Coordinated Financial Services, Inc./CO
CIK 2022906 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $130.5M
- पोजीशन
- 137
- तिथि अनुसार
- 31 मार्च 2025 Q1 2025 के अनुसार डेटा
13F मूल्य के अनुसार 9443 में से #7809 · शीर्ष 82.7%
- शीर्ष 10 होल्डिंग्स का भार
- 33.12%
- शीर्ष 25 होल्डिंग्स का भार
- 52.06%
- 1% से ऊपर की स्थितियाँ
- 28
- स्थितियों की प्रभावी संख्या
- 38.3
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
- नई स्थितियाँ
- 137
- बढ़ाया
- 0
- घटा हुआ
- 0
- बंद
- 0
इस पृष्ठ पर
क्षेत्रवार विवरण
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%
अन्य/अनमैप्ड
82.0%
पूर्ण पोर्टफोलियो 137 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| IVV | $16484020 | 12.63% | 29336 | ऊपर ×1 | |||
| SPY SPY | $5098603 | 3.91% | 9115 | ऊपर ×1 | |||
| VTI | $3525136 | 2.70% | 12826 | ऊपर ×1 | |||
| GOVT | $3067455 | 2.35% | 133455 | ऊपर ×1 | |||
| GLD | $2826365 | 2.17% | 9809 | ऊपर ×1 | |||
| SCHD | $2821397 | 2.16% | 100908 | ऊपर ×1 | |||
| VB | $2676223 | 2.05% | 12069 | ऊपर ×1 | |||
| JCPB | $2301432 | 1.76% | 48925 | ऊपर ×1 | |||
| EFA | $2270085 | 1.74% | 27775 | ऊपर ×1 | |||
| HELO | $2159282 | 1.65% | 36181 | ऊपर ×1 | |||
| AAPL Apple Inc. - Common Stock | $2040072 | 1.56% | 9184 | ऊपर ×1 | |||
| VYM | $1991474 | 1.53% | 15443 | ऊपर ×1 | |||
| LQD | $1954387 | 1.50% | 17981 | ऊपर ×1 | |||
| BRKB | $1880007 | 1.44% | 3530 | ऊपर ×1 | |||
| MBB iShares MBS ETF | $1759309 | 1.35% | 18760 | ऊपर ×1 | |||
| VXUS Vanguard Total International Stock ETF | $1670779 | 1.28% | 26905 | ऊपर ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1668292 | 1.28% | 3558 | ऊपर ×1 | |||
| JEPI | $1627706 | 1.25% | 28486 | ऊपर ×1 | |||
| V Visa Inc. | $1557601 | 1.19% | 4444 | ऊपर ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1538780 | 1.18% | 4099 | ऊपर ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1514089 | 1.16% | 7958 | ऊपर ×1 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1395862 | 1.07% | 26654 | ऊपर ×1 | |||
| WMT Walmart Inc. - Common Stock | $1391259 | 1.07% | 15848 | ऊपर ×1 | |||
| IEFA | $1374754 | 1.05% | 18173 | ऊपर ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $1357158 | 1.04% | 12522 | ऊपर ×1 | |||
| SCHZ | $1319919 | 1.01% | 56991 | ऊपर ×1 | |||
| ITOT | $1308529 | 1.00% | 10725 | ऊपर ×1 | |||
| VO | $1304048 | 1.00% | 5042 | ऊपर ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1291740 | 0.99% | 15799 | ऊपर ×1 | |||
| IJH | $1290427 | 0.99% | 22115 | ऊपर ×1 | |||
| BACPRL | $1279075 | 0.98% | 1036 | ऊपर ×1 | |||
| VNQ | $1220624 | 0.94% | 13482 | ऊपर ×1 | |||
| IWM | $1210754 | 0.93% | 6069 | ऊपर ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1197749 | 0.92% | 1266 | ऊपर ×1 | |||
| RSP | $1063805 | 0.82% | 6141 | ऊपर ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $1054942 | 0.81% | 8301 | ऊपर ×1 | |||
| GDX GDX | $1036989 | 0.79% | 22558 | ऊपर ×1 | |||
| SPIB | $1010373 | 0.77% | 30396 | ऊपर ×1 | |||
| VBR | $999672 | 0.77% | 5366 | ऊपर ×1 | |||
| IJR | $992061 | 0.76% | 9487 | ऊपर ×1 | |||
| BND Vanguard Total Bond Market ETF | $978233 | 0.75% | 13318 | ऊपर ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $964918 | 0.74% | 2633 | ऊपर ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $934437 | 0.72% | 47700 | ऊपर ×1 | |||
| QUAL | $921816 | 0.71% | 5394 | ऊपर ×1 | |||
| XLV XLV | $855990 | 0.66% | 5863 | ऊपर ×1 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $843458 | 0.65% | 16289 | ऊपर ×1 | |||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $832359 | 0.64% | 42729 | ऊपर ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $822100 | 0.63% | 1426 | ऊपर ×1 | |||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $783259 | 0.60% | 47213 | ऊपर ×1 | |||
