THEORY FINANCIAL LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Fort Collins, CO
CIK
0001899158
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 69 187,179 SCHZ, MBB, IGIB, SCHP 13F-HR 2/7/2024 000108514624000816
Q3 2023 67 170,519 SCHZ, MBB, IGIB, SCHP 13F-HR 11/14/2023 000108514623004525
Q2 2023 60 173,700 SCHZ, IGIB, MBB, SCHP 13F-HR 8/7/2023 000108514623003133
Q1 2023 60 166,702 SCHZ, IGIB, SPTS, VGIT 13F-HR 5/12/2023 000108514623002319
Q4 2022 56 151,002 SCHZ, SPTS, SCHP, FLOT 13F-HR 2/7/2023 000108514623000772
Q2 2022 58 139,327 SCHZ, SPTS, SCHP, FLOT 13F-HR 8/10/2022 000108514622002957
Q1 2022 59 150,967 USIG, SHAG, SCHP, HYLB 13F-HR 5/11/2022 000108514622001998
Q4 2021 48 153,264 USIG, SHAG, SCHP, HYLB 13F-HR 2/14/2022 000108514622001115