Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 7 | Q3 2023 | 8.8% |
FIRST TR EXCHANGE-TRADED FD | 7 | Q3 2023 | 2.5% |
VANGUARD INDEX FDS | 7 | Q3 2023 | 2.5% |
ISHARES TR | 7 | Q3 2023 | 2.8% |
VANGUARD INDEX FDS | 7 | Q3 2023 | 2.5% |
VANGUARD WORLD FDS | 7 | Q3 2023 | 2.6% |
SPDR SER TR | 7 | Q3 2023 | 2.7% |
INVESCO EXCH TRADED FD TR II | 7 | Q3 2023 | 2.6% |
WISDOMTREE TR | 7 | Q3 2023 | 2.5% |
ISHARES TR | 7 | Q3 2023 | 2.5% |
View THEORY FINANCIAL LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.