Coordinated Financial Services
DENVER, COfiles as Coordinated Financial Services, Inc.
$173m in 175 US stocks at the end of 31 March 2026. The top 10 are 30.7% of the money. It changed about 7.2% of the portfolio this quarter.
Value
$173m
Stocks
175
Top 10 share
30.7%
Turnover
7.2%
What changed this quarter
New
Bought for the first time this quarter.
- Innovator Etfs TrustDDFJ0.8% of the fund
- Innovator Etfs TrustBALT0.5% of the fund
- Select Sector Spdr TRXLE0.2% of the fund
- Diamondback EnergyFANG0.2% of the fund
- Ishares TRIGV0.2% of the fund
- Vertiv HoldingsVRT0.2% of the fund
- Kinder MorganKMI0.2% of the fund
- NetflixNFLX0.1% of the fund
- Vanguard Whitehall FDSVYMI0.1% of the fund
- AstrazenecaAZN0.1% of the fund
- Fidelity Covington TrustFDVV0.1% of the fund
- Ishares Core 30/70AOK0.1% of the fund
- Robinhood MarketsHOOD0.1% of the fund
- Spdr Series TrustSPYD0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Intl Equity Index FVT2.1% of the fund+30%
- J P Morgan Exchange Traded FJCPB1.7% of the fund+3%
- Vanguard BD Index FDSBSV1.7% of the fund+35%
- Ishares TRLQD1.6% of the fund+5%
- Vanguard Star FDSVXUS1.2% of the fund+5%
- Ishares TRIGSB0.9% of the fund+6%
- Schwab Strategic TRSCHZ0.9% of the fund+11%
- Ishares TRDVY0.8% of the fund+19%
- J P Morgan Exchange Traded FJEPQ0.8% of the fund+34%
- Ishares TRIJR0.8% of the fund+10%
- Vanguard BD Index FDSBND0.8% of the fund+11%
- IsharesIEMG0.8% of the fund+4%
- Ishares TRPFF0.7% of the fund+4%
- Schwab Strategic TRSCHO0.7% of the fund+11%
- Schwab Strategic TRSCHF0.6% of the fund+3%
- Invesco Exch TRD SLF IDX FDBSCR0.6% of the fund+2%
- Schwab Strategic TRSCHJ0.5% of the fund+13%
- Vanguard Scottsdale FDSVONV0.5% of the fund+38%
- Vaneck ETF TrustSMOT0.5% of the fund+4%
- Spdr Index SHS FDSSPDW0.4% of the fund+6%
- Fidelity Covington TrustFTEC0.4% of the fund+6%
- Ishares TRTLTW0.4% of the fund+106%
- Vanguard Scottsdale FDSVCSH0.4% of the fund+10%
- Vanguard Index FDSVUG0.3% of the fund+5%
- Vanguard Intl Equity Index FVWO0.3% of the fund+5%
Cut
Sold some of their stake.
- Spdr Gold TRGLD2.3% of the fund-6%
- Vanguard Index FDSVTI2.3% of the fund-4%
- J P Morgan Exchange Traded FHELO1.7% of the fund-3%
- Invesco QQQ TRQQQ1.1% of the fund-8%
- WalmartWMT1.0% of the fund-6%
- MicrosoftMSFT0.9% of the fund-8%
- Ishares TRIEFA0.8% of the fund-3%
- Ishares TRIWM0.8% of the fund-7%
- Invesco Exchange Traded FD TRSP0.7% of the fund-3%
- BroadcomAVGO0.7% of the fund-3%
- Invesco Exch TRD SLF IDX FDBSCU0.6% of the fund-3%
- Vanguard Index FDSVNQ0.6% of the fund-19%
- J P Morgan Exchange Traded FJEPI0.6% of the fund-19%
- AppleAAPL0.5% of the fund-2%
- Vaneck ETF TrustGDX0.5% of the fund-25%
- Ishares TRITOT0.5% of the fund-39%
- Spdr Series TrustSPYV0.5% of the fund-2%
- Invesco Exch TRD SLF IDX FDBSCQ0.5% of the fund-6%
- ExxonMobil HoldingsXOM0.4% of the fund-6%
- Invesco Exch TRD SLF IDX FDBSCV0.4% of the fund-4%
- JPMorgan ChaseJPM0.4% of the fund-4%
- Ishares TRIJH0.4% of the fund-21%
- AlphabetGOOGL0.4% of the fund-5%
- J P Morgan Exchange Traded FJPST0.4% of the fund-33%
- BlackstoneBX0.4% of the fund-11%
Sold out
Sold their entire stake.
