Coordinated Financial Services, Inc./CO
CIK 2022906 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $130.5M
- المراكز
- 137
- حتى تاريخ
- 31 مارس، 2025 البيانات اعتبارًا من Q1 2025
#7809 من 9443 حسب قيمة 13F · أعلى 82.7%
- وزن أكبر 10 مقتنيات
- 33,12%
- وزن أكبر 25 مقتنية
- 52,06%
- المراكز فوق 1%
- 28
- العدد الفعلي للمراكز
- 38,3
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
- مراكز جديدة
- 137
- زيادة
- 0
- انخفض
- 0
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
4,7%
Retail
4,4%
Financial Services
2,7%
Communication Services
1,2%
Energy
1,1%
Industrials
1,1%
Healthcare
0,9%
Financials
0,7%
Telecommunication
0,5%
Real Estate
0,3%
Logistics & Transportation
0,3%
Consumer products
0,2%
أخرى/غير معينة
82,0%
المحفظة الكاملة 137 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| IVV | $16484020 | 12,63% | 29336 | صعود ×1 | |||
| SPY SPY | $5098603 | 3,91% | 9115 | صعود ×1 | |||
| VTI | $3525136 | 2,70% | 12826 | صعود ×1 | |||
| GOVT | $3067455 | 2,35% | 133455 | صعود ×1 | |||
| GLD | $2826365 | 2,17% | 9809 | صعود ×1 | |||
| SCHD | $2821397 | 2,16% | 100908 | صعود ×1 | |||
| VB | $2676223 | 2,05% | 12069 | صعود ×1 | |||
| JCPB | $2301432 | 1,76% | 48925 | صعود ×1 | |||
| EFA | $2270085 | 1,74% | 27775 | صعود ×1 | |||
| HELO | $2159282 | 1,65% | 36181 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $2040072 | 1,56% | 9184 | صعود ×1 | |||
| VYM | $1991474 | 1,53% | 15443 | صعود ×1 | |||
| LQD | $1954387 | 1,50% | 17981 | صعود ×1 | |||
| BRKB | $1880007 | 1,44% | 3530 | صعود ×1 | |||
| MBB iShares MBS ETF | $1759309 | 1,35% | 18760 | صعود ×1 | |||
| VXUS Vanguard Total International Stock ETF | $1670779 | 1,28% | 26905 | صعود ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1668292 | 1,28% | 3558 | صعود ×1 | |||
| JEPI | $1627706 | 1,25% | 28486 | صعود ×1 | |||
| V Visa Inc. | $1557601 | 1,19% | 4444 | صعود ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1538780 | 1,18% | 4099 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1514089 | 1,16% | 7958 | صعود ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1395862 | 1,07% | 26654 | صعود ×1 | |||
| WMT Walmart Inc. - Common Stock | $1391259 | 1,07% | 15848 | صعود ×1 | |||
| IEFA | $1374754 | 1,05% | 18173 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1357158 | 1,04% | 12522 | صعود ×1 | |||
| SCHZ | $1319919 | 1,01% | 56991 | صعود ×1 | |||
| ITOT | $1308529 | 1,00% | 10725 | صعود ×1 | |||
| VO | $1304048 | 1,00% | 5042 | صعود ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1291740 | 0,99% | 15799 | صعود ×1 | |||
| IJH | $1290427 | 0,99% | 22115 | صعود ×1 | |||
| BACPRL | $1279075 | 0,98% | 1036 | صعود ×1 | |||
| VNQ | $1220624 | 0,94% | 13482 | صعود ×1 | |||
| IWM | $1210754 | 0,93% | 6069 | صعود ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1197749 | 0,92% | 1266 | صعود ×1 | |||
| RSP | $1063805 | 0,82% | 6141 | صعود ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $1054942 | 0,81% | 8301 | صعود ×1 | |||
| GDX GDX | $1036989 | 0,79% | 22558 | صعود ×1 | |||
| SPIB | $1010373 | 0,77% | 30396 | صعود ×1 | |||
| VBR | $999672 | 0,77% | 5366 | صعود ×1 | |||
| IJR | $992061 | 0,76% | 9487 | صعود ×1 | |||
| BND Vanguard Total Bond Market ETF | $978233 | 0,75% | 13318 | صعود ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $964918 | 0,74% | 2633 | صعود ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $934437 | 0,72% | 47700 | صعود ×1 | |||
| QUAL | $921816 | 0,71% | 5394 | صعود ×1 | |||
| XLV XLV | $855990 | 0,66% | 5863 | صعود ×1 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $843458 | 0,65% | 16289 | صعود ×1 | |||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $832359 | 0,64% | 42729 | صعود ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $822100 | 0,63% | 1426 | صعود ×1 | |||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $783259 | 0,60% | 47213 | صعود ×1 | |||
