Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Theory Financial Llc > Profile

Instuitional Investor - Theory Financial Llc

Fund Profile
Filing Period:
Fund Name: Theory Financial Llc
Portfolio Value $283,679,768
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,210,096 $28,630,875 10.09%
2.
Sector Spdr Trust
 XLB 220,192 $25,595,118 9.02%
3.
Vanguard World Fund
 147,051 $18,888,701 6.66%
4.
Ishares Tr - MBS ETF
 118,779 $11,398,011 4.02%
5.
Ishares Tr
 179,217 $9,751,197 3.44%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.