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Cody Hooten

Coordinated Financial Services, Inc.

Assets Managed
$174.289M
Holdings
176
Last Quarter
2026 - Q1
Filed Date
26d ago
Growth Rate
0.24%(2Q avg: 5.87%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Coordinated Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 176 positions.

Assets under management

The assets under management (AUM) of Coordinated Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 174.289M in assets, with a quarterly growth rate of 0.24% and a 2-quarter average growth rate of 5.87%. The portfolio is managed by Cody Hooten, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.11%
11.45%
$19.941M
30,527 shares@ $653.22 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.18%
3.15%
$5.483M
8,431 shares@ $650.34 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -5.62%
2.34%
$4.061M
9,438 shares@ $430.29 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -3.78%
2.3%
$4M
12,467 shares@ $320.83 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 29.79%
2.07%
$3.605M
26,060 shares@ $138.32 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 1.71%
2.01%
$3.499M
36,021 shares@ $97.13 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -1.93%
1.92%
$3.346M
109,054 shares@ $30.69 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.32%
1.91%
$3.322M
12,684 shares@ $261.92 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 2.51%
1.72%
$2.99M
63,506 shares@ $47.08 avg price
HELO
Jpmorgan Hedged Equity Etf
Recent Activity
Decreased -3.24%
1.69%
$2.933M
45,893 shares@ $63.91 avg price

1-10 of 176