THEORY FINANCIAL LLC

data from 30/09/2025

Capitalization

$ 283.680 M 7.63 %

Average holding period

7 ans

Performance

$ 28.475 M 9.91 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in THEORY FINANCIAL LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SCHZ SCHWAB STRATEGIC TR 10.09% 28.631 M $ 1210096 2022/12/31 265.300 K $ 1.00 %
2025/09/30 XLC SELECT SECTOR SPDR TR 9.02% 25.595 M $ 220192 2024/03/31 2.439 M $ 9.16 %
2025/09/30 VFH VANGUARD WORLD FD 6.66% 18.889 M $ 147051 2022/12/31 942.254 K $ 3.08 %
2025/09/30 MBB ISHARES TR 4.02% 11.398 M $ 118779 2023/06/30 141.181 K $ 1.35 %
2025/09/30 IGIB ISHARES TR 3.44% 9.751 M $ 179217 2022/12/31 133.076 K $ 1.51 %
2025/09/30 QUAL ISHARES TR 3.10% 8.784 M $ 44906 2023/03/31 529.372 K $ 6.34 %
2025/09/30 HYLB DBX ETF TR 2.89% 8.203 M $ 222052 2025/03/31 39.608 K $ 0.52 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 2.85% 8.087 M $ 298973 2022/12/31 78.576 K $ 1.02 %
2025/09/30 GRNY TIDAL TRUST I 2.66% 7.537 M $ 296365 2025/06/30 436.250 K $ 9.84 %
2025/09/30 VXUS VANGUARD STAR FDS 2.36% 6.708 M $ 89528 2023/03/31 334.326 K $ 6.38 %
2025/09/30 DYNF BLACKROCK ETF TRUST 2.18% 6.184 M $ 103969 2024/03/31 424.196 K $ 8.47 %
2025/09/30 EZM WISDOMTREE TR 1.91% 5.416 M $ 82844 2022/12/31 346.878 K $ 6.61 %
2025/09/30 SPLG SPDR SERIES TRUST 1.81% 5.130 M $ 64964 2023/09/30 318.682 K $ 7.60 %
2025/09/30 IVW ISHARES TR 1.77% 5.021 M $ 41350 2022/12/31 473.991 K $ 9.32 %
2025/09/30 SOXX ISHARES TR 1.74% 4.926 M $ 16814 2022/12/31 428.559 K $ 13.51 %
2025/09/30 PTF INVESCO EXCHANGE TRADED FD T 1.70% 4.812 M $ 60914 2022/12/31 303.801 K $ 9.30 %
2025/09/30 VGT VANGUARD WORLD FD 1.63% 4.620 M $ 6062 2022/12/31 396.329 K $ 12.07 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 1.57% 4.456 M $ 17699 2023/06/30 271.291 K $ 8.61 %
2025/09/30 XLG INVESCO EXCHANGE TRADED FD T 1.48% 4.203 M $ 72229 2025/03/31 194.529 K $ 10.06 %
2025/09/30 IVE ISHARES TR 1.47% 4.181 M $ 20062 2024/03/31 210.621 K $ 5.63 %
2025/09/30 XTEN BONDBLOXX ETF TRUST 1.44% 4.071 M $ 86046 2025/03/31 37.852 K $ 1.03 %
2025/09/30 SPTS SPDR SERIES TRUST 1.42% 4.025 M $ 137078 2022/12/31 4.111 K $ 0.10 %
2025/09/30 EFV ISHARES TR 1.42% 4.021 M $ 58677 2023/09/30 328.133 K $ 6.87 %
2025/09/30 VBR VANGUARD INDEX FDS 1.37% 3.885 M $ 18640 2022/12/31 221.556 K $ 6.91 %
2025/09/30 XSMO INVESCO EXCHANGE TRADED FD T 1.32% 3.752 M $ 51125 2023/12/31 247.862 K $ 8.16 %
2025/09/30 EPI WISDOMTREE TR 1.31% 3.708 M $ 79769 2023/12/31 -141.564 K $ -7.31 %
2025/09/30 RZV INVESCO EXCHANGE TRADED FD T 1.30% 3.696 M $ 31388 2022/12/31 372.940 K $ 12.48 %
2025/09/30 IUSB ISHARES TR 1.27% 3.596 M $ 76407 2023/09/30 47.127 K $ 1.04 %
