CHOREO, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$6.4T
Holdings
1,440
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,440 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 1,023,943 | $374.7B | 5.82% | |
| 2 | VTVVANGUARD INDEX FDS | 2,143,783 | $370.3B | 5.75% | |
| 3 | IWFISHARES TR | 654,674 | $236.4B | 3.67% | |
| 4 | AAPLAPPLE INC | 926,612 | $205.8B | 3.19% | |
| 5 | VBRVANGUARD INDEX FDS | 792,246 | $147.6B | 2.29% | |
| 6 | VBKVANGUARD INDEX FDS | 512,280 | $129.0B | 2.00% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 2,860,469 | $126.4B | 1.96% | |
| 8 | MSFTMICROSOFT CORP | 298,662 | $112.1B | 1.74% | |
| 9 | AQLTISHARES TR | 1,400,119 | $105.9B | 1.64% | |
| 10 | BACBANK AMERICA CORP | 2,477,929 | $103.4B | 1.60% | |
| 11 | NVDANVIDIA CORPORATION | 864,215 | $93.7B | 1.45% | |
| 12 | VOOVANGUARD INDEX FDS | 155,241 | $79.8B | 1.24% | |
| 13 | IVVISHARES TR | 138,310 | $77.7B | 1.21% | |
| 14 | IWDISHARES TR | 400,743 | $75.4B | 1.17% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 1,394,581 | $70.9B | 1.10% | |
| 16 | SPYSPDR S&P 500 ETF TR | 354,845 | $69.0B | 1.07% | |
| 17 | BNDVANGUARD BD INDEX FDS | 952,977 | $67.8B | 1.05% | |
| 18 | AMZNAMAZON COM INC | 349,537 | $66.5B | 1.03% | |
| 19 | DFUVDIMENSIONAL ETF TRUST | 1,592,768 | $65.6B | 1.02% | |
| 20 | BRK-BBERKSHIRE HATHAWAY INC DEL | 82 | $65.5B | 1.02% | |
| 21 | DFIVDIMENSIONAL ETF TRUST | 1,620,289 | $63.8B | 0.99% | |
| 22 | DFUSDIMENSIONAL ETF TRUST | 1,019,555 | $61.7B | 0.96% | |
| 23 | RSPINVESCO EXCHANGE TRADED FD T | 350,791 | $60.8B | 0.94% | |
| 24 | SCHFSCHWAB STRATEGIC TR | 3,037,697 | $58.0B | 0.90% | |
| 25 | VTIVANGUARD INDEX FDS | 205,867 | $56.6B | 0.88% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 105,220 | $56.0B | 0.87% | |
| 27 | IEMGISHARES INC | 984,172 | $53.1B | 0.82% | |
| 28 | SCHXSCHWAB STRATEGIC TR | 2,188,744 | $48.3B | 0.75% | |
| 29 | METAMETA PLATFORMS INC | 82,170 | $47.4B | 0.73% | |
| 30 | IWBISHARES TR | 154,363 | $47.3B | 0.73% | |
| 31 | IVWISHARES TR | 478,525 | $44.4B | 0.69% | |
| 32 | EFAISHARES TR | 529,583 | $43.3B | 0.67% | |
| 33 | JPMJPMORGAN CHASE & CO. | 169,559 | $41.6B | 0.65% | |
| 34 | QUALISHARES TR | 218,776 | $37.4B | 0.58% | |
| 35 | GOOGLALPHABET INC | 237,899 | $36.8B | 0.57% | |
| 36 | IWNISHARES TR | 230,968 | $34.9B | 0.54% | |
| 37 | VBVANGUARD INDEX FDS | 239,696 | $34.6B | 0.54% | |
| 38 | USRTISHARES TR | 552,523 | $31.8B | 0.49% | |
| 39 | GOOGALPHABET INC | 198,393 | $31.0B | 0.48% | |
| 40 | HDHOME DEPOT INC | 84,545 | $31.0B | 0.48% | |
| 41 | FISVFISERV INC | 138,157 | $30.5B | 0.47% | |
| 42 | SCHDSCHWAB STRATEGIC TR | 1,070,787 | $30.0B | 0.47% | |
| 43 | SCHCSCHWAB STRATEGIC TR | 796,529 | $28.6B | 0.44% | |
| 44 | IWOISHARES TR | 111,823 | $28.6B | 0.44% | |
| 45 | IJHISHARES TR | 476,738 | $27.8B | 0.43% | |
| 46 | THOTHOR INDS INC | 358,211 | $27.2B | 0.42% | |
| 47 | USMVISHARES TR | 276,386 | $25.9B | 0.40% | |
| 48 | VVISA INC | 73,727 | $25.8B | 0.40% | |
