THEORY FINANCIAL LLC Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$237.1B

Holdings

81

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (81 positions)

#StockSharesValue% PortfolioType
1
SCHZSCHWAB STRATEGIC TR
1,168,241$27.1B11.41%
2
VFHVANGUARD WORLD FD
172,028$20.6B8.67%
3
XLVSELECT SECTOR SPDR TR
106,100$15.5B6.53%
4
XLCSELECT SECTOR SPDR TR
158,754$15.3B6.46%
5
MBBISHARES TR
105,221$9.9B4.16%
6
SPYMSPDR SER TR
116,786$7.7B3.24%
7
IGIBISHARES TR
143,212$7.5B3.17%
8
QUALISHARES TR
39,232$6.7B2.83%
9
SCHPSCHWAB STRATEGIC TR
247,507$6.7B2.81%
10
VGITVANGUARD SCOTTSDALE FDS
103,873$6.2B2.60%
11
XLFISELECT SECTOR SPDR TR
71,166$5.8B2.45%
12
IUSBISHARES TR
116,181$5.4B2.26%
13
HYLBDBX ETF TR
145,241$5.3B2.21%
14
SPTSSPDR SER TR
164,674$4.8B2.03%
15
FCTEETF OPPORTUNITIES TRUST
188,649$4.7B2.00%
16
IVWISHARES TR
47,851$4.4B1.87%
17
DYNFBLACKROCK ETF TRUST
85,303$4.2B1.75%
18
EZMWISDOMTREE TR
67,911$4.0B1.71%
19
VTVVANGUARD INDEX FDS
19,959$3.4B1.45%
20
EPIWISDOMTREE TR
77,159$3.4B1.42%
21
VBRVANGUARD INDEX FDS
17,692$3.3B1.39%
22
QUSSPDR SER TR
20,541$3.2B1.36%
23
IVEISHARES TR
16,385$3.1B1.32%
24
XSMOINVESCO EXCHANGE TRADED FD T
49,499$3.1B1.31%
25
RZVINVESCO EXCHANGE TRADED FD T
31,003$3.1B1.29%
26
EFVISHARES TR
50,375$3.0B1.25%
27
VTEBVANGUARD MUN BD FDS
56,138$2.8B1.18%
28
VXUSVANGUARD STAR FDS
42,466$2.6B1.11%
29
CTASIMPLIFY EXCHANGE TRADED FUN
81,434$2.4B1.02%
30
PTFINVESCO EXCHANGE TRADED FD T
36,135$2.1B0.90%
31
VGTVANGUARD WORLD FD
3,869$2.1B0.89%
32
QQQMINVESCO EXCH TRADED FD TR II
10,733$2.1B0.87%
33
SOXXISHARES TR
10,945$2.1B0.87%
34
MUBISHARES TR
19,223$2.0B0.85%
35
EFGISHARES TR
19,368$1.9B0.82%
36
BINCBLACKROCK ETF TRUST II
36,943$1.9B0.82%
37
XTENBONDBLOXX ETF TRUST
37,184$1.7B0.73%
38
IVVISHARES TR
3,019$1.7B0.72%
39
IEMGISHARES INC
27,890$1.5B0.63%
40
IYWISHARES TR
10,460$1.5B0.62%
41
EMXCISHARES INC
26,035$1.4B0.61%
42
GLDMWORLD GOLD TR
18,422$1.1B0.48%
43
KLMNINVESCO EXCH TRADED FD TR II
11,349$1.1B0.44%
44
SPYSPDR S&P 500 ETF TR
1,807$1.0B0.43%
45
XLGINVESCO EXCHANGE TRADED FD T
21,763$1.0B0.42%
46
IWFISHARES TR
2,567$926.9M0.39%
47
OEFISHARES TR
3,269$885.3M0.37%
48
LCTUBLACKROCK ETF TRUST
13,295$805.7M0.34%
49
EAGGISHARES TR
16,524$784.6M0.33%
50
SUSCISHARES TR
33,409$770.4M0.32%
51
USXFISHARES TR
16,327$762.0M0.32%
52
EMBISHARES TR
7,185$650.9M0.27%
53
EUSBISHARES TR
14,476$627.1M0.26%
54
BRK/BBERKSHIRE HATHAWAY INC DEL
1,108$590.1M0.25%
55
DSIISHARES TR
5,654$579.0M0.24%
56
HEFAISHARES TR
14,932$541.9M0.23%
57
TLHISHARES TR
4,562$473.3M0.20%
58
AAPLAPPLE INC
2,031$451.1M0.19%
59
AMZNAMAZON COM INC
2,263$430.6M0.18%
60
SCHVSCHWAB STRATEGIC TR
15,618$415.1M0.18%
61
CVXCHEVRON CORP NEW
2,465$412.4M0.17%
62
GBTCGRAYSCALE BITCOIN TRUST ETF
6,106$397.9M0.17%
63
ILCVISHARES TR
4,831$393.5M0.17%
64
XOMEXXON MOBIL CORP
3,183$378.6M0.16%
65
HIMUBLACKROCK ETF TRUST II
7,612$377.0M0.16%
66
ESGUISHARES TR
3,059$372.9M0.16%
67
AQLTISHARES TR
4,604$348.3M0.15%
68
VUGVANGUARD INDEX FDS
934$346.3M0.15%
69
GOOGLALPHABET INC
2,124$328.5M0.14%
70
THROBLACKROCK ETF TRUST
9,885$313.3M0.13%
71
IWSISHARES TR
2,293$288.8M0.12%
72
IVLUISHARES TR
8,174$247.8M0.10%
73
DMXFISHARES TR
3,554$239.3M0.10%
74
LLYELI LILLY & CO
280$231.3M0.10%
75
JPMJPMORGAN CHASE & CO.
925$226.9M0.10%
76
VOEVANGUARD INDEX FDS
1,406$225.7M0.10%
77
AQLTISHARES TR
9,481$217.9M0.09%
78
MSFTMICROSOFT CORP
562$211.0M0.09%
79
ABBVABBVIE INC
983$206.0M0.09%
80
VEAVANGUARD TAX-MANAGED FDS
3,937$200.1M0.08%
81
BITFBITFARMS LTD
60,268$47.5M0.02%