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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 14.73%
0.51%
$34.374M
166,026 shares@ $207.04 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.69%
0.51%
$34.31M
83,877 shares@ $409.05 avg price
THOThor Inds Inc
Recent Activity
Decreased -0.46%
0.51%
$34.299M
311,014 shares@ $110.29 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -0.67%
0.5%
$33.545M
874,239 shares@ $38.38 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
DFASDimensional Etf Trust
Recent Activity
Decreased -0.48%
0.43%
$28.771M
448,839 shares@ $64.1 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.48%
0.42%
$28.574M
59,373 shares@ $481.28 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -1.28%
0.41%
$27.631M
503,211 shares@ $54.92 avg price
IWMIshares Tr
Recent Activity
Increased 8.2%
0.41%
$27.456M
126,008 shares@ $217.9 avg price