Anderson Financial Strategies

Anderson Financial Strategies as of March 31, 2026

Portfolio Holdings for Anderson Financial Strategies

Anderson Financial Strategies holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Wisdomtree Us Va (WTV) 12.0 $22M 221k 98.98
American Centy Etf Tr Us Quality Grow (QGRO) 9.7 $18M 157k 112.71
Fidelity Covington Trust Enhanced Intl (FENI) 8.6 $16M 402k 39.13
Ishares Tr Core Intl Aggr (IAGG) 6.6 $12M 242k 49.87
Flexshares Tr Cr Scd Us Bd (SKOR) 6.0 $11M 225k 48.47
Spdr Series Trust State Street Spd (CWB) 5.5 $10M 97k 103.90
Ab Active Etfs High Yield Etf (HYFI) 5.0 $9.1M 244k 37.33
Victory Portfolios Ii Usaa Msci Usa Sm (USVM) 4.8 $8.6M 83k 103.64
Etfis Ser Tr I Virtus Infrcap (PFFA) 4.5 $8.2M 377k 21.64
J P Morgan Exchange Traded F Realty Income Et (JPRE) 4.5 $8.2M 158k 51.52
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 4.0 $7.3M 83k 88.33
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 4.0 $7.3M 339k 21.47
Spdr Index Shs Fds State Street Spd (EDIV) 3.0 $5.4M 132k 41.09
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 2.8 $5.1M 130k 39.01
Wisdomtree Tr Wsdm Emktbd Fd (EMCB) 2.2 $4.0M 61k 66.41
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 1.8 $3.3M 32k 102.68
Global X Fds Data Ctr & Digit (DTCR) 1.6 $2.9M 98k 29.41
Ab Active Etfs Disruptors Etf (FWD) 1.5 $2.8M 22k 130.48
Ishares Tr Msci Usa Mmentm (MTUM) 1.5 $2.8M 9.5k 291.10
LSI Industries (LYTS) 1.1 $2.0M 85k 23.91
First Tr Exchange Traded Smid Risng Etf (SDVY) 1.0 $1.9M 45k 42.32
Bioventus Com Cl A (BVS) 1.0 $1.8M 173k 10.68
Applovin Corp Com Cl A (APP) 1.0 $1.8M 3.8k 478.11
Goodyear Tire & Rubber Company (GT) 0.9 $1.7M 237k 7.08
Eastern Bankshares (EBC) 0.9 $1.6M 81k 20.26
Live Nation Entertainment (LYV) 0.9 $1.6M 10k 157.26
Renaissance Re Holdings Ltd Cmn (RNR) 0.9 $1.6M 5.3k 302.04
Diebold Nixdorf Com Shs (DBD) 0.9 $1.6M 21k 77.53
Chart Industries (GTLS) 0.9 $1.6M 7.5k 207.75
JPMorgan Chase & Co. (JPM) 0.3 $576k 1.9k 309.40
Eaton Corp SHS (ETN) 0.3 $533k 1.3k 410.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $277k 416.00 665.30