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Rsm Us Wealth Management

Latest statistics and disclosures from Choreo's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VTV, IWF, AAPL, IEFA, and represent 20.03% of Choreo's stock portfolio.
Added to shares of these 10 stocks: VUG (+$449M), IWF (+$234M), DFEM (+$25M), BAI (+$20M), BND (+$16M), VO (+$14M), KLAC (+$12M), VTV (+$11M), IEFA (+$11M), VGT (+$8.4M).
Started 194 new stock positions in FBIN, CPB, CORT, CTA, AAOI, SMG, OMCL, BGB, CNK, IBDY.
Reduced shares in these 10 stocks: , VWO (-$11M), BX (-$7.5M), Honeywell International (-$7.4M), BAC (-$6.5M), IVV (-$5.7M), JPIE (-$5.6M), HD (-$5.4M), JEPI, EFA.
Sold out of its positions in WMS, AVAV, ALG, AA, ALGN, Amphastar Pharmaceuticals In, Ascendis Pharma A S, ASPN, AVT, BOH.
Choreo was a net buyer of stock by $741M.
Choreo has $9.1B in assets under management (AUM), dropping by 11.89%.
Central Index Key (CIK): 0001679031

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Portfolio Holdings for Choreo

Choreo holds 1690 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Choreo has 1690 total positions. Only the first 250 positions are shown.

