Notify me when CHOREO, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,575 | $7,760,448,437 | +$255,795,258 | -$226,339,818 | +$29,455,440 | VUG, VTV, IWF, AAPL, IEFA | 13F-HR | 23 Jan 2026, 08:37 |
| Q3 2025 | 1,569 | $7,588,762,552 | +$218,760,028 | -$197,406,989 | +$21,353,039 | VUG, VTV, IWF, AAPL, NVDA | 13F-HR | 10 Nov 2025, 18:59 |
| Q2 2025 | 1,527 | $7,088,185,263 | +$408,580,742 | -$251,384,522 | +$157,196,220 | VUG, VTV, IWF, AAPL, MSFT | 13F-HR | 12 Aug 2025, 17:59 |
| Q1 2025 | 1,440 | $6,370,976,090 | +$167,175,342 | -$464,160,184 | -$296,984,842 | VUG, VTV, IWF, AAPL, VBR | 13F-HR | 06 May 2025, 06:04 |
| Q4 2024 | 1,609 | $6,914,642,435 | +$647,707,419 | -$491,815,892 | +$155,891,527 | VUG, VTV, IWF, AAPL, VBR | 13F-HR | 27 Jan 2025, 12:24 |
| Q3 2024 | 1,628 | $6,777,118,995 | +$638,606,835 | -$93,120,032 | +$545,486,803 | VUG, VTV, AAPL, IWF, VBR | 13F-HR | 07 Nov 2024, 10:25 |
| Q2 2024 | 1,516 | $5,926,696,536 | +$2,092,002,032 | -$15,497,389 | +$2,076,504,643 | VUG, VTV, AAPL, IWF, VBR | 13F-HR | 06 Aug 2024, 17:52 |
| Q1 2024 | 665 | $3,894,759,442 | +$160,810,169 | -$199,516,287 | -$38,706,118 | VUG, VTV, VBR, IWF, VBK | 13F-HR | 02 May 2024, 07:15 |
| Q4 2023 | 624 | $3,690,596,473 | +$628,813,349 | -$54,142,907 | +$574,670,442 | VUG, VTV, VBR, IWF, VBK | 13F-HR | 05 Feb 2024, 10:39 |
| Q3 2023 | 462 | $2,825,246,689 | +$97,114,017 | -$78,997,646 | +$18,116,371 | VUG, VTV, VBR, IWF, VWO | 13F-HR | 08 Nov 2023, 14:32 |
| Q2 2023 | 469 | $2,927,813,970 | +$53,440,871 | -$103,645,767 | -$50,204,896 | VUG, VTV, VBR, IWF, VBK | 13F-HR | 04 Aug 2023, 14:28 |
| Q1 2023 | 478 | $2,833,133,683 | +$779,283,420 | -$72,977,983 | +$706,305,437 | VTV, VUG, VBR, VWO, IWF | 13F-HR | 15 May 2023, 16:34 |
| Q4 2022 | 237 | $2,019,894,189 | +$157,536,751 | -$11,035,842 | +$146,500,909 | VTV, VUG, VBR, VWO, IWF | 13F-HR | 13 Feb 2023, 11:36 |
| Q3 2022 | 211 | $1,733,879,000 | +$88,955,693 | -$38,255,310 | +$50,700,383 | VUG, VTV, VBR, VWO, VBK | 13F-HR | 21 Oct 2022, 08:45 |
| Q2 2022 | 216 | $1,785,148,000 | +$179,036,394 | -$49,551,705 | +$129,484,689 | VUG, VTV, VBR, VWO, VBK | 13F-HR | 11 Aug 2022, 12:27 |
| Q1 2022 | 237 | $1,974,594,000 | +$70,602,680 | -$37,532,996 | +$33,069,684 | VUG, VTV, VBR, VBK, VWO | 13F-HR | 02 May 2022, 14:30 |
| Q4 2021 | 233 | $2,047,822,000 | +$66,900,202 | -$19,829,705 | +$47,070,497 | VUG, VTV, VBR, VBK, IWF | 13F-HR | 08 Feb 2022, 13:05 |
| Q3 2021 | 221 | $1,869,562,000 | +$74,283,261 | -$27,412,474 | +$46,870,787 | VUG, VTV, VBR, VBK, IWF | 13F-HR | 08 Nov 2021, 17:23 |
| Q2 2021 | 220 | $1,851,222,000 | +$188,574,337 | -$14,842,105 | +$173,732,232 | VUG, VTV, VBR, VBK, IWF | 13F-HR | 13 Aug 2021, 14:43 |
| Q1 2021 | 202 | $1,566,564,000 | +$96,641,479 | -$27,948,700 | +$68,692,779 | VUG, VTV, VBR, VBK, IWF | 13F-HR | 29 Apr 2021, 10:28 |
| Q4 2020 | 202 | $1,410,785,000 | +$107,290,469 | -$54,951,513 | +$52,338,956 | VUG, VTV, VBK, VBR, IWF | 13F-HR | 04 Feb 2021, 16:43 |
| Q3 2020 | 181 | $1,196,057,000 | +$121,706,430 | -$23,490,527 | +$98,215,903 | VUG, VTV, IWF, VBK, VBR | 13F-HR | 03 Nov 2020, 16:27 |
| Q2 2020 | 183 | $1,033,453,000 | +$106,305,892 | -$46,651,490 | +$59,654,402 | VUG, IWF, VTV, VBK, IWD | 13F-HR | 14 Aug 2020, 08:27 |
| Q1 2020 | 178 | $813,484,000 | +$68,814,710 | -$27,096,537 | +$41,718,173 | VUG, IWF, VTV, VBK, IWD | 13F-HR | 15 May 2020, 14:26 |