2025/09/30 XLP SELECT SECTOR SPDR TR 1.23% 3.503 M $ 43973 2024/06/30 -100.570 K $ -3.26 %
2025/09/30 FCTE ETF OPPORTUNITIES TRUST 1.22% 3.463 M $ 134351 2024/09/30 -1.834 K $ -0.04 %
2025/09/30 IEMG ISHARES INC 1.17% 3.320 M $ 48966 2023/09/30 316.899 K $ 9.76 %
2025/09/30 BTC GRAYSCALE BITCOIN MINI TR ET 1.11% 3.159 M $ 64345 2025/06/30 91.918 K $ 5.57 %
2025/09/30 NLR VANECK ETF TRUST 1.04% 2.946 M $ 19480 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLV SELECT SECTOR SPDR TR 1.03% 2.935 M $ 20270 2024/03/31 0.000 $ 0.00 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 1.00% 2.839 M $ 46945 2022/12/31 9.827 K $ 0.37 %
2025/09/30 GLD SPDR GOLD TR 0.92% 2.606 M $ 6465 2025/06/30 263.479 K $ 16.72 %
2025/09/30 BINC BLACKROCK ETF TRUST II 0.85% 2.417 M $ 45342 2024/03/31 16.324 K $ 0.76 %
2025/09/30 VTEB VANGUARD MUN BD FDS 0.85% 2.404 M $ 47574 2023/09/30 58.067 K $ 2.14 %
2025/09/30 THRO BLACKROCK ETF TRUST 0.82% 2.329 M $ 61387 2025/03/31 141.957 K $ 6.31 %
2025/09/30 VTV VANGUARD INDEX FDS 0.79% 2.239 M $ 11971 2022/12/31 145.977 K $ 5.51 %
2025/09/30 BAI BLACKROCK ETF TRUST 0.78% 2.222 M $ 63332 2025/06/30 129.054 K $ 17.01 %
2025/09/30 MUB ISHARES TR 0.73% 2.074 M $ 19287 2022/12/31 43.598 K $ 1.94 %
2025/09/30 QUS SPDR SERIES TRUST 0.72% 2.039 M $ 11861 2023/09/30 123.555 K $ 4.97 %
2025/09/30 IAGG ISHARES TR 0.68% 1.920 M $ 37137 2025/06/30 4.777 K $ 0.27 %
2025/09/30 GLDM WORLD GOLD TR 0.64% 1.820 M $ 20998 2024/12/31 145.828 K $ 16.78 %
2025/09/30 IVV ISHARES TR 0.63% 1.792 M $ 2656 2022/12/31 149.071 K $ 7.62 %
2025/09/30 SPMO INVESCO EXCH TRADED FD TR II 0.46% 1.291 M $ 10649 2024/12/31 98.218 K $ 7.42 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.43% 1.214 M $ 1808 2022/12/31 87.380 K $ 7.65 %
2025/09/30 IWF ISHARES TR 0.43% 1.213 M $ 2567 2022/12/31 112.511 K $ 9.95 %
2025/09/30 TLH ISHARES TR 0.37% 1.055 M $ 10059 2023/12/31 8.451 K $ 1.38 %
2025/09/30 SUSC ISHARES TR 0.37% 1.040 M $ 43788 2024/03/31 13.607 K $ 1.43 %
2025/09/30 LCTU BLACKROCK ETF TRUST 0.36% 1.015 M $ 13846 2024/03/31 75.370 K $ 7.71 %
2025/09/30 OEF ISHARES TR 0.35% 981.804 K $ 2917 2023/12/31 93.732 K $ 9.09 %
2025/09/30 EAGG ISHARES TR 0.34% 967.661 K $ 19993 2024/12/31 9.848 K $ 1.04 %
2025/09/30 AVEM AMERICAN CENTY ETF TR 0.32% 897.512 K $ 11656 2025/09/30 0.000 $ 0.00 %
2025/09/30 EMB ISHARES TR 0.30% 839.874 K $ 8734 2024/03/31 21.397 K $ 2.77 %
2025/09/30 ESGU ISHARES TR 0.29% 808.391 K $ 5506 2023/09/30 31.610 K $ 7.45 %
2025/09/30 SHLD GLOBAL X FDS 0.26% 749.931 K $ 11168 2025/09/30 0.000 $ 0.00 %
2025/09/30 DSI ISHARES TR 0.26% 728.509 K $ 5739 2024/03/31 57.888 K $ 8.17 %
2025/09/30 BLACKROCK ETF TRUST II 0.24% 683.330 K $ 13841 2025/03/31 0.000 $ 0.00 %
