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

Page 7 of 7

Sort by:

Alphabet Inc.

GOOG|02079K107

Shares:1.3K

Value:$252.2K

% of Portfolio:0.2% ($252.2K/$128.2M)

46428Q109

Shares:9.5K

Value:$250.1K

% of Portfolio:0.2% ($250.1K/$128.2M)

46139W825

Shares:11.9K

Value:$246.4K

% of Portfolio:0.2% ($246.4K/$128.2M)

CATERPILLAR INC

CAT|149123101

Shares:645

Value:$234.0K

% of Portfolio:0.2% ($234.0K/$128.2M)

92204A108

Shares:607

Value:$228.0K

% of Portfolio:0.2% ($228.0K/$128.2M)

922042775

VEU|922042775

Shares:3.8K

Value:$219.5K

% of Portfolio:0.2% ($219.5K/$128.2M)

Dell Technologies Inc.

DELL|24703L202

Shares:1.9K

Value:$219.0K

% of Portfolio:0.2% ($219.0K/$128.2M)

316092600

Shares:3.3K

Value:$217.9K

% of Portfolio:0.2% ($217.9K/$128.2M)

69374H568

Shares:7.4K

Value:$216.9K

% of Portfolio:0.2% ($216.9K/$128.2M)

78468R788

Shares:5.0K

Value:$214.7K

% of Portfolio:0.2% ($214.7K/$128.2M)

808524607

SCHA|808524607

Shares:8.3K

Value:$214.3K

% of Portfolio:0.2% ($214.3K/$128.2M)

ELI LILLY & Co

LLY|532457108

Shares:275

Value:$212.3K

% of Portfolio:0.2% ($212.3K/$128.2M)

464287309

IVW|464287309

Shares:2.1K

Value:$210.3K

% of Portfolio:0.2% ($210.3K/$128.2M)

PFIZER INC

PFE|717081103

Shares:7.8K

Value:$206.7K

% of Portfolio:0.2% ($206.7K/$128.2M)

46138E511

Shares:11.2K

Value:$129.1K

% of Portfolio:0.1% ($129.1K/$128.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	1.3K	QoQ- YoY-	All Managers (Combined)	$252.2K	0.2% ($252.2K/$128.2M)	QoQ- YoY-
(cusip46428Q109)✕	9.5K	QoQ- YoY-	All Managers (Combined)	$250.1K	0.2% ($250.1K/$128.2M)	QoQ- YoY-
(cusip46139W825)✕	11.9K	QoQ- YoY-	All Managers (Combined)	$246.4K	0.2% ($246.4K/$128.2M)	QoQ- YoY-
CATERPILLAR INC(CATcusip149123101)	645	QoQ- YoY-	All Managers (Combined)	$234.0K	0.2% ($234.0K/$128.2M)	QoQ- YoY-
(cusip92204A108)✕	607	QoQ- YoY-	All Managers (Combined)	$228.0K	0.2% ($228.0K/$128.2M)	QoQ- YoY-
(VEUcusip922042775)	3.8K	QoQ- YoY-	All Managers (Combined)	$219.5K	0.2% ($219.5K/$128.2M)	QoQ- YoY-
Dell Technologies Inc.(DELLcusip24703L202)	1.9K	QoQ- YoY-	All Managers (Combined)	$219.0K	0.2% ($219.0K/$128.2M)	QoQ- YoY-
(cusip316092600)✕	3.3K	QoQ- YoY-	All Managers (Combined)	$217.9K	0.2% ($217.9K/$128.2M)	QoQ- YoY-
(cusip69374H568)✕	7.4K	QoQ- YoY-	All Managers (Combined)	$216.9K	0.2% ($216.9K/$128.2M)	QoQ- YoY-
(cusip78468R788)✕	5.0K	QoQ- YoY-	All Managers (Combined)	$214.7K	0.2% ($214.7K/$128.2M)	QoQ- YoY-
(SCHAcusip808524607)	8.3K	QoQ- YoY-	All Managers (Combined)	$214.3K	0.2% ($214.3K/$128.2M)	QoQ- YoY-
ELI LILLY & Co(LLYcusip532457108)	275	QoQ- YoY-	All Managers (Combined)	$212.3K	0.2% ($212.3K/$128.2M)	QoQ- YoY-
(IVWcusip464287309)	2.1K	QoQ- YoY-	All Managers (Combined)	$210.3K	0.2% ($210.3K/$128.2M)	QoQ- YoY-
PFIZER INC(PFEcusip717081103)	7.8K	QoQ- YoY-	All Managers (Combined)	$206.7K	0.2% ($206.7K/$128.2M)	QoQ- YoY-
(cusip46138E511)✕	11.2K	QoQ- YoY-	All Managers (Combined)	$129.1K	0.1% ($129.1K/$128.2M)	QoQ- YoY-