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 28.26% of Choreo's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$21M), IJH (+$21M), VIGI (+$18M), VUG (+$8.9M), IWF, MSFT, BRK.A, PDX, AGG, WMT.
- Started 71 new stock positions in BAR, CWI, BF.A, VRTX, NFRA, BGB, AEG, WSM, Fidelity Wise Origin Bitcoin, PFN.
- Reduced shares in these 10 stocks: EFA (-$23M), IEMG (-$15M), VBR (-$11M), RSP (-$9.3M), SHV (-$9.2M), EEM (-$5.5M), IEFA (-$5.1M), ITOT, VCSH, VWO.
- Sold out of its positions in AAL, ARCC, CCJ, CTLT, DG, FNB, FDVV, FPE, TDTF, HGV.
- Choreo was a net seller of stock by $-39M.
- Choreo has $3.9B in assets under management (AUM), dropping by 5.53%.
- Central Index Key (CIK): 0001679031
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Portfolio Holdings for Choreo
Choreo holds 665 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Choreo has 665 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Choreo March 31, 2024 positions
- Download the Choreo March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 8.7 | $337M | +2% | 980k | 344.20 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.0 | $311M | +7% | 1.9M | 162.86 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 4.4 | $170M | -6% | 886k | 191.88 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.9 | $151M | +2% | 448k | 337.05 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 3.4 | $132M | -2% | 506k | 260.71 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.0 | $116M | -3% | 2.8M | 41.77 |
|
| Apple (AAPL) | 2.0 | $78M | -2% | 456k | 171.48 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.0 | $77M | 1.9M | 40.90 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $71M | -2% | 1.4M | 50.17 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.7 | $67M | -2% | 1.7M | 39.02 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.6 | $61M | 1.7M | 36.75 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.6 | $61M | 341k | 179.11 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $59M | -8% | 788k | 74.22 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.5 | $58M | 1.0M | 56.98 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $54M | 873k | 62.06 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $52M | +6% | 123k | 420.72 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $52M | +2% | 99k | 525.73 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $51M | -2% | 98k | 523.07 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.2 | $48M | +7% | 76.00 | 634440.00 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $41M | -6% | 142k | 288.03 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $40M | +2% | 154k | 259.90 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $38M | 80k | 480.64 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $38M | -6% | 445k | 84.44 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $37M | -4% | 222k | 164.35 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.9 | $35M | 222k | 158.81 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $34M | -3% | 38k | 903.56 |
|
| Thor Industries (THO) | 0.9 | $34M | 286k | 117.34 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $33M | -21% | 196k | 169.37 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $33M | -2% | 143k | 228.57 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.8 | $32M | -3% | 889k | 35.80 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $31M | -33% | 604k | 51.60 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.8 | $30M | -5% | 562k | 53.80 |
|
| 4068594 Enphase Energy (ENPH) | 0.8 | $29M | 243k | 120.98 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $29M | +2% | 107k | 270.79 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.7 | $28M | -3% | 448k | 62.34 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.7 | $28M | -2% | 509k | 54.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $26M | -2% | 62k | 420.52 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $26M | +394% | 425k | 60.74 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.6 | $25M | -6% | 393k | 63.33 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $24M | 289k | 83.58 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.6 | $24M | -2% | 498k | 47.46 |
|
| Home Depot (HD) | 0.6 | $23M | 59k | 383.61 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $22M | +7% | 204k | 107.60 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $22M | 299k | 72.62 |
|
|
| Amazon (AMZN) | 0.6 | $22M | -5% | 119k | 180.38 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $21M | -5% | 87k | 239.76 |
|
| United Parcel Service CL B (UPS) | 0.5 | $21M | 138k | 148.63 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $21M | -52% | 257k | 79.86 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $20M | -6% | 96k | 210.30 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $20M | 172k | 114.96 |
|
|
