Coordinated-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GDX",
  null,
  null,
  "GOOGL",
  "CAT",
  "AVGO",
  null,
  "HON",
  "HD",
  "META",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "TMUS",
  "BX",
  "IJR",
  "KR",
  "ORCL",
  "IWF",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  null,
  "LMT",
  null,
  "KVUE",
  null,
  "IEFA",
  null,
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  "SYK",
  "TJX",
  "UPS",
  "VNQ",
  "VO",
  "SCHW",
  "VWO",
  null,
  "VCIT",
  null,
  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",
  "COST",
  "DELL",
  "RSP",
  null,
  "EFA",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  "PLD",
  "APO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-07
Total Holdings: 135
Total Value: 128220631
Accession Number: 0001986152-25-000023
Form Type: 13F-HR
CIK: coordinated-financial-services
Manager Name: Coordinated-Financial-Services

Data Enrichment

62% identified

84 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

135 positions • $128.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46432F339

QUAL|46432F339

Shares:5.1K

Value:$913.4K

% of Portfolio:0.7% ($913.4K/$128.2M)

46641Q670

Shares:19.3K

Value:$890.3K

% of Portfolio:0.7% ($890.3K/$128.2M)

81369Y209

Shares:6.4K

Value:$880.8K

% of Portfolio:0.7% ($880.8K/$128.2M)

Meta Platforms, Inc.

META|30303M102

Shares:1.5K

Value:$875.4K

% of Portfolio:0.7% ($875.4K/$128.2M)

92189F106

GDX|92189F106

Shares:25.5K

Value:$865.8K

% of Portfolio:0.7% ($865.8K/$128.2M)

46654Q203

Shares:14.3K

Value:$807.9K

% of Portfolio:0.6% ($807.9K/$128.2M)

46138J791

Shares:40.3K

Value:$782.7K

% of Portfolio:0.6% ($782.7K/$128.2M)

T-Mobile US, Inc.

TMUS|872590104

Shares:3.5K

Value:$765.8K

% of Portfolio:0.6% ($765.8K/$128.2M)

46138J825

Shares:36.6K

Value:$756.8K

% of Portfolio:0.6% ($756.8K/$128.2M)

949746804

Shares:626

Value:$747.8K

% of Portfolio:0.6% ($747.8K/$128.2M)

46138J783

Shares:37.9K

Value:$737.4K

% of Portfolio:0.6% ($737.4K/$128.2M)

921937835

BND|921937835

Shares:10.2K

Value:$735.7K

% of Portfolio:0.6% ($735.7K/$128.2M)

Blackstone Inc.

BX|09260D107

Shares:4.3K

Value:$735.1K

% of Portfolio:0.6% ($735.1K/$128.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.0K

Value:$713.9K

% of Portfolio:0.6% ($713.9K/$128.2M)

78464A854

SPLG|78464A854

Shares:9.9K

Value:$681.9K

% of Portfolio:0.5% ($681.9K/$128.2M)

464287663

IUSV|464287663

Shares:7.2K

Value:$663.3K

% of Portfolio:0.5% ($663.3K/$128.2M)

78468R663

Shares:6.9K

Value:$630.5K

% of Portfolio:0.5% ($630.5K/$128.2M)

STRYKER CORP

SYK|863667101

Shares:1.7K

Value:$629.3K

% of Portfolio:0.5% ($629.3K/$128.2M)

808524805

SCHF|808524805

Shares:33.8K

Value:$624.5K

% of Portfolio:0.5% ($624.5K/$128.2M)

922908595

VBK|922908595

Shares:2.2K

Value:$611.0K

% of Portfolio:0.5% ($611.0K/$128.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(QUALcusip46432F339)	5.1K	QoQ- YoY-	All Managers (Combined)	$913.4K	0.7% ($913.4K/$128.2M)	QoQ- YoY-
(cusip46641Q670)✕	19.3K	QoQ- YoY-	All Managers (Combined)	$890.3K	0.7% ($890.3K/$128.2M)	QoQ- YoY-
(cusip81369Y209)✕	6.4K	QoQ- YoY-	All Managers (Combined)	$880.8K	0.7% ($880.8K/$128.2M)	QoQ- YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.5K	QoQ- YoY-	All Managers (Combined)	$875.4K	0.7% ($875.4K/$128.2M)	QoQ- YoY-
(GDXcusip92189F106)	25.5K	QoQ- YoY-	All Managers (Combined)	$865.8K	0.7% ($865.8K/$128.2M)	QoQ- YoY-
(cusip46654Q203)✕	14.3K	QoQ- YoY-	All Managers (Combined)	$807.9K	0.6% ($807.9K/$128.2M)	QoQ- YoY-
(cusip46138J791)✕	40.3K	QoQ- YoY-	All Managers (Combined)	$782.7K	0.6% ($782.7K/$128.2M)	QoQ- YoY-
T-Mobile US, Inc.(TMUScusip872590104)	3.5K	QoQ- YoY-	All Managers (Combined)	$765.8K	0.6% ($765.8K/$128.2M)	QoQ- YoY-
(cusip46138J825)✕	36.6K	QoQ- YoY-	All Managers (Combined)	$756.8K	0.6% ($756.8K/$128.2M)	QoQ- YoY-
(cusip949746804)✕	626	QoQ- YoY-	All Managers (Combined)	$747.8K	0.6% ($747.8K/$128.2M)	QoQ- YoY-
(cusip46138J783)✕	37.9K	QoQ- YoY-	All Managers (Combined)	$737.4K	0.6% ($737.4K/$128.2M)	QoQ- YoY-
(BNDcusip921937835)	10.2K	QoQ- YoY-	All Managers (Combined)	$735.7K	0.6% ($735.7K/$128.2M)	QoQ- YoY-
Blackstone Inc.(BXcusip09260D107)	4.3K	QoQ- YoY-	All Managers (Combined)	$735.1K	0.6% ($735.1K/$128.2M)	QoQ- YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.0K	QoQ- YoY-	All Managers (Combined)	$713.9K	0.6% ($713.9K/$128.2M)	QoQ- YoY-
(SPLGcusip78464A854)	9.9K	QoQ- YoY-	All Managers (Combined)	$681.9K	0.5% ($681.9K/$128.2M)	QoQ- YoY-
(IUSVcusip464287663)	7.2K	QoQ- YoY-	All Managers (Combined)	$663.3K	0.5% ($663.3K/$128.2M)	QoQ- YoY-
(cusip78468R663)✕	6.9K	QoQ- YoY-	All Managers (Combined)	$630.5K	0.5% ($630.5K/$128.2M)	QoQ- YoY-
STRYKER CORP(SYKcusip863667101)	1.7K	QoQ- YoY-	All Managers (Combined)	$629.3K	0.5% ($629.3K/$128.2M)	QoQ- YoY-
(SCHFcusip808524805)	33.8K	QoQ- YoY-	All Managers (Combined)	$624.5K	0.5% ($624.5K/$128.2M)	QoQ- YoY-
(VBKcusip922908595)	2.2K	QoQ- YoY-	All Managers (Combined)	$611.0K	0.5% ($611.0K/$128.2M)	QoQ- YoY-