Sign up to view all of the Choreo June 30, 2026 positions
Download the Choreo June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	5.9	$538M	+500%	6.2M	86.16	View chart
Vanguard Index Fds Value Etf (VTV)	5.3	$486M	+2%	2.2M	217.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.5	$315M	+288%	2.5M	124.17	View chart
Apple (AAPL)	2.9	$263M		910k	289.35	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$223M	+4%	2.3M	96.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$200M	+3%	291k	686.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.2	$198M		815k	242.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.1	$196M		536k	365.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.1	$195M	+9%	2.7M	73.41	View chart
NVIDIA Corporation (NVDA)	2.1	$187M	+2%	935k	200.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$183M	-5%	3.1M	59.69	View chart
Microsoft Corporation (MSFT)	1.3	$114M		306k	372.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$107M		375k	285.64	View chart
Bank of America Corporation (BAC)	1.2	$105M	-5%	1.8M	56.98	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$99M	+4%	1.2M	82.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$99M	-5%	132k	748.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.1	$98M		405k	242.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$97M		3.3M	29.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$96M		3.5M	27.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$95M		1.3M	71.25	View chart
Amazon (AMZN)	1.0	$89M		372k	238.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$87M		243k	357.37	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.9	$80M		1.5M	54.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$80M	+3%	375k	212.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$78M		211k	370.02	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.8	$77M		936k	81.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$76M		216k	353.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.8	$71M		1.3M	55.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$62M		204k	303.12	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$60M		80.00	748850.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$57M		140k	409.49	View chart
Broadcom (AVGO)	0.6	$56M		149k	377.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$55M		403k	137.53	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.6	$54M		243k	221.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$53M		106k	500.38	View chart
JPMorgan Chase & Co. (JPM)	0.6	$52M	-4%	159k	327.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$51M	-2%	1.6M	31.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$50M	-6%	479k	103.88	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$49M	+2%	451k	107.62	View chart
Meta Platforms Cl A (META)	0.5	$45M	-3%	80k	563.17	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$45M		114k	393.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$42M		1.3M	33.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$42M		57k	736.04	View chart
Tesla Motors (TSLA)	0.4	$39M	+5%	94k	420.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$39M	+2%	173k	226.85	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$39M		814k	48.12	View chart
Micron Technology (MU)	0.4	$37M		32k	1154.29	View chart
Eli Lilly & Co. (LLY)	0.4	$36M		30k	1199.46	View chart
Johnson & Johnson (JNJ)	0.4	$36M		141k	253.98	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.4	$35M		1.4M	25.52	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$33M		267k	124.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$32M		872k	36.87	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$30M		359k	82.34	View chart
Thor Industries (THO)	0.3	$29M		392k	75.16	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$29M		309k	93.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$29M	-4%	130k	219.39	View chart
Abbvie (ABBV)	0.3	$27M		105k	251.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$26M	-3%	342k	77.11	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$26M	+4%	77k	338.72	View chart
Caterpillar (CAT)	0.3	$26M	+2%	24k	1064.88	View chart
Visa Com Cl A (V)	0.3	$26M		76k	343.09	View chart
Philip Morris International (PM)	0.3	$26M		142k	180.91	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$26M	+3923%	632k	40.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$25M	+2%	256k	98.98	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$25M	-3%	305k	82.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$25M		72k	343.91	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$24M		322k	75.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$24M		344k	69.90	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$24M	-7%	357k	66.45	View chart
Chevron Corporation (CVX)	0.3	$23M	-2%	140k	165.76	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$23M	+726%	438k	52.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$22M		643k	34.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$22M		97k	227.06	View chart
Advanced Micro Devices (AMD)	0.2	$22M	+9%	38k	580.83	View chart
Wal-Mart Stores (WMT)	0.2	$21M		186k	113.26	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$21M		395k	51.85	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$20M	+6%	43k	477.57	View chart
Coca-Cola Company (KO)	0.2	$20M		250k	81.80	View chart
Cisco Systems (CSCO)	0.2	$20M	-4%	171k	117.43	View chart
Costco Wholesale Corporation (COST)	0.2	$20M		21k	935.46	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$19M	-3%	199k	96.46	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$19M	-3%	117k	163.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$19M	+281%	237k	80.57	View chart
