Instuitional Investor - Anderson Financial Strategies, Llc
Fund Profile
Filing Period:
| Fund Name: | Anderson Financial Strategies, Llc |
| Portfolio Value | $168,845,789 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | WTRE | 221,283 | $20,138,939 | 11.93% | |
| 2. | American Centy Etf Tr | 140,572 | $16,081,437 | 9.52% | |
| 3. | Fidelity Covington Trust | 414,281 | $14,615,834 | 8.66% | |
| 4. | Ishares Tr | 231,356 | $11,852,368 | 7.02% | |
| 5. | Flexshares Trust | 214,596 | $10,568,847 | 6.26% |