- Ishares TRDSI-100%
- Ishares TROEF-100%
- Devon EnergyDVN-100%
- Apollo Global ManagementAPO-100%
- Coterra EnergyCTRA-100%
- Select Sector Spdr TRXLI-100%
- UnitedHealth GroupUNH-100%
- Blackrock ETF TrustDYNF-100%
- AstrazenecaAZN-100%
- ARK ETF TRARKK-100%
- Freeport-McMoRanFCX-100%
- Profesionally Managed PortfoAKRE-100%
- Vanguard Specialized FundsVIG-100%
- Ishares TRIVW-100%
- Banco SantanderSAN-100%
- State STR Spdr S&P 500 ETF T-100%
- Vanguard Intl Equity Index F-100%
- Invesco QQQ TR-100%
- Ishares TR-100%
- Nvidia-100%
- Invesco Exchange Traded FD T-100%
Holdings
- Ishares TRIVV
- Share
- 11.5%
- Value
- $20m
- Shares
- 30,527
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.2%
- Value
- $5m
- Shares
- 8,431
Held
- Spdr Gold TRGLD
- Share
- 2.3%
- Value
- $4m
- Shares
- 9,438
-6%
- Vanguard Index FDSVTI
- Share
- 2.3%
- Value
- $4m
- Shares
- 12,467
-4%
- Vanguard Intl Equity Index FVT
- Share
- 2.1%
- Value
- $4m
- Shares
- 26,060
+30%
- Ishares TREFA
- Share
- 2.0%
- Value
- $3m
- Shares
- 36,021
Held
- Schwab Strategic TRSCHD
- Share
- 1.9%
- Value
- $3m
- Shares
- 109,054
Held
- Vanguard Index FDSVB
- Share
- 1.9%
- Value
- $3m
- Shares
- 12,684
Held
- J P Morgan Exchange Traded FJCPB
- Share
- 1.7%
- Value
- $3m
- Shares
- 63,506
+3%
- J P Morgan Exchange Traded FHELO
- Share
- 1.7%
- Value
- $3m
- Shares
- 45,893
-3%
- Vanguard BD Index FDSBSV
- Share
- 1.7%
- Value
- $3m
- Shares
- 36,997
+35%
- Ishares TRLQD
- Share
- 1.6%
- Value
- $3m
- Shares
- 24,979
+5%
- Ishares TRGOVT
- Share
- 1.5%
- Value
- $3m
- Shares
- 114,631
Held
- Vanguard Whitehall FDSVYM
- Share
- 1.3%
- Value
- $2m
- Shares
- 15,182
Held
- Vanguard Star FDSVXUS
- Share
- 1.2%
- Value
- $2m
- Shares
- 27,627
+5%
- Invesco QQQ TRQQQ
- Share
- 1.1%
- Value
- $2m
- Shares
- 3,390
-8%
- Ishares TRMBB
- Share
- 1.1%
- Value
- $2m
- Shares
- 19,458
Held
- Ishares TRIGSB
- Share
- 0.9%
- Value
- $2m
- Shares
- 29,742
+6%
- Vanguard Index FDSVO
- Share
- 0.9%
- Value
- $2m
- Shares
- 5,412
Held
- Schwab Strategic TRSCHZ
- Share
- 0.9%
- Value
- $2m
- Shares
- 66,485
+11%
- Ishares TRDVY
- Share
- 0.8%
- Value
- $1m
- Shares
- 9,694
+19%
- Vanguard Index FDSVBR
- Share
- 0.8%
- Value
- $1m
- Shares
- 6,709
Held
- Ishares TRIEFA
- Share
- 0.8%
- Value
- $1m
- Shares
- 16,036
-3%
- Innovator Etfs TrustDDFJ
- Share
- 0.8%
- Value
- $1m
- Shares
- 76,750
New
- J P Morgan Exchange Traded FJEPQ
- Share
- 0.8%
- Value
- $1m
- Shares
- 25,931
+34%
- Ishares TRIJR
- Share
- 0.8%
- Value
- $1m
- Shares
- 11,367
+10%
- Vanguard BD Index FDSBND
- Share
- 0.8%
- Value
