Instuitional Investor - Anderson Financial Strategies, Llc
Fund Profile
Filing Period:
| Fund Name: | Anderson Financial Strategies, Llc |
| Portfolio Value | $181,923,666 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | WTREP | 221,408 | $21,914,954 | 12.05% | |
| 2. | American Centy Etf Tr | 157,237 | $17,722,182 | 9.74% | |
| 3. | Fidelity Covington Trust | 401,971 | $15,729,125 | 8.65% | |
| 4. | Ishares Tr | 241,993 | $12,068,191 | 6.63% | |
| 5. | Flexshares Trust | 225,020 | $10,906,705 | 6% |