test

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
VBRVanguard Index Fds
Recent Activity
Decreased -0.38%
2.48%
$168.645M
847,549 shares@ $198.99 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.19%
1.16%
$78.771M
1.502M shares@ $52.44 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -2.25%
0.99%
$67.339M
1.77M shares@ $38.05 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.39%
0.94%
$63.489M
356,256 shares@ $178.22 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -0.63%
0.93%
$63.239M
1.027M shares@ $61.57 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -6.05%
0.8%
$54.262M
807,109 shares@ $67.24 avg price
IWBIshares Tr
Recent Activity
Decreased -0.69%
0.75%
$50.999M
163,653 shares@ $311.63 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -2.58%
0.73%
$49.412M
94,506 shares@ $522.85 avg price
IVWIshares Tr
Recent Activity
Decreased -1.14%
0.7%
$47.298M
500,956 shares@ $94.42 avg price
QUALIshares Tr
Recent Activity
Decreased -1.65%
0.62%
$42.039M
235,989 shares@ $178.14 avg price