- $1m
- Shares
- 18,350
+11%
- Ishares TRIWM
- Share
- 0.8%
- Value
- $1m
- Shares
- 5,379
-7%
- IsharesIEMG
- Share
- 0.8%
- Value
- $1m
- Shares
- 18,959
+4%
- Ishares TRPFF
- Share
- 0.7%
- Value
- $1m
- Shares
- 42,769
+4%
- Bank of Amer
- Share
- 0.7%
- Value
- $1m
- Shares
- 1,051
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.7%
- Value
- $1m
- Shares
- 6,471
-3%
- Schwab Strategic TRSCHO
- Share
- 0.7%
- Value
- $1m
- Shares
- 47,559
+11%
- Vanguard Scottsdale FDSVCIT
- Share
- 0.6%
- Value
- $1m
- Shares
- 13,078
Held
- Ishares TRIUSG
- Share
- 0.6%
- Value
- $1m
- Shares
- 6,830
Held
- Invesco Exch TRD SLF IDX FDBSCU
- Share
- 0.6%
- Value
- $1m
- Shares
- 62,253
-3%
- Schwab Strategic TRSCHF
- Share
- 0.6%
- Value
- $1m
- Shares
- 41,819
+3%
- Vanguard Index FDSVNQ
- Share
- 0.6%
- Value
- $1m
- Shares
- 11,666
-19%
- Invesco Exch TRD SLF IDX FDBSCR
- Share
- 0.6%
- Value
- $1m
- Shares
- 51,453
+2%
- Spdr Series TrustSPIB
- Share
- 0.6%
- Value
- $1m
- Shares
- 29,993
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 0.6%
- Value
- $966,484
- Shares
- 17,052
-19%
- Vaneck ETF TrustGDX
- Share
- 0.5%
- Value
- $921,827
- Shares
- 10,045
-25%
- Schwab Strategic TRSCHJ
- Share
- 0.5%
- Value
- $912,180
- Shares
- 36,893
+13%
- Vanguard Scottsdale FDSVONV
- Share
- 0.5%
- Value
- $900,188
- Shares
- 9,603
+38%
- Ishares TRITOT
- Share
- 0.5%
- Value
- $891,355
- Shares
- 6,258
-39%
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- 0.5%
- Value
- $886,735
- Shares
- 43,418
Held
- Ishares TRQUAL
- Share
- 0.5%
- Value
- $850,591
- Shares
- 4,435
Held
- Vanguard Index FDSVBK
- Share
- 0.5%
- Value
- $840,993
- Shares
- 2,782
Held
- Spdr Series TrustSPYV
- Share
- 0.5%
- Value
- $838,240
- Shares
- 14,815
-2%
- Wells Fargo
- Share
- 0.5%
- Value
- $832,114
- Shares
- 720
Held
- Vaneck ETF TrustSMOT
- Share
- 0.5%
- Value
- $812,968
- Shares
- 23,102
+4%
- Invesco Exch TRD SLF IDX FDBSCQ
- Share
- 0.5%
- Value
- $811,163
- Shares
- 41,534
-6%
- Innovator Etfs TrustBALT
- Share
- 0.5%
- Value
- $808,481
- Shares
- 24,159
New
- Select Sector Spdr TRXLV
- Share
- 0.5%
- Value
- $783,308
- Shares
- 5,343
Held
- Spdr Index SHS FDSSPDW
- Share
- 0.4%
- Value
- $772,820
- Shares
- 16,929
+6%
- Spdr Series TrustSPYM
- Share
- 0.4%
- Value
- $764,638
- Shares
- 9,990
Held
- Ishares TRIQLT
- Share
- 0.4%
- Value
- $760,437
- Shares
- 16,449
Held
- Fidelity Covington TrustFTEC
- Share
- 0.4%
- Value
- $760,283
- Shares
- 3,654
+6%
- Ishares TRIWF
- Share
- 0.4%
- Value
- $729,141
- Shares
- 1,710
Held
- Ishares TRIMTM
- Share
- 0.4%
