Coordinated Financial Services, Inc./Co ETFs

Coordinated Financial Services, Inc./Co

$117 Billion
Q2 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$456 Million 0.39% of portfolio	8,374	Q2 2024 Added 8.42%
XLE Energy Sector Spdr	$0	$449 Million 0.38% of portfolio	4,921	Q2 2024 Reduced 13.64%
VTV Vanguard Value ETF	$0	$427 Million 0.37% of portfolio	2,662	Q2 2024 Reduced 3.69%
JQUA J P Morgan ETF Tr U S Quality	$0	$425 Million 0.36% of portfolio	8,020	Q2 2024 Reduced 5.84%
PFF Ishares Trust Ishares Pfd And	$0	$419 Million 0.36% of portfolio	13,294	Q2 2024 Reduced 2.52%
BSCU Invesco Exc Self Ind Tr	$0	$412 Million 0.35% of portfolio	25,338	Q2 2024 Added 110.47%
SPYG Spdr Portfolio	$0	$401 Million 0.34% of portfolio	5,004	Q2 2024 Added 44.75%
TIP Ishares Tr Tips Bd ETF	$0	$400 Million 0.34% of portfolio	3,742	Q2 2024 Reduced 6.5%
XLK Technology Sector Spdr	$0	$398 Million 0.34% of portfolio	1,758	Q2 2024 Added 25.57%
TLT Ishares Barclays 20+ Year Trea	$0	$369 Million 0.32% of portfolio	4,020	Q2 2024 Added 13.69%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$349 Million 0.3% of portfolio	6,287	Q2 2024 Added 34.74%
IQLT Ishares Msci Intl Quality Fact	$0	$348 Million 0.3% of portfolio	8,904	Q2 2024 Added 11.7%
XLF Financial Sector Spdr	$0	$345 Million 0.29% of portfolio	8,380	Q2 2024 Added 0.05%
VWO Vanguard Ftse Emerging Mkts Et	$0	$333 Million 0.28% of portfolio	7,606	Q2 2024 Added 0.61%
ITA Ishares Tr	$0	$321 Million 0.27% of portfolio	2,431	Q2 2024 Added 0.08%
IVE Ishares S&P 500 Value ETF	$0	$319 Million 0.27% of portfolio	1,755	Q2 2024 Added 0.34%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$315 Million 0.27% of portfolio	590	Q1 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$313 Million 0.27% of portfolio	3,104	Q2 2024 Reduced 7.01%
VEA Vanguard Ftse Developed Market	$0	$293 Million 0.25% of portfolio	5,924	Q2 2024 Added 1.89%
SPSM Spdr Portfolio S&P 600 Small C	$0	$292 Million 0.25% of portfolio	7,040	Q2 2024 Added 0.43%
SCHJ Schwab Strategic Tr 1 5 Yr C	$0	$281 Million 0.24% of portfolio	5,820	Q2 2024 Added 17.39%
SUB Ishares Short Term National Mu	$0	$272 Million 0.23% of portfolio	2,601	Q2 2024 Added 24.51%
PSFF Pacer Fds Tr Swan Sos Fd Of Fd	$0	$269 Million 0.23% of portfolio	9,695	Q2 2024 Added 7.78%
BSV Vanguard Bd Index Fd Inc Short	$0	$266 Million 0.23% of portfolio	3,467	Q2 2024 Added 0.23%
SCHO Schwab Short Term Us Treasury	$0	$255 Million 0.22% of portfolio	5,300	Q2 2024 New
SLV I Shares Silver Trust	$14.1B	$252 Million 0.22% of portfolio	9,500	Q1 2024 New
XLC Select Sector Spdr Tr Communic	$0	$247 Million 0.21% of portfolio	2,886	Q1 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$226 Million 0.19% of portfolio	2,443	Q2 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$225 Million 0.19% of portfolio	3,284	Q2 2024 Reduced 4.28%
VEU Vanguard Ftse All World Ex Us	$0	$224 Million 0.19% of portfolio	3,821	Q2 2024 Added 0.03%
VFH Vanguard Financial ETF	$0	$218 Million 0.19% of portfolio	2,178	Q2 2024 Reduced 11.71%
BUG Global X Fds Cybersecurity ETF	$0	$204 Million 0.18% of portfolio	6,912	Q1 2024 New
PFXF Vaneck ETF Tr Preferred Securi	$0	$192 Million 0.16% of portfolio	11,083	Q2 2024 Added 1.61%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$152 Million 0.13% of portfolio	13,177	Q2 2024 Added 0.09%

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