Applied Materials (AMAT)	0.2	$19M	-2%	26k	722.96	View chart
Raytheon Technologies Corp (RTX)	0.2	$19M	-3%	100k	189.73	View chart
Intel Corporation (INTC)	0.2	$18M	+6%	129k	139.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$18M	-19%	319k	56.48	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$18M	-6%	9.0k	1989.36	View chart
Procter & Gamble Company (PG)	0.2	$18M		120k	146.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$18M	+2%	182k	96.43	View chart
Home Depot (HD)	0.2	$17M	-23%	49k	352.68	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$17M		179k	95.43	View chart
Merck & Co (MRK)	0.2	$17M		129k	129.33	View chart
United Parcel Svcs CL B (UPS)	0.2	$16M		153k	107.50	View chart
McDonald's Corporation (MCD)	0.2	$16M	-3%	60k	270.31	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$16M	+5%	100k	156.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$15M		93k	164.25	View chart
UnitedHealth (UNH)	0.2	$15M	+6%	37k	415.63	View chart
Ge Aerospace Com New (GE)	0.2	$15M	-2%	40k	373.73	View chart
Wells Fargo & Company (WFC)	0.2	$15M	-4%	182k	82.64	View chart
Lam Research Corp Com New (LRCX)	0.2	$15M		34k	434.63	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$15M	-2%	330k	44.36	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$15M		363k	40.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$14M		274k	52.41	View chart
Tcg Bdc (CGBD)	0.2	$14M		1.4M	10.53	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$14M		382k	37.02	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$14M	+4%	181k	77.91	View chart
Texas Instruments Incorporated (TXN)	0.2	$14M		47k	298.06	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$14M	-6%	203k	68.41	View chart
Kla Corp Com New (KLAC)	0.2	$14M	+825%	45k	302.09	View chart
International Business Machines (IBM)	0.1	$13M		48k	281.21	View chart
Union Pacific Corporation (UNP)	0.1	$13M	+3%	49k	272.00	View chart
4068594 Enphase Energy (ENPH)	0.1	$13M		269k	49.24	View chart
Netflix (NFLX)	0.1	$13M	-11%	182k	71.42	View chart
Automatic Data Processing (ADP)	0.1	$13M	+2%	58k	225.64	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$13M		528k	24.14	View chart
Pepsi (PEP)	0.1	$12M	-3%	91k	135.40	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$12M	+5%	240k	50.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$12M	-3%	82k	148.31	View chart
Oracle Corporation (ORCL)	0.1	$12M		82k	146.55	View chart
Mastercard Incorporated Cl A (MA)	0.1	$12M		23k	513.60	View chart
Palo Alto Networks (PANW)	0.1	$12M		35k	340.96	View chart
Marriott Intl Cl A (MAR)	0.1	$12M		32k	370.59	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$12M		438k	26.50	View chart
Sandisk Corp (SNDK)	0.1	$12M	-4%	5.1k	2273.58	View chart
Goldman Sachs (GS)	0.1	$11M	-4%	11k	1011.46	View chart
Deere & Company (DE)	0.1	$11M	-3%	18k	598.19	View chart
Eaton Corp SHS (ETN)	0.1	$11M	+5%	25k	426.08	View chart
Ge Vernova (GEV)	0.1	$11M	-5%	9.1k	1174.26	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$11M	-3%	142k	75.25	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$11M	+4%	450k	23.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$10M		96k	106.47	View chart
Altria (MO)	0.1	$10M		142k	71.95	View chart
Walt Disney Company (DIS)	0.1	$10M	-3%	106k	96.25	View chart
3M Company (MMM)	0.1	$10M	-2%	63k	161.91	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$10M	+13%	177k	56.79	View chart
Citigroup Com New (C)	0.1	$10M		72k	139.96	View chart
Morgan Stanley Com New (MS)	0.1	$10M	-15%	48k	209.04	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$9.9M		97k	102.27	View chart
S&p Global (SPGI)	0.1	$9.9M	-2%	24k	407.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$9.7M	+648%	78k	124.67	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$9.6M	-2%	28k	342.84	View chart
Nextera Energy (NEE)	0.1	$9.6M		109k	87.77	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$9.6M	+2%	125k	76.55	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$9.6M	+9%	79k	121.42	View chart
Cummins (CMI)	0.1	$9.6M		13k	713.18	View chart
Linde SHS (LIN)	0.1	$9.5M		18k	518.92	View chart
Charles Schwab Corporation (SCHW)	0.1	$9.4M		102k	92.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$9.4M	+2%	185k	50.57	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$9.2M	+3%	115k	79.97	View chart
Alerus Finl (ALRS)	0.1	$9.1M		293k	31.10	View chart
Simpson Manufacturing (SSD)	0.1	$9.1M		44k	209.35	View chart
Abbott Laboratories (ABT)	0.1	$9.1M	-4%	100k	90.74	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$9.0M	+393%	102k	87.90	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$8.9M	+21%	12k	762.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$8.7M	+3%	111k	79.03	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$8.5M	+14%	167k	50.78	View chart
Howmet Aerospace (HWM)	0.1	$8.5M	+2%	32k	268.86	View chart
American Express Company (AXP)	0.1	$8.4M	-3%	25k	338.25	View chart
Palantir Technologies Cl A (PLTR)	0.1	$8.3M		71k	116.67	View chart
CVS Caremark Corporation (CVS)	0.1	$8.3M		80k	103.45	View chart
Chubb (CB)	0.1	$8.3M	-5%	24k	341.77	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$8.3M		8.6k	965.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$8.1M	-3%	94k	86.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$8.1M	-5%	22k	368.39	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$8.1M		92k	87.71	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$8.0M		506k	15.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$8.0M	-48%	68k	117.67	View chart
Analog Devices (ADI)	0.1	$8.0M	-12%	20k	397.17	View chart
Woodward Governor Company (WWD)	0.1	$7.7M	+5%	18k	425.45	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$7.7M	+9%	334k	23.13	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$7.7M	-2%	15k	522.38	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$7.6M	-3%	54k	142.39	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$7.6M	+17%	143k	53.09	View chart
