Instuitional Investor - Anderson Financial Strategies, Llc
Fund Profile
Filing Period:
| Fund Name: | Anderson Financial Strategies, Llc |
| Portfolio Value | $163,512,185 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Trust | 222,511 | $18,283,715 | 11.18% | |
| 2. | Ishares Tr - RUS TP200 GR ETF | 67,577 | $14,254,649 | 8.72% | |
| 3. | Fidelity Covington Trust | 420,490 | $12,513,782 | 7.65% | |
| 4. | Ishares Tr | 218,905 | $10,943,061 | 6.69% | |
| 5. | Flexshares Trust | 205,600 | $9,936,624 | 6.08% |
