Rsm Us Wealth Management
Latest statistics and disclosures from Choreo's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, VBR, IWF, VBK, and represent 26.83% of Choreo's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$39M), RSP (+$39M), EFA (+$34M), IEMG (+$27M), IVV (+$24M), IJH (+$19M), IXUS (+$14M), IVE (+$14M), AAPL (+$13M), SPY (+$10M).
- Started 169 new stock positions in HEI.A, LUMN, APTV, URI, ASLE, PCAR, GTHX, NVS, AMX, AVUS.
- Reduced shares in these 10 stocks: TIP (-$6.0M), RPAR (-$5.4M), TLT, EDV, SPTL, VUG, USMV, DFUS, DFAT, MTUM.
- Sold out of its positions in Activision Blizzard, REZ, IWY, RPAR, EDV, WEC, YUMC.
- Choreo was a net buyer of stock by $575M.
- Choreo has $3.7B in assets under management (AUM), dropping by 30.63%.
- Central Index Key (CIK): 0001679031
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Portfolio Holdings for Choreo
Choreo holds 624 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Choreo has 624 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Choreo Dec. 31, 2023 positions
- Download the Choreo December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 8.0 | $297M | 954k | 310.88 |
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| Vanguard Index Fds Value Etf (VTV) | 7.2 | $266M | 1.8M | 149.50 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 4.6 | $170M | 943k | 179.97 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.6 | $133M | 437k | 303.17 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 3.4 | $125M | +2% | 519k | 241.77 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.2 | $119M | +2% | 2.9M | 41.10 |
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| Apple (AAPL) | 2.4 | $90M | +16% | 468k | 192.53 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.9 | $70M | +10% | 1.5M | 47.90 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.9 | $69M | -2% | 1.8M | 37.22 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.8 | $65M | 1.8M | 36.96 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $60M | +186% | 857k | 70.35 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.5 | $57M | 346k | 165.25 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 1.5 | $56M | 1.6M | 34.36 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.4 | $53M | -3% | 1.0M | 51.83 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.3 | $49M | +5% | 864k | 56.40 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $48M | +27% | 100k | 475.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $46M | +111% | 96k | 477.63 |
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| Ishares Core Msci Emkt (IEMG) | 1.2 | $46M | +147% | 903k | 50.58 |
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| Microsoft Corporation (MSFT) | 1.2 | $43M | +17% | 116k | 376.04 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $41M | +464% | 546k | 75.35 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $40M | -2% | 153k | 262.26 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $40M | +4300% | 250k | 157.80 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $39M | 71.00 | 542625.03 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $36M | +39% | 476k | 75.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $36M | +7% | 150k | 237.22 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $35M | 79k | 436.80 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $34M | +43% | 232k | 147.24 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.9 | $34M | +12% | 219k | 155.33 |
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| Thor Industries (THO) | 0.9 | $34M | +23% | 282k | 118.73 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.9 | $32M | +9% | 593k | 54.29 |
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| 4068594 Enphase Energy (ENPH) | 0.9 | $32M | 243k | 132.14 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.9 | $32M | +4% | 918k | 34.89 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $32M | +8% | 148k | 213.33 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.8 | $28M | -3% | 466k | 59.62 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.7 | $27M | -6% | 522k | 52.33 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $26M | -6% | 105k | 252.22 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.7 | $26M | +7% | 423k | 61.90 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $24M | +425% | 86k | 277.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $23M | +15% | 64k | 356.66 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $22M | -8% | 286k | 78.03 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $22M | +35% | 302k | 73.55 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.6 | $22M | -3% | 511k | 42.52 |
|
| United Parcel Service CL B (UPS) | 0.6 | $22M | 138k | 157.23 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $21M | +4% | 103k | 200.71 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $21M | +37% | 190k | 108.41 |
