Fund HoldingsTHEORY FINANCIAL LLC

Total Portfolio Value
$237.06M
Total Bought
$51.54M
Total Sold
$51.43M
Net Transaction
+$116.6K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR CARE ETF
0106,100+106,100015,4926.53%+15,492
SELECT SECTOR SPDR TR
ST STR STAPL ETF
071,166+71,16605,8122.45%+5,812
DBX ETF TR0145,241+145,24105,2502.21%+5,250
VANGUARD WORLD FD
FINANCIALS ETF
137,715172,028+34,31316,26020,5528.67%+4,292
SELECT SECTOR SPDR TR
ST STR SVC ETF
123,546158,754+35,20811,96015,3126.46%+3,351
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
081,434+81,43402,4101.02%+2,410
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
037,184+37,18401,7320.73%+1,732
VANGUARD MUN BD FDS33,71056,138+22,4281,6902,7861.18%+1,096
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
021,763+21,76301,0020.42%+1,002
ISHARES TR11,26016,385+5,1252,1493,1231.32%+973
VANGUARD STAR FDS30,17842,466+12,2881,7782,6371.11%+859
WISDOMTREE TR(WT)52,43467,911+15,4773,2784,0471.71%+770
ISHARES INC
CORE MSCI EMKT
15,30727,890+12,5837991,5050.63%+706
WORLD GOLD TR(GLDM)9,44218,422+8,9804911,1400.48%+649
ISHARES TR05,654+5,65405790.24%+579
ISHARES TR
HDG MSCI EAFE
014,932+14,93205420.23%+542
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
99,265103,873+4,6085,7576,1702.60%+413
ISHARES TR103,203105,221+2,0189,4629,8684.16%+406
SCHWAB STRATEGIC TR242,218247,507+5,2896,2566,6552.81%+399
GRAYSCALE BITCOIN TRUST ETF(GBTC)06,106+6,10603980.17%+398
ISHARES TR04,831+4,83103930.17%+393
BLACKROCK ETF TRUST II07,612+7,61203770.16%+377
BLACKROCK ETF TRUST
ISHA US THEM ETF
09,885+9,88503130.13%+313
SPDR SER TR
ST SHO TREAS ETF
156,652164,674+8,0224,5444,8152.03%+271
ISHARES TR140,961143,212+2,2517,2617,5213.17%+261
ELI LILLY & CO(LLY)0280+28002310.10%+231
ISHARES TR4,7567,185+2,4294236510.27%+227
ABBVIE INC(ABBV)0983+98302060.09%+206
ISHARES TR
ESG AWR US AGRGT
12,50216,524+4,0225817850.33%+204
VANGUARD TAX-MANAGED FDS03,937+3,93702000.08%+200
WISDOMTREE TR(WT)70,50877,159+6,6513,1923,3731.42%+181
CHEVRON CORP NEW(CVX)2,0772,465+3883014120.17%+112
ISHARES TR
CORE UNIVRSL USD
116,086116,181+955,2475,3542.26%+107
BLACKROCK ETF TRUST II35,34036,943+1,6031,8381,9350.82%+97
BERKSHIRE HATHAWAY INC DEL1,1081,10805025900.25%+88
BITFARMS LTD
COM
060,268+60,2680480.02%+48
ETF OPPORTUNITIES TRUST
SMI FULL ETF
181,287188,649+7,3624,7014,7372.00%+36
EXXON MOBIL CORP3,2133,183-303463790.16%+33
ISHARES TR
ESG AWRE USD ETF
32,77133,409+6387457700.32%+26
ISHARES TR14,21214,476+2646046270.26%+23
VANGUARD INDEX FDS20,23519,959-2763,4263,4481.45%+22
ISHARES TR
MSCI INTL VLU FT
8,3888,174-2142272480.10%+20
ISHARES TR
US TREAS BD ETF
9,1009,481+3812092180.09%+9
SCHWAB STRATEGIC TR15,61815,61804074150.18%+8
JPMORGAN CHASE & CO.(JPM)92592502222270.10%+5
ISHARES TR
CORE MSCI EAFE
4,9544,604-3503483480.15%0
VANGUARD INDEX FDS1,4061,40602272260.10%-2
ISHARES TR2,2932,29302972890.12%-8
INVESCO EXCH TRADED FD TR II11,14211,349+2071,0591,0500.44%-8
MICROSOFT CORP(MSFT)56256202372110.09%-26
ALPHABET INC(GOOG)1,9242,124+2003643280.14%-36
VANGUARD INDEX FDS93493403833460.15%-37
ISHARES TR16,19616,327+1318057620.32%-43
AMAZON COM INC(AMZN)2,1972,263+664824310.18%-51
APPLE INC(AAPL)2,0312,03105094510.19%-57
BLACKROCK ETF TRUST
ISHA US AWAR ETF
13,59513,295-3008718060.34%-65
ISHARES TR5,4724,562-9105454730.20%-71
SPDR SER TR
ST STR MSCI USAQ
21,34120,541-8003,3053,2191.36%-86
ISHARES TR3,3653,269-969728850.37%-87
ISHARES TR2,5672,56701,0319270.39%-104
BLACKROCK ETF TRUST
ISHARES US EQUIT
83,21385,303+2,0904,2654,1591.75%-105
ISHARES TR5,5383,554-1,9843582390.10%-119
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
49,18149,499+3183,2513,1061.31%-145
SPDR S&P 500 ETF TR(SPY)1,9851,807-1781,1631,0110.43%-153
ISHARES TR10,20910,460+2511,6291,4690.62%-160
ISHARES INC
ESG AWR MSCI EM
6,6920-6,6922230-223
VANGUARD INDEX FDS17,85317,692-1613,5383,2961.39%-242
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
29,79231,003+1,2113,3183,0651.29%-253
ISHARES TR3,3443,019-3251,9691,6960.72%-272
ISHARES TR
ESG AWR MSCI USA
5,0513,059-1,9926513730.16%-278
ISHARES TR2,6530-2,6532800-280
ISHARES TR46,59547,851+1,2564,7314,4421.87%-289
ISHARES TR63,34750,375-12,9723,3242,9691.25%-355
ISHARES TR
US INFRASTRUC
8,8470-8,8474100-410
ISHARES INC
MSCI EMRG CHN
35,20226,035-9,1671,9521,4340.61%-518
ISHARES TR5,4600-5,4606020-602
SELECT SECTOR SPDR TR
ST STR ENERG ETF
10,9080-10,9089340-934
SPDR SER TR
ST STR P500ETF
127,571116,786-10,7858,7957,6803.24%-1,115
ISHARES TR13,7430-13,7431,2000-1,200
ISHARES TR30,74119,223-11,5183,2752,0270.85%-1,249
ISHARES TR35,45819,368-16,0903,4331,9370.82%-1,497
ISHARES TR21,67310,945-10,7284,6702,0600.87%-2,611
SCHWAB STRATEGIC TR1,326,9981,168,241-158,75730,12327,05611.41%-3,066
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
43,3380-43,3383,3390-3,339
ISHARES TR
MSCI USA QLT FCT
56,55139,232-17,31910,0716,7042.83%-3,366
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
30,07810,733-19,3456,3302,0720.87%-4,258
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
88,35336,135-52,2186,4112,1310.90%-4,280
VANGUARD WORLD FD
INF TECH ETF
10,4053,869-6,5366,4702,0980.89%-4,371
SELECT SECTOR SPDR TR
ST STR UTIL ETF
60,9270-60,9274,6120-4,612
SELECT SECTOR SPDR TR
ST STR DISCR ETF
52,1180-52,11811,6930-11,693
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