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CIK: 0001679031
Total reported value
$9.1B
$9.1B
1440 檔
14.6%
In Q1 2025, Choreo, LLC's U.S. equity holdings reached a combined market value of $9.1B, distributed across 1440 disclosed stock positions.
In Q1 2025, Choreo, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, IWF) accounted for 14.6% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 1440 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 5.82% | +0.33% | -2.85% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.75% | +0.09% | -0.92% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.67% | +0.04% | -3.16% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.19% | +0.02% | -4.53% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.29% | -0.02% | -3.64% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.00% | +0.18% | -4.40% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.96% | -0.15% | -8.73% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.16% | -7.52% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.64% | — | +18.37% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 1.60% | -0.02% | -3.33% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.09% | -5.33% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.14% | +5.85% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.03% | -5.63% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.17% | +0.02% | +3.15% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.10% | -0.01% | -8.71% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.06% | +165.62% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.05% | -0.07% | +116.04% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.02% | -5.58% | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.02% | +0.01% | -15.38% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.02% | -0.05% | -1.20% | |
| 21 | DFIV | Dimensional International Va | ETF-Other | 0.99% | -0.07% | -11.99% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.96% | +0.03% | -0.52% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.94% | +0.03% | -1.09% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.90% | -0.01% | -4.42% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.02% | -7.68% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.06% | -1.93% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.82% | +0.11% | +1.37% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.75% | +0.02% | -8.00% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.09% | -3.55% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.73% | +0.01% | -4.80% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.04% | -3.64% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | -0.06% | -2.53% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.03% | -3.35% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.58% | -0.01% | -6.38% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.10% | -5.36% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.54% | +0.02% | -1.95% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.02% | -9.12% | |
| 38 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.49% | -0.02% | -3.92% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.09% | -7.86% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.07% | -1.50% | |
| 41 | FISV | Fiserv Inc | Stock-Other | 0.47% | -0.02% | -6.38% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | -0.07% | -1.92% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.44% | -0.04% | -13.90% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.44% | +0.05% | +0.13% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | -0.01% | -11.01% | |
| 46 | THO | Thor Industries Inc | Stock-Consumer Disc | 0.42% | -0.07% | +0.43% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.40% | -0.03% | -5.25% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | — | -8.89% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | +0.05% | -10.43% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.05% | +6.81% |
According to official SEC Form 13F filings, Choreo, LLC reported a total U.S. public equity portfolio value of $9.1B across 1440 disclosed positions in Q1 2025.
During Q1 2025, Choreo, LLC's top holdings by market value included VUG (5.8%)、VTV (5.8%)、IWF (3.7%). The largest single position, VUG, represented 5.8% of total portfolio value.
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Top New Position Initiated
VUG
市值: $374.7M
In Q1 2025, Choreo, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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