Choreo, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Choreo, LLC

CIK Number: 0001679031

7.17B
Market Value
1,419
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VUG Vanguard Growth...
483.23
+0.28% 1.02M +0.04% 449.61M 184.47 6.27% Share
2 VTV Vanguard Value ...
186.55
-0.17% 2.11M -1.59% 374.9M 126.5 5.23% Share
3 IWF iShares Russell...
471.80
+0.13% 658.28K +0.55% 279.49M 218.14 3.90% Share
4 AAPL Apple Inc.
257.13
+0.66% 921.48K -0.55% 189.05M 185.42 2.64% Share
5 MSFT Microsoft Corpo...
515.74
-0.76% 314.79K +5.40% 156.57M 381.28 2.18% Share
6 VBR Vanguard Small ...
209.98
+0.24% 777.89K -1.81% 152.4M 133.71 2.13% Share
7 IEFA iShares Core MS...
88.08
+0.20% 1.73M +23.44% 144.28M 73.51 2.01% Share
8 VBK Vanguard Small ...
301.60
+0.97% 513.23K +0.19% 142.35M 192.59 1.99% Share
9 NVDA NVIDIA Corporat...
188.89
+0.88% 889.68K +2.95% 140.57M 91.37 1.96% Share
10 VWO Vanguard Emergi...
54.67
+0.28% 2.76M -3.59% 136.4M 43.38 1.90% Share
11 VOO Vanguard S&P 50...
615.21
+0.10% 208.83K +34.52% 118.99M 445.9 1.66% Share
12 BAC Bank of America...
50.46
-0.43% 2.41M -2.83% 113.93M 39.43 1.59% Share
13 BND Vanguard Total ...
74.40
+0.11% 1.48M +55.22% 108.91M 73.49 1.52% Share
14 IVV iShares Core S&...
672.48
+0.10% 139.19K +0.64% 86.42M 489.09 1.21% Share
15 AMZN Amazon.com, Inc...
222.41
+0.81% 376.89K +7.83% 82.71M 174.19 1.15% Share
16 VEA Vanguard Develo...
60.50
+0.22% 1.37M -1.67% 78.18M 43.31 1.09% Share
17 SPY SPDR S&P 500 ET...
669.16
+0.11% 357.72K +0.81% 78.18M 491.12 1.09% Share
18 IWD iShares Russell...
204.03
+0.08% 395.52K -1.3% 76.82M 125.59 1.07% Share
19 DFUS Dimensional U.S...
72.79
+0.14% 1.01M -0.99% 67.65M 47.36 0.94% Share
20 DFIV Dimensional Int...
46.20
-0.17% 1.52M -6.47% 64.91M 31.21 0.91% Share
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