Coordinated Financial Services, Inc./CO

DENVER, CO · CIK 2022906 · 13F filing filed 2025-05-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDenver, CO

$130.5m reported value

137positions

33.1%in top 10

—no comparable previous quarter

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	29,336	$16.5m12.63%	12.63%	First filing
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,115	$5.1m3.91%	3.91%	First filing
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	12,826	$3.5m2.70%	2.70%	First filing
4	ISHARES TR US TREAS BD ETF GOVT	GOVT	133,455	$3.1m2.35%	2.35%	First filing
5	SPDR GOLD TR GOLD SHS GLD	GLD	9,809	$2.8m2.17%	2.17%	First filing
6	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	100,908	$2.8m2.16%	2.16%	First filing
7	VANGUARD INDEX FDS SMALL CP ETF VB	VB	12,069	$2.7m2.05%	2.05%	First filing
8	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	48,925	$2.3m1.76%	1.76%	First filing
9	ISHARES TR MSCI EAFE ETF EFA	EFA	27,775	$2.3m1.74%	1.74%	First filing
10	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	36,181	$2.2m1.65%	1.65%	First filing
11	APPLE INC COM AAPL	AAPL	9,184	$2.0m1.56%	1.56%	First filing
12	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	15,443	$2.0m1.53%	1.53%	First filing
13	ISHARES TR IBOXX INV CP ETF LQD	LQD	17,981	$2.0m1.50%	1.50%	First filing
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,530	$1.9m1.44%	1.44%	First filing
15	ISHARES TR MBS ETF MBB	MBB	18,760	$1.8m1.35%	1.35%	First filing
16	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	26,905	$1.7m1.28%	1.28%	First filing
17	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,558	$1.7m1.28%	1.28%	First filing
18	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	28,486	$1.6m1.25%	1.25%	First filing
19	VISA INC COM CL A V	V	4,444	$1.6m1.19%	1.19%	First filing
20	MICROSOFT CORP COM MSFT	MSFT	4,099	$1.5m1.18%	1.18%	First filing
21	AMAZON COM INC COM AMZN	AMZN	7,958	$1.5m1.16%	1.16%	First filing
22	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	26,654	$1.4m1.07%	1.07%	First filing
23	WALMART INC COM WMT	WMT	15,848	$1.4m1.07%	1.07%	First filing
24	ISHARES TR CORE MSCI EAFE IEFA	IEFA	18,173	$1.4m1.05%	1.05%	First filing
25	NVIDIA CORPORATION COM NVDA	NVDA	12,522	$1.4m1.04%	1.04%	First filing
26	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	56,991	$1.3m1.01%	1.01%	First filing
27	ISHARES TR CORE S&P TTL STK ITOT	ITOT	10,725	$1.3m1.00%	1.00%	First filing
28	VANGUARD INDEX FDS MID CAP ETF VO	VO	5,042	$1.3m1.00%	1.00%	First filing
29	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	15,799	$1.3m0.99%	0.99%	First filing
30	ISHARES TR CORE S&P MCP ETF IJH	IJH	22,115	$1.3m0.99%	0.99%	First filing
31	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	1,036	$1.3m0.98%	0.98%	First filing
32	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	13,482	$1.2m0.94%	0.94%	First filing
33	ISHARES TR RUSSELL 2000 ETF IWM	IWM	6,069	$1.2m0.93%	0.93%	First filing
34	COSTCO WHSL CORP NEW COM COST	COST	1,266	$1.2m0.92%	0.92%	First filing
35	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	6,141	$1.1m0.82%	0.82%	First filing
36	ISHARES TR CORE S&P US GWT IUSG	IUSG	8,301	$1.1m0.81%	0.81%	First filing
37	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	22,558	$1.0m0.79%	0.79%	First filing
38	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	30,396	$1.0m0.77%	0.77%	First filing
39	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	5,366	$999.7k0.77%	0.77%	First filing
40	ISHARES TR CORE S&P SCP ETF IJR	IJR	9,487	$992.1k0.76%	0.76%	First filing
41	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	13,318	$978.2k0.75%	0.75%	First filing
42	HOME DEPOT INC COM HD	HD	2,633	$964.9k0.74%	0.74%	First filing
43	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	47,700	$934.4k0.72%	0.72%	First filing
44	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	5,394	$921.8k0.71%	0.71%	First filing
45	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	5,863	$856.0k0.66%	0.66%	First filing
46	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	16,289	$843.5k0.65%	0.65%	First filing
47	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	42,729	$832.4k0.64%	0.64%	First filing
48	META PLATFORMS INC CL A META	META	1,426	$822.1k0.63%	0.63%	First filing
49	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	47,213	$783.3k0.60%	0.60%	First filing
