Choreo, LLC
CIK Number: 0001679031
6.44B
Market Value
1,467
# of Holdings
7 months
Avg. Holding Period
37.06%
Win Rate
33.30%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 423.26 | +1.18% | 1.05M | -0.27% | 427.15M | 184.36 | 6.14% |
| 2 | VTV | Vanguard Value ... | 174.03 | +0.37% | 2.16M | +2.60% | 366.27M | 126.5 | 5.26% |
| 3 | IWF | iShares Russell... | 409.82 | +1.05% | 676.06K | +34.90% | 272.26M | 217.01 | 3.91% |
| 4 | AAPL | Apple Inc. | 198.10 | +0.84% | 970.62K | +7.76% | 243.98M | 185.42 | 3.51% |
| 5 | VBR | Vanguard Small ... | 191.26 | +0.97% | 822.21K | -2.99% | 162.94M | 133.71 | 2.34% |
| 6 | VBK | Vanguard Small ... | 270.49 | +1.12% | 535.85K | +5.51% | 150.09M | 192.43 | 2.16% |
| 7 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 322.96K | +0.33% | 136.77M | 375.01 | 1.97% |
| 8 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 3.13M | +5.99% | 134.99M | 43.38 | 1.94% |
| 9 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 912.83K | -4.82% | 124.28M | 89.41 | 1.79% |
| 10 | BAC | Bank of America... | 44.36 | +0.61% | 2.56M | -6.18% | 112.56M | 39.43 | 1.62% |
| 11 | IVV | iShares Core S&... | 603.05 | +0.54% | 146.56K | -32.33% | 86.34M | 488.25 | 1.24% |
| 12 | IEFA | iShares Core MS... | 81.91 | -1.35% | 1.18M | -2.88% | 83.13M | 70.35 | 1.19% |
| 13 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 370.19K | -3.2% | 81.7M | 170.66 | 1.17% |
| 14 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 146.66K | +55.18% | 79.16M | 397.29 | 1.14% |
| 15 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 133.59K | +1.16% | 78.35M | 375.32 | 1.13% |
| 16 | DFUV | Dimensional US ... | 41.55 | +0.79% | 1.88M | -1.11% | 77.01M | 31.88 | 1.11% |
| 17 | VEA | Vanguard Develo... | 56.41 | +0.44% | 1.53M | +1.70% | 73.05M | 43.31 | 1.05% |
| 18 | IWD | iShares Russell... | 190.16 | +0.17% | 388.5K | +1.29% | 71.91M | 123.62 | 1.03% |
| 19 | DFUS | Dimensional U.S... | 65.26 | +0.88% | 1.02M | -0.23% | 65.34M | 47.36 | 0.94% |
| 20 | DFIV | Dimensional Int... | 43.08 | +0.38% | 1.84M | +4.48% | 65.32M | 31.21 | 0.94% |
| 21 | VTI | Vanguard Total ... | 296.15 | +0.88% | 222.99K | +12.45% | 64.67M | 200.27 | 0.93% |
| 22 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 354.65K | -0.45% | 62.14M | 160 | 0.89% |
| 23 | SCHF | Schwab Internat... | 21.89 | +0.44% | 3.18M | +79.55% | 56.72M | 15.72 | 0.82% |
| 24 | BRK-A | Berkshire Hatha... | 734690.00 | +0.47% | 83 | -1.19% | 56.49M | 385969.31 | 0.81% |
| 25 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 2.38M | +194.75% | 55.15M | 16.37 | 0.79% |
| 26 | IWB | iShares Russell... | 329.80 | +0.60% | 162.15K | -0.92% | 52.27M | 140.59 | 0.75% |
| 27 | IEMG | iShares Core MS... | 58.66 | -0.09% | 970.85K | +2.91% | 50.7M | 51.42 | 0.73% |
| 28 | IVW | iShares S&P 500... | 106.17 | +1.01% | 496.59K | -0.87% | 50.46M | 54.75 | 0.73% |
| 29 | META | Meta Platforms,... | 701.33 | +2.70% | 85.19K | -3.86% | 50.23M | 469.98 | 0.72% |
