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
VUG Vanguard Growth ETF	$0	$522 Million 0.41% of portfolio	1,273	Q4 2024 New
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$499 Million 0.39% of portfolio	24,800	Q4 2024 New
VTV Vanguard Value ETF	$0	$498 Million 0.39% of portfolio	2,939	Q4 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$491 Million 0.38% of portfolio	14,392	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$486 Million 0.38% of portfolio	6,286	Q4 2024 New
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$474 Million 0.37% of portfolio	16,988	Q4 2024 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$473 Million 0.37% of portfolio	9,400	Q4 2024 New
SPYG Spdr Portfolio	$0	$438 Million 0.34% of portfolio	4,979	Q4 2024 New
DSI Ishares Msci Kld 400 Social Et	$0	$436 Million 0.34% of portfolio	3,956	Q4 2024 New
JQUA J P Morgan ETF Tr U S Quality	$0	$412 Million 0.32% of portfolio	7,200	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$407 Million 0.32% of portfolio	2,133	Q4 2024 New
XLF Financial Sector Spdr	$0	$404 Million 0.32% of portfolio	8,359	Q4 2024 New
IQLT Ishares Msci Intl Quality Fact	$0	$403 Million 0.31% of portfolio	10,869	Q4 2024 New
XLK Technology Sector Spdr	$0	$396 Million 0.31% of portfolio	1,705	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$396 Million 0.31% of portfolio	14,221	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$380 Million 0.3% of portfolio	4,348	Q4 2024 New
SCHO Schwab Short Term Us Treasury	$0	$365 Million 0.28% of portfolio	15,170	Q4 2024 New
ITA Ishares Tr	$0	$365 Million 0.28% of portfolio	2,511	Q4 2024 New
XLE Energy Sector Spdr	$0	$357 Million 0.28% of portfolio	4,171	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$342 Million 0.27% of portfolio	7,776	Q4 2024 New
PFF Ishares Trust Ishares Pfd And	$0	$332 Million 0.26% of portfolio	10,575	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$319 Million 0.25% of portfolio	7,104	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$319 Million 0.25% of portfolio	560	Q4 2024 New
BSCT Invesco Index Fd Tr Bulletshar	$0	$309 Million 0.24% of portfolio	16,870	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$296 Million 0.23% of portfolio	6,184	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$278 Million 0.22% of portfolio	2,634	Q4 2024 New
XLC Select Sector Spdr Tr Communic	$0	$270 Million 0.21% of portfolio	2,786	Q4 2024 New
VFH Vanguard Financial ETF	$0	$256 Million 0.2% of portfolio	2,169	Q4 2024 New
SLV I Shares Silver Trust	$15.2B	$250 Million 0.2% of portfolio	9,500	Q4 2024 New
VCR Vanguard Consumer Discretionar	$0	$228 Million 0.18% of portfolio	607	Q4 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$219 Million 0.17% of portfolio	3,823	Q4 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$218 Million 0.17% of portfolio	3,334	Q4 2024 New
PSFF Pacer Fds Tr Swan Sos Fd Of Fd	$0	$217 Million 0.17% of portfolio	7,405	Q4 2024 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$215 Million 0.17% of portfolio	4,966	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$214 Million 0.17% of portfolio	8,286	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$210 Million 0.16% of portfolio	2,071	Q4 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$129 Million 0.1% of portfolio	11,201	Q4 2024 New

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