THEORY FINANCIAL LLC

PrivateCIK: 1899158
Location

FORT COLLINS, CO

94
Positions
$284.94M
Total AUM (reported)
5.38M
Total Shares

Allocation by class

TOTAL AUM$284.94M94 positions
US AGGREGATE B$21.97M7.7%
STATE STREET COM$20.60M7.2%
MBS ETF$10.63M3.7%
MANAGED FUTURES$10.22M3.6%
STATE STREET SPD$9.03M3.2%
ISHS 5-10YR INVT$8.96M3.1%
XTRACK USD HIGH$8.91M3.1%

Portfolio Concentration

Top 318.7%4–1020.0%11–2528.1%Rest33.2%TOP 1038.7%0%100%
Top 3$53.20M18.7%
4–10$57.00M20.0%
11–25$80.10M28.1%
Rest$94.63M33.2%

Top 3 weight

18.7%

Top 10 weight

38.7%

Voting Authority Distribution

Total shares with voting rights: 5.38M

Sole

Full voting authority

5.38M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole94
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings94
Rows:

SCHWAB STRATEGIC TR

SOLE
US AGGREGATE B
Shares946.33K
TypeSH
Market value$21.97M
7.71%
Sole
946.33K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares185.82K
TypeSH
Market value$20.60M
7.23%
Sole
185.82K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MBS ETF
Shares111.95K
TypeSH
Market value$10.63M
3.73%
Sole
111.95K
Shared
0.00
None
0.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE
MANAGED FUTURES
Shares338.20K
TypeSH
Market value$10.22M
3.59%
Sole
338.20K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 5-10YR INVT
Shares168.33K
TypeSH
Market value$8.96M
3.14%
Sole
168.33K
Shared
0.00
None
0.00

DBX ETF TR

SOLE
XTRACK USD HIGH
Shares246.27K
TypeSH
Market value$8.91M
3.13%
Sole
246.27K
Shared
0.00
None
0.00

TIDAL TRUST I

SOLE
FUNDSTRAT GRANNY
Shares319.54K
TypeSH
Market value$7.63M
2.68%
Sole
319.54K
Shared
0.00
None
0.00

ETF OPPORTUNITIES TRUST

SOLE
SMI 3FOURTEEN FU
Shares304.89K
TypeSH
Market value$7.51M
2.64%
Sole
304.89K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares87.99K
TypeSH
Market value$7.21M
2.53%
Sole
87.99K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares44.76K
TypeSH
Market value$6.56M
2.30%
Sole
44.76K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares15.01K
TypeSH
Market value$6.46M
2.27%
Sole
15.01K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares83.45K
TypeSH
Market value$6.39M
2.24%
Sole
83.45K
Shared
0.00
None
0.00

WISDOMTREE TR

SOLE
US MIDCAP FUND
Shares89.56K
TypeSH
Market value$6.02M
2.11%
Sole
89.56K
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
FINANCIALS ETF
Shares47.93K
TypeSH
Market value$5.79M
2.03%
Sole
47.93K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI GBL ETF NEW
Shares102.09K
TypeSH
Market value$5.78M
2.03%
Sole
102.09K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P 500 VAL ETF
Shares25.70K
TypeSH
Market value$5.43M
1.90%
Sole
25.70K
Shared
0.00
None
0.00

VANGUARD STAR FDS

SOLE
VG TL INTL STK F
Shares69.93K
TypeSH
Market value$5.39M
1.89%
Sole
69.93K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US TIPS ETF
Shares199.06K
TypeSH
Market value$5.30M
1.86%
Sole
199.06K
Shared
0.00
None
0.00

BLACKROCK ETF TRUST

SOLE
ISHARES US EQUIT
Shares88.14K
TypeSH
Market value$5.13M
1.80%
Sole
88.14K
Shared
0.00
None
0.00

INVESCO ACTVELY MNGD ETC FD

SOLE
OPTIMUM YIELD
Shares285.09K
TypeSH
Market value$4.94M
1.73%
Sole
285.09K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
SM CP VAL ETF
Shares22.43K
TypeSH
Market value$4.87M
1.71%
Sole
22.43K
Shared
0.00
None
0.00

ISHARES TR

SOLE
S&P 500 GRWT ETF
Shares42.61K
TypeSH
Market value$4.82M
1.69%
Sole
42.61K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P SMLCP MOMENT
Shares61.99K
TypeSH
Market value$4.71M
1.65%
Sole
61.99K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P SML600 VAL
Shares37.78K
TypeSH
Market value$4.70M
1.65%
Sole
37.78K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares13.32K
TypeSH
Market value$4.38M
1.54%
Sole
13.32K
Shared
0.00
None
0.00
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