Anderson Financial Strategies, LLC
CIK 2018166 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- WTV10.45%
- IWY8.39%
- EBSIX7.81%
- SCHF7.39%
- IAGG6.39%
- SKOR5.38%
- HYFI5.15%
- CWB4.74%
- PFFA4.34%
- NURE4.26%
Share classes counted separately64.30%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WTVWISDOMTREE U.S. VALUE FUNDUIT EXCHANGE TRADED View history and evidence | $17.34M | 10.45% | 207.41K shares | Prior unavailable — | — | ↗▾ |
| 02 | IWYISHARES RUSSELL TOP 200 GROWUIT EXCHANGE TRADED View history and evidence | $13.92M | 8.39% | 59.17K shares | Prior unavailable — | — | ↗▾ |
| 03 | EBSIXCAMPBELL SYSTEMAT MACRO-IEQUITY FUNDS View history and evidence | $12.96M | 7.81% | 1.33M shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHFSCHWAB INTL EQUITY ETFUIT EXCHANGE TRADED View history and evidence | $12.26M | 7.39% | 662.73K shares | Prior unavailable — | — | ↗▾ |
| 05 | IAGGISHARES INTL AGGREGATE BONDUIT EXCHANGE TRADED View history and evidence | $10.60M | 6.39% | 212.42K shares | Prior unavailable — | — | ↗▾ |
| 06 | SKORNT CRDSCR US CORP BD ETFUIT EXCHANGE TRADED View history and evidence | $8.93M | 5.38% | 187.30K shares | Prior unavailable — | — | ↗▾ |
| 07 | HYFIAB HIGH YIELD ETFUIT EXCHANGE TRADED View history and evidence | $8.55M | 5.15% | 231.84K shares | Prior unavailable — | — | ↗▾ |
| 08 | CWBSS SPDR BB CONV SEC ETFUIT EXCHANGE TRADED View history and evidence | $7.86M | 4.74% | 100.96K shares | Prior unavailable — | — | ↗▾ |
| 09 | PFFAVIRTUS INFRACAP US PREF STCKUIT EXCHANGE TRADED View history and evidence | $7.20M | 4.34% | 328.84K shares | Prior unavailable — | — | ↗▾ |
| 10 | NURENUVEEN SHORTTERM REIT ETFUIT EXCHANGE TRADED View history and evidence | $7.07M | 4.26% | 222.27K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2018166 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 165940171
}Research all 128 reported holdings.
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