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CIK: 0001679031
Total reported value
$9.1B
$9.1B
1609 檔
16.2%
The Q4 2024 SEC filing reveals that Choreo, LLC held a total portfolio value of $9.1B, covering 1609 public equity positions.
Choreo, LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 3 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, IWF) accounted for 16.2% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1609 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.14% | +0.33% | -0.27% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.26% | +0.09% | +2.60% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.91% | +0.04% | +34.90% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.51% | +0.02% | +7.76% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.34% | -0.02% | -2.99% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.16% | +0.18% | +5.51% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.16% | +0.33% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.94% | -0.15% | +5.99% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.09% | -4.82% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 1.62% | -0.02% | -6.18% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -0.03% | -32.33% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.19% | — | -2.88% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.02% | -3.20% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.14% | +55.18% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.06% | +1.16% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.11% | +0.01% | -1.11% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.05% | -0.01% | +1.70% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.03% | +0.02% | +1.29% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.94% | +0.03% | -0.23% | |
| 20 | DFIV | Dimensional International Va | ETF-Other | 0.94% | -0.07% | +4.48% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +0.02% | +12.45% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.89% | +0.03% | -0.45% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.82% | -0.01% | +79.55% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.81% | -0.05% | -1.19% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.79% | +0.02% | +194.75% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.75% | +0.01% | -0.92% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | +0.11% | +2.91% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.04% | -0.87% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.09% | -3.86% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.06% | +1.89% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.10% | -8.77% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.03% | +5.67% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.60% | -0.01% | -0.98% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | +0.02% | +10.96% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.09% | -3.97% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | -0.06% | -1.15% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.56% | +0.02% | +3.05% | |
| 38 | THO | Thor Industries Inc | Stock-Consumer Disc | 0.49% | -0.07% | +14.68% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.02% | -9.82% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.07% | +2.33% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | -0.01% | -28.93% | |
| 42 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.47% | -0.02% | +1.62% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.05% | -5.93% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.46% | +0.05% | +0.82% | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.46% | -0.04% | +5.82% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.05% | -0.03% | |
| 47 | FISV | Fiserv Inc | Stock-Other | 0.44% | -0.02% | -0.78% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | -0.07% | +620.60% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | -0.07% | +22.19% | |
| 50 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.42% | +0.01% | -0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1.2% | +34.90% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +7.76% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | +55.18% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.3% | -0.27% | Trim |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +620.60% | Add |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | NEW | New buy |
| 7 | JPST | Jpmorgan Ultra-short Income | +0.2% | +565.74% | Add |
| 8 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +5.51% | Add |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | +0.2% | +98.49% | Add |
| 10 | GVI | Ishares Intermediate Governm | +0.2% | NEW | New buy |
| 11 | FENI | Fidelity Enhanced Intl ETF | +0.2% | NEW | New buy |
| 12 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +160.47% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | -4.82% | Trim |
| 14 | TSLA | Tesla Inc | +0.1% | -9.82% | Trim |
| 15 | PM | Philip Morris International | +0.1% | +157.05% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | -3.20% | Trim |
| 17 | BSV | Vanguard Short-term Bond ETF | +0.1% | +143.27% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +12.45% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | -5.93% | Trim |
| 20 | SCHG | Schwab US Large-cap Growth | +0.1% | +922.83% | Add |
| 21 | SPGI | S&p Global Inc | +0.1% | +163.34% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +5.67% | Add |
| 23 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +107.53% | Add |
| 25 | V | Visa Inc-class A Shares | +0.1% | +17.08% | Add |
| 26 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +435.99% | Add |
| 27 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +161.87% | Add |
| 28 | VB | Vanguard Small-cap ETF | +0.1% | +10.96% | Add |
| 29 | BAC | Bank Of America CORP | +0.1% | -6.18% | Trim |
| 30 | VZ | Verizon Communications Inc | -0.1% | -36.40% | Trim |
| 31 | FLG | Flagstar Bank NA | -0.1% | EXIT | Sold out |
| 32 | PDI | Pimco Dynamic Income Fund | -0.1% | EXIT | Sold out |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.1% | -37.58% | Trim |
| 34 | MS | Morgan Stanley | -0.1% | -64.04% | Trim |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.1% | +1.70% | Add |
| 36 | PNC | Pnc Financial Services Group | -0.1% | -68.25% | Trim |
| 37 | C | Citigroup Inc | -0.1% | -65.54% | Trim |
| 38 | FCX | Freeport-mcmoran Inc | -0.1% | -84.56% | Trim |
| 39 | ENPH | Enphase Energy Inc | -0.1% | +11.43% | Add |
| 40 | VBR | Vanguard Small-cap Value ETF | -0.1% | -2.99% | Trim |
| 41 | MU | Micron Technology Inc | -0.2% | -79.14% | Trim |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | -58.57% | Trim |
| 43 | SCHF | Schwab Intl Equity ETF | -0.2% | +79.55% | Add |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -33.02% | Trim |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -2.88% | Trim |
| 46 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -28.93% | Trim |
| 47 | GE | General Electric | -0.2% | -57.76% | Trim |
| 48 | MUB | Ishares National Muni Bond E | -0.3% | -47.74% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.6% | -32.33% | Trim |
| 50 | MTSI | Macom Technology Solutions H | -0.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Choreo, LLC reported a total U.S. public equity portfolio value of $9.1B across 1609 disclosed positions in Q4 2024.
During Q4 2024, Choreo, LLC's top holdings by market value included VUG (6.1%)、VTV (5.3%)、IWF (3.9%). The largest single position, VUG, represented 6.1% of total portfolio value.
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Top New Position Initiated
IGSB
市值: $16.2M
Top Position Liquidated / Trimmed
MTSI
前期市值: $64.2M
In Q4 2024, Choreo, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 21 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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