Theory-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  "GOOGL",
  "BITF",
  null,
  null,
  null,
  null,
  "EMXC",
  "MUB",
  null,
  "HEFA",
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  null,
  "MSFT",
  null,
  "EFG",
  "VGIT",
  "IWF",
  null,
  "IEMG",
  "IVV",
  null,
  "AAPL",
  "SPY",
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  "SPLG",
  null,
  "VOE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "VXUS",
  "VTEB",
  "VBR",
  "VTV",
  null,
  null,
  null,
  null,
  "ESGU",
  "BRK-B",
  null,
  null,
  "CVX",
  "XOM",
  "LLY",
  null,
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 81
Total Value: 237061564
Accession Number: 0001085146-25-002548
Form Type: 13F-HR
CIK: theory-financial
Manager Name: Theory-Financial

Data Enrichment

44% identified

36 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $237.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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Bitfarms Ltd

BITF|09173B107

Shares:60.3K

Value:$47.5K

% of Portfolio:0.0% ($47.5K/$237.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Bitfarms Ltd(BITFcusip09173B107)	60.3K	QoQ NEW(+60.3K) YoY NEW(+60.3K)	All Managers (Combined)	$47.5K	0.0% ($47.5K/$237.1M)	QoQ NEW(+$47.5K) YoY NEW(+$47.5K)