| 30 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 107.29K | +1.89% | 48.58M | 330.06 | 0.70% |
| 31 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 251.38K | -8.77% | 47.86M | 154.09 | 0.69% |
| 32 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 175.44K | +5.67% | 42.01M | 186.1 | 0.60% |
| 33 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 233.68K | -0.98% | 41.62M | 135.3 | 0.60% |
| 34 | VB | Vanguard Small ... | 232.08 | +1.04% | 263.74K | +10.96% | 41.55M | 190.23 | 0.60% |
| 35 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 215.32K | -3.97% | 41.32M | 155.18 | 0.59% |
| 36 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 543.31K | -1.15% | 41.08M | 76.39 | 0.59% |
| 37 | IWN | iShares Russell... | 154.01 | +0.36% | 235.55K | +3.05% | 38.66M | 120.25 | 0.56% |
| 38 | THO | Thor Industries... | 88.24 | +1.53% | 356.66K | +14.68% | 34.09M | 98.75 | 0.49% |
| 39 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 82.62K | -9.82% | 34.03M | 209.75 | 0.49% |
| 40 | HD | The Home Depot,... | 353.06 | -0.45% | 85.83K | +2.33% | 33.4M | 256.59 | 0.48% |
| 41 | IJH | iShares Core S&... | 60.66 | +0.67% | 535.72K | -28.93% | 33.37M | 56.56 | 0.48% |
| 42 | USRT | iShares Core U.... | 56.76 | -0.79% | 575.06K | +1.62% | 32.95M | 47.68 | 0.47% |
| 43 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 139.17K | -5.93% | 32.67M | 134.36 | 0.47% |
| 44 | IWO | iShares Russell... | 278.10 | +1.14% | 111.68K | +0.82% | 32.15M | 175.43 | 0.46% |
| 45 | SCHC | Schwab Internat... | 41.47 | +0.85% | 925.09K | +5.82% | 31.76M | 31.81 | 0.46% |
| 46 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 59.35K | -0.03% | 30.46M | 389.66 | 0.44% |
| 47 | FI | Fiserv, Inc. | 164.84 | +1.12% | 147.57K | -0.78% | 30.34M | 98.16 | 0.44% |
| 48 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 1.09M | +620.60% | 29.84M | 26.65 | 0.43% |
| 49 | BND | Vanguard Total ... | 72.56 | -0.19% | 441.12K | +22.19% | 29.51M | 73.38 | 0.42% |
| 50 | DFAS | Dimensional U.S... | 62.34 | +1.09% | 445.54K | -0.73% | 29M | 58.41 | 0.42% |
| 51 | SPAB | SPDR Portfolio ... | 25.21 | -0.22% | 1.1M | +98.49% | 27.47M | 25.21 | 0.39% |
| 52 | DFAT | Dimensional U.S... | 53.04 | +0.95% | 490.13K | -2.6% | 27.28M | 44.81 | 0.39% |
| 53 | USMV | iShares MSCI US... | 92.66 | -0.38% | 291.7K | -1.39% | 25.9M | 73.49 | 0.37% |
| 54 | IWM | iShares Russell... | 210.52 | +0.78% | 116.04K | -7.91% | 25.64M | 146.58 | 0.37% |
| 55 | V | Visa Inc. | 355.07 | +0.63% | 80.92K | +17.08% | 25.53M | 256.55 | 0.37% |
| 56 | VIGI | Vanguard Intern... | 89.91 | -0.06% | 304.32K | +26.22% | 24.34M | 80.82 | 0.35% |
| 57 | AMLP | Alerian MLP ETF | 48.84 | -0.59% | 500.21K | -0.14% | 24.08M | 25.2 | 0.35% |
| 58 | MUB | iShares Nationa... | 103.96 | +0.08% | 225.97K | -47.74% | 24.08M | 107.46 | 0.35% |
| 59 | SCZ | iShares MSCI EA... | 70.56 | -1% | 390.19K | -4.06% | 23.71M | 58.05 | 0.34% |
