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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002055532

Coordinated Financial Services, Inc.

DENVER, CO · File #028-24812

Latest AUM
$185.3M
Positions
127
Top-10 Concentration
46.6%
Filings
4

Sector Allocation

Financials
7.7%$13.4M
Technology
4.2%$7.4M
Healthcare
1.6%$2.9M
Industrials
0.9%$1.6M
Energy
0.9%$1.5M
Materials
0.4%$762,202
Real Estate
0.1%$161,457

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428720030,193$20.7M18.04%
2SPDR S&P 500 ETF TRSPY8,508$5.8M5.06%
3VANGUARD INDEX FDS92290876912,957$4.3M3.79%
4SPDR GOLD TRGLD10,001$4.0M3.46%
5ISHARES TR46428746535,418$3.4M2.97%
6VANGUARD INDEX FDS92290875112,519$3.2M2.82%
7J P MORGAN EXCHANGE TRADED F46654Q72447,430$3.2M2.75%
8SCHWAB STRATEGIC TR808524797111,205$3.1M2.66%
9J P MORGAN EXCHANGE TRADED F46641Q67061,954$2.9M2.56%
10VANGUARD INTL EQUITY INDEX F92204274220,080$2.8M2.47%
11ISHARES TR46428724223,740$2.6M2.28%
12ISHARES TR46429B267112,540$2.6M2.26%
13NVIDIA CORPORATIONNVDA13,368$2.5M2.17%
14INVESCO QQQ TRIVZ3,657$2.2M1.96%
15MICROSOFT CORPMSFT4,539$2.2M1.91%
16VANGUARD WHITEHALL FDS92194640615,288$2.2M1.91%
17VANGUARD BD INDEX FDS92193782727,434$2.2M1.89%
18VANGUARD STAR FDS92190976826,425$2.0M1.74%
19AMAZON COM INCAMZN8,464$2.0M1.70%
20BERKSHIRE HATHAWAY INC DELBRK-A3,633$1.8M1.59%