Choreo portfolio

What changed this quarter

1502 positions with a change (126 new, 741 added to, 512 trimmed, 123 sold); also, 4 entered through an IPO. 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Space Exploration Technologies+7,704%more sharesIncreased
  under 0.1% → 1.4%
• iShares Core S&P 500 ETF+108%more sharesIncreased
  1.1% → 2.2%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard Mrngstar GR ETF-sui ETFVUG5.7%
• Vanguard Mrngstr Val ETF-aui ETFVTV4.9%
• iShares Russell 1000 Growth ETFIWF3.3%
• AppleAAPL3.1%
• iShares Core Msci Eafe ETFIEFA2.4%
• NVIDIANVDA2.2%
• Vanguard S&P 500 ETFVOO2.2%
• iShares Core S&P 500 ETFIVV2.2%
• Vanguard Index FundsVBR1.9%
• Vanguard Total Bond Market ETFBND1.9%
• Vanguard Index FundsVBK1.9%
• Vanguard International Equity Index FVWO1.9%
• MicrosoftMSFT1.7%
• AlphabetGOOGL · GOOG1.7%
• Space Exploration TechnologiesSPCX1.4%
• State Str Spdr S&P 500 ETF TSPY1.2%
• Berkshire HathawayBRK/A · BRK/B1.2%
• Invesco Exchange Traded Fund TRSP1.2%
• IsharesIEMG1.1%
• iShares Russell 1000 Value E ETFIWD1.1%
• Vanguard Ftse Developed ETFVEA1.0%
• Bank of AmericaBAC1.0%
• Amazon.comAMZN1.0%
• iShares National Muni Bond E ETFMUB1.0%
• Schwab US Large-cap ETFSCHX0.9%
• Schwab International Equity ETFSCHF0.9%
• Vanguard Index FundsVTI0.9%
• Dimensional ETF TrustDFIV0.9%
• Dimensional ETF TrustDFUS0.8%
• Dimensional ETF TrustDFUV0.7%
• iShares Russell 1000 ETFIWB0.6%
• Meta PlatformsMETA0.6%
• Vanguard Most Sm-cap ETF-usd ETFVB0.6%
• JPMorgan ChaseJPM0.6%
• iShares S&P 500 Growth ETFIVW0.6%
• Schwab US DVD Equity ETFSCHD0.5%
• iShares Russell 2000 Value E ETFIWN0.5%
• BroadcomAVGO0.5%
• iShares Msci Eafe ETFEFA0.5%
• Invesco QQQ Trust Series 1 ETFQQQ0.5%
• iShares Core S&P Midcap ETFIJH0.5%
• Schwab US Large-cap Growth ETFSCHG0.4%
• iShares Russell 2000 Growth ETFIWO0.4%
• Schwab International Small-cap Equity ETFSCHC0.4%
• Johnson & JohnsonJNJ0.4%
• Micron TechnologyMU0.4%
• Eli LillyLLY0.4%
• Dimensional ETF TrustDFEM0.4%
• American Centy ETF TrAVLV0.4%
• iShares Russell 2000 ETFIWM0.4%
• Fidelity Enhanced International ETFFENI0.4%
• iShares Msci Eafe Growth ETFEFG0.3%
• TeslaTSLA0.3%
• Schwab Fndmn International LRG Co ETFFNDF0.3%
• iShares Core S&P Small-cap E ETFIJR0.3%
• State Street SPDR P AGG Bond ETFSPAB0.3%
• Exxon MobilXOM0.3%
• AbbVieABBV0.3%
• ChevronCVX0.3%
• Philip Morris InternationalPM0.3%
• iShares Msci USA Quality FAC ETFQUAL0.3%
• VisaV0.3%
• Vanguard Int Div APP Indx FundVIGI0.3%
• Vanguard Russell 1000 ETFVONE0.3%
• THOR IndustriesTHO0.3%
• Schwab US Mid Cap ETFSCHM0.3%
• Vanguard Index FundsVV0.3%
• iShares Msci Eafe Small-cap ETFSCZ0.3%
• Advanced Micro DevicesAMD0.3%
• iShares Core Dividend Growth ETFDGRO0.3%
• iShares Core U.s. Aggregate ETFAGG0.2%
• Coca-ColaKO0.2%
• iShares S&P 500 Value ETFIVE0.2%
• BlackRock ETF TrustBAI0.2%
• CaterpillarCAT0.2%
• Cisco SystemsCSCO0.2%
• Vanguard Index FundsVO0.2%
• Alps ETF TrAMLP0.2%
• iShares Core US Reit ETFUSRT0.2%
• Schwab US Large-cap Value ETFSCHV0.2%
• Vanguard Short-term Bond ETFBSV0.2%
• MerckMRK0.2%
• Taiwan Semiconductor ManufacturingTSM0.2%
• WalmartWMT0.2%
• Costco WholesaleCOST0.2%
• iShares ESG Aware Msci USA ETFESGU0.2%
• iShares Short-term National ETFSUB0.2%
• iShares Msci USA Min Vol FAC ETFUSMV0.2%
• RTXRTX0.2%
• Goldman Sachs ETF TrGPIX0.2%
• iShares Core S&P Total U.s ETFITOT0.2%
• Invesco Exchange Traded Fund TPRF0.2%
• iShares Core International Stock ETFIXUS0.2%
• Procter & GamblePG0.2%
• Vanguard International Equity Index FVT0.2%
• State Street SPDR P High Yield ETFSPHY0.2%
• ASML HoldingASML0.2%
• IntelINTC0.2%