| 49 | NDQINVESCO QQQ TR | 53,162 | $24.9B | 0.39% | |
| 50 | AVGOBROADCOM INC | 148,645 | $24.9B | 0.39% | |
| 51 | DFASDIMENSIONAL ETF TRUST | 416,271 | $24.9B | 0.39% | |
| 52 | EFGISHARES TR | 247,342 | $24.7B | 0.38% | |
| 53 | MUBISHARES TR | 232,216 | $24.5B | 0.38% | |
| 54 | AMLPALPS ETF TR | 463,885 | $24.1B | 0.37% | |
| 55 | LLYELI LILLY & CO | 28,956 | $23.9B | 0.37% | |
| 56 | SCZISHARES TR | 367,541 | $23.3B | 0.36% | |
| 57 | ABBVABBVIE INC | 108,163 | $22.7B | 0.35% | |
| 58 | JNJJOHNSON & JOHNSON | 134,405 | $22.3B | 0.35% | |
| 59 | DFATDIMENSIONAL ETF TRUST | 429,481 | $22.1B | 0.34% | |
| 60 | IWMISHARES TR | 153,111 | $22.1B | 0.34% | |
| 61 | CVXCHEVRON CORP NEW | 131,457 | $22.0B | 0.34% | |
| 62 | VIGIVANGUARD WHITEHALL FDS | 264,512 | $21.9B | 0.34% | |
| 63 | TSLATESLA INC | 81,272 | $21.1B | 0.33% | |
| 64 | PGPROCTER AND GAMBLE CO | 121,950 | $20.8B | 0.32% | |
| 65 | 4I1PHILIP MORRIS INTL INC | 125,319 | $20.1B | 0.31% | |
| 66 | XOMEXXON MOBIL CORP | 166,697 | $19.8B | 0.31% | |
| 67 | IVEISHARES TR | 103,515 | $19.7B | 0.31% | |
| 68 | COSTCOSTCO WHSL CORP NEW | 20,719 | $19.6B | 0.30% | |
| 69 | DGROISHARES TR | 315,345 | $19.5B | 0.30% | |
| 70 | KOCOCA COLA CO | 268,360 | $19.4B | 0.30% | |
| 71 | SPABSPDR SER TR | 756,469 | $19.3B | 0.30% | |
| 72 | VVVANGUARD INDEX FDS | 74,633 | $19.2B | 0.30% | |
| 73 | BXBLACKSTONE INC | 135,109 | $18.9B | 0.29% | |
| 74 | NFLXNETFLIX INC | 20,165 | $18.8B | 0.29% | |
| 75 | ESGUISHARES TR | 152,475 | $18.6B | 0.29% | |
| 76 | UNHUNITEDHEALTH GROUP INC | 34,377 | $18.0B | 0.28% | |
| 77 | MCDMCDONALDS CORP | 57,561 | $18.0B | 0.28% | |
| 78 | ADPAUTOMATIC DATA PROCESSING IN | 55,369 | $17.0B | 0.26% | |
| 79 | AGGISHARES TR | 171,119 | $16.9B | 0.26% | |
| 80 | ENPHENPHASE ENERGY INC | 270,694 | $16.8B | 0.26% | |
| 81 | WFCWELLS FARGO CO NEW | 232,688 | $16.7B | 0.26% | |
| 82 | UPSUNITED PARCEL SERVICE INC | 151,428 | $16.7B | 0.26% | |
| 83 | VOVANGUARD INDEX FDS | 59,653 | $15.4B | 0.24% | |
| 84 | WMTWALMART INC | 174,085 | $15.3B | 0.24% | |
| 85 | IXUSISHARES TR | 207,032 | $14.5B | 0.22% | |
| 86 | ABTABBOTT LABS | 108,775 | $14.4B | 0.22% | |
| 87 | RTXRTX CORPORATION | 99,192 | $13.1B | 0.20% | |
| 88 | PEPPEPSICO INC | 86,356 | $12.9B | 0.20% | |
| 89 | VONEVANGUARD SCOTTSDALE FDS | 50,269 | $12.8B | 0.20% | |
| 90 | CRMSALESFORCE INC | 47,513 | $12.8B | 0.20% | |
| 91 | EEMISHARES TR | 286,111 | $12.5B | 0.19% | |
| 92 | SPGIS&P GLOBAL INC | 24,505 | $12.5B | 0.19% | |
| 93 | MAMASTERCARD INCORPORATED | 22,642 | $12.4B | 0.19% | |
| 94 | BSVVANGUARD BD INDEX FDS | 154,772 | $12.1B | 0.19% | |
| 95 | ORCLORACLE CORP | 85,264 | $11.9B | 0.19% | |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 47,448 | $11.8B | 0.18% | |
| 97 | JEPIJ P MORGAN EXCHANGE TRADED F | 204,545 | $11.7B | 0.18% | |
| 98 | MRKMERCK & CO INC | 128,446 | $11.6B | 0.18% | |
| 99 | ITOTISHARES TR | 95,039 | $11.6B | 0.18% | |
| 100 | CSCOCISCO SYS INC | 182,080 | $11.2B | 0.17% |
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