| WFCPRL | $770912 | 0.59% | 642 | ऊपर ×1 | |||
| SCHF | $758763 | 0.58% | 38360 | ऊपर ×1 | |||
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | $753078 | 0.58% | 36416 | ऊपर ×1 | |||
| IEMG | $720380 | 0.55% | 13348 | ऊपर ×1 | |||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $694247 | 0.53% | 34115 | ऊपर ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $690906 | 0.53% | 2590 | ऊपर ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $687974 | 0.53% | 4109 | ऊपर ×1 | |||
| BX Blackstone Inc. Common Stock | $683084 | 0.52% | 4887 | ऊपर ×1 | |||
| IUSV iShares Core S&P U.S. Value ETF | $679114 | 0.52% | 7358 | ऊपर ×1 | |||
| SPYV | $678529 | 0.52% | 13286 | ऊपर ×1 | |||
| JPST | $673379 | 0.52% | 13300 | ऊपर ×1 | |||
| BSV | $666737 | 0.51% | 8517 | ऊपर ×1 | |||
| SYK Stryker Corporation Common Stock | $658952 | 0.50% | 1770 | ऊपर ×1 | |||
| SPYM | $652040 | 0.50% | 9915 | ऊपर ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $601199 | 0.46% | 2451 | ऊपर ×1 | |||
| BIL | $599272 | 0.46% | 6533 | ऊपर ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $593603 | 0.45% | 12882 | ऊपर ×1 | |||
| VBK | $570367 | 0.44% | 2265 | ऊपर ×1 | |||
| SCHJ | $567662 | 0.43% | 23038 | ऊपर ×1 | |||
| FTEC | $567206 | 0.43% | 3517 | ऊपर ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $559728 | 0.43% | 7091 | ऊपर ×1 | |||
| SMOT | $557408 | 0.43% | 16999 | ऊपर ×1 | |||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $552348 | 0.42% | 27116 | ऊपर ×1 | |||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $549254 | 0.42% | 33676 | ऊपर ×1 | |||
| COWZ | $546340 | 0.42% | 9977 | ऊपर ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $530661 | 0.41% | 4462 | ऊपर ×1 | |||
| SPDW | $524001 | 0.40% | 14392 | ऊपर ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $508972 | 0.39% | 16563 | ऊपर ×1 | |||
| VTV | $495006 | 0.38% | 2866 | ऊपर ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $491967 | 0.38% | 3181 | ऊपर ×1 | |||
| RTX RTX Corporation Common Stock | $490767 | 0.38% | 3705 | ऊपर ×1 | |||
| SCHO | $469762 | 0.36% | 19300 | ऊपर ×1 | |||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $466416 | 0.36% | 25171 | ऊपर ×1 | |||
| SPTI | $463139 | 0.35% | 16205 | ऊपर ×1 | |||
| XLE XLE | $456888 | 0.35% | 4889 | ऊपर ×1 | |||
| IVE | $449769 | 0.34% | 2360 | ऊपर ×1 | |||
| PLD Prologis, Inc. Common Stock | $423523 | 0.32% | 3789 | ऊपर ×1 | |||
| JBND JPMorgan Active Bond ETF | $420186 | 0.32% | 7851 | ऊपर ×1 | |||
| LQDW | $416155 | 0.32% | 15830 | ऊपर ×1 | |||
| DSI | $405134 | 0.31% | 3956 | ऊपर ×1 | |||
| HON Honeywell International Inc. - Common Stock | $398148 | 0.31% | 1880 | ऊपर ×1 | |||
| CVX Chevron Corporation Common Stock | $398103 | 0.31% | 2380 | ऊपर ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $396692 | 0.30% | 3607 | ऊपर ×1 | |||
| IQLT | $395678 | 0.30% | 9969 | ऊपर ×1 | |||
| IWF | $393533 | 0.30% | 1090 | ऊपर ×1 | |||
| IBIT iShares Bitcoin Trust ETF | $388055 | 0.30% | 8290 | ऊपर ×1 | |||
| XLF XLF | $387012 | 0.30% | 7770 | ऊपर ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $382759 | 0.29% | 701 | ऊपर ×1 | |||
| JQUA | $372702 | 0.29% | 6600 | ऊपर ×1 | |||
| VWO | $370333 | 0.28% | 8182 | ऊपर ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $358931 | 0.28% | 3943 | ऊपर ×1 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| 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% |