Boeing Company (BA)	0.1	$7.6M		35k	216.45	View chart
Bristol Myers Squibb (BMY)	0.1	$7.4M		128k	57.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$7.4M	-5%	14k	509.45	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.1	$7.3M		107k	68.86	View chart
TJX Companies (TJX)	0.1	$7.3M	-9%	48k	151.50	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$7.2M	-6%	38k	190.48	View chart
Capital One Financial (COF)	0.1	$7.0M	-8%	35k	200.63	View chart
Shell Spon Ads (SHEL)	0.1	$7.0M	-3%	91k	77.54	View chart
Fiserv (FISV)	0.1	$6.9M		141k	49.10	View chart
Verizon Communications (VZ)	0.1	$6.9M	-3%	163k	42.34	View chart
Amphenol Corp Cl A (APH)	0.1	$6.9M	+9%	39k	176.31	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$6.8M	-10%	47k	144.60	View chart
Vanguard World Energy Etf (VDE)	0.1	$6.8M		45k	150.13	View chart
O'reilly Automotive (ORLY)	0.1	$6.7M	+5%	72k	92.09	View chart
Amgen (AMGN)	0.1	$6.6M	-7%	18k	362.11	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.6M		52k	126.58	View chart
Uber Technologies (UBER)	0.1	$6.6M	+6%	91k	72.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$6.6M	-6%	87k	75.51	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.1	$6.5M	+12%	201k	32.50	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$6.5M		62k	106.09	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$6.5M	-2%	131k	49.43	View chart
Wayside Technology (CLMB)	0.1	$6.3M		273k	23.21	View chart
Parker-Hannifin Corporation (PH)	0.1	$6.3M	-8%	6.4k	978.10	View chart
ConocoPhillips (COP)	0.1	$6.3M	-3%	60k	103.96	View chart
Norfolk Southern (NSC)	0.1	$6.2M	-3%	20k	314.59	View chart
Western Digital (WDC)	0.1	$6.2M	-5%	9.7k	638.74	View chart
Novartis Sponsored Adr (NVS)	0.1	$6.1M		39k	156.72	View chart
McKesson Corporation (MCK)	0.1	$6.1M		8.0k	756.42	View chart
Lowe's Companies (LOW)	0.1	$6.0M	-4%	27k	220.49	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.0M	+6%	12k	501.35	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$5.9M		154k	38.23	View chart
Novo-nordisk A S Adr (NVO)	0.1	$5.8M	+13%	122k	47.94	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.7M	+8%	158k	36.13	View chart
Blackrock (BLK)	0.1	$5.7M	-7%	5.9k	961.58	View chart
Enterprise Products Partners (EPD)	0.1	$5.7M	+3%	154k	36.76	View chart
Qualcomm (QCOM)	0.1	$5.6M	-7%	31k	184.79	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$5.6M		111k	50.39	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$5.6M	+7%	101k	55.57	View chart
Quanta Services (PWR)	0.1	$5.6M	-2%	7.7k	720.05	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$5.5M	-4%	126k	44.03	View chart
Emerson Electric (EMR)	0.1	$5.5M		39k	143.15	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$5.5M	-50%	119k	46.05	View chart
At&t (T)	0.1	$5.5M	-5%	265k	20.70	View chart
Gilead Sciences (GILD)	0.1	$5.4M	-6%	43k	126.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$5.4M	+9%	236k	22.78	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$5.2M	NEW	56k	93.06	View chart
Southern Company (SO)	0.1	$5.2M	-4%	54k	95.71	View chart
Booking Holdings (BKNG)	0.1	$5.2M	+2072%	29k	178.80	View chart
Arista Networks Com Shs (ANET)	0.1	$5.1M	+21%	30k	169.88	View chart
Waste Management (WM)	0.1	$5.1M	+8%	23k	222.88	View chart
Trane Technologies SHS (TT)	0.1	$5.0M	-7%	10k	491.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.0M	-3%	25k	197.60	View chart
Air Products & Chemicals (APD)	0.1	$4.9M	+3%	17k	293.19	View chart
Dell Technologies CL C (DELL)	0.1	$4.8M	+29%	11k	431.47	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$4.8M	-2%	7.3k	655.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$4.8M	-4%	44k	110.32	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$4.8M	+10%	36k	132.24	View chart
Marvell Technology (MRVL)	0.1	$4.8M	+33%	16k	297.87	View chart
Qnity Electronics Common Stock (Q)	0.1	$4.7M		29k	163.22	View chart
Us Bancorp Com New (USB)	0.1	$4.7M	-12%	77k	60.40	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$4.6M	-3%	80k	57.84	View chart
Johnson Controls Internation SHS (JCI)	0.1	$4.6M	+12%	32k	146.10	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$4.6M	-2%	49k	94.54	View chart
Carrier Global Corporation (CARR)	0.1	$4.6M		62k	73.35	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.0	$4.5M	-12%	82k	55.45	View chart
PNC Financial Services (PNC)	0.0	$4.5M		18k	246.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$4.5M	-26%	29k	158.03	View chart
Illinois Tool Works (ITW)	0.0	$4.4M	-8%	16k	270.46	View chart
Corning Incorporated (GLW)	0.0	$4.4M	-22%	17k	255.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$4.3M	+3%	71k	61.46	View chart
Alliant Energy Corporation (LNT)	0.0	$4.3M	+3%	57k	76.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$4.3M		116k	36.84	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$4.3M		47k	91.64	View chart
Pfizer (PFE)	0.0	$4.3M	-3%	177k	24.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$4.2M	-13%	44k	95.62	View chart
FedEx Corporation (FDX)	0.0	$4.2M	-4%	14k	314.39	View chart

Past Filings by Choreo

SEC 13F filings are viewable for Choreo going back to 2020

Choreo 2026 Q2 filed Aug. 4, 2026
Choreo 2026 Q1 filed May 13, 2026
Choreo 2025 Q4 filed Jan. 23, 2026
Choreo 2025 Q3 filed Nov. 12, 2025
Choreo 2025 Q2 filed Aug. 13, 2025
Choreo 2025 Q1 filed May 6, 2025
Choreo 2024 Q4 filed Jan. 27, 2025
Choreo 2024 Q3 filed Nov. 7, 2024
Choreo 2024 Q2 filed Aug. 7, 2024
Choreo 2024 Q1 filed May 2, 2024
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

View all past filings

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