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Home > Institutional Investor > Theory Financial Llc > Profile

Instuitional Investor - Theory Financial Llc

Fund Profile
Filing Period:
Fund Name: Theory Financial Llc
Portfolio Value $263,580,148
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 239,151 $30,558,715 11.59%
2.
Schwab Strategic Trust
 FNDF 1,153,479 $26,645,372 10.11%
3.
Sector Spdr Trust
 XLB 247,839 $26,620,387 10.1%
4.
Ishares Tr - MBS ETF
 112,049 $10,428,444 3.96%
5.
Ishares Tr
 166,345 $8,841,237 3.35%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)