50	WELLS FARGO CO NEW PERP PFD CNV A WFC 7.5 PERP L	WFC 7.5 PERP L	642	$770.9k0.59%	0.59%	First filing
51	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	38,360	$758.8k0.58%	0.58%	First filing
52	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	36,416	$753.1k0.58%	0.58%	First filing
53	ISHARES INC CORE MSCI EMKT IEMG	IEMG	13,348	$720.4k0.55%	0.55%	First filing
54	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	34,115	$694.2k0.53%	0.53%	First filing
55	T-MOBILE US INC COM TMUS	TMUS	2,590	$690.9k0.53%	0.53%	First filing
56	BROADCOM INC COM AVGO	AVGO	4,109	$688.0k0.53%	0.53%	First filing
57	BLACKSTONE INC COM BX	BX	4,887	$683.1k0.52%	0.52%	First filing
58	ISHARES TR CORE S&P US VLU IUSV	IUSV	7,358	$679.1k0.52%	0.52%	First filing
59	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	13,286	$678.5k0.52%	0.52%	First filing
60	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	13,300	$673.4k0.52%	0.52%	First filing
61	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	8,517	$666.7k0.51%	0.51%	First filing
62	STRYKER CORPORATION COM SYK	SYK	1,770	$659.0k0.50%	0.50%	First filing
63	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	9,915	$652.0k0.50%	0.50%	First filing
64	JPMORGAN CHASE & CO COM JPM	JPM	2,451	$601.2k0.46%	0.46%	First filing
65	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	6,533	$599.3k0.46%	0.46%	First filing
66	ISHARES TR CORE TOTAL USD IUSB	IUSB	12,882	$593.6k0.45%	0.45%	First filing
67	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	2,265	$570.4k0.44%	0.44%	First filing
68	SCHWAB STRATEGIC TR 1 5YR CORP BD SCHJ	SCHJ	23,038	$567.7k0.43%	0.43%	First filing
69	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	3,517	$567.2k0.43%	0.43%	First filing
70	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	7,091	$559.7k0.43%	0.43%	First filing
71	VANECK ETF TRUST MORNINGSTAR SMID SMOT	SMOT	16,999	$557.4k0.43%	0.43%	First filing
72	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 BSCW	BSCW	27,116	$552.3k0.42%	0.42%	First filing
73	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV	BSCV	33,676	$549.3k0.42%	0.42%	First filing
74	PACER FDS TR US CASH COWS 100 COWZ	COWZ	9,977	$546.3k0.42%	0.42%	First filing
75	EXXON MOBIL CORP COM XOM	XOM	4,462	$530.7k0.41%	0.41%	First filing
76	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	14,392	$524.0k0.40%	0.40%	First filing
77	ISHARES TR PFD AND INCM SEC PFF	PFF	16,563	$509.0k0.39%	0.39%	First filing
78	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,866	$495.0k0.38%	0.38%	First filing
79	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,181	$492.0k0.38%	0.38%	First filing
80	RTX CORPORATION COM RTX	RTX	3,705	$490.8k0.38%	0.38%	First filing
81	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	19,300	$469.8k0.36%	0.36%	First filing
82	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	25,171	$466.4k0.36%	0.36%	First filing
83	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	16,205	$463.1k0.35%	0.35%	First filing
84	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,889	$456.9k0.35%	0.35%	First filing
85	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,360	$449.8k0.34%	0.34%	First filing
86	PROLOGIS INC. COM PLD	PLD	3,789	$423.5k0.32%	0.32%	First filing
87	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	7,851	$420.2k0.32%	0.32%	First filing
88	ISHARES TR INVT GRD CORP BD LQDW	LQDW	15,830	$416.2k0.32%	0.32%	First filing
89	ISHARES TR MSCI KLD400 SOC DSI	DSI	3,956	$405.1k0.31%	0.31%	First filing
90	HONEYWELL INTL INC COM COM		1,880	$398.1k0.31%	0.31%	First filing
91	CHEVRON CORP NEW COM CVX	CVX	2,380	$398.1k0.31%	0.31%	First filing
92	UNITED PARCEL SERVICE INC CL B UPS	UPS	3,607	$396.7k0.30%	0.30%	First filing
93	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	9,969	$395.7k0.30%	0.30%	First filing
94	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,090	$393.5k0.30%	0.30%	First filing
95	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	8,290	$388.1k0.30%	0.30%	First filing
96	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	7,770	$387.0k0.30%	0.30%	First filing
97	GOLDMAN SACHS GROUP INC COM GS	GS	701	$382.8k0.29%	0.29%	First filing
98	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	6,600	$372.7k0.29%	0.29%	First filing
99	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	8,182	$370.3k0.28%	0.28%	First filing
100	ISHARES TR 20 YR TR BD ETF TLT	TLT	3,943	$358.9k0.28%	0.28%	First filing