Coordinated Financial Services, Inc. ETFs

Coordinated Financial Services, Inc.

$128 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVV Ishares Core S&P 500 ETF	$0	$17.5 Billion 13.64% of portfolio	29,699	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$5.53 Billion 4.31% of portfolio	9,435	Q4 2024 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$3 Billion 2.34% of portfolio	130,622	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$2.84 Billion 2.21% of portfolio	11,801	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$2.8 Billion 2.18% of portfolio	102,452	Q4 2024 New
GLD Spdr Gold Trust	$91.1B	$2.35 Billion 1.83% of portfolio	9,694	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$2.33 Billion 1.81% of portfolio	4,550	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$2.16 Billion 1.68% of portfolio	28,540	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$1.98 Billion 1.55% of portfolio	15,533	Q4 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$1.8 Billion 1.4% of portfolio	16,842	Q4 2024 New
MBB Ishares Tr	$0	$1.68 Billion 1.31% of portfolio	18,368	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$1.57 Billion 1.23% of portfolio	26,724	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$1.55 Billion 1.21% of portfolio	26,932	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$1.5 Billion 1.17% of portfolio	24,090	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$1.44 Billion 1.12% of portfolio	6,507	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$1.38 Billion 1.08% of portfolio	10,724	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$1.35 Billion 1.05% of portfolio	5,111	Q4 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$1.32 Billion 1.03% of portfolio	25,473	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$1.28 Billion 1.0% of portfolio	15,921	Q4 2024 New
IEFA Ishares Tr	$0	$1.27 Billion 0.99% of portfolio	18,024	Q4 2024 New
IUSG Ishares Core S&P U.S Growth Et	$0	$1.22 Billion 0.96% of portfolio	8,790	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$1.17 Billion 0.91% of portfolio	13,086	Q4 2024 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$1.13 Billion 0.88% of portfolio	49,640	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$1.06 Billion 0.83% of portfolio	9,202	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$1.02 Billion 0.8% of portfolio	5,162	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$989 Million 0.77% of portfolio	5,645	Q4 2024 New
SPIB Spdr Portfolio Intermediate Te	$0	$935 Million 0.73% of portfolio	28,537	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$913 Million 0.71% of portfolio	5,129	Q4 2024 New
JCPB J P Morgan Exchange Traded Fd	$0	$890 Million 0.69% of portfolio	19,324	Q4 2024 New
XLV Select Sector Spdr Fund Health	$0	$881 Million 0.69% of portfolio	6,403	Q4 2024 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$866 Million 0.68% of portfolio	25,533	Q4 2024 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$808 Million 0.63% of portfolio	14,329	Q4 2024 New
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$783 Million 0.61% of portfolio	40,282	Q4 2024 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$757 Million 0.59% of portfolio	36,647	Q4 2024 New
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$737 Million 0.58% of portfolio	37,853	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$736 Million 0.57% of portfolio	10,230	Q4 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$682 Million 0.53% of portfolio	9,891	Q4 2024 New
IUSV Ishares Core S&P U.S. Value Et	$0	$663 Million 0.52% of portfolio	7,164	Q4 2024 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$631 Million 0.49% of portfolio	6,896	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$625 Million 0.49% of portfolio	33,758	Q4 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$611 Million 0.48% of portfolio	2,182	Q4 2024 New
IEMG Ishares Inc	$0	$610 Million 0.48% of portfolio	11,674	Q4 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$598 Million 0.47% of portfolio	13,235	Q4 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$559 Million 0.44% of portfolio	10,933	Q4 2024 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$558 Million 0.43% of portfolio	9,875	Q4 2024 New
SCHJ Schwab Strategic Tr 1 5 Yr C	$0	$555 Million 0.43% of portfolio	22,774	Q4 2024 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$550 Million 0.43% of portfolio	7,051	Q4 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$542 Million 0.42% of portfolio	2,932	Q4 2024 New
BSCU Invesco Exc Self Ind Tr	$0	$538 Million 0.42% of portfolio	32,839	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$528 Million 0.41% of portfolio	1,315	Q4 2024 New

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