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| Home Depot (HD) | 0.6 | $21M | +25% | 59k | 346.55 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $20M | -3% | 92k | 218.15 |
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| NVIDIA Corporation (NVDA) | 0.5 | $19M | +76% | 39k | 495.23 |
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| Amazon (AMZN) | 0.5 | $19M | +33% | 126k | 151.94 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $18M | 173k | 104.92 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.4 | $16M | -5% | 636k | 25.64 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $16M | +799% | 91k | 173.89 |
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| Fiserv (FI) | 0.4 | $16M | 119k | 132.84 |
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| Ishares Tr Core Msci Total (IXUS) | 0.4 | $15M | +2236% | 232k | 64.93 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $15M | +40% | 106k | 139.69 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $15M | 36k | 409.52 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $14M | +7% | 257k | 53.82 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $13M | +203% | 324k | 40.21 |
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| Ishares Tr Short Treas Bd (SHV) | 0.3 | $13M | +104% | 114k | 110.13 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $12M | +66% | 68k | 170.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $11M | +26% | 75k | 140.93 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $9.9M | +560% | 94k | 105.23 |
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| Chevron Corporation (CVX) | 0.3 | $9.7M | +14% | 65k | 149.16 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $9.3M | +5% | 178k | 52.10 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $8.8M | +112% | 38k | 232.64 |
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| Automatic Data Processing (ADP) | 0.2 | $8.6M | 37k | 232.97 |
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| Johnson & Johnson (JNJ) | 0.2 | $8.6M | +35% | 55k | 156.74 |
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| Simpson Manufacturing (SSD) | 0.2 | $8.5M | 43k | 197.98 |
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| Procter & Gamble Company (PG) | 0.2 | $8.4M | +12% | 58k | 146.54 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $8.4M | +44% | 121k | 69.34 |
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| Costco Wholesale Corporation (COST) | 0.2 | $8.2M | +28% | 12k | 675.12 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $8.1M | +10% | 203k | 40.06 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $7.7M | +119% | 71k | 108.25 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $7.4M | NEW | 74k | 100.25 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $7.3M | +19% | 73k | 99.98 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $7.3M | +3046% | 94k | 77.37 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $7.1M | -21% | 46k | 156.89 |
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| Meta Platforms Cl A (META) | 0.2 | $7.1M | +83% | 20k | 353.96 |
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| McDonald's Corporation (MCD) | 0.2 | $6.9M | +21% | 23k | 296.51 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $6.8M | -17% | 70k | 96.85 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $6.7M | -7% | 116k | 57.94 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $6.7M | -26% | 231k | 29.02 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $6.6M | 73k | 91.05 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $6.6M | +1422% | 29k | 223.39 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $6.5M | +774% | 85k | 77.02 |
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| UnitedHealth (UNH) | 0.2 | $6.3M | +52% | 12k | 526.46 |
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| salesforce (CRM) | 0.2 | $6.3M | +305% | 24k | 263.14 |
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| Tesla Motors (TSLA) | 0.2 | $6.1M | +37% | 25k | 248.48 |
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| International Business Machines (IBM) | 0.2 | $6.0M | +89% | 37k | 163.55 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $5.9M | +25% | 78k | 76.13 |
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| 3M Company (MMM) | 0.2 | $5.9M | +7% | 54k | 109.32 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $5.8M | +4% | 56k | 102.88 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $5.7M | NEW | 104k | 55.41 |
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| Merck & Co (MRK) | 0.2 | $5.7M | +24% | 52k | 109.78 |
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| Intel Corporation (INTC) | 0.2 | $5.6M | +139% | 112k | 50.25 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $5.6M | +40% | 60k | 94.08 |