| 60 | BX | Blackstone Inc. | 137.85 | +1.06% | 130.98K | -8.38% | 22.54M | 121.78 | 0.32% |
| 61 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 28.55K | -6.35% | 22.08M | 772.19 | 0.32% |
| 62 | ESGU | iShares ESG Awa... | 131.32 | +0.67% | 161.73K | -2.87% | 20.84M | 90.48 | 0.30% |
| 63 | PG | The Procter & G... | 160.70 | +0.26% | 122.53K | -3.86% | 20.51M | 152.64 | 0.29% |
| 64 | AGG | iShares Core U.... | 97.78 | -0.19% | 208.54K | +29.18% | 20.22M | 97.35 | 0.29% |
| 65 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 39.2K | +8.68% | 19.88M | 491.3 | 0.29% |
| 66 | IVE | iShares S&P 500... | 191.30 | +0.20% | 103.77K | -1.78% | 19.8M | 172.33 | 0.28% |
| 67 | VV | Vanguard Large ... | 277.77 | +0.86% | 72.78K | -22.26% | 19.63M | 134.21 | 0.28% |
| 68 | CVX | Chevron Corpora... | 146.06 | +0.10% | 135.71K | +27.07% | 19.53M | 154.33 | 0.28% |
| 69 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 21.41K | -1.56% | 19.23M | 603.11 | 0.28% |
| 70 | UPS | United Parcel S... | 101.03 | +1.03% | 151.79K | -1.1% | 19.13M | 165.06 | 0.27% |
| 71 | COST | Costco Wholesal... | 984.10 | -0.62% | 20.73K | -1.52% | 19.05M | 660.89 | 0.27% |
| 72 | DGRO | iShares Core Di... | 62.67 | -0.23% | 310.31K | +1.37% | 19.03M | 51.71 | 0.27% |
| 73 | WFC | Wells Fargo & C... | 72.97 | +0.84% | 268.64K | -37.52% | 18.88M | 57.5 | 0.27% |
| 74 | ENPH | Enphase Energy,... | 45.79 | +0.42% | 271.71K | +11.43% | 18.66M | 194.85 | 0.27% |
| 75 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 129.58K | +12.72% | 18.64M | 149.41 | 0.27% |
| 76 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 103.89K | +25.24% | 18.35M | 162.71 | 0.26% |
| 77 | EFG | iShares MSCI EA... | 109.77 | -0.54% | 185.29K | +160.47% | 17.94M | 95.55 | 0.26% |
| 78 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 168.42K | -33.02% | 17.94M | 112.32 | 0.26% |
| 79 | KO | The Coca-Cola C... | 70.46 | -0.79% | 287.12K | +47.18% | 17.83M | 60.43 | 0.26% |
| 80 | JPST | JPMorgan Ultra-... | 50.53 | +0.02% | 344.26K | +565.74% | 17.41M | 50.36 | 0.25% |
| 81 | MCD | McDonald's Corp... | 295.94 | -1.98% | 58.13K | +43.93% | 16.84M | 252.24 | 0.24% |
| 82 | ADP | Automatic Data ... | 307.60 | +0.25% | 57.31K | +23.11% | 16.8M | 207.46 | 0.24% |
| 83 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 100.67K | +5.89% | 16.79M | 131.4 | 0.24% |
| 84 | WMT | Walmart Inc. | 94.23 | -0.22% | 181.91K | +0.40% | 16.49M | 60.66 | 0.24% |
| 85 | IGSB | iShares 1-5 Yea... | 52.32 | +0.02% | 314.03K | +100.00% | 16.24M | 51.7 | 0.23% |
| 86 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 61.09K | +4.54% | 16.13M | 235.64 | 0.23% |
| 87 | PM | Philip Morris I... | 183.22 | -0.6% | 130.87K | +157.05% | 15.71M | 111.45 | 0.23% |
| 88 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 46.34K | -3.33% | 15.52M | 252.89 | 0.22% |
| 89 | IXUS | iShares Core MS... | 75.92 | -0.92% | 229.79K | -8.86% | 15.2M | 65.7 | 0.22% |
