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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
BACBank America Corp
Recent Activity
Increased 3.61%
1.58%
$107.297M
2.732M shares@ $39.28 avg price
IEFAIshares Tr
Recent Activity
Increased 20.4%
1.39%
$94.286M
1.218M shares@ $77.43 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 0.2%
1.16%
$78.982M
1.903M shares@ $41.5 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.19%
1.16%
$78.771M
1.502M shares@ $52.44 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.75%
1.11%
$75.104M
132,061 shares@ $568.71 avg price
IWDIshares Tr
Recent Activity
Increased 2.08%
1.07%
$72.513M
383,542 shares@ $189.07 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 8.5%
1.04%
$70.813M
382,429 shares@ $185.17 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -2.25%
0.99%
$67.339M
1.77M shares@ $38.05 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 1.91%
0.98%
$66.733M
1.762M shares@ $37.87 avg price
MTSIMacom Tech Solutions Hldgs I
Recent Activity
New Position
0.95%
$64.225M
600,230 shares@ $107.0 avg price