| Fiserv (FI) | 0.5 | $19M | 118k | 159.82 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $18M | NEW | 219k | 81.53 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $17M | +9% | 115k | 150.93 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.4 | $16M | 627k | 25.28 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $16M | +4% | 270k | 58.06 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $15M | -4% | 34k | 444.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $13M | +12% | 85k | 152.26 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $13M | -25% | 68k | 186.81 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $13M | -7% | 63k | 200.29 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $12M | -24% | 175k | 67.86 |
|
| Meta Platforms Cl A (META) | 0.3 | $11M | +14% | 23k | 485.62 |
|
| Chevron Corporation (CVX) | 0.3 | $10M | 65k | 157.73 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $9.7M | 178k | 54.40 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $9.6M | +3% | 59k | 162.25 |
|
| Automatic Data Processing (ADP) | 0.2 | $9.1M | 37k | 249.62 |
|
|
| Simpson Manufacturing (SSD) | 0.2 | $8.8M | 43k | 205.18 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $8.7M | -7% | 35k | 249.86 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $8.7M | 46k | 187.35 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $8.5M | 120k | 70.88 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $8.4M | -5% | 12k | 732.62 |
|
| Johnson & Johnson (JNJ) | 0.2 | $8.4M | -2% | 53k | 158.19 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $8.3M | -3% | 71k | 116.19 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $7.9M | 71k | 110.52 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $7.8M | +54% | 80k | 97.94 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $7.8M | -41% | 190k | 41.08 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $7.3M | +15% | 90k | 80.63 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $7.3M | +42% | 31k | 238.32 |
|
| salesforce (CRM) | 0.2 | $7.3M | 24k | 301.19 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $7.3M | 72k | 100.81 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $7.2M | 29k | 247.41 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $7.2M | 69k | 103.79 |
|
|
| International Business Machines (IBM) | 0.2 | $6.9M | 36k | 190.96 |
|
|
| Merck & Co (MRK) | 0.2 | $6.9M | 52k | 131.95 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $6.6M | 114k | 57.54 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $6.6M | +5% | 59k | 110.50 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $6.4M | 231k | 27.94 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $6.4M | +7% | 112k | 57.57 |
|
| McDonald's Corporation (MCD) | 0.2 | $6.4M | -2% | 23k | 281.95 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $6.4M | -4% | 8.2k | 777.92 |
|
| UnitedHealth (UNH) | 0.2 | $6.3M | +6% | 13k | 494.71 |
|
| Pimco Dynamic Income SHS (PDI) | 0.2 | $6.1M | +3% | 318k | 19.29 |
|
| Walt Disney Company (DIS) | 0.2 | $6.1M | +4% | 50k | 122.36 |
|
| Broadcom (AVGO) | 0.2 | $6.0M | +2% | 4.5k | 1325.33 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $5.9M | -45% | 51k | 115.30 |
|
| Pepsi (PEP) | 0.1 | $5.8M | +4% | 33k | 174.84 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $5.7M | 20k | 286.61 |
|
|
| 3M Company (MMM) | 0.1 | $5.6M | -2% | 53k | 106.07 |
|
| Coca-Cola Company (KO) | 0.1 | $5.4M | 88k | 61.18 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $5.4M | -32% | 136k | 39.53 |
|
| Union Pacific Corporation (UNP) | 0.1 | $5.3M | +16% | 22k | 245.93 |
|
| Visa Com Cl A (V) | 0.1 | $5.3M | 19k | 279.08 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $5.2M | 137k | 37.92 |
|
|
| Caterpillar (CAT) | 0.1 | $5.1M | +13% | 14k | 366.42 |
|
| Abbvie (ABBV) | 0.1 | $4.9M | -7% | 27k | 182.07 |
|
| Cisco Systems (CSCO) | 0.1 | $4.8M | 97k | 49.91 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $4.8M | -35% | 48k | 100.54 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $4.8M | 88k | 54.23 |
|
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $4.8M | 112k | 42.57 |
|
|
| Intel Corporation (INTC) | 0.1 | $4.7M | -4% | 107k | 44.17 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $4.7M | -4% | 145k | 32.50 |
|
| Verizon Communications (VZ) | 0.1 | $4.5M | -4% | 107k | 41.96 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $4.4M | -20% | 47k | 92.42 |
|
| Tesla Motors (TSLA) | 0.1 | $4.3M | 25k | 176.00 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $4.3M | +3% | 56k | 77.73 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $4.2M | -2% | 8.0k | 524.38 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.2M | -3% | 100k | 42.01 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $4.2M | 43k | 97.53 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $4.1M | 30k | 135.06 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $4.0M | +11% | 8.8k | 454.89 |
|