| 90 | BSV | Vanguard Short-... | 78.08 | -0.03% | 195.01K | +143.27% | 15.07M | 76.98 | 0.22% |
| 91 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 91.72K | +33.77% | 14.01M | 162.41 | 0.20% |
| 92 | ITOT | iShares Core S&... | 131.11 | +0.61% | 108.57K | -7.92% | 13.97M | 111.55 | 0.20% |
| 93 | MRK | Merck & Co., In... | 80.88 | -1.02% | 137.69K | +19.13% | 13.68M | 111.96 | 0.20% |
| 94 | MA | Mastercard Inco... | 568.14 | +1.09% | 25.98K | -1.42% | 13.66M | 428.55 | 0.20% |
| 95 | ABT | Abbott Laborato... | 133.99 | -1.2% | 118.58K | +28.93% | 13.39M | 102.66 | 0.19% |
| 96 | GVI | iShares Interme... | 105.69 | -0.08% | 122.92K | +100.00% | 12.82M | 104.23 | 0.18% |
| 97 | EEM | iShares MSCI Em... | 47.22 | +0.22% | 304.36K | -4.86% | 12.73M | 41.23 | 0.18% |
| 98 | RTX | RTX Corporation | 146.33 | +0.44% | 108.5K | -0.91% | 12.52M | 94.46 | 0.18% |
| 99 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 160.19K | +107.53% | 12.5M | 77.57 | 0.18% |
| 100 | DIS | The Walt Disney... | 119.45 | +1.28% | 111.35K | +30.37% | 12.36M | 101.47 | 0.18% |
| 101 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 24.61K | +163.34% | 12.26M | 479.92 | 0.18% |
| 102 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 426.12K | +922.83% | 11.95M | 23.99 | 0.17% |
| 103 | VONE | Vanguard Russel... | 273.52 | +0.86% | 44.03K | +16.15% | 11.74M | 230.52 | 0.17% |
| 104 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 193.71K | -0.37% | 11.47M | 49.53 | 0.16% |
| 105 | IJR | iShares Core S&... | 106.86 | +0.53% | 95.86K | -37.58% | 11.04M | 107.45 | 0.16% |
| 106 | NVO | Novo Nordisk A/... | 76.93 | -3.63% | 127.96K | +161.87% | 10.97M | 106.22 | 0.16% |
| 107 | UNP | Union Pacific C... | 224.53 | +0.52% | 47.83K | +22.21% | 10.9M | 212.04 | 0.16% |
| 108 | IBM | International B... | 281.56 | +1.57% | 48.96K | -3.36% | 10.77M | 159.03 | 0.15% |
| 109 | FENI | Fidelity Coving... | 33.03 | +0.33% | 384.3K | +100.00% | 10.57M | 27.53 | 0.15% |
| 110 | MINT | PIMCO Enhanced ... | 100.34 | +0.02% | 98.13K | -12.38% | 9.88M | 100.07 | 0.14% |
| 111 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 27.16K | -0.92% | 9.86M | 280.21 | 0.14% |
| 112 | CLMB | Climb Global So... | 106.07 | +1.02% | 76.83K | +2.68% | 9.72M | 64.6 | 0.14% |
| 113 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 9.04K | +2.58% | 9.64M | 777.9 | 0.14% |
| 114 | EFV | iShares MSCI EA... | 62.74 | -1.75% | 180.52K | -0.94% | 9.47M | 48.95 | 0.14% |
| 115 | VT | Vanguard Total ... | 125.97 | +0.81% | 77.76K | +3.39% | 9.14M | 91.13 | 0.13% |
| 116 | SCHW | The Charles Sch... | 88.92 | +1.79% | 123.46K | +5.15% | 9.13M | 73.14 | 0.13% |
| 117 | MMM | 3M Company | 144.91 | +1.82% | 70.44K | +0.73% | 9.09M | 126.72 | 0.13% |
| 118 | TXN | Texas Instrumen... | 199.09 | +2.10% | 47.1K | +47.92% | 8.85M | 191.71 | 0.13% |
| 119 | MGK | Vanguard Mega C... | 353.82 | +1.25% | 25.09K | -0.82% | 8.64M | 259.97 | 0.12% |
