Equal-WT
WhaleScore 2.0
?
Choreo is based out of Minneapolis. Choreo is a large advisory firm with 6276 clients and discretionary assets under management (AUM) of $12,065,547,579 (Form ADV from 2023-12-11). Their last reported 13F filing for Q4 2023 included $3,690,596,473 in managed 13F securities
and a top 10 holdings concentration of 37.98%. Choreo's largest holding is VANGUARD GROWTH INDEX FUND-ETF Shares with shares held of 954,045. Whalewisdom has at least 40 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
RSP Invesco S&P 500 Equa | 1.04% |
IEFA iShares Core MSCI EA | 0.95% |
EFA iShares MSCI EAFE ET | 0.88% |
IEMG iShares Core MSCI Em | 0.62% |
IVV iShares Core S&P 500 | 0.55% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VUG VANGUARD GROWTH INDE | 1.23% |
VBR VANGUARD SMALL-CAP V | 0.73% |
IWF iShares Russell 1000 | 0.54% |
DFUV Dimensional US Marke | 0.41% |
SCHF Schwab International | 0.36% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VUG VANGUARD GROWTH INDE | 8.04% |
VTV VANGUARD VALUE INDEX | 7.2% |
VBR VANGUARD SMALL-CAP V | 4.6% |
IWF iShares Russell 1000 | 3.59% |
VBK VANGUARD SMALL-CAP G | 3.4% |
2023-12-31
13F Activity
Market Value | $3.69b, Prior: $2.83b |
New Purchases | 169 stocks |
Added To | 299 stocks |
Sold out of | 7 stocks |
Reduced holdings in | 122 stocks |
Top 10 Holdings % | 37.98% |
Turnover %[1] | 28.21% |
Turnover Alt %[2] | 1.36% |
Time Held Top 20 | 9 quarters |
Time Held Top 10 | 12.5 quarters |
Time Held All | 5.63 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31