Anderson Financial Strategies, LLC
32 holdingsFiling period: 2026-03-31Current AUM: $196.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WTV | WISDOMTREE TR | 221.4K | $21.9M | $24.4M | 12.45% | -1,102 | 2026-03-31 |
| 2 | QGRO | AMERICAN CENTY ETF TR | 157.2K | $17.7M | $19.3M | 9.85% | +13.8K | 2026-03-31 |
| 3 | FENI | FIDELITY COVINGTON TRUST | 402.0K | $15.7M | $17.2M | 8.77% | -14,011 | 2026-03-31 |
| 4 | IAGG | ISHARES TR | 242.0K | $12.1M | $12.0M | 6.12% | +15.5K | 2026-03-31 |
| 5 | SKOR | FLEXSHARES TR | 225.0K | $10.9M | $10.8M | 5.49% | +7.3K | 2026-03-31 |
| 6 | CWB | SPDR SERIES TRUST | 96.5K | $10.0M | $11.2M | 5.69% | -3,466 | 2026-03-31 |
| 7 | HYFI | AB ACTIVE ETFS INC | 243.7K | $9.1M | $9.1M | 4.63% | +8.7K | 2026-03-31 |
| 8 | USVM | VICTORY PORTFOLIOS II | 83.4K | $8.6M | $10.0M | 5.10% | -2,647 | 2026-03-31 |
| 9 | PFFA | ETFIS SER TR I | 377.1K | $8.2M | $8.3M | 4.22% | +25.2K | 2026-03-31 |
| 10 | JPRE | J P MORGAN EXCHANGE TRADED F | 158.2K | $8.2M | $9.1M | 4.63% | +2.2K | 2026-03-31 |
| 11 | XSMO | INVESCO EXCHANGE TRADED FD T | 82.6K | $7.3M | $8.3M | 4.25% | -2,837 | 2026-03-31 |
| 12 | LGOV | FIRST TR EXCHANGE-TRADED FD | 339.2K | $7.3M | $7.0M | 3.59% | +3.4K | 2026-03-31 |
| 13 | EDIV | SPDR INDEX SHS FDS | 132.4K | $5.4M | $5.7M | 2.91% | +1.4K | 2026-03-31 |
| 14 | HMOP | HARTFORD FDS EXCHANGE TRADED | 130.0K | $5.1M | $5.0M | 2.57% | +5.0K | 2026-03-31 |
| 15 | EMCB | WISDOMTREE TR | 60.7K | $4.0M | $4.0M | 2.06% | +2.6K | 2026-03-31 |
| 16 | FNY | FIRST TR EXCHANGE-TRADED ALP | 31.9K | $3.3M | $3.7M | 1.89% | -- | 2026-03-31 |
| 17 | DTCR | GLOBAL X FDS | 98.0K | $2.9M | $3.3M | 1.68% | -15,476 | 2026-03-31 |
| 18 | FWD | AB ACTIVE ETFS INC | 21.5K | $2.8M | $3.2M | 1.65% | -993 | 2026-03-31 |
| 19 | MTUM | ISHARES TR | 9.5K | $2.8M | $3.5M | 1.77% | +268 | 2026-03-31 |
| 20 | LYTS | LSI INDS INC OHIO | 84.7K | $2.0M | $2.5M | 1.30% | +2.3K | 2026-03-31 |
| 21 | SDVY | FIRST TR EXCHANGE TRADED FD | 44.7K | $1.9M | $2.1M | 1.07% | -30,599 | 2026-03-31 |
| 22 | BVS | BIOVENTUS INC | 172.9K | $1.8M | $2.7M | 1.36% | -40,308 | 2026-03-31 |
| 23 | APP | APPLOVIN CORP | 3.8K | $1.8M | $1.8M | 0.92% | +1.0K | 2026-03-31 |
| 24 | GT | GOODYEAR TIRE & RUBR CO | 236.9K | $1.7M | $1.8M | 0.90% | +51.7K | 2026-03-31 |
| 25 | EBC | EASTERN BANKSHARES INC | 80.9K | $1.6M | $1.9M | 0.98% | -2,107 | 2026-03-31 |
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