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Showing Q1 2025 data
Coordinated Financial Services, Inc./CO's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Coordinated Financial Services, Inc./CO
•CIK: 2022906•Filing: Q1 2025
**Coordinated Financial Services, Inc./CO** manages $131M across a diversified portfolio of 137 positions. The strategy exhibits a significant allocation to broad market indices, notably holding $16.5M in IVV and $5.1M in SPY. Further concentration is evident in core ETFs such as VTI ($3.5M), GOVT ($3.1M), and SCHD ($2.8M). This structure suggests a systematic, index-tilted approach with tactical exposure across various asset classes.
Total AUM
$130.5M
QoQ Performance
N/A
Positions
67
Top 10 Concentration
33.1%
Latest Filing
Q1 2025
Top Holdings Allocation
IVV
IVV12.6%
SPY3.9%
VTI2.7%
GOVT2.4%
GQ92.2%
SCHD2.2%
VB2.1%
JCPB1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.8%
ETF16.5%
Technology5.9%
Consumer3.9%
Financial3.8%
Industrial1.1%
Communication0.5%
Energy0.4%
🚪 Exited Positionssold since Q2 2024
+6 more exited positions
Changes from Q2 2024
NEW19 new positions
↑64 increased
↓53 decreased
Historical Filings
Q1 2025Q2 2024Q1 2024