Institutional Fund
Coordinated Financial Services, Inc.
Denver, COCIK 20555324 filings on record
Portfolio Value
$173.27M
Q1 2026
Holdings
175
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-0.4%
from $173.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.5%
- Spdr S&P 500 ETF Tr3.2%
- Spdr Gold Tr2.3%
- Vanguard Index Fds2.3%
- Vanguard Intl Equity Index F2.1%
- Ishares Tr2.0%
- Other76.6%
Portfolio Holdings
175 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 30.5K | $19.94M | 11.5% | +334 | Added |
| 2 | Spdr S&P 500 ETF Tr | 8.4K | $5.48M | 3.2% | −101 | Reduced |
| 3 | Spdr Gold Tr | 9.4K | $4.06M | 2.3% | −563 | Reduced |
| 4 | Vanguard Index Fds | 12.5K | $4.00M | 2.3% | −490 | Reduced |
| 5 | Vanguard Intl Equity Index F | 26.1K | $3.60M | 2.1% | +6.0K | Added |
| 6 | Ishares Tr | 36.0K | $3.50M | 2.0% | +603 | Added |
| 7 | Schwab Strategic Tr | 109.1K | $3.35M | 1.9% | −2.2K | Reduced |
| 8 | Vanguard Index Fds | 12.7K | $3.32M | 1.9% | +165 | Added |
| 9 | J P Morgan Exchange Traded F | 63.5K | $2.99M | 1.7% | +1.6K | Added |
| 10 | J P Morgan Exchange Traded F | 45.9K | $2.93M | 1.7% | −1.5K | Reduced |
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