Anderson Financial Strategies, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Anderson Financial Strategies, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | WTV | WISDOMTREE TR | 12.05% | 21.915 M $ | 221408 | 2024/12/31 | 318.189 K $ | 1.53 % |
| 2026/03/31 | QGRO | AMERICAN CENTY ETF TR | 9.74% | 17.722 M $ | 157237 | 2025/06/30 | -1.362 M $ | -8.29 % |
| 2026/03/31 | FENI | FIDELITY COVINGTON TRUST | 8.65% | 15.729 M $ | 401971 | 2025/03/31 | 257.908 K $ | 1.69 % |
| 2026/03/31 | IAGG | ISHARES TR | 6.63% | 12.068 M $ | 241993 | 2024/12/31 | 6.795 K $ | 0.06 % |
| 2026/03/31 | SKOR | FLEXSHARES TR | 6.00% | 10.907 M $ | 225020 | 2024/12/31 | -111.057 K $ | -1.04 % |
| 2026/03/31 | CWB | SPDR SERIES TRUST | 5.51% | 10.024 M $ | 96476 | 2024/12/31 | 231.865 K $ | 2.60 % |
| 2026/03/31 | HYFI | AB ACTIVE ETFS INC | 5.00% | 9.096 M $ | 243655 | 2024/12/31 | -91.627 K $ | -1.04 % |
| 2026/03/31 | USVM | VICTORY PORTFOLIOS II | 4.75% | 8.647 M $ | 83430 | 2025/03/31 | 290.079 K $ | 3.69 % |
| 2026/03/31 | PFFA | ETFIS SER TR I | 4.49% | 8.162 M $ | 377150 | 2024/12/31 | -418.784 K $ | -5.52 % |
| 2026/03/31 | JPRE | J P MORGAN EXCHANGE TRADED F | 4.48% | 8.153 M $ | 158241 | 2025/06/30 | 212.219 K $ | 2.91 % |
| 2026/03/31 | XSMO | INVESCO EXCHANGE TRADED FD T | 4.01% | 7.298 M $ | 82617 | 2024/12/31 | 342.670 K $ | 5.57 % |
| 2026/03/31 | LGOV | FIRST TR EXCHANGE-TRADED FD | 4.00% | 7.283 M $ | 339240 | 2025/03/31 | -87.307 K $ | -1.19 % |
| 2026/03/31 | EDIV | SPDR INDEX SHS FDS | 2.99% | 5.440 M $ | 132401 | 2024/12/31 | 43.225 K $ | 0.84 % |
| 2026/03/31 | HMOP | HARTFORD FDS EXCHANGE TRADED | 2.79% | 5.071 M $ | 129988 | 2025/09/30 | -46.232 K $ | -0.95 % |
| 2026/03/31 | EMCB | WISDOMTREE TR | 2.22% | 4.030 M $ | 60680 | 2024/12/31 | -55.181 K $ | -1.42 % |
| 2026/03/31 | FNY | FIRST TR EXCHANGE-TRADED ALP | 1.80% | 3.278 M $ | 31929 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DTCR | GLOBAL X FDS | 1.58% | 2.882 M $ | 98007 | 2024/12/31 | 324.561 K $ | 13.55 % |
| 2026/03/31 | FWD | AB ACTIVE ETFS INC | 1.54% | 2.800 M $ | 21460 | 2025/12/31 | 93.179 K $ | 3.97 % |
| 2026/03/31 | MTUM | ISHARES TR | 1.53% | 2.778 M $ | 9543 | 2025/06/30 | -95.717 K $ | -4.12 % |
| 2026/03/31 | LYTS | LSI INDS INC OHIO | 1.11% | 2.025 M $ | 84696 | 2024/12/31 | 23.068 K $ | 1.53 % |
| 2026/03/31 | SDVY | FIRST TR EXCHANGE TRADED FD | 1.04% | 1.892 M $ | 44703 | 2024/12/31 | 83.585 K $ | 2.90 % |
| 2026/03/31 | BVS | BIOVENTUS INC | 1.02% | 1.847 M $ | 172900 | 2025/09/30 | 360.321 K $ | 22.72 % |
| 2026/03/31 | APP | APPLOVIN CORP | 0.99% | 1.809 M $ | 3783 | 2025/09/30 | -755.470 K $ | -40.93 % |
| 2026/03/31 | GT | GOODYEAR TIRE & RUBR CO | 0.92% | 1.677 M $ | 236867 | 2025/09/30 | -394.433 K $ | -24.32 % |
| 2026/03/31 | EBC | EASTERN BANKSHARES INC | 0.90% | 1.639 M $ | 80880 | 2025/06/30 | 93.775 K $ | 6.13 % |
| 2026/03/31 | LYV | LIVE NATION ENTERTAINMENT IN | 0.88% | 1.608 M $ | 10223 | 2024/12/31 | 113.383 K $ | 7.02 % |
| 2026/03/31 | RNR | RENAISSANCERE HLDGS LTD | 0.88% | 1.599 M $ | 5295 | 2024/12/31 | 92.081 K $ | 5.72 % |
| 2026/03/31 | DBD | DIEBOLD NIXDORF INC | 0.88% | 1.595 M $ | 20578 | 2025/09/30 | 181.713 K $ | 11.12 % |
| 2026/03/31 | GTLS | CHART INDS INC | 0.86% | 1.565 M $ | 7534 | 2025/09/30 | 3.826 K $ | 0.25 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.32% | 576.103 K $ | 1862 | 2024/12/31 | -57.859 K $ | -8.71 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.29% | 532.475 K $ | 1296 | 2024/12/31 | 53.570 K $ | 12.29 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.15% | 276.765 K $ | 416 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SHOP | SHOPIFY INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JEPQ | J P MORGAN EXCHANGE TRADED F | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AAPL | APPLE INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |