.2% ($225.9K/$130.5M)

Alphabet Inc.

GOOG|02079K107

Shares:1.4K

Value:$223.4K

% of Portfolio:0.2% ($223.4K/$130.5M)

PFIZER INC

PFE|717081103

Shares:8.8K

Value:$221.7K

% of Portfolio:0.2% ($221.7K/$130.5M)

78468R788

Shares:5.0K

Value:$219.9K

% of Portfolio:0.2% ($219.9K/$130.5M)

Coterra Energy Inc.

CTRA|127097103

Shares:7.5K

Value:$217.2K

% of Portfolio:0.2% ($217.2K/$130.5M)

92206C714

Shares:2.6K

Value:$214.9K

% of Portfolio:0.2% ($214.9K/$130.5M)

CATERPILLAR INC

CAT|149123101

Shares:646

Value:$213.1K

% of Portfolio:0.2% ($213.1K/$130.5M)

808524607

SCHA|808524607

Shares:8.7K

Value:$203.9K

% of Portfolio:0.2% ($203.9K/$130.5M)

464287598

IWD|464287598

Shares:1.1K

Value:$202.5K

% of Portfolio:0.2% ($202.5K/$130.5M)

92204A108

Shares:618

Value:$201.0K

% of Portfolio:0.2% ($201.0K/$130.5M)

46138E511

Shares:11.3K

Value:$127.2K

% of Portfolio:0.1% ($127.2K/$130.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ORACLE CORP(ORCLcusip68389X105)	1.9K	QoQ- YoY -11.39% (-245)	All Managers (Combined)	$266.4K	0.2% ($266.4K/$130.5M)	QoQ- YoY -1.38% (-$3.7K)
(cusip46139W825)✕	12.6K	QoQ- YoY NEW(+12.6K)	All Managers (Combined)	$263.1K	0.2% ($263.1K/$130.5M)	QoQ- YoY NEW(+$263.1K)
Kenvue Inc.(KVUEcusip49177J102)	10.9K	QoQ- YoY -19.67% (-2.7K)	All Managers (Combined)	$260.9K	0.2% ($260.9K/$130.5M)	QoQ- YoY -10.24% (-$29.8K)
ELI LILLY & Co(LLYcusip532457108)	300	QoQ- YoY -18.03% (-66)	All Managers (Combined)	$247.9K	0.2% ($247.9K/$130.5M)	QoQ- YoY -12.98% (-$37.0K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	6.4K	QoQ- YoY NEW(+6.4K)	All Managers (Combined)	$240.8K	0.2% ($240.8K/$130.5M)	QoQ- YoY NEW(+$240.8K)
(cusip46436E338)✕	9.6K	QoQ- YoY NEW(+9.6K)	All Managers (Combined)	$229.8K	0.2% ($229.8K/$130.5M)	QoQ- YoY NEW(+$229.8K)
(VEUcusip922042775)	3.7K	QoQ- YoY -2.53% (-97)	All Managers (Combined)	$225.9K	0.2% ($225.9K/$130.5M)	QoQ- YoY +0.79% (-$1.8K)
Alphabet Inc.(GOOGcusip02079K107)	1.4K	QoQ- YoY -7.38% (-114)	All Managers (Combined)	$223.4K	0.2% ($223.4K/$130.5M)	QoQ- YoY -4.95% (-$11.7K)
PFIZER INC(PFEcusip717081103)	8.8K	QoQ- YoY NEW(+8.8K)	All Managers (Combined)	$221.7K	0.2% ($221.7K/$130.5M)	QoQ- YoY NEW(+$221.7K)
(cusip78468R788)✕	5.0K	QoQ- YoY +0.20% (+10)	All Managers (Combined)	$219.9K	0.2% ($219.9K/$130.5M)	QoQ- YoY +8.92% (+$18.0K)
Coterra Energy Inc.(CTRAcusip127097103)	7.5K	QoQ- YoY NEW(+7.5K)	All Managers (Combined)	$217.2K	0.2% ($217.2K/$130.5M)	QoQ- YoY NEW(+$217.2K)
(cusip92206C714)✕	2.6K	QoQ- YoY NEW(+2.6K)	All Managers (Combined)	$214.9K	0.2% ($214.9K/$130.5M)	QoQ- YoY NEW(+$214.9K)
CATERPILLAR INC(CATcusip149123101)	646	QoQ- YoY -1.67% (-11)	All Managers (Combined)	$213.1K	0.2% ($213.1K/$130.5M)	QoQ- YoY -11.42% (-$27.5K)
(SCHAcusip808524607)	8.7K	QoQ- YoY +112.21% (+4.6K)	All Managers (Combined)	$203.9K	0.2% ($203.9K/$130.5M)	QoQ- YoY +0.96% (+$2.0K)
(IWDcusip464287598)	1.1K	QoQ- YoY NEW(+1.1K)	All Managers (Combined)	$202.5K	0.2% ($202.5K/$130.5M)	QoQ- YoY NEW(+$202.5K)
(cusip92204A108)✕	618	QoQ- YoY -3.58% (-23)	All Managers (Combined)	$201.0K	0.2% ($201.0K/$130.5M)	QoQ- YoY -1.24% (-$2.5K)
(cusip46138E511)✕	11.3K	QoQ- YoY -13.90% (-1.8K)	All Managers (Combined)	$127.2K	0.1% ($127.2K/$130.5M)	QoQ- YoY -18.69% (-$29.2K)