| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 10 | Q2 2024 | 8.8% |
| ISHARES TR | 10 | Q2 2024 | 2.8% |
| FIRST TR EXCHANGE-TRADED FD | 10 | Q2 2024 | 2.5% |
| VANGUARD WORLD FDS | 10 | Q2 2024 | 2.6% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 2.5% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 2.5% |
| WISDOMTREE TR | 10 | Q2 2024 | 2.5% |
| INVESCO EXCHANGE TRADED FD T | 10 | Q2 2024 | 2.3% |
| ISHARES TR | 10 | Q2 2024 | 1.5% |
| SPDR S&P 500 ETF TR | 10 | Q2 2024 | 1.7% |
View THEORY FINANCIAL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
View THEORY FINANCIAL 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.