CHOREO, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Minneapolis, MN
CIK
0001679031
Alternate names
RSM US WEALTH MANAGEMENT LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 624 3,690,596 VUG, VTV, VBR, IWF 13F-HR 2/5/2024 000121465924001884
Q3 2023 462 2,825,246 VUG, VTV, VBR, IWF 13F-HR 11/8/2023 000121465923014694
Q2 2023 469 2,927,813 VUG, VTV, VBR, IWF 13F-HR 8/4/2023 000121465923010781
Q1 2023 478 2,833,133 VTV, VUG, VBR, VWO 13F-HR 5/15/2023 000121465923007206
Q4 2022 237 2,020,020 VTV, VUG, VBR, VWO 13F-HR 2/13/2023 000121465923002036
Q3 2022 211 1,733,879 VUG, VTV, VBR, VWO 13F-HR 10/21/2022 000121465922012516
Q2 2022 216 1,785,148 VUG, VTV, VBR, VWO 13F-HR 8/11/2022 000121465922009886
Q1 2022 237 1,974,594 VUG, VTV, VBR, VBK 13F-HR 5/2/2022 000121465922006101
Q4 2021 233 2,047,822 VUG, VTV, VBR, VBK 13F-HR 2/8/2022 000121465922002033
Q3 2021 221 1,869,562 VUG, VTV, VBR, VBK 13F-HR 11/8/2021 000121465921011298
Q2 2021 220 1,851,222 VUG, VTV, VBR, VBK 13F-HR 8/13/2021 000121465921008503
Q1 2021 202 1,566,564 VUG, VTV, VBR, VBK 13F-HR 4/29/2021 000121465921004601
Q4 2020 202 1,410,785 VUG, VTV, VBK, VBR 13F-HR 2/4/2021 000121465921001270
Q3 2020 181 1,196,057 VUG, VTV, IWF, VBK 13F-HR 11/3/2020 000121465920009135
Q2 2020 183 1,033,453 VUG, IWF, VTV, VBK 13F-HR 8/14/2020 000121465920007093
Q1 2020 178 813,484 VUG, IWF, VTV, VBK 13F-HR 5/15/2020 000121465920004669
Q4 2019 196 1,007,286 VUG, IWF, VTV, VBK 13F-HR 6/4/2020 000121465920005412
Q3 2019 187 865,427 VUG, IWF, VTV, VBK 13F-HR 6/4/2020 000121465920005411
Q2 2019 198 856,669 VUG, IWF, VTV, VBK 13F-HR 6/4/2020 000121465920005410
Q1 2019 196 816,799 VUG, IWF, VTV, VBK 13F-HR 6/4/2020 000121465920005409
Q4 2018 190 699,309 VUG, IWF, VTV, IWD 13F-HR 6/4/2020 000121465920005408
Q3 2018 218 764,085 VUG, IWF, IWD, VBK 13F-HR 6/4/2020 000121465920005407
Q2 2018 234 746,247 VUG, IWF, IWD, VBK 13F-HR 6/4/2020 000121465920005406
Q1 2018 276 838,296 VUG, IWF, IWD, VEA 13F-HR 6/4/2020 000121465920005405
Q4 2017 287 827,039 IWF, VUG, IWD, IWB 13F-HR 6/4/2020 000121465920005404
Q3 2017 267 762,060 IWF, VUG, IWD, IWB 13F-HR 6/4/2020 000121465920005403
Q2 2017 259 709,667 IWF, VUG, IWD, IWB 13F-HR 6/4/2020 000121465920005402
Q1 2017 283 688,160 IWF, IWD, VUG, IWB 13F-HR 6/4/2020 000121465920005401
Q4 2016 263 629,538 IWF, IWD, IWB, VUG 13F-HR 6/4/2020 000121465920005400
Q3 2016 232 573,311 IWF, IWD, IWB, VNQ 13F-HR 6/4/2020 000121465920005399
Q2 2016 215 520,350 IWF, IWD, IWB, IWO 13F-HR 6/4/2020 000121465920005398
Q1 2016 202 495,625 IWF, IWD, IWB, IWO 13F-HR 6/4/2020 000121465920005397
Q4 2015 161 424,207 IWF, IWD, IWB, IWO 13F-HR 6/4/2020 000121465920005396
Q3 2015 152 381,555 IWF, IWD, IWB, IWO 13F-HR 6/4/2020 000121465920005395
Q2 2015 151 400,548 IWF, IWD, IWB, IWO 13F-HR 6/4/2020 000121465920005394
Q1 2015 149 392,258 IWF, IWD, IWB, IWO 13F-HR 6/4/2020 000121465920005393
Q4 2014 146 372,689 IWF, IWD, IWB, VNQ 13F-HR 6/4/2020 000121465920005392
Q3 2014 149 341,699 IWF, IWB, IWD, SPY 13F-HR 6/4/2020 000121465920005391
Q2 2014 145 353,769 IWF, IWB, IWD, EFA 13F-HR 6/4/2020 000121465920005390
Q1 2014 139 340,546 IWF, IWB, IWD, EFA 13F-HR 6/4/2020 000121465920005389