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| Pimco Dynamic Income SHS (PDI) | 0.2 | $5.6M | NEW | 308k | 18.17 |
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| Pepsi (PEP) | 0.1 | $5.4M | +6% | 32k | 171.09 |
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| Coca-Cola Company (KO) | 0.1 | $5.2M | +8% | 88k | 58.93 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $5.2M | +188% | 20k | 259.51 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $5.1M | +45% | 52k | 99.25 |
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| Eli Lilly & Co. (LLY) | 0.1 | $5.0M | +35% | 8.6k | 582.92 |
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| Visa Com Cl A (V) | 0.1 | $4.9M | -4% | 19k | 260.35 |
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| Broadcom (AVGO) | 0.1 | $4.9M | +2% | 4.4k | 1116.22 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $4.9M | +10% | 60k | 82.04 |
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| Cisco Systems (CSCO) | 0.1 | $4.8M | +53% | 96k | 50.52 |
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| Bank of America Corporation (BAC) | 0.1 | $4.7M | +49% | 139k | 33.67 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $4.7M | +44% | 22k | 216.94 |
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| Union Pacific Corporation (UNP) | 0.1 | $4.6M | -2% | 19k | 245.62 |
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| Bristol Myers Squibb (BMY) | 0.1 | $4.5M | +2% | 88k | 51.31 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $4.5M | +2% | 152k | 29.84 |
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| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $4.5M | 113k | 39.89 |
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| Abbvie (ABBV) | 0.1 | $4.5M | -2% | 29k | 154.97 |
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| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $4.4M | NEW | 38k | 117.45 |
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| Walt Disney Company (DIS) | 0.1 | $4.3M | +39% | 47k | 90.59 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $4.2M | +285% | 43k | 98.59 |
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| Verizon Communications (VZ) | 0.1 | $4.2M | +50% | 112k | 37.70 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $4.2M | +3% | 54k | 77.39 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.1M | +8% | 104k | 39.03 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $4.0M | +2% | 8.2k | 483.99 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.8M | -13% | 44k | 88.36 |
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| Marriott Intl Cl A (MAR) | 0.1 | $3.8M | +19% | 17k | 225.51 |
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| Caterpillar (CAT) | 0.1 | $3.7M | +18% | 12k | 295.66 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $3.7M | +11% | 30k | 122.75 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $3.6M | +54% | 43k | 84.14 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $3.6M | +93% | 7.9k | 453.27 |
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| Boeing Company (BA) | 0.1 | $3.6M | +57% | 14k | 260.66 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $3.5M | +46% | 85k | 40.95 |
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| Pfizer (PFE) | 0.1 | $3.4M | +11% | 120k | 28.79 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $3.4M | 84k | 40.91 |
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| Oracle Corporation (ORCL) | 0.1 | $3.3M | +27% | 31k | 105.43 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $3.3M | +32% | 32k | 104.46 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.2M | +2% | 41k | 77.73 |
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| Wal-Mart Stores (WMT) | 0.1 | $3.2M | +22% | 20k | 158.20 |
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| Deere & Company (DE) | 0.1 | $3.2M | +11% | 8.0k | 399.87 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $3.1M | +32% | 21k | 145.01 |
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| Lowe's Companies (LOW) | 0.1 | $3.1M | +42% | 14k | 222.55 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.1M | +175% | 6.1k | 507.39 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $3.1M | 56k | 55.02 |
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| HMN Financial (HMNF) | 0.1 | $3.0M | 130k | 23.00 |
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| Sinclair Cl A (SBGI) | 0.1 | $3.0M | NEW | 229k | 13.03 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $2.9M | -2% | 58k | 50.47 |
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| Abbott Laboratories (ABT) | 0.1 | $2.9M | +13% | 26k | 110.07 |