| WFCPRL | $770912 | 0,59% | 642 | صعود ×1 | |||
| SCHF | $758763 | 0,58% | 38360 | صعود ×1 | |||
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | $753078 | 0,58% | 36416 | صعود ×1 | |||
| IEMG | $720380 | 0,55% | 13348 | صعود ×1 | |||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $694247 | 0,53% | 34115 | صعود ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $690906 | 0,53% | 2590 | صعود ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $687974 | 0,53% | 4109 | صعود ×1 | |||
| BX Blackstone Inc. Common Stock | $683084 | 0,52% | 4887 | صعود ×1 | |||
| IUSV iShares Core S&P U.S. Value ETF | $679114 | 0,52% | 7358 | صعود ×1 | |||
| SPYV | $678529 | 0,52% | 13286 | صعود ×1 | |||
| JPST | $673379 | 0,52% | 13300 | صعود ×1 | |||
| BSV | $666737 | 0,51% | 8517 | صعود ×1 | |||
| SYK Stryker Corporation Common Stock | $658952 | 0,50% | 1770 | صعود ×1 | |||
| SPYM | $652040 | 0,50% | 9915 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $601199 | 0,46% | 2451 | صعود ×1 | |||
| BIL | $599272 | 0,46% | 6533 | صعود ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $593603 | 0,45% | 12882 | صعود ×1 | |||
| VBK | $570367 | 0,44% | 2265 | صعود ×1 | |||
| SCHJ | $567662 | 0,43% | 23038 | صعود ×1 | |||
| FTEC | $567206 | 0,43% | 3517 | صعود ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $559728 | 0,43% | 7091 | صعود ×1 | |||
| SMOT | $557408 | 0,43% | 16999 | صعود ×1 | |||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $552348 | 0,42% | 27116 | صعود ×1 | |||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $549254 | 0,42% | 33676 | صعود ×1 | |||
| COWZ | $546340 | 0,42% | 9977 | صعود ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $530661 | 0,41% | 4462 | صعود ×1 | |||
| SPDW | $524001 | 0,40% | 14392 | صعود ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $508972 | 0,39% | 16563 | صعود ×1 | |||
| VTV | $495006 | 0,38% | 2866 | صعود ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $491967 | 0,38% | 3181 | صعود ×1 | |||
| RTX RTX Corporation Common Stock | $490767 | 0,38% | 3705 | صعود ×1 | |||
| SCHO | $469762 | 0,36% | 19300 | صعود ×1 | |||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $466416 | 0,36% | 25171 | صعود ×1 | |||
| SPTI | $463139 | 0,35% | 16205 | صعود ×1 | |||
| XLE XLE | $456888 | 0,35% | 4889 | صعود ×1 | |||
| IVE | $449769 | 0,34% | 2360 | صعود ×1 | |||
| PLD Prologis, Inc. Common Stock | $423523 | 0,32% | 3789 | صعود ×1 | |||
| JBND JPMorgan Active Bond ETF | $420186 | 0,32% | 7851 | صعود ×1 | |||
| LQDW | $416155 | 0,32% | 15830 | صعود ×1 | |||
| DSI | $405134 | 0,31% | 3956 | صعود ×1 | |||
| HON Honeywell International Inc. - Common Stock | $398148 | 0,31% | 1880 | صعود ×1 | |||
| CVX Chevron Corporation Common Stock | $398103 | 0,31% | 2380 | صعود ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $396692 | 0,30% | 3607 | صعود ×1 | |||
| IQLT | $395678 | 0,30% | 9969 | صعود ×1 | |||
| IWF | $393533 | 0,30% | 1090 | صعود ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $388055 | 0,30% | 8290 | صعود ×1 | |||
| XLF XLF | $387012 | 0,30% | 7770 | صعود ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $382759 | 0,29% | 701 | صعود ×1 | |||
| JQUA | $372702 | 0,29% | 6600 | صعود ×1 | |||
| VWO | $370333 | 0,28% | 8182 | صعود ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $358931 | 0,28% | 3943 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| IVV | $16484020 | 29336 | 12,63% |
| SPY | $5098603 | 9115 | 3,91% |
| VTI | $3525136 | 12826 | 2,70% |
| GOVT | $3067455 | 133455 | 2,35% |
| GLD | $2826365 | 9809 | 2,17% |
| SCHD | $2821397 | 100908 | 2,16% |
| VB | $2676223 | 12069 | 2,05% |
| JCPB | $2301432 | 48925 | 1,76% |
| EFA | $2270085 | 27775 | 1,74% |
| HELO | $2159282 | 36181 | 1,65% |
| AAPL | $2040072 | 9184 | 1,56% |
| VYM | $1991474 | 15443 | 1,53% |
| LQD | $1954387 | 17981 | 1,50% |
| BRKB | $1880007 | 3530 | 1,44% |
| MBB | $1759309 | 18760 | 1,35% |