2025/09/30 STIP ISHARES TR 0.22% 622.459 K $ 6017 2025/06/30 2.083 K $ 0.44 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.21% 604.260 K $ 1223 2024/12/31 20.499 K $ 3.60 %
2025/09/30 AAPL APPLE INC 0.19% 530.512 K $ 2023 2022/12/31 100.057 K $ 23.83 %
2025/09/30 GOOGL ALPHABET INC 0.18% 518.231 K $ 2020 2023/03/31 138.019 K $ 34.85 %
2025/09/30 EUSB ISHARES TR 0.18% 508.795 K $ 11493 2024/12/31 5.798 K $ 0.85 %
2025/09/30 AMZN AMAZON COM INC 0.17% 490.977 K $ 2268 2022/12/31 413.000 $ 0.08 %
2025/09/30 USXF ISHARES TR 0.16% 464.830 K $ 8084 2024/03/31 41.195 K $ 6.10 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.16% 455.889 K $ 15618 2022/12/31 22.489 K $ 5.17 %
2025/09/30 VUG VANGUARD INDEX FDS 0.16% 452.710 K $ 934 2024/12/31 38.490 K $ 9.05 %
2025/09/30 IEFA ISHARES TR 0.14% 408.973 K $ 4604 2023/03/31 17.633 K $ 4.68 %
2025/09/30 CVX CHEVRON CORP NEW 0.14% 383.883 K $ 2485 2023/09/30 30.068 K $ 7.98 %
2025/09/30 GOVT ISHARES TR 0.13% 379.137 K $ 16265 2024/09/30 1.663 K $ 0.61 %
2025/09/30 XOM EXXON MOBIL CORP 0.13% 358.724 K $ 3183 2024/12/31 15.755 K $ 4.43 %
2025/09/30 IYW ISHARES TR 0.12% 354.015 K $ 1773 2023/09/30 239.566 K $ 12.46 %
2025/09/30 IAU ISHARES GOLD TR 0.12% 344.603 K $ 4177 2025/06/30 34.779 K $ 16.79 %
2025/09/30 EFG ISHARES TR 0.12% 334.747 K $ 2850 2023/09/30 37.101 K $ 1.75 %
2025/09/30 IWS ISHARES TR 0.11% 319.598 K $ 2293 2023/03/31 17.266 K $ 5.60 %
2025/09/30 EXAS EXACT SCIENCES CORP 0.11% 314.089 K $ 5007 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 0.11% 306.633 K $ 878 2025/06/30 51.384 K $ 18.47 %
2025/09/30 ESGE ISHARES INC 0.11% 305.901 K $ 6868 2024/12/31 27.552 K $ 10.77 %
2025/09/30 MSFT MICROSOFT CORP 0.11% 303.356 K $ 587 2022/12/31 12.056 K $ 3.85 %
2025/09/30 IVLU ISHARES TR 0.10% 291.161 K $ 8133 2023/12/31 21.696 K $ 7.86 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.10% 282.707 K $ 935 2024/12/31 23.861 K $ 8.61 %
2025/09/30 VOE VANGUARD INDEX FDS 0.09% 243.997 K $ 1406 2023/12/31 14.228 K $ 6.05 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.09% 241.102 K $ 3937 2025/03/31 11.456 K $ 5.18 %
2025/09/30 ABBV ABBVIE INC 0.08% 219.065 K $ 944 2025/03/31 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TR 0.08% 217.708 K $ 356 2025/06/30 17.347 K $ 8.62 %
2025/09/30 IWP ISHARES TR 0.07% 208.752 K $ 1464 2025/06/30 5.460 K $ 2.64 %
2025/09/30 GOOG ALPHABET INC 0.07% 207.415 K $ 807 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLY ELI LILLY & CO 0.07% 206.285 K $ 255 2025/03/31 0.000 $ 0.00 %
2025/09/30 LCTD BLACKROCK ETF TRUST 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 DMXF ISHARES TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %