Coordinated Services, co 13F annual report
Coordinated Services, co is an investment fund managing more than $114 billion ran by Lindsay Rider. There are currently 68 companies in Mrs. Rider’s portfolio. The largest investments include Ishares Tr and Spdr S&p 500 Etf Tr, together worth $43.2 billion.
$114 billion Assets Under Management (AUM)
As of 15th July 2024, Coordinated Services, co’s top holding is 323,158 shares of Ishares Tr currently worth over $37.6 billion and making up 33.0% of the portfolio value.
In addition, the fund holds 10,341 shares of Spdr S&p 500 Etf Tr worth $5.63 billion.
The third-largest holding is Vanguard Index Fds worth $10.8 billion and the next is Schwab Strategic Tr worth $4.84 billion, with 81,293 shares owned.
Currently, Coordinated Services, co's portfolio is worth at least $114 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Coordinated Services, co
The Coordinated Services, co office and employees reside in Denver, Colorado. According to the last 13-F report filed with the SEC, Lindsay Rider serves as the Compliance Consultant at Coordinated Services, co.
Recent trades
In the most recent 13F filing, Coordinated Services, co revealed that it had opened a new position in
Schwab Strategic Tr and bought 5,300 shares worth $255 million.
The investment fund also strengthened its position in Ishares Tr by buying
36,062 additional shares.
This makes their stake in Ishares Tr total 323,158 shares worth $37.6 billion.
On the other hand, there are companies that Coordinated Services, co is getting rid of from its portfolio.
Coordinated Services, co closed its position in Unitedhealth Inc on 22nd July 2024.
It sold the previously owned 571 shares for $283 million.
Lindsay Rider also disclosed a decreased stake in Spdr S&p 500 Etf Tr by approximately 0.1%.
This leaves the value of the investment at $5.63 billion and 10,341 shares.
One of the smallest hedge funds
The two most similar investment funds to Coordinated Services, co are Plan and Copperleaf Capital. They manage $114 billion and $114 billion respectively.
Lindsay Rider investment strategy
Coordinated Services, co’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 5.4% of
the total portfolio value.
The fund focuses on investments in the United States as
42.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
38% of the total holdings value.
On the other hand, small-cap stocks make up only 5.9% of the portfolio.
The average market cap of the portfolio companies is close to $343 billion.
The complete list of Coordinated Services, co trades based on 13F SEC filings
These positions were updated on July 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
12.56%
323,158
|
$37,569,623,000 | 32.97% |
| Spdr S&p 500 Etf Tr |
2.68%
10,341
|
$5,627,583,000 | 4.94% |
| Vanguard Index Fds |
2.69%
53,576
|
$10,765,757,000 | 9.45% |
| Schwab Strategic Tr |
0.83%
81,293
|
$4,839,896,000 | 4.25% |
| Spdr Gold Tr |
0.08%
9,683
|
$2,081,942,000 | 1.83% |
| Apple Inc |
2.96%
9,572
|
$2,016,114,000 | 1.77% |
| Microsoft Corporation |
2.42%
4,266
|
$1,906,679,000 | 1.67% |
| Vanguard Bd Index Fds |
24.42%
28,809
|
$2,091,792,000 | 1.84% |
| Vanguard Whitehall Fds |
2.29%
15,080
|
$1,788,480,000 | 1.57% |
| NVIDIA Corp |
1,045.67%
13,771
|
$1,701,289,000 | 1.49% |
| Vanguard Star Fds |
0.97%
26,342
|
$1,588,415,000 | 1.39% |
| Amazon.com Inc. |
2.38%
8,205
|
$1,585,616,000 | 1.39% |
| Berkshire Hathaway Inc. |
No change
3,660
|
$1,488,888,000 | 1.31% |
| J P Morgan Exchange Traded F |
14.67%
38,317
|
$2,134,486,000 | 1.87% |
| Vanguard Scottsdale Fds |
5.04%
25,149
|
$1,988,482,000 | 1.75% |
| Visa Inc |
2.08%
4,523
|
