Filer Name: ANDERSON FINANCIAL STRATEGIES, LLC
CIK: 2018166
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 128
Portfolio Value: $0.17B

Anderson Financial Strategies, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
WTV US WISDOMTREE U.S. VALUE FUND 207,412 $17M 10.45% - -
IWY US ISHARES RUSSELL TOP 200 GROW 59,170 $14M 8.39% - -
EBSIX US CAMPBELL SYSTEMAT MACRO-I 1,328,263 $13M 7.81% - -
SCHF US SCHWAB INTL EQUITY ETF 662,728 $12M 7.39% - -
IAGG US ISHARES INTL AGGREGATE BOND 212,417 $11M 6.39% - -
SKOR US FLEXSHARES CREDIT-SCORED US 187,301 $9M 5.38% - -
HYFI US AB HIGH YIELD ETF 231,835 $9M 5.15% - -
CWB US SPDR BLOOMBERG CONVERTIBLE S 100,964 $8M 4.74% - -
PFFA US VIRTUS INFRACAP US PREF STCK 328,838 $7M 4.34% - -
NURE US NUVEEN SHORTTERM REIT ETF 222,267 $7M 4.26% - -
XSVM US INVESCO S&P SMALLCAP VALUE W 117,454 $6M 3.86% - -
IEI US ISHARES 3-7 YEAR TREASURY BO 54,902 $6M 3.82% - -
XSMO US INVESCO S&P SMALLCAP MOMENTU 75,947 $5M 3.03% - -
EDIV US SPDR S&P EMERGING MARKETS DI 121,737 $4M 2.59% - -
MFM US MFS MUNICIPAL INCOME TRUST 801,531 $4M 2.58% - -
MEMS US MATTHEWS EM DISCOVERY 170,629 $4M 2.43% - -
EMCB US WISDOMTREE EM CORP BOND 56,658 $4M 2.22% - -
SDVY US FIRST TRUST SMID CAP RISING 43,753 $2M 0.95% - -
REZ US ISHARS RES AND MULTI REALES 17,732 $1M 0.87% - -
DTCR US GLOBAL X DATA CENTER & DIGIT 86,671 $1M 0.86% - -
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