Coordinated Financial Services, Inc./Co ETFs

Coordinated Financial Services, Inc./Co

$131 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VCSH Vanguard Sht Term Corp Bd ETF	$0	$560 Million 0.43% of portfolio	7,091	Q1 2025 Reduced 13.27%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$546 Million 0.42% of portfolio	9,977	Q1 2025 Added 19.14%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$524 Million 0.4% of portfolio	14,392	Q1 2025 Added 0.92%
PFF Ishares Trust Ishares Pfd And	$0	$509 Million 0.39% of portfolio	16,563	Q1 2025 Added 24.59%
VTV Vanguard Value ETF	$0	$495 Million 0.38% of portfolio	2,866	Q1 2025 Added 7.66%
SCHO Schwab Short Term Us Treasury	$0	$470 Million 0.36% of portfolio	19,300	Q1 2025 Added 264.15%
BSCT Invesco Index Fd Tr Bulletshar	$0	$466 Million 0.36% of portfolio	25,171	Q1 2025 New
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$463 Million 0.35% of portfolio	16,205	Q1 2025 Reduced 4.61%
XLE Energy Sector Spdr	$0	$457 Million 0.35% of portfolio	4,889	Q1 2025 Reduced 0.65%
IVE Ishares S&P 500 Value ETF	$0	$450 Million 0.34% of portfolio	2,360	Q1 2025 Added 34.47%
DSI Ishares Msci Kld 400 Social Et	$0	$405 Million 0.31% of portfolio	3,956	Q1 2025 New
IQLT Ishares Msci Intl Quality Fact	$0	$396 Million 0.3% of portfolio	9,969	Q1 2025 Added 11.96%
IWF Ishares Russell 1000 Gr ETF	$0	$394 Million 0.3% of portfolio	1,090	Q1 2025 Reduced 16.48%
XLF Financial Sector Spdr	$0	$387 Million 0.3% of portfolio	7,770	Q1 2025 Reduced 7.28%
JQUA J P Morgan ETF Tr U S Quality	$0	$373 Million 0.29% of portfolio	6,600	Q1 2025 Reduced 17.71%
VWO Vanguard Ftse Emerging Mkts Et	$0	$370 Million 0.28% of portfolio	8,182	Q1 2025 Added 7.57%
TLT Ishares Barclays 20+ Year Trea	$0	$359 Million 0.28% of portfolio	3,943	Q1 2025 Reduced 1.92%
XLK Technology Sector Spdr	$0	$344 Million 0.26% of portfolio	1,665	Q1 2025 Reduced 5.29%
VUG Vanguard Growth ETF	$0	$341 Million 0.26% of portfolio	919	Q1 2025 Reduced 34.22%
VEA Vanguard Ftse Developed Market	$0	$340 Million 0.26% of portfolio	6,694	Q1 2025 Added 13.0%
ITA Ishares Tr	$0	$315 Million 0.24% of portfolio	2,060	Q1 2025 Reduced 15.26%
SLV I Shares Silver Trust	$17.3B	$294 Million 0.23% of portfolio	9,500	Q1 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$291 Million 0.22% of portfolio	545	Q1 2025 Reduced 7.63%
SPSM Spdr Portfolio S&P 600 Small C	$0	$290 Million 0.22% of portfolio	7,127	Q1 2025 Added 1.24%
SCHG Schwab Strategic Tr Us Large C	$0	$286 Million 0.22% of portfolio	11,421	Q1 2025 Added 267.94%
SUB Ishares Short Term National Mu	$0	$279 Million 0.21% of portfolio	2,644	Q1 2025 Added 1.65%
SPYG Spdr Portfolio	$0	$270 Million 0.21% of portfolio	3,354	Q1 2025 Reduced 32.97%
FHLC Fidelity Covington Tr Msci Hea	$0	$267 Million 0.2% of portfolio	3,908	Q1 2025 Added 19.0%
VFH Vanguard Financial ETF	$0	$267 Million 0.2% of portfolio	2,232	Q1 2025 Added 2.48%
VEU Vanguard Ftse All World Ex Us	$0	$226 Million 0.17% of portfolio	3,723	Q1 2025 Reduced 2.56%
SPYD Spdr Portfolio S&P 500 High Di	$0	$220 Million 0.17% of portfolio	4,968	Q1 2025 New
VONV Vanguard Russell 1000 Value Et	$0	$215 Million 0.16% of portfolio	2,603	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$204 Million 0.16% of portfolio	8,703	Q1 2025 New
IWD Ishares Russell 1000 Val ETF	$0	$202 Million 0.16% of portfolio	1,076	Q1 2025 New
VCR Vanguard Consumer Discretionar	$0	$201 Million 0.15% of portfolio	618	Q1 2025 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$127 Million 0.1% of portfolio	11,334	Q1 2025 Reduced 13.99%

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