ANDERSON HOAGLAND & CO
CIK 791191 · Holdings on Sep 30, 2024 · First reported Oct 7, 2024
Top ten holdings
Q3 2024- MSFT4.95%
- IWM4.53%
- VFMF4.15%
- NVDA3.58%
- AAPL3.56%
- AMZN3.54%
- VFVA3.26%
- VUG3.04%
- IAU2.94%
- EMXC2.88%
Share classes counted separately36.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IAUWeight increased · +0.86 pp2.08% → 2.94%Shares +131.58K (+29.59%)
- MSFTWeight decreased · -0.77 pp5.72% → 4.95%Shares -1.80K (-1.52%)
- AMZNWeight decreased · -0.36 pp3.90% → 3.54%Shares -438 (-0.24%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $48.54M | 4.95% | 116.67K shares | 5.72% → 4.95%-0.77 pp -1.80K (-1.52%) | Reduced | ↗▾ |
| 02 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $44.36M | 4.53% | 202.43K shares | 4.28% → 4.53%+0.25 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | VFMFVANGUARD US MULTIFACTOR ETFUS MULTIFACTOR View history and evidence | $40.69M | 4.15% | 311.22K shares | 3.97% → 4.15%+0.18 pp -564 (-0.18%) | Reduced | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $35.13M | 3.58% | 281.21K shares | 3.88% → 3.58%-0.30 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $34.85M | 3.56% | 153.70K shares | 3.70% → 3.56%-0.14 pp -492 (-0.32%) | Reduced | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $34.68M | 3.54% | 185.94K shares | 3.90% → 3.54%-0.36 pp -438 (-0.24%) | Reduced | ↗▾ |
| 07 | VFVAVANGUARD U.S. VALUE FACTORUS VALUE FACTR View history and evidence | $31.96M | 3.26% | 265.11K shares | 3.08% → 3.26%+0.18 pp +1.40K (+0.53%) | Added | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $29.78M | 3.04% | 77.68K shares | 3.23% → 3.04%-0.19 pp -1.56K (-1.97%) | Reduced | ↗▾ |
| 09 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $28.86M | 2.94% | 576.21K shares | 2.08% → 2.94%+0.86 pp +131.58K (+29.59%) | Added | ↗▾ |
| 10 | EMXCISHARES MSCI EMR MRK EX CHNAMSCI EMRG CHN View history and evidence | $28.26M | 2.88% | 469.75K shares | 2.73% → 2.88%+0.15 pp +43.98K (+10.33%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QCOM QUALCOMM INC | Non-derivative | -27,314 | -$5.66M | SEC filing ↗ | SEC filing ↗ |
| GOOG ALPHABET INC-CL C | Non-derivative | -2,870 | -$546.56K | SEC filing ↗ | SEC filing ↗ |
| MRSH MARSH & MCLENNAN COS | Non-derivative | -1,280 | -$271.10K | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 791191 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 979884076
}Research all 132 reported holdings.
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