| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 39 | Q3 2023 | 16.0% |
| ISHARES TR | 39 | Q3 2023 | 14.2% |
| ISHARES TR | 39 | Q3 2023 | 9.6% |
| VANGUARD INDEX FDS | 39 | Q3 2023 | 11.8% |
| ISHARES TR | 39 | Q3 2023 | 9.5% |
| VANGUARD INDEX FDS | 39 | Q3 2023 | 7.8% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q3 2023 | 5.3% |
| VANGUARD INDEX FDS | 39 | Q3 2023 | 8.4% |
| VANGUARD TAX-MANAGED INTL FD | 39 | Q3 2023 | 4.4% |
| SPDR S&P 500 ETF TR | 39 | Q3 2023 | 4.7% |
View CHOREO, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-08 |
View CHOREO, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.