Instuitional Investor - Anderson Financial Strategies, Llc
Fund Profile
Filing Period:
Fund Name: | Anderson Financial Strategies, Llc |
Portfolio Value | $156,372,000 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Trust | 223,687 | $19,327,000 | 12.36% | |
2. | American Centy Etf Tr | 142,255 | $15,523,000 | 9.93% | |
3. | Fidelity Covington Trust | 427,257 | $14,211,000 | 9.09% | |
4. | Ishares Tr | 207,079 | $10,580,000 | 6.77% | |
5. | Flexshares Trust | 196,345 | $9,578,000 | 6.13% |