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| Illinois Tool Works (ITW) | 0.1 | $2.9M | +38% | 11k | 263.34 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $2.9M | 57k | 50.47 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.8M | -2% | 34k | 82.99 |
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| Starbucks Corporation (SBUX) | 0.1 | $2.8M | +24% | 29k | 96.01 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.8M | NEW | 58k | 47.49 |
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| Netflix (NFLX) | 0.1 | $2.7M | +31% | 5.6k | 486.88 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $2.7M | 32k | 85.06 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $2.7M | -18% | 77k | 35.41 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.7M | +17% | 24k | 111.63 |
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| Norfolk Southern (NSC) | 0.1 | $2.7M | +4% | 11k | 236.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.6M | +36% | 15k | 170.40 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.5M | +237% | 4.2k | 596.60 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.5M | +66% | 5.9k | 426.50 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.4M | +12% | 50k | 49.22 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.3M | +4% | 19k | 124.97 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $2.3M | NEW | 21k | 108.26 |
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| Kla Corp Com New (KLAC) | 0.1 | $2.3M | +570% | 3.9k | 581.37 |
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| Microchip Technology (MCHP) | 0.1 | $2.2M | NEW | 25k | 90.18 |
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| Target Corporation (TGT) | 0.1 | $2.2M | +144% | 16k | 142.42 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.1 | $2.2M | NEW | 91k | 23.59 |
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| Philip Morris International (PM) | 0.1 | $2.1M | +4% | 22k | 95.38 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.1M | +29% | 11k | 191.17 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $2.1M | -16% | 40k | 52.20 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $2.1M | +5% | 74k | 28.30 |
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| Atlassian Corporation Cl A (TEAM) | 0.1 | $2.1M | +2% | 8.8k | 237.86 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $2.1M | 27k | 75.54 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.0M | +522% | 24k | 83.84 |
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| Alliant Energy Corporation (LNT) | 0.1 | $2.0M | 40k | 51.30 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $2.0M | +11% | 69k | 29.23 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $2.0M | -4% | 21k | 97.04 |
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| Nextera Energy (NEE) | 0.1 | $2.0M | -4% | 33k | 60.74 |
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| Air Products & Chemicals (APD) | 0.1 | $2.0M | +38% | 7.3k | 273.81 |
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| General Motors Company (GM) | 0.1 | $2.0M | NEW | 55k | 35.92 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $2.0M | +48% | 24k | 81.10 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $2.0M | -9% | 61k | 32.06 |
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| Api Group Corp Com Stk (APG) | 0.1 | $1.9M | -23% | 56k | 34.60 |
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| Honeywell International (HON) | 0.1 | $1.9M | +18% | 9.3k | 209.70 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.9M | -27% | 18k | 110.66 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.9M | -14% | 19k | 101.99 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.9M | 28k | 68.18 |
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| Emerson Electric (EMR) | 0.1 | $1.9M | +5% | 20k | 97.33 |
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| At&t (T) | 0.1 | $1.9M | +42% | 111k | 16.78 |
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| Brown & Brown (BRO) | 0.0 | $1.8M | NEW | 26k | 71.11 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.8M | +12% | 9.5k | 192.48 |
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| Hawkins (HWKN) | 0.0 | $1.8M | 26k | 70.42 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.8M | -41% | 20k | 89.06 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $1.8M | NEW | 16k | 109.37 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $1.8M | +109% | 3.4k | 531.09 |
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| Workday Cl A (WDAY) | 0.0 | $1.8M | -12% | 6.4k | 276.06 |
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| Stryker Corporation (SYK) | 0.0 | $1.8M | +532% | 5.9k | 299.44 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $1.7M | -13% | 75k | 23.04 |
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| Altria (MO) | 0.0 | $1.7M | +13% | 41k | 41.32 |