| Wal-Mart Stores (WMT) | 0.1 | $4.0M | +226% | 66k | 60.17 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $3.9M | -9% | 15k | 252.31 |
|
| Deere & Company (DE) | 0.1 | $3.8M | +15% | 9.3k | 410.67 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.7M | -2% | 43k | 86.47 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.6M | -7% | 29k | 125.61 |
|
| Lowe's Companies (LOW) | 0.1 | $3.6M | +2% | 14k | 254.72 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.6M | +2% | 42k | 84.09 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.5M | +2% | 6.3k | 556.44 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $3.3M | -73% | 30k | 110.54 |
|
| Wells Fargo & Company (WFC) | 0.1 | $3.3M | +13% | 57k | 57.96 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.3M | +3% | 35k | 92.72 |
|
| Netflix (NFLX) | 0.1 | $3.2M | -5% | 5.3k | 607.33 |
|
| Woodward Governor Company (WWD) | 0.1 | $3.2M | +418% | 21k | 154.12 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $3.2M | -3% | 21k | 155.91 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.2M | +6% | 28k | 113.66 |
|
| Norfolk Southern (NSC) | 0.1 | $3.2M | +9% | 12k | 254.87 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.0M | +3% | 25k | 120.99 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $3.0M | 33k | 93.19 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $3.0M | -7% | 52k | 57.85 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $2.9M | -18% | 26k | 114.14 |
|
| Pfizer (PFE) | 0.1 | $2.9M | -11% | 106k | 27.75 |
|
| Illinois Tool Works (ITW) | 0.1 | $2.9M | 11k | 268.33 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $2.9M | 57k | 50.69 |
|
|
| Boeing Company (BA) | 0.1 | $2.8M | +7% | 15k | 192.99 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $2.8M | -34% | 28k | 99.43 |
|
| Target Corporation (TGT) | 0.1 | $2.8M | +2% | 16k | 177.20 |
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.1 | $2.8M | NEW | 131k | 21.21 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $2.8M | 76k | 36.19 |
|
|
| HMN Financial (HMNF) | 0.1 | $2.7M | 129k | 21.09 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $2.7M | -2% | 3.8k | 698.55 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.7M | -5% | 5.5k | 481.51 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.6M | -6% | 14k | 182.60 |
|
| Starbucks Corporation (SBUX) | 0.1 | $2.6M | -3% | 28k | 91.39 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.6M | -64% | 33k | 77.31 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $2.5M | +22% | 30k | 85.06 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.5M | +2% | 19k | 131.24 |
|
| General Motors Company (GM) | 0.1 | $2.5M | 55k | 45.35 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.5M | +23% | 26k | 96.71 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $2.5M | +11% | 77k | 31.95 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $2.4M | -16% | 47k | 50.45 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.3M | 11k | 205.72 |
|
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $2.3M | 74k | 31.16 |
|
|
| Highland Opportunities Highland Income (HFRO) | 0.1 | $2.3M | NEW | 328k | 7.03 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $2.3M | NEW | 386k | 5.93 |
|
| Nextera Energy (NEE) | 0.1 | $2.3M | +7% | 35k | 63.91 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $2.2M | -38% | 51k | 44.05 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.2M | +4% | 4.4k | 504.60 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.2M | +48% | 50k | 44.69 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $2.2M | -2% | 21k | 105.03 |
|
| Brown & Brown (BRO) | 0.1 | $2.2M | -4% | 25k | 87.54 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $2.2M | 27k | 79.91 |
|
|
| Emerson Electric (EMR) | 0.1 | $2.1M | -4% | 19k | 113.42 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $2.1M | 28k | 74.81 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.1M | 19k | 110.21 |
|
|
| Api Group Corp Com Stk (APG) | 0.1 | $2.0M | -7% | 52k | 39.27 |
|
| Philip Morris International (PM) | 0.1 | $2.0M | 22k | 91.62 |
|
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| Alliant Energy Corporation (LNT) | 0.1 | $2.0M | 40k | 50.40 |
|
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| Stryker Corporation (SYK) | 0.1 | $2.0M | -5% | 5.5k | 357.84 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.0M | +26% | 32k | 61.05 |
|
| Microchip Technology (MCHP) | 0.1 | $2.0M | -12% | 22k | 89.71 |
|
| McKesson Corporation (MCK) | 0.1 | $2.0M | +3% | 3.6k | 536.83 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $1.9M | 16k | 119.51 |
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| Howmet Aerospace (HWM) | 0.0 | $1.9M | 28k | 68.43 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.9M | 60k | 32.23 |
|
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.9M | 18k | 108.92 |
|
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $1.9M | -10% | 82k | 23.24 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1.9M | +54% | 1.7k | 1128.88 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.9M | -70% | 25k | 76.67 |
