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Choreo, Llc

Portfolio Manager
Choreo, Llc
Performance
+1.85% (2025 Q4)
AUM (13F)
$8.15B
# of Holdings
1613
Performance Rank
Allocation (Top 20)
42.12%

Choreo, Llc Holdings Map

Top 50 Choreo, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
5.58%1.04M$454.3M
+2.36%(+23.93K)
2025-Q1: 1.02M shares2025-Q2: 1.02M shares2025-Q3: 1.02M shares2025-Q4: 1.02M shares2026-Q1: 1.04M shares
$34.93(+153.34%)
2026-03-31
VTV
VANGUARD INDEX FDS
5.24%2.18M$427.1M
+2.78%(+58.94K)
2025-Q1: 2.14M shares2025-Q2: 2.11M shares2025-Q3: 2.09M shares2025-Q4: 2.12M shares2026-Q1: 2.18M shares
$128.56(+62.57%)
2026-03-31
IWF
ISHARES TR
3.41%651.9K$278.0M
+1.21%(+7.77K)
2025-Q1: 654.7K shares2025-Q2: 658.3K shares2025-Q3: 640.8K shares2025-Q4: 644.2K shares2026-Q1: 651.9K shares
$253.92(-50.42%)
2026-03-31
AAPL
APPLE INC
2.87%921.0K$233.7M
+1.07%(+9.79K)
2025-Q1: 926.6K shares2025-Q2: 921.5K shares2025-Q3: 942.8K shares2025-Q4: 911.2K shares2026-Q1: 921.0K shares
$176.86(+68.62%)
2026-03-31
IEFA
ISHARES TR
2.45%2.20M$199.2M
+8.03%(+163.65K)
2025-Q1: 1.40M shares2025-Q2: 1.73M shares2025-Q3: 1.89M shares2025-Q4: 2.04M shares2026-Q1: 2.20M shares
$72.98(+32.79%)
2026-03-31
BND
VANGUARD BD INDEX FDS
2.21%2.44M$179.6M
+13.02%(+280.94K)
2025-Q1: 953.0K shares2025-Q2: 1.48M shares2025-Q3: 1.84M shares2025-Q4: 2.16M shares2026-Q1: 2.44M shares
$73.46(-0.41%)
2026-03-31
VBR
VANGUARD INDEX FDS
2.19%822.0K$178.6M
+2.75%(+21.99K)
2025-Q1: 792.2K shares2025-Q2: 777.9K shares2025-Q3: 785.9K shares2025-Q4: 800.0K shares2026-Q1: 822.0K shares
$131.64(+75.44%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
2.15%3.24M$175.3M
+11.07%(+323.43K)
2025-Q1: 2.86M shares2025-Q2: 2.76M shares2025-Q3: 2.75M shares2025-Q4: 2.92M shares2026-Q1: 3.24M shares
$44.98(+33.30%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.05%279.9K$167.3M
+9.29%(+23.79K)
2025-Q1: 155.2K shares2025-Q2: 208.8K shares2025-Q3: 222.9K shares2025-Q4: 256.2K shares2026-Q1: 279.9K shares
$484.33(+42.00%)
2026-03-31
VBK
VANGUARD INDEX FDS
1.97%531.8K$160.7M
+1.60%(+8.36K)
2025-Q1: 512.3K shares2025-Q2: 513.2K shares2025-Q3: 510.2K shares2025-Q4: 523.4K shares2026-Q1: 531.8K shares
$202.93(+70.13%)
2026-03-31

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