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| ConocoPhillips (COP) | 0.0 | $1.7M | +44% | 14k | 116.07 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.6M | +13% | 38k | 43.85 |
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| Nike CL B (NKE) | 0.0 | $1.6M | +85% | 15k | 108.78 |
|
| McKesson Corporation (MCK) | 0.0 | $1.6M | +152% | 3.5k | 463.63 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $1.6M | -3% | 21k | 75.32 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $1.6M | NEW | 9.2k | 169.27 |
|
| Howmet Aerospace (HWM) | 0.0 | $1.5M | NEW | 28k | 54.12 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.5M | 13k | 116.29 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $1.5M | +78% | 73k | 20.71 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $1.5M | NEW | 31k | 47.79 |
|
| F.N.B. Corporation (FNB) | 0.0 | $1.5M | NEW | 108k | 13.77 |
|
| Advanced Micro Devices (AMD) | 0.0 | $1.5M | +39% | 10k | 147.41 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $1.5M | +4% | 1.3k | 1164.04 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $1.5M | 33k | 43.77 |
|
|
| Darden Restaurants (DRI) | 0.0 | $1.5M | NEW | 8.9k | 164.30 |
|
| Applied Materials (AMAT) | 0.0 | $1.5M | +161% | 9.0k | 162.06 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $1.5M | NEW | 76k | 19.15 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.4M | 26k | 55.67 |
|
|
| Waste Management (WM) | 0.0 | $1.4M | +53% | 7.9k | 179.10 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.4M | +120% | 12k | 117.22 |
|
| D.R. Horton (DHI) | 0.0 | $1.4M | NEW | 9.1k | 151.98 |
|
| Snowflake Cl A (SNOW) | 0.0 | $1.4M | -12% | 7.0k | 198.99 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.4M | +124% | 10k | 130.92 |
|
| Hp (HPQ) | 0.0 | $1.4M | NEW | 45k | 30.35 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.4M | +24% | 62k | 21.78 |
|
| Progressive Corporation (PGR) | 0.0 | $1.4M | +127% | 8.5k | 159.28 |
|
| PNC Financial Services (PNC) | 0.0 | $1.3M | NEW | 8.7k | 154.84 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $1.3M | +68% | 27k | 49.80 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $1.3M | 57k | 23.27 |
|
|
| Pimco Etf Tr Enhancd Short (EMNT) | 0.0 | $1.3M | +2% | 14k | 98.44 |
|
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.0 | $1.3M | 24k | 53.61 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $1.3M | NEW | 3.4k | 379.80 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.3M | NEW | 5.6k | 224.88 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.2M | +21% | 21k | 57.45 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $1.2M | +224% | 47k | 26.11 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $1.2M | -83% | 11k | 107.49 |
|
| Medtronic SHS (MDT) | 0.0 | $1.2M | 14k | 83.08 |
|
|
| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.0 | $1.2M | NEW | 28k | 43.54 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $1.2M | 49k | 24.42 |
|
|
| Qualcomm (QCOM) | 0.0 | $1.2M | +48% | 8.3k | 144.62 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $1.2M | NEW | 5.8k | 202.16 |
|
| Travelers Companies (TRV) | 0.0 | $1.2M | +356% | 6.2k | 190.49 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $1.2M | NEW | 30k | 39.11 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.0 | $1.1M | NEW | 72k | 15.86 |
|
| Enterprise Products Partners (EPD) | 0.0 | $1.1M | +20% | 43k | 26.35 |
|
| Copart (CPRT) | 0.0 | $1.1M | +2% | 23k | 49.00 |
|
| FedEx Corporation (FDX) | 0.0 | $1.1M | +24% | 4.5k | 254.10 |
|
| Amgen (AMGN) | 0.0 | $1.1M | +4% | 3.9k | 288.04 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $1.1M | +47% | 8.7k | 126.60 |
|
| General Electric Com New (GE) | 0.0 | $1.1M | +20% | 8.7k | 127.63 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.1M | NEW | 11k | 101.77 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.1M | +95% | 14k | 78.96 |
|
| Catalent (CTLT) | 0.0 | $1.1M | NEW | 24k | 44.93 |
|
| First Financial Ban (FFBC) | 0.0 | $1.1M | 46k | 23.75 |
|
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $1.1M | -14% | 28k | 39.44 |
|
Past Filings by Choreo
SEC 13F filings are viewable for Choreo going back to 2020
- Choreo 2023 Q4 filed Feb. 5, 2024
- Choreo 2023 Q3 filed Nov. 8, 2023
- Choreo 2023 Q2 filed Aug. 4, 2023
- Choreo 2023 Q1 filed May 15, 2023
- Choreo 2022 Q4 filed Feb. 13, 2023
- Choreo 2022 Q3 filed Oct. 21, 2022
- Choreo 2022 Q2 filed Aug. 11, 2022
- Choreo 2022 Q1 filed May 2, 2022
- Rsm Us Wealth Management 2021 Q4 filed Feb. 8, 2022
- Rsm Us Wealth Management 2021 Q3 filed Nov. 8, 2021
- Rsm Us Wealth Management 2021 Q2 filed Aug. 13, 2021
- Rsm Us Wealth Management 2021 Q1 filed April 29, 2021
- Rsm Us Wealth Management 2020 Q4 filed Feb. 4, 2021
- Rsm Us Wealth Management 2020 Q3 filed Nov. 3, 2020
- Rsm Us Wealth Management 2020 Q2 filed Aug. 14, 2020
- Rsm Us Wealth Management 2014 Q4 filed June 4, 2020