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| Applied Materials (AMAT) | 0.0 | $1.9M | 9.1k | 206.28 |
|
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| Thermo Fisher Scientific (TMO) | 0.0 | $1.9M | -4% | 3.2k | 581.18 |
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| ConocoPhillips (COP) | 0.0 | $1.8M | 14k | 127.28 |
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|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.8M | -8% | 8.7k | 208.28 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.8M | 10k | 180.48 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.8M | -2% | 20k | 89.68 |
|
| Progressive Corporation (PGR) | 0.0 | $1.8M | 8.6k | 206.82 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $1.7M | 77k | 22.77 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $1.7M | -16% | 33k | 52.16 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $1.7M | +29% | 35k | 49.95 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $1.7M | 9.2k | 186.86 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.7M | -65% | 21k | 81.78 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.7M | +3% | 39k | 43.35 |
|
| At&t (T) | 0.0 | $1.7M | -14% | 96k | 17.60 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $1.7M | 8.6k | 195.11 |
|
|
| Honeywell International (HON) | 0.0 | $1.7M | -11% | 8.2k | 205.24 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $1.7M | 20k | 81.43 |
|
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.0 | $1.7M | +259% | 1.7M | 1.00 |
|
| General Electric Com New (GE) | 0.0 | $1.6M | +7% | 9.3k | 175.53 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $1.6M | -65% | 13k | 123.90 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $1.6M | +8% | 79k | 20.30 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $1.6M | 1.3k | 1249.62 |
|
|
| Altria (MO) | 0.0 | $1.6M | -13% | 36k | 43.62 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $1.6M | 76k | 20.34 |
|
|
| Travelers Companies (TRV) | 0.0 | $1.5M | +8% | 6.7k | 230.11 |
|
| Air Products & Chemicals (APD) | 0.0 | $1.5M | -14% | 6.2k | 242.59 |
|
| Ameriprise Financial (AMP) | 0.0 | $1.5M | 3.4k | 438.42 |
|
|
| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.0 | $1.5M | +12% | 31k | 47.83 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.5M | -9% | 12k | 125.33 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.5M | -36% | 16k | 94.40 |
|
| Waste Management (WM) | 0.0 | $1.5M | -13% | 6.9k | 213.14 |
|
| PNC Financial Services (PNC) | 0.0 | $1.5M | +4% | 9.0k | 161.56 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $1.4M | 31k | 47.44 |
|
|
| D.R. Horton (DHI) | 0.0 | $1.4M | -4% | 8.7k | 164.54 |
|
| Hp (HPQ) | 0.0 | $1.4M | +5% | 47k | 30.22 |
|
| Nike CL B (NKE) | 0.0 | $1.4M | 15k | 93.98 |
|
|
| Darden Restaurants (DRI) | 0.0 | $1.4M | -4% | 8.5k | 167.15 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.4M | +2% | 11k | 131.37 |
|
| FedEx Corporation (FDX) | 0.0 | $1.4M | +8% | 4.8k | 289.73 |
|
| Toast Cl A (TOST) | 0.0 | $1.4M | 55k | 24.92 |
|
|
| Qualcomm (QCOM) | 0.0 | $1.4M | 8.1k | 169.30 |
|
|
| Ishares Tr Mrgstr Sm Cp Etf (ISCB) | 0.0 | $1.4M | 25k | 56.21 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.4M | -3% | 5.4k | 250.04 |
|
| Copart (CPRT) | 0.0 | $1.3M | 23k | 57.92 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $1.3M | +18% | 8.3k | 161.59 |
|
| Pimco Etf Tr Enhancd Short (EMNT) | 0.0 | $1.3M | 14k | 98.61 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $1.3M | 5.9k | 223.25 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $1.3M | 57k | 22.99 |
|
|
| Medtronic SHS (MDT) | 0.0 | $1.3M | +2% | 15k | 87.15 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.3M | +16% | 16k | 79.76 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.3M | +3% | 22k | 58.13 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $1.3M | NEW | 20k | 63.17 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $1.2M | 49k | 25.44 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $1.2M | -2% | 29k | 42.95 |
|
| Eaton Corp SHS (ETN) | 0.0 | $1.2M | 3.9k | 312.76 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $1.2M | 11k | 110.13 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $1.2M | -57% | 25k | 47.89 |
|
| Cdw (CDW) | 0.0 | $1.2M | 4.5k | 255.78 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $1.1M | +4% | 19k | 58.59 |
|
| Amgen (AMGN) | 0.0 | $1.1M | +3% | 4.0k | 284.37 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.1M | +12% | 6.5k | 174.15 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.1M | -24% | 9.1k | 123.18 |
|
| Cummins (CMI) | 0.0 | $1.1M | -2% | 3.8k | 294.66 |
|
Past Filings by Choreo
SEC 13F filings are viewable for Choreo going back to 2020
- 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
- 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