Top 32 Anderson Financial Strategies Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WTV | WISDOMTREE TR | 12.05% | 221.4K | $21.9M | -0.50%(-1.10K) | $81.93(+20.78%) | 2026-03-31 | |
| QGRO | AMERICAN CENTY ETF TR | 9.74% | 157.2K | $17.7M | +9.58%(+13.75K) | $102.28(+9.31%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 8.65% | 402.0K | $15.7M | -3.37%(-14.01K) | $28.72(+36.06%) | 2026-03-31 | |
| IAGG | ISHARES TR | 6.63% | 242.0K | $12.1M | +6.83%(+15.48K) | $50.81(-2.23%) | 2026-03-31 | |
| SKOR | FLEXSHARES TR | 6% | 225.0K | $10.9M | +3.33%(+7.26K) | $48.45(-0.36%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 5.51% | 96.5K | $10.0M | -3.47%(-3.47K) | $77.50(+34.84%) | 2026-03-31 | |
| HYFI | AB ACTIVE ETFS INC | 5% | 243.7K | $9.1M | +3.71%(+8.71K) | $37.30(-0.27%) | 2026-03-31 | |
| USVM | VICTORY PORTFOLIOS II | 4.75% | 83.4K | $8.6M | -3.08%(-2.65K) | $81.62(+23.58%) | 2026-03-31 | |
| PFFA | ETFIS SER TR I | 4.49% | 377.1K | $8.2M | +7.17%(+25.23K) | $22.16(-2.42%) | 2026-03-31 | |
| JPRE | J P MORGAN EXCHANGE TRADED F | 4.48% | 158.2K | $8.2M | +1.41%(+2.20K) | $47.72(+6.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.99% | +19.07% |
| Top 20 Holdings Unweighted | +3.87% | +12.06% |
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