Choreo, LLC
Choreo, LLC is a US-based investment advisory and wealth management firm headquartered in Rockford, Illinois, with a legacy as the former RSM US Wealth Management LLC. The firm became independent in early 2022 after acquisition by Parthenon Capital, with Larry Miles as CEO. Choreo specializes in serving individuals, families, and closely held businesses, offering financial planning, investment management, tax, insurance, and estate planning. The firm counts over 200 employees and serves more than 3,600 families nationwide.
Investment Strategy
Choreo delivers integrated wealth management solutions tailored to individual and family needs, with a focus on holistic financial planning including investment management, tax strategy, risk mitigation, estate, and legacy planning. The firm prioritizes diversification and prudent risk management across asset classes, aiming to preserve and grow client wealth through personalized, goals-based strategies. Choreo invests in leading technology and seeks opportunities for organic expansion and strategic acquisitions to better serve client needs.
Top Holdings
Equity Positions (1,493)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 6.27% | $449.6M | 1,024,392 | $184.47 | $438.40 | +$74.9M |
V VTV | VANGUARD INDEX FDS | 5.23% | $374.9M | 2,109,740 | $126.50 | $176.74 | +$4.6M |
I IWF | ISHARES TR | 3.90% | $279.5M | 658,277 | $218.14 | $424.58 | +$43.1M |
A AAPL | APPLE INC | 2.64% | $189.1M | 921,480 | $185.42 | $205.17 | -$16.8M |
M MSFT | MICROSOFT CORP | 2.18% | $156.6M | 314,788 | $381.28 | $497.41 | +$44.5M |