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Anderson Financial Strategies Llc

Portfolio Manager
Anderson Financial Strategies LLC
Performance
-0.53% (2026 Q1)
AUM (13F)
$181.92M
# of Holdings
32
Performance Rank
Allocation (Top 20)
90.87%

Anderson Financial Strategies Llc Holdings Map

Top 32 Anderson Financial Strategies Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WTV
WISDOMTREE TR
12.05%221.4K$21.9M
-0.50%(-1.10K)
2025-Q1: 222.5K shares2025-Q2: 223.7K shares2025-Q3: 221.3K shares2025-Q4: 222.5K shares2026-Q1: 221.4K shares
$81.93(+20.78%)
2026-03-31
QGRO
AMERICAN CENTY ETF TR
9.74%157.2K$17.7M
+9.58%(+13.75K)
2025-Q1: 0 shares2025-Q2: 142.3K shares2025-Q3: 140.6K shares2025-Q4: 143.5K shares2026-Q1: 157.2K shares
$102.28(+9.31%)
2026-03-31
FENI
FIDELITY COVINGTON TRUST
8.65%402.0K$15.7M
-3.37%(-14.01K)
2025-Q1: 420.5K shares2025-Q2: 427.3K shares2025-Q3: 414.3K shares2025-Q4: 416.0K shares2026-Q1: 402.0K shares
$28.72(+36.06%)
2026-03-31
IAGG
ISHARES TR
6.63%242.0K$12.1M
+6.83%(+15.48K)
2025-Q1: 218.9K shares2025-Q2: 207.1K shares2025-Q3: 231.4K shares2025-Q4: 226.5K shares2026-Q1: 242.0K shares
$50.81(-2.23%)
2026-03-31
SKOR
FLEXSHARES TR
6%225.0K$10.9M
+3.33%(+7.26K)
2025-Q1: 205.6K shares2025-Q2: 196.3K shares2025-Q3: 214.6K shares2025-Q4: 217.8K shares2026-Q1: 225.0K shares
$48.45(-0.36%)
2026-03-31
CWB
SPDR SERIES TRUST
5.51%96.5K$10.0M
-3.47%(-3.47K)
2025-Q1: 102.7K shares2025-Q2: 98.8K shares2025-Q3: 97.9K shares2025-Q4: 99.9K shares2026-Q1: 96.5K shares
$77.50(+34.84%)
2026-03-31
HYFI
AB ACTIVE ETFS INC
5%243.7K$9.1M
+3.71%(+8.71K)
2025-Q1: 215.5K shares2025-Q2: 211.5K shares2025-Q3: 230.9K shares2025-Q4: 234.9K shares2026-Q1: 243.7K shares
$37.30(-0.27%)
2026-03-31
USVM
VICTORY PORTFOLIOS II
4.75%83.4K$8.6M
-3.08%(-2.65K)
2025-Q1: 86.8K shares2025-Q2: 85.9K shares2025-Q3: 84.8K shares2025-Q4: 86.1K shares2026-Q1: 83.4K shares
$81.62(+23.58%)
2026-03-31
PFFA
ETFIS SER TR I
4.49%377.1K$8.2M
+7.17%(+25.23K)
2025-Q1: 309.6K shares2025-Q2: 319.9K shares2025-Q3: 337.8K shares2025-Q4: 351.9K shares2026-Q1: 377.1K shares
$22.16(-2.42%)
2026-03-31
JPRE
J P MORGAN EXCHANGE TRADED F
4.48%158.2K$8.2M
+1.41%(+2.20K)
2025-Q1: 0 shares2025-Q2: 134.3K shares2025-Q3: 151.3K shares2025-Q4: 156.0K shares2026-Q1: 158.2K shares
$47.72(+6.67%)
2026-03-31

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