CHOREO, LLC Q4 2024 Filing
Filed January 27, 2025
Portfolio Value
$6958.7T
Holdings
1,609
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,609 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 1,054,033 | $427.2T | 6.14% | |
| 2 | VTVVANGUARD INDEX FDS | 2,163,588 | $366.3T | 5.26% | |
| 3 | IWFISHARES TR | 676,064 | $272.3T | 3.91% | |
| 4 | AAPLAPPLE INC | 970,615 | $244.0T | 3.51% | |
| 5 | VBRVANGUARD INDEX FDS | 822,212 | $162.9T | 2.34% | |
| 6 | VBKVANGUARD INDEX FDS | 535,846 | $150.1T | 2.16% | |
| 7 | MSFTMICROSOFT CORP | 322,963 | $136.8T | 1.97% | |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 3,134,225 | $135.0T | 1.94% | |
| 9 | NVDANVIDIA CORPORATION | 912,832 | $124.3T | 1.79% | |
| 10 | BACBANK AMERICA CORP | 2,563,270 | $112.6T | 1.62% | |
| 11 | IVVISHARES TR | 146,565 | $86.3T | 1.24% | |
| 12 | AQLTISHARES TR | 1,182,831 | $83.1T | 1.19% | |
| 13 | AMZNAMAZON COM INC | 370,191 | $81.7T | 1.17% | |
| 14 | VOOVANGUARD INDEX FDS | 146,658 | $79.2T | 1.14% | |
| 15 | SPYSPDR S&P 500 ETF TR | 133,593 | $78.3T | 1.13% | |
| 16 | DFUVDIMENSIONAL ETF TRUST | 1,882,153 | $77.0T | 1.11% | |
| 17 | VEAVANGUARD TAX-MANAGED FDS | 1,527,650 | $73.0T | 1.05% | |
| 18 | IWDISHARES TR | 388,500 | $71.9T | 1.03% | |
| 19 | DFUSDIMENSIONAL ETF TRUST | 1,024,925 | $65.3T | 0.94% | |
| 20 | DFIVDIMENSIONAL ETF TRUST | 1,841,039 | $65.3T | 0.94% | |
| 21 | VTIVANGUARD INDEX FDS | 222,986 | $64.7T | 0.93% | |
| 22 | RSPINVESCO EXCHANGE TRADED FD T | 354,649 | $62.1T | 0.89% | |
| 23 | SCHFSCHWAB STRATEGIC TR | 3,178,300 | $56.7T | 0.82% | |
| 24 | BRK-BBERKSHIRE HATHAWAY INC DEL | 83 | $56.5T | 0.81% | |
| 25 | SCHXSCHWAB STRATEGIC TR | 2,378,954 | $55.1T | 0.79% | |
| 26 | IWBISHARES TR | 162,151 | $52.3T | 0.75% | |
| 27 | IEMGISHARES INC | 970,845 | $50.7T | 0.73% | |
| 28 | IVWISHARES TR | 496,589 | $50.5T | 0.73% | |
| 29 | METAMETA PLATFORMS INC | 85,195 | $50.2T | 0.72% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 107,288 | $48.6T | 0.70% | |
| 31 | GOOGLALPHABET INC | 251,379 | $47.9T | 0.69% | |
| 32 | JPMJPMORGAN CHASE & CO. | 175,435 | $42.0T | 0.60% | |
| 33 | QUALISHARES TR | 233,676 | $41.6T | 0.60% | |
| 34 | VBVANGUARD INDEX FDS | 263,739 | $41.5T | 0.60% | |
| 35 | GOOGALPHABET INC | 215,324 | $41.3T | 0.59% | |
| 36 | EFAISHARES TR | 543,307 | $41.1T | 0.59% | |
| 37 | IWNISHARES TR | 235,553 | $38.7T | 0.56% | |
| 38 | THOTHOR INDS INC | 356,662 | $34.1T | 0.49% | |
| 39 | TSLATESLA INC | 82,617 | $34.0T | 0.49% | |
| 40 | HDHOME DEPOT INC | 85,835 | $33.4T | 0.48% | |
| 41 | IJHISHARES TR | 535,717 | $33.4T | 0.48% | |
| 42 | USRTISHARES TR | 575,058 | $33.0T | 0.47% | |
| 43 | AVGOBROADCOM INC | 139,168 | $32.7T | 0.47% | |
| 44 | IWOISHARES TR | 111,682 | $32.1T | 0.46% | |
| 45 | SCHCSCHWAB STRATEGIC TR | 925,088 | $31.8T | 0.46% | |
| 46 | NDQINVESCO QQQ TR | 59,355 | $30.5T | 0.44% | |
| 47 | FISVFISERV INC | 147,572 | $30.3T | 0.44% | |
| 48 | SCHDSCHWAB STRATEGIC TR | 1,091,745 | $29.8T | 0.43% | |
