StockDriftsStockDriftsTop 50 Coordinated Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.51% | 30.5K | $19.9M | +1.11%(+334) | $588.46(+26.73%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.16% | 8.4K | $5.5M | -1.18%(-101) | $579.92(+28.00%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.34% | 9.4K | $4.1M | -5.63%(-563) | $245.00(+75.71%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.31% | 12.5K | $4.0M | -3.78%(-490) | $286.57(+27.27%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.08% | 26.1K | $3.6M | +29.78%(+5.98K) | $132.08(+17.66%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.02% | 36.0K | $3.5M | +1.70%(+603) | $81.60(+27.24%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.93% | 109.1K | $3.3M | -1.93%(-2.15K) | $27.71(+14.57%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 1.92% | 12.7K | $3.3M | +1.32%(+165) | $239.16(+19.45%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 1.73% | 63.5K | $3.0M | +2.51%(+1.55K) | $47.10(-0.71%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 1.69% | 45.9K | $2.9M | -3.24%(-1.54K) | $61.85(+9.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.11% | +19.47% |
| Top 20 Holdings Unweighted | +5.36% | +16.97% |
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