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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
EFAVIshares Tr
Recent Activity
Decreased -3.34%
0.14%
$9.161M
119,699 shares@ $76.54 avg price
MGKVanguard World Fd
Recent Activity
Decreased -4.66%
0.12%
$8.019M
25,301 shares@ $316.94 avg price
DEDeere & Co
Recent Activity
Decreased -5.73%
0.12%
$7.804M
19,490 shares@ $400.42 avg price
DSIIshares Tr
Recent Activity
Decreased -0.13%
0.12%
$7.729M
71,850 shares@ $107.58 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.35%
0.12%
$7.554M
59,052 shares@ $127.93 avg price
OEFIshares Tr
Recent Activity
Decreased -4.81%
0.11%
$7.452M
27,229 shares@ $273.69 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -25.1%
0.11%
$7.402M
177,433 shares@ $41.72 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -2.47%
0.11%
$7.08M
40,994 shares@ $172.7 avg price
MBBIshares Tr
Recent Activity
Decreased -2.99%
0.1%
$6.636M
69,115 shares@ $96.02 avg price
SNPEDbx Etf Tr
Recent Activity
Decreased -0.44%
0.1%
$6.522M
125,380 shares@ $52.02 avg price