| Q4 2019 | 196 | $1,007,286,000 | +$94,036,023 | -$14,426,496 | +$79,609,527 | VUG, IWF, VTV, VBK, AMLP | 13F-HR | 04 Jun 2020, 17:20 |
| Q3 2019 | 187 | $865,427,000 | +$30,765,602 | -$24,568,230 | +$6,197,372 | VUG, IWF, VTV, VBK, AMLP | 13F-HR | 04 Jun 2020, 17:20 |
| Q2 2019 | 198 | $856,669,000 | +$33,518,192 | -$15,035,936 | +$18,482,256 | VUG, IWF, VTV, VBK, IWD | 13F-HR | 04 Jun 2020, 17:20 |
| Q1 2019 | 196 | $816,799,000 | +$47,447,139 | -$24,491,582 | +$22,955,557 | VUG, IWF, VTV, VBK, IWD | 13F-HR | 04 Jun 2020, 17:20 |
| Q4 2018 | 190 | $699,309,000 | +$93,291,754 | -$44,089,086 | +$49,202,668 | VUG, IWF, VTV, IWD, VEA | 13F-HR | 04 Jun 2020, 17:20 |
| Q3 2018 | 218 | $764,085,000 | +$30,244,264 | -$52,931,555 | -$22,687,291 | VUG, IWF, IWD, VBK, IWB | 13F-HR | 04 Jun 2020, 17:20 |
| Q2 2018 | 234 | $745,964,000 | +$9,177,789 | -$121,602,864 | -$112,425,075 | VUG, IWF, IWD, VBK, IWB | 13F-HR | 04 Jun 2020, 17:20 |
| Q1 2018 | 276 | $837,966,000 | +$68,578,237 | -$47,040,661 | +$21,537,576 | VUG, IWF, IWD, VEA, IWB | 13F-HR | 04 Jun 2020, 17:20 |
| Q4 2017 | 287 | $826,652,000 | +$43,293,618 | -$17,068,131 | +$26,225,487 | IWF, VUG, IWD, IWB, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q3 2017 | 267 | $762,060,000 | +$47,849,129 | -$23,895,401 | +$23,953,728 | IWF, VUG, IWD, IWB, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q2 2017 | 259 | $709,667,000 | +$37,242,488 | -$30,245,508 | +$6,996,980 | IWF, VUG, IWD, IWB, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q1 2017 | 283 | $666,091,000 | +$60,527,891 | -$28,231,668 | +$32,296,223 | IWF, IWD, VUG, IWB, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q4 2016 | 263 | $606,177,000 | +$76,560,066 | -$36,713,920 | +$39,846,146 | IWF, IWD, IWB, VUG, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q3 2016 | 232 | $573,311,000 | +$53,805,270 | -$19,228,044 | +$34,577,226 | IWF, IWD, IWB, VNQ, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q2 2016 | 215 | $520,350,000 | +$32,284,390 | -$18,170,720 | +$14,113,670 | IWF, IWD, IWB, IWO, VNQ | 13F-HR | 04 Jun 2020, 17:20 |
| Q1 2016 | 202 | $495,625,000 | +$77,578,606 | -$6,944,874 | +$70,633,732 | IWF, IWD, IWB, IWO, VNQ | 13F-HR | 04 Jun 2020, 17:20 |
| Q4 2015 | 161 | $424,207,000 | +$33,528,909 | -$7,591,539 | +$25,937,370 | IWF, IWD, IWB, IWO, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q3 2015 | 152 | $381,555,000 | +$22,745,764 | -$8,605,881 | +$14,139,883 | IWF, IWD, IWB, IWO, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q2 2015 | 151 | $400,548,000 | +$19,967,952 | -$5,575,699 | +$14,392,253 | IWF, IWD, IWB, IWO, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q1 2015 | 149 | $392,258,000 | +$20,742,888 | -$9,439,239 | +$11,303,649 | IWF, IWD, IWB, IWO, VNQ | 13F-HR | 04 Jun 2020, 17:20 |
| Q4 2014 | 146 | $371,785,000 | +$25,955,664 | -$8,109,265 | +$17,846,399 | IWF, IWD, IWB, VNQ, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q3 2014 | 149 | $340,871,000 | +$5,368,182 | -$9,496,349 | -$4,128,167 | IWF, IWB, IWD, SPY, EFA | 13F-HR | 04 Jun 2020, 17:20 |
| Q2 2014 | 145 | $352,630,000 | +$13,513,556 | -$11,718,907 | +$1,794,649 | IWF, IWB, IWD, EFA, SPY | 13F-HR | 04 Jun 2020, 17:20 |
| Q1 2014 | 139 | $339,422,000 | $0 | $0 | $0 | IWF, IWB, IWD, EFA, SPY | 13F-HR | 04 Jun 2020, 17:20 |