| 120 | GE | General Electri... | 236.08 | -0.22% | 51.42K | -57.76% | 8.63M | 172.98 | 0.12% |
| 121 | ACN | Accenture plc | 313.78 | +0.66% | 24.49K | +16.40% | 8.62M | 315.06 | 0.12% |
| 122 | MTUM | iShares MSCI US... | 231.53 | +0.55% | 41.21K | -10.87% | 8.52M | 142.5 | 0.12% |
| 123 | MAR | Marriott Intern... | 257.61 | +1.03% | 29.69K | -0.32% | 8.31M | 198.86 | 0.12% |
| 124 | EFAV | iShares MSCI EA... | 83.14 | -1.97% | 117.04K | -2.22% | 8.28M | 68.21 | 0.12% |
| 125 | DE | Deere & Company | 524.06 | +2.84% | 20.17K | +3.47% | 8.2M | 362.77 | 0.12% |
| 126 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 217.65K | +18.91% | 8.15M | 38.39 | 0.12% |
| 127 | DSI | iShares MSCI KL... | 112.95 | +0.67% | 70.18K | -2.33% | 7.74M | 78.24 | 0.11% |
| 128 | ADBE | Adobe Inc. | 401.12 | +2.41% | 17.2K | +3.33% | 7.66M | 549.28 | 0.11% |
| 129 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 38.16K | -6.9% | 7.64M | 166.33 | 0.11% |
| 130 | VGT | Vanguard Inform... | 633.02 | +1.56% | 12.12K | +15.73% | 7.56M | 456.27 | 0.11% |
| 131 | CB | Chubb Limited | 286.06 | -0.25% | 27.33K | +109.55% | 7.54M | 264.35 | 0.11% |
| 132 | OEF | iShares S&P 100... | 295.09 | +0.81% | 26.1K | -4.16% | 7.54M | 221 | 0.11% |
| 133 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 133.22K | -42.03% | 7.52M | 56.65 | 0.11% |
| 134 | LMT | Lockheed Martin... | 466.60 | -4.08% | 15.44K | +6.95% | 7.49M | 470.21 | 0.11% |
| 135 | BKNG | Booking Holding... | 5362.86 | +1.22% | 1.5K | +16.95% | 7.47M | 3879.78 | 0.11% |
| 136 | NEE | NextEra Energy,... | 73.71 | -1.43% | 102.69K | -2.4% | 7.37M | 71.69 | 0.11% |
| 137 | VZ | Verizon Communi... | 42.42 | -1.37% | 182.57K | -36.4% | 7.27M | 43.18 | 0.10% |
| 138 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 124.64K | +435.99% | 7.22M | 57.53 | 0.10% |
| 139 | SSD | Simpson Manufac... | 155.76 | +0.04% | 43.45K | -0.66% | 7.21M | 81.95 | 0.10% |
| 140 | LIN | Linde plc | 465.93 | -0.01% | 17.2K | +3.91% | 7.19M | 429.45 | 0.10% |
| 141 | GS | The Goldman Sac... | 626.86 | +2.17% | 12.49K | -7.99% | 7.16M | 447.34 | 0.10% |
| 142 | MO | Altria Group, I... | 58.77 | -1.74% | 136.99K | +78.79% | 7.14M | 49.19 | 0.10% |
| 143 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 13.74K | +16.50% | 7.14M | 539.09 | 0.10% |
| 144 | BLK | BlackRock, Inc. | 981.33 | +0.98% | 6.92K | +100.00% | 7.11M | 1025.11 | 0.10% |
| 145 | AXP | American Expres... | 293.96 | +2.14% | 23.3K | +29.22% | 6.93M | 238.51 | 0.10% |
| 146 | IWR | iShares Russell... | 89.92 | +0.72% | 77.38K | +20.95% | 6.84M | 64.63 | 0.10% |
| 147 | INTU | Intuit Inc. | 767.56 | +1.80% | 10.7K | +13.02% | 6.74M | 631.17 | 0.10% |
| 148 | MBB | iShares MBS ETF | 92.42 | -0.14% | 73.35K | +6.13% | 6.73M | 93.21 | 0.10% |
| 149 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 12.37K | -7.85% | 6.51M | 421.29 | 0.09% |
| 150 | ETN | Eaton Corporati... | 337.96 | +4.42% | 19.23K | -4.62% | 6.39M | 294.28 | 0.09% |