$1,187,051,000 | 1.04% |
| Costco Whsl Corp New |
0.07%
1,370
|
$1,164,236,000 | 1.02% |
| Walmart Inc |
1.72%
15,808
|
$1,070,327,000 | 0.94% |
| Bank America Corp |
7.66%
857
|
$1,025,399,000 | 0.90% |
| Home Depot, Inc. |
0.41%
2,664
|
$917,187,000 | 0.80% |
| Select Sector Spdr Tr |
3.08%
24,010
|
$2,321,927,000 | 2.04% |
| VanEck ETF Trust |
6.56%
51,669
|
$1,537,676,000 | 1.35% |
| Invesco Exchange Traded Fd T |
4.36%
4,785
|
$786,080,000 | 0.69% |
| Invesco Exch Trd Slf Idx Fd |
18.46%
225,530
|
$4,315,421,000 | 3.79% |
| Meta Platforms Inc |
30.53%
1,488
|
$750,073,000 | 0.66% |
| Broadcom Inc. |
0.22%
446
|
$715,476,000 | 0.63% |
| T-Mobile US Inc |
0.21%
3,733
|
$657,627,000 | 0.58% |
| Spdr Ser Tr |
12.42%
72,561
|
$3,474,674,000 | 3.05% |
| Ishares Inc |
4.32%
11,810
|
$632,192,000 | 0.55% |
| Wells Fargo Co New |
2.41%
510
|
$605,888,000 | 0.53% |
| JPMorgan Chase & Co. |
10.97%
2,970
|
$600,666,000 | 0.53% |
| Alphabet Inc |
6.22%
4,505
|
$822,187,000 | 0.72% |
| Blackstone Inc |
1.78%
4,754
|
$588,592,000 | 0.52% |
| Stryker Corp. |
3.13%
1,712
|
$582,658,000 | 0.51% |
| RTX Corp |
3.15%
5,567
|
$558,877,000 | 0.49% |
| Fidelity Covington Trust |
6.63%
6,393
|
$758,498,000 | 0.67% |
| Spdr Index Shs Fds |
1.16%
14,261
|
$500,265,000 | 0.44% |
| Exxon Mobil Corp. |
21.86%
4,281
|
$492,803,000 | 0.43% |
| Pacer Fds Tr |
8.07%
18,069
|
$725,713,000 | 0.64% |
| Chevron Corp. |
0.26%
2,708
|
$423,660,000 | 0.37% |
| Apollo Global Mgmt Inc |
2.59%
3,531
|
$416,953,000 | 0.37% |
| Prologis Inc |
1.23%
3,711
|
$416,739,000 | 0.37% |
| Schwab Charles Corp |
1.86%
5,008
|
$369,063,000 | 0.32% |
| Vanguard Intl Equity Index F |
0.41%
11,427
|
$556,893,000 | 0.49% |
| Spdr S&p Midcap 400 Etf Tr |
No change
590
|
$315,463,000 | 0.28% |
| Waste Mgmt Inc Del |
0.14%
1,439
|
$307,025,000 | 0.27% |
| Vanguard Tax-managed Fds |
1.89%
5,924
|
$292,754,000 | 0.26% |
| Oracle Corp. |
4.60%
2,052
|
$289,767,000 | 0.25% |
| Lockheed Martin Corp. |
0.49%
611
|
$285,174,000 | 0.25% |
| Unitedhealth Group Inc |
Closed
571
|
$282,593,000 | |
| Grayscale Bitcoin Tr Btc |
Closed
4,400
|
$277,948,000 | |
| Eli Lilly & Co |
18.58%
298
|
$269,387,000 | 0.24% |
| Tjx Cos Inc New |
0.34%
2,371
|
$261,032,000 | 0.23% |
| Schwab Strategic Tr |
Opened
5,300
|
$255,089,000 | 0.22% |
| United Parcel Service, Inc. |
3.47%
1,849
|
$253,089,000 | 0.22% |
| Ishares Silver Tr |
No change
9,500
|
$252,415,000 | 0.22% |
| Kenvue Inc |
0.02%
13,547
|
$246,284,000 | 0.22% |
| AMGEN Inc. |
20.78%
755
|
$235,853,000 | 0.21% |
| Select Sector Spdr Tr |
Closed
1,861
|
$234,412,000 | |
| Blackrock Science & Technolo |
3.01%
6,165
|
$232,190,000 | 0.20% |
| Kroger Co. |
0.55%
4,553
|
$227,349,000 | 0.20% |
| Ishares Bitcoin Tr |
Opened
6,650
|
$227,031,000 | 0.20% |
| Honeywell International Inc |
9.55%
1,061
|
$226,575,000 | 0.20% |
| Ishares Tr |
Opened
2,443
|
$226,075,000 | 0.20% |
| Goldman Sachs Group, Inc. |
Opened
489
|
$221,079,000 | 0.19% |
| Caterpillar Inc. |
No change
657
|
$218,961,000 | 0.19% |
| Vanguard World Fd |
11.71%
2,178
|
$217,549,000 | 0.19% |
| Coca-Cola Co |
0.38%
3,402
|
$216,511,000 | 0.19% |
| Boeing Co. |
Closed
1,060
|
$204,569,000 | |
| Global X Fds |
No change
6,912
|
$204,456,000 | 0.18% |
| Vanguard World Fd |
Closed
641
|
$203,584,000 | |
| Schwab Strategic Tr |
Closed
4,101
|
$201,952,000 | |
| Spdr Ser Tr |
Closed
4,958
|
$201,853,000 | |
| SoFi Technologies, Inc. |
No change
23,900
|
$157,979,000 | 0.14% |
| Invesco Exch Traded Fd Tr Ii |
0.09%
13,177
|
$152,192,000 | 0.13% |
| No transactions found | |||
| Showing first 500 out of 75 holdings | |||
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