- Value
- $719,827
- Shares
- 14,990
Held
- Invesco Exch TRD SLF IDX FDBSCW
- Share
- 0.4%
- Value
- $701,373
- Shares
- 34,067
Held
- Invesco Exch TRD SLF IDX FDBSCV
- Share
- 0.4%
- Value
- $701,069
- Shares
- 42,592
-4%
- Invesco Exch TRD SLF IDX FDBSCT
- Share
- 0.4%
- Value
- $694,133
- Shares
- 37,198
Held
- Ishares TRIUSV
- Share
- 0.4%
- Value
- $693,984
- Shares
- 6,787
Held
- Ishares TRIJH
- Share
- 0.4%
- Value
- $683,441
- Shares
- 10,121
-21%
- Ishares TRTLTW
- Share
- 0.4%
- Value
- $679,167
- Shares
- 30,025
+106%
- J P Morgan Exchange Traded FJPST
- Share
- 0.4%
- Value
- $657,930
- Shares
- 13,000
-33%
- Vanguard Scottsdale FDSVCSH
- Share
- 0.4%
- Value
- $618,122
- Shares
- 7,798
+10%
- Vanguard Index FDSVTV
- Share
- 0.3%
- Value
- $600,622
- Shares
- 3,061
Held
- Pacer FDS TRCOWZ
- Share
- 0.3%
- Value
- $591,712
- Shares
- 9,458
Held
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $561,173
- Shares
- 1,285
+5%
- Spdr Series TrustBIL
- Share
- 0.3%
- Value
- $558,812
- Shares
- 6,098
-40%
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $545,842
- Shares
- 913
-5%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.3%
- Value
- $544,636
- Shares
- 883
Held
- Ishares TRIVE
- Share
- 0.3%
- Value
- $538,433
- Shares
- 2,550
-6%
- Vanguard Intl Equity Index FVWO
- Share
- 0.3%
- Value
- $528,741
- Shares
- 9,782
+5%
- Vanguard Malvern FDSVTIP
- Share
- 0.3%
- Value
- $525,142
- Shares
- 10,513
+11%
- Ishares TRIUSB
- Share
- 0.3%
- Value
- $509,891
- Shares
- 11,039
Held
- Ishares Silver TRSLV
- Share
- 0.3%
- Value
- $476,299
- Shares
- 6,990
-18%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 11.5% | $20m | 30,527 | Held |
| State STR Spdr S&P 500 ETF TSPY | 3.2% | $5m | 8,431 | Held |
| Spdr Gold TRGLD | 2.3% | $4m | 9,438 | -6% |
| Vanguard Index FDSVTI | 2.3% | $4m | 12,467 | -4% |
| Vanguard Intl Equity Index FVT | 2.1% | $4m | 26,060 | +30% |
| Ishares TREFA | 2.0% | $3m | 36,021 | Held |
| Schwab Strategic TRSCHD | 1.9% | $3m | 109,054 | Held |
| Vanguard Index FDSVB | 1.9% | $3m | 12,684 | Held |
| J P Morgan Exchange Traded FJCPB | 1.7% | $3m | 63,506 | +3% |
| J P Morgan Exchange Traded FHELO | 1.7% | $3m | 45,893 | -3% |
| Vanguard BD Index FDSBSV | 1.7% | $3m | 36,997 | +35% |
| Ishares TRLQD | 1.6% | $3m | 24,979 | +5% |
| Ishares TRGOVT | 1.5% | $3m | 114,631 | Held |
| NvidiaNVDA | 1.3% | $2m | 13,116 | Held |
| Vanguard Whitehall FDSVYM | 1.3% | $2m | 15,182 | Held |
| Vanguard Star FDSVXUS | 1.2% | $2m | 27,627 | +5% |
| Invesco QQQ TRQQQ | 1.1% | $2m | 3,390 | -8% |
