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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
MUBIshares Tr
Recent Activity
Increased 105.48%
0.7%
$47.059M
432,385 shares@ $108.84 avg price
IJHIshares Tr
Recent Activity
Increased 31.85%
0.69%
$46.609M
753,790 shares@ $61.84 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.72%
0.68%
$46.012M
275,540 shares@ $166.99 avg price
EFAIshares Tr
Recent Activity
Increased 0.86%
0.67%
$45.624M
549,620 shares@ $83.02 avg price
GOOGAlphabet Inc
Recent Activity
Increased 10.51%
0.56%
$37.767M
224,219 shares@ $168.44 avg price
IWNIshares Tr
Recent Activity
Increased 0.34%
0.56%
$37.576M
228,592 shares@ $164.38 avg price
VBVanguard Index Fds
Recent Activity
Increased 1.98%
0.54%
$36.395M
237,683 shares@ $153.13 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 14.73%
0.51%
$34.374M
166,026 shares@ $207.04 avg price
IWOIshares Tr
Recent Activity
Increased 2.15%
0.46%
$31.048M
110,776 shares@ $280.29 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 54.18%
0.45%
$30.158M
251,464 shares@ $119.94 avg price