Coordinated Financial Services, Inc./CO - Portfolio overview

Coordinated Financial Services, Inc./CO has 137 reported holdings in this dataset, with the latest filing dated 2025-05-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.63%
2. SPY - SPDR S&P 500 ETF TR, 3.91%
3. VTI - VANGUARD INDEX FDS, 2.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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