| Ishares TRMBB | 1.1% | $2m | 19,458 | Held |
| WalmartWMT | 1.0% | $2m | 14,623 | -6% |
| Amazon.comAMZN | 1.0% | $2m | 8,625 | Held |
| Berkshire HathawayBRK-B | 1.0% | $2m | 3,598 | Held |
| Ishares TRIGSB | 0.9% | $2m | 29,742 | +6% |
| Vanguard Index FDSVO | 0.9% | $2m | 5,412 | Held |
| MicrosoftMSFT | 0.9% | $2m | 4,174 | -8% |
| Schwab Strategic TRSCHZ | 0.9% | $2m | 66,485 | +11% |
| Ishares TRDVY | 0.8% | $1m | 9,694 | +19% |
| Vanguard Index FDSVBR | 0.8% | $1m | 6,709 | Held |
| Ishares TRIEFA | 0.8% | $1m | 16,036 | -3% |
| Innovator Etfs TrustDDFJ | 0.8% | $1m | 76,750 | New |
| J P Morgan Exchange Traded FJEPQ | 0.8% | $1m | 25,931 | +34% |
| Ishares TRIJR | 0.8% | $1m | 11,367 | +10% |
| Vanguard BD Index FDSBND | 0.8% | $1m | 18,350 | +11% |
| Ishares TRIWM | 0.8% | $1m | 5,379 | -7% |
| IsharesIEMG | 0.8% | $1m | 18,959 | +4% |
| Costco WholesaleCOST | 0.8% | $1m | 1,326 | Held |
| Ishares TRPFF | 0.7% | $1m | 42,769 | +4% |
| Bank of Amer | 0.7% | $1m | 1,051 | Held |
| Invesco Exchange Traded FD TRSP | 0.7% | $1m | 6,471 | -3% |
| VisaV | 0.7% | $1m | 4,054 | Held |
| BroadcomAVGO | 0.7% | $1m | 3,829 | -3% |
| Meta PlatformsMETA | 0.7% | $1m | 2,028 | Held |
| Schwab Strategic TRSCHO | 0.7% | $1m | 47,559 | +11% |
| Vanguard Scottsdale FDSVCIT | 0.6% | $1m | 13,078 | Held |
| Ishares TRIUSG | 0.6% | $1m | 6,830 | Held |
| Invesco Exch TRD SLF IDX FDBSCU | 0.6% | $1m | 62,253 | -3% |
| Schwab Strategic TRSCHF | 0.6% | $1m | 41,819 | +3% |
| Vanguard Index FDSVNQ | 0.6% | $1m | 11,666 | -19% |
| Invesco Exch TRD SLF IDX FDBSCR | 0.6% | $1m | 51,453 | +2% |
| Spdr Series TrustSPIB | 0.6% | $1m | 29,993 | Held |
| J P Morgan Exchange Traded FJEPI | 0.6% | $966,484 | 17,052 | -19% |
| AppleAAPL | 0.5% | $950,479 | 3,745 | -2% |
| Vaneck ETF TrustGDX | 0.5% | $921,827 | 10,045 | -25% |
| Schwab Strategic TRSCHJ | 0.5% | $912,180 | 36,893 | +13% |
| Vanguard Scottsdale FDSVONV | 0.5% | $900,188 | 9,603 | +38% |
| Ishares TRITOT | 0.5% | $891,355 | 6,258 | -39% |
| Invesco Exch TRD SLF IDX FDBSCS | 0.5% | $886,735 | 43,418 | Held |
| Home DepotHD | 0.5% | $856,877 | 2,605 | Held |
| Ishares TRQUAL | 0.5% | $850,591 | 4,435 | Held |
| Vanguard Index FDSVBK | 0.5% | $840,993 | 2,782 | Held |
| Spdr Series TrustSPYV | 0.5% | $838,240 | 14,815 | -2% |
| Wells Fargo | 0.5% | $832,114 | 720 | Held |
| Vaneck ETF TrustSMOT | 0.5% | $812,968 | 23,102 | +4% |
| Invesco Exch TRD SLF IDX FDBSCQ | 0.5% | $811,163 | 41,534 | -6% |
| Innovator Etfs TrustBALT | 0.5% | $808,481 | 24,159 | New |
| Select Sector Spdr TRXLV | 0.5% | $783,308 | 5,343 | Held |
