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Lisa Tamburini

Choreo, Llc

Assets Managed
$8.145B
Holdings
1613
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
3.78%(2Q avg: 3.03%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Choreo, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1613 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 2026 - Q1, they manage 8.145B in assets, with a quarterly growth rate of 3.78% and a 2-quarter average growth rate of 3.03%. The portfolio is managed by Lisa Tamburini, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 2.36%
5.58%
$454.261M
1.04M shares@ $436.79 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 2.79%
5.25%
$427.103M
2.177M shares@ $196.2 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 1.21%
3.42%
$277.983M
651,929 shares@ $426.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.08%
2.87%
$233.727M
920,961 shares@ $253.79 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 8.04%
2.45%
$199.217M
2.201M shares@ $90.53 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 13.02%
2.21%
$179.627M
2.439M shares@ $73.64 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 2.75%
2.2%
$178.584M
822,036 shares@ $217.25 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 11.08%
2.16%
$175.33M
3.244M shares@ $54.05 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 9.29%
2.06%
$167.277M
279,939 shares@ $597.55 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 1.6%
1.98%
$160.723M
531,766 shares@ $302.25 avg price

1-10 of 1613