THEORY FINANCIAL LLC Q4 2024 Filing

Filed February 4, 2025

Portfolio Value

$239.1B

Holdings

74

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (74 positions)

#StockSharesValue% PortfolioType
1
SCHZSCHWAB STRATEGIC TR
1,326,998$30.1B12.60%
2
VFHVANGUARD WORLD FD
137,715$16.3B6.80%
3
XLCSELECT SECTOR SPDR TR
123,546$12.0B5.00%
4
XLYSELECT SECTOR SPDR TR
52,118$11.7B4.89%
5
QUALISHARES TR
56,551$10.1B4.21%
6
MBBISHARES TR
103,203$9.5B3.96%
7
SPYMSPDR SER TR
127,571$8.8B3.68%
8
IGIBISHARES TR
140,961$7.3B3.04%
9
VGTVANGUARD WORLD FD
10,405$6.5B2.71%
10
PTFINVESCO EXCHANGE TRADED FD T
88,353$6.4B2.68%
11
QQQMINVESCO EXCH TRADED FD TR II
30,078$6.3B2.65%
12
SCHPSCHWAB STRATEGIC TR
242,218$6.3B2.62%
13
VGITVANGUARD SCOTTSDALE FDS
99,265$5.8B2.41%
14
IUSBISHARES TR
116,086$5.2B2.19%
15
IVWISHARES TR
46,595$4.7B1.98%
16
FCTEETF OPPORTUNITIES TRUST
181,287$4.7B1.97%
17
SOXXISHARES TR
21,673$4.7B1.95%
18
XLUSELECT SECTOR SPDR TR
60,927$4.6B1.93%
19
SPTSSPDR SER TR
156,652$4.5B1.90%
20
DYNFBLACKROCK ETF TRUST
83,213$4.3B1.78%
21
VBRVANGUARD INDEX FDS
17,853$3.5B1.48%
22
EFGISHARES TR
35,458$3.4B1.44%
23
VTVVANGUARD INDEX FDS
20,235$3.4B1.43%
24
AIRRFIRST TR EXCHANGE-TRADED FD
43,338$3.3B1.40%
25
EFVISHARES TR
63,347$3.3B1.39%
26
RZVINVESCO EXCHANGE TRADED FD T
29,792$3.3B1.39%
27
QUSSPDR SER TR
21,341$3.3B1.38%
28
EZMWISDOMTREE TR
52,434$3.3B1.37%
29
MUBISHARES TR
30,741$3.3B1.37%
30
XSMOINVESCO EXCHANGE TRADED FD T
49,181$3.3B1.36%
31
EPIWISDOMTREE TR
70,508$3.2B1.33%
32
IVEISHARES TR
11,260$2.1B0.90%
33
IVVISHARES TR
3,344$2.0B0.82%
34
EMXCISHARES INC
35,202$2.0B0.82%
35
BINCBLACKROCK ETF TRUST II
35,340$1.8B0.77%
36
VXUSVANGUARD STAR FDS
30,178$1.8B0.74%
37
VTEBVANGUARD MUN BD FDS
33,710$1.7B0.71%
38
IYWISHARES TR
10,209$1.6B0.68%
39
TLTISHARES TR
13,743$1.2B0.50%
40
SPYSPDR S&P 500 ETF TR
1,985$1.2B0.49%
41
KLMNINVESCO EXCH TRADED FD TR II
11,142$1.1B0.44%
42
IWFISHARES TR
2,567$1.0B0.43%
43
OEFISHARES TR
3,365$972.0M0.41%
44
XLESELECT SECTOR SPDR TR
10,908$934.4M0.39%
45
LCTUBLACKROCK ETF TRUST
13,595$870.8M0.36%
46
USXFISHARES TR
16,196$805.3M0.34%
47
IEMGISHARES INC
15,307$799.3M0.33%
48
SUSCISHARES TR
32,771$744.6M0.31%
49
ESGUISHARES TR
5,051$650.7M0.27%
50
EUSBISHARES TR
14,212$603.7M0.25%
51
DSIISHARES TR
5,460$602.0M0.25%
52
EAGGISHARES TR
12,502$580.6M0.24%
53
TLHISHARES TR
5,472$544.7M0.23%
54
AAPLAPPLE INC
2,031$508.6M0.21%
55
BRK/BBERKSHIRE HATHAWAY INC DEL
1,108$502.2M0.21%
56
GLDMWORLD GOLD TR
9,442$490.9M0.21%
57
AMZNAMAZON COM INC
2,197$482.0M0.20%
58
EMBISHARES TR
4,756$423.5M0.18%
59
IFRAISHARES TR
8,847$409.5M0.17%
60
SCHVSCHWAB STRATEGIC TR
15,618$407.2M0.17%
61
VUGVANGUARD INDEX FDS
934$383.4M0.16%
62
GOOGLALPHABET INC
1,924$364.2M0.15%
63
DMXFISHARES TR
5,538$357.9M0.15%
64
AQLTISHARES TR
4,954$348.2M0.15%
65
XOMEXXON MOBIL CORP
3,213$345.6M0.14%
66
CVXCHEVRON CORP NEW
2,077$300.8M0.13%
67
IWSISHARES TR
2,293$296.6M0.12%
68
SUBISHARES TR
2,653$279.8M0.12%
69
MSFTMICROSOFT CORP
562$236.9M0.10%
70
VOEVANGUARD INDEX FDS
1,406$227.4M0.10%
71
IVLUISHARES TR
8,388$227.4M0.10%
72
ESGEISHARES INC
6,692$223.4M0.09%
73
JPMJPMORGAN CHASE & CO.
925$221.7M0.09%
74
AQLTISHARES TR
9,100$209.1M0.09%