| Spdr Index SHS FDSSPDW | 0.4% | $772,820 | 16,929 | +6% |
| ExxonMobil HoldingsXOM | 0.4% | $771,242 | 4,546 | -6% |
| Spdr Series TrustSPYM | 0.4% | $764,638 | 9,990 | Held |
| Ishares TRIQLT | 0.4% | $760,437 | 16,449 | Held |
| Fidelity Covington TrustFTEC | 0.4% | $760,283 | 3,654 | +6% |
| Ishares TRIWF | 0.4% | $729,141 | 1,710 | Held |
| Ishares TRIMTM | 0.4% | $719,827 | 14,990 | Held |
| Invesco Exch TRD SLF IDX FDBSCW | 0.4% | $701,373 | 34,067 | Held |
| Invesco Exch TRD SLF IDX FDBSCV | 0.4% | $701,069 | 42,592 | -4% |
| Invesco Exch TRD SLF IDX FDBSCT | 0.4% | $694,133 | 37,198 | Held |
| Ishares TRIUSV | 0.4% | $693,984 | 6,787 | Held |
| RTXRTX | 0.4% | $693,789 | 3,597 | Held |
| JPMorgan ChaseJPM | 0.4% | $688,760 | 2,341 | -4% |
| Ishares TRIJH | 0.4% | $683,441 | 10,121 | -21% |
| Ishares TRTLTW | 0.4% | $679,167 | 30,025 | +106% |
| AlphabetGOOGL | 0.4% | $667,310 | 2,321 | -5% |
| J P Morgan Exchange Traded FJPST | 0.4% | $657,930 | 13,000 | -33% |
| BlackstoneBX | 0.4% | $627,146 | 5,454 | -11% |
| Vanguard Scottsdale FDSVCSH | 0.4% | $618,122 | 7,798 | +10% |
| ChevronCVX | 0.4% | $611,355 | 2,955 | Held |
| StrykerSYK | 0.4% | $606,773 | 1,847 | Held |
| Vanguard Index FDSVTV | 0.3% | $600,622 | 3,061 | Held |
| Pacer FDS TRCOWZ | 0.3% | $591,712 | 9,458 | Held |
| Johnson & JohnsonJNJ | 0.3% | $569,157 | 2,328 | -15% |
| Vanguard Index FDSVUG | 0.3% | $561,173 | 1,285 | +5% |
| Spdr Series TrustBIL | 0.3% | $558,812 | 6,098 | -40% |
| Vanguard Index FDSVOO | 0.3% | $545,842 | 913 | -5% |
| State STR Spdr S&P Midcap 40MDY | 0.3% | $544,636 | 883 | Held |
| Ishares TRIVE | 0.3% | $538,433 | 2,550 | -6% |
| Vanguard Intl Equity Index FVWO | 0.3% | $528,741 | 9,782 | +5% |
| Vanguard Malvern FDSVTIP | 0.3% | $525,142 | 10,513 | +11% |
| T-Mobile USTMUS | 0.3% | $518,862 | 2,470 | Held |
| Ishares TRIUSB | 0.3% | $509,891 | 11,039 | Held |
| Honeywell InternationalHON | 0.3% | $496,023 | 2,195 | +16% |
| Ishares Silver TRSLV | 0.3% | $476,299 | 6,990 | -18% |
Showing the largest 100 of 175.
Options (1)
- Vanguard Intl Equity Index F
- Type
- Put
- Value
- $1m
- Contracts
- 7,400
| Company | Type | Value | Contracts |
|---|---|---|---|
| Vanguard Intl Equity Index F | Put | $1m | 7,400 |
Over time and by industry
Value over time
Sep '25
Mar '26
Value is up 20.0% since 30 June 2025.
Where the money is
Technology3.8%
Financial services3.8%
Everyday goods2.7%
Industrials1.8%
Media & telecom1.8%
Retail & consumer1.7%
Health care1.5%
Energy1.3%
Real estate0.3%
Materials0.2%
Other81.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.