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Lisa Tamburini

@Choreo, Llc

Latest period2024 - Q3ReportedManaged Assets$6.817BTotal holdings1628
Assets growth rate14.39%Assets growth rate (2-Q avg)33.71%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Choreo, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1628 positions.

Assets under management

The assets under management (AUM) of Choreo, Llc 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 2024 - Q3, they manage 6.817B in assets, with a quarterly growth rate of 14.39% and a 2-quarter average growth rate of 33.71%. The portfolio is managed by Lisa Tamburini, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Increased 1.88%
5.81%
$395.533M
1.057M shares@ $374.27 avg price
VTVVanguard Index Fds
Recent Activity
Increased 4.04%
5.39%
$367.227M
2.109M shares@ $174.15 avg price
AAPLApple Inc
Recent Activity
Increased 3.57%
2.99%
$203.743M
900,678 shares@ $226.22 avg price
IWFIshares Tr
Recent Activity
Increased 1.37%
2.73%
$185.558M
501,175 shares@ $370.25 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.38%
2.48%
$168.645M
847,549 shares@ $198.99 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 2.31%
2.04%
$139.052M
2.957M shares@ $47.03 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10.98%
1.99%
$135.431M
321,891 shares@ $420.74 avg price
VBKVanguard Index Fds
Recent Activity
Increased 0.15%
1.98%
$134.372M
507,869 shares@ $264.58 avg price
IVVIshares Tr
Recent Activity
Increased 56.74%
1.82%
$123.758M
216,599 shares@ $571.37 avg price
NVDANvidia Corporation
Recent Activity
Increased 9.31%
1.65%
$112.216M
959,011 shares@ $117.02 avg price