| 49 | BNDVANGUARD BD INDEX FDS | 441,119 | $29.5T | 0.42% | |
| 50 | DFASDIMENSIONAL ETF TRUST | 445,543 | $29.0T | 0.42% | |
| 51 | SPABSPDR SER TR | 1,098,140 | $27.5T | 0.39% | |
| 52 | DFATDIMENSIONAL ETF TRUST | 490,129 | $27.3T | 0.39% | |
| 53 | USMVISHARES TR | 291,701 | $25.9T | 0.37% | |
| 54 | IWMISHARES TR | 116,043 | $25.6T | 0.37% | |
| 55 | VVISA INC | 80,921 | $25.5T | 0.37% | |
| 56 | VIGIVANGUARD WHITEHALL FDS | 304,321 | $24.3T | 0.35% | |
| 57 | AMLPALPS ETF TR | 500,214 | $24.1T | 0.35% | |
| 58 | MUBISHARES TR | 225,974 | $24.1T | 0.35% | |
| 59 | SCZISHARES TR | 390,194 | $23.7T | 0.34% | |
| 60 | BXBLACKSTONE INC | 130,979 | $22.5T | 0.32% | |
| 61 | LLYELI LILLY & CO | 28,551 | $22.1T | 0.32% | |
| 62 | ESGUISHARES TR | 161,731 | $20.8T | 0.30% | |
| 63 | PGPROCTER AND GAMBLE CO | 122,529 | $20.5T | 0.29% | |
| 64 | AGGISHARES TR | 208,544 | $20.2T | 0.29% | |
| 65 | UNHUNITEDHEALTH GROUP INC | 39,204 | $19.9T | 0.29% | |
| 66 | IVEISHARES TR | 103,774 | $19.8T | 0.28% | |
| 67 | VVVANGUARD INDEX FDS | 72,783 | $19.6T | 0.28% | |
| 68 | CVXCHEVRON CORP NEW | 135,707 | $19.5T | 0.28% | |
| 69 | NFLXNETFLIX INC | 21,409 | $19.2T | 0.28% | |
| 70 | UPSUNITED PARCEL SERVICE INC | 151,789 | $19.1T | 0.27% | |
| 71 | COSTCOSTCO WHSL CORP NEW | 20,730 | $19.0T | 0.27% | |
| 72 | DGROISHARES TR | 310,310 | $19.0T | 0.27% | |
| 73 | WFCWELLS FARGO CO NEW | 268,640 | $18.9T | 0.27% | |
| 74 | ENPHENPHASE ENERGY INC | 271,709 | $18.7T | 0.27% | |
| 75 | JNJJOHNSON & JOHNSON | 129,580 | $18.6T | 0.27% | |
| 76 | ABBVABBVIE INC | 103,894 | $18.4T | 0.26% | |
| 77 | EFGISHARES TR | 185,293 | $17.9T | 0.26% | |
| 78 | XOMEXXON MOBIL CORP | 168,423 | $17.9T | 0.26% | |
| 79 | KOCOCA COLA CO | 287,124 | $17.8T | 0.26% | |
| 80 | JPSTJ P MORGAN EXCHANGE TRADED F | 344,256 | $17.4T | 0.25% | |
| 81 | MCDMCDONALDS CORP | 58,128 | $16.8T | 0.24% | |
| 82 | ADPAUTOMATIC DATA PROCESSING IN | 57,312 | $16.8T | 0.24% | |
| 83 | ORCLORACLE CORP | 100,669 | $16.8T | 0.24% | |
| 84 | WMTWALMART INC | 181,913 | $16.5T | 0.24% | |
| 85 | IGSBISHARES TR | 314,034 | $16.2T | 0.23% | |
| 86 | VOVANGUARD INDEX FDS | 61,086 | $16.1T | 0.23% | |
| 87 | 4I1PHILIP MORRIS INTL INC | 130,873 | $15.7T | 0.23% | |
| 88 | CRMSALESFORCE INC | 46,336 | $15.5T | 0.22% | |
| 89 | IXUSISHARES TR | 229,787 | $15.2T | 0.22% | |
| 90 | BSVVANGUARD BD INDEX FDS | 195,006 | $15.1T | 0.22% | |
| 91 | PEPPEPSICO INC | 91,725 | $14.0T | 0.20% | |
| 92 | ITOTISHARES TR | 108,569 | $14.0T | 0.20% | |
| 93 | MRKMERCK & CO INC | 137,690 | $13.7T | 0.20% | |
| 94 | MAMASTERCARD INCORPORATED | 25,980 | $13.7T | 0.20% | |
| 95 | ABTABBOTT LABS | 118,585 | $13.4T | 0.19% | |
| 96 | GVIISHARES TR | 122,920 | $12.8T | 0.18% | |
| 97 | EEMISHARES TR | 304,356 | $12.7T | 0.18% | |
| 98 | RTXRTX CORPORATION | 108,496 | $12.5T | 0.18% | |
| 99 | VCSHVANGUARD SCOTTSDALE FDS | 160,194 | $12.5T | 0.18% | |
| 100 | DISDISNEY WALT CO | 111,349 | $12.4T | 0.18% |
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