Anderson-Financial-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "MTCH",
  null,
  "MASI",
  "XP",
  null,
  "SMCI",
  "FWONK",
  "SNOW",
  "ACN",
  "ZS",
  "ABNB",
  "ABBV",
  "ADBE",
  "GOOGL",
  null,
  "TEAM",
  "ASML",
  "BLK",
  "BUD",
  "AVGO",
  "LOW",
  "GMAB",
  "GME",
  null,
  null,
  "NICE",
  "NAD",
  "TLK",
  "ROKU",
  null,
  "EXPE",
  null,
  "FCX",
  null,
  "IBN",
  null,
  "MCD",
  null,
  null,
  "FMX",
  "FFC",
  "UNP",
  null,
  "ISRG",
  null,
  "GH",
  "HUBS",
  "EMXC",
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  "SEDG",
  null,
  "IONS",
  "MFM",
  null,
  null,
  null,
  null,
  "KNSL",
  "LHX",
  "FWONA",
  "LIN",
  "MCR",
  "MA",
  "PODD",
  "MSFT",
  "TMUS",
  "DOCS",
  "ETSY",
  "ADM",
  "BX",
  "IJR",
  "ANET",
  "VGIT",
  null,
  null,
  "PYPL",
  "PEP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "HLN",
  null,
  "NVDA",
  "ENB",
  "WOLF",
  "PFE",
  "PG",
  "MRK",
  "MKC",
  "AMGN",
  "IEFA",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "RIO",
  "SHEL",
  "GLD",
  "STX",
  "SAP",
  null,
  "SBUX",
  "SNPS",
  "TEL",
  "TKO",
  "TMO",
  "TJX",
  "UPS",
  "VNQ",
  "PCTY",
  "LYTS",
  "ALC",
  "VWO",
  "ETV",
  "GDV",
  null,
  null,
  "VCIT",
  null,
  "NGG",
  null,
  "TSCO",
  "GMED",
  "TSM",
  "THS",
  null,
  "VRTX",
  "EA",
  "TT",
  null,
  "UGI",
  "ADSK",
  null,
  "AXON",
  "F",
  "DEO",
  "WM",
  null,
  null,
  "IDXX",
  "AMZN",
  "IVE",
  "VGM",
  "KD",
  "HDB",
  "ABEV",
  null,
  "VUG",
  "VLO",
  "VEA",
  null,
  "VXUS",
  null,
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "WRBY",
  "WBD",
  "WMT",
  "WBA",
  "WDC",
  "WHR",
  null,
  null,
  "XRX",
  "WDAY",
  null,
  "XPO",
  "CART",
  "SCHD",
  "BIIB",
  "SCHF",
  "JKHY",
  "LBRDK",
  "JCI",
  "MFC",
  "SO",
  "TTD",
  "RNR",
  null,
  "SPOT",
  null,
  "LYV",
  null,
  null,
  null,
  "MELI",
  null,
  null,
  "STLA",
  "LULU",
  "BBVA",
  "BRK-B",
  "BDC",
  "BHP",
  "MQY",
  "BFH",
  "BMY",
  "CNI",
  "CRL",
  "CTAS",
  "CMCSA",
  "CVGI",
  "COST",
  "BAP",
  "CRWD",
  "CVS",
  "DE",
  "DXCM",
  "DLB",
  "DOCU",
  "EWJ",
  null,
  "NEE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-28
Total Holdings: 237
Total Value: 163512185
Accession Number: 0002018166-25-000004
Form Type: 13F-HR
CIK: anderson-financial-strategies
Manager Name: Anderson-Financial-Strategies

Data Enrichment

78% identified

184 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

237 positions • $163.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 12

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46435G474

Shares:—

Value:$55.0K

% of Portfolio:0.0% ($55.0K/$163.5M)

33735B108

Shares:—

Value:$54.5K

% of Portfolio:0.0% ($54.5K/$163.5M)

VISA INC.

V|92826C839

Shares:—

Value:$52.6K

% of Portfolio:0.0% ($52.6K/$163.5M)

808524797

SCHD|808524797

Shares:—

Value:$52.4K

% of Portfolio:0.0% ($52.4K/$163.5M)

92206C623

Shares:—

Value:$52.2K

% of Portfolio:0.0% ($52.2K/$163.5M)

LOWES COMPANIES INC

LOW|548661107

Shares:—

Value:$51.3K

% of Portfolio:0.0% ($51.3K/$163.5M)

Trane Technologies plc

TT|G8994E103

Shares:—

Value:$50.5K

% of Portfolio:0.0% ($50.5K/$163.5M)

92206C870

VCIT|92206C870

Shares:—

Value:$49.4K

% of Portfolio:0.0% ($49.4K/$163.5M)

MASIMO CORP

MASI|574795100

Shares:—

Value:$49.1K

% of Portfolio:0.0% ($49.1K/$163.5M)

UGI CORP /PA/

UGI|902681105

Shares:—

Value:$48.5K

% of Portfolio:0.0% ($48.5K/$163.5M)

464287200

IVV|464287200

Shares:—

Value:$48.3K

% of Portfolio:0.0% ($48.3K/$163.5M)

37954Y657

Shares:—

Value:$46.1K

% of Portfolio:0.0% ($46.1K/$163.5M)

97717W315

Shares:—

Value:$45.8K

% of Portfolio:0.0% ($45.8K/$163.5M)

33739Q408

Shares:—

Value:$44.9K

% of Portfolio:0.0% ($44.9K/$163.5M)

922908751

VB|922908751

Shares:—

Value:$44.4K

% of Portfolio:0.0% ($44.4K/$163.5M)

Nuveen Quality Municipal Income Fund

NAD|67066V101

Shares:—

Value:$43.8K

% of Portfolio:0.0% ($43.8K/$163.5M)

922908553

VNQ|922908553

Shares:—

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$163.5M)

46138E636

Shares:—

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$163.5M)

46435G102

Shares:—

Value:$38.6K

% of Portfolio:0.0% ($38.6K/$163.5M)

92206C706

VGIT|92206C706

Shares:—

Value:$38.5K

% of Portfolio:0.0% ($38.5K/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G474)✕	—	QoQ NEW YoY-	All Managers (Combined)	$55.0K	0.0% ($55.0K/$163.5M)	QoQ NEW(+$55.0K) YoY-
(cusip33735B108)✕	—	QoQ NEW YoY-	All Managers (Combined)	$54.5K	0.0% ($54.5K/$163.5M)	QoQ NEW(+$54.5K) YoY-
VISA INC.(Vcusip92826C839)	—	QoQ NEW YoY-	All Managers (Combined)	$52.6K	0.0% ($52.6K/$163.5M)	QoQ NEW(+$52.6K) YoY-
(SCHDcusip808524797)	—	QoQ - YoY-	All Managers (Combined)	$52.4K	0.0% ($52.4K/$163.5M)	QoQ +2.34% (+$1.2K) YoY-
(cusip92206C623)✕	—	QoQ NEW YoY-	All Managers (Combined)	$52.2K	0.0% ($52.2K/$163.5M)	QoQ NEW(+$52.2K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	—	QoQ NEW YoY-	All Managers (Combined)	$51.3K	0.0% ($51.3K/$163.5M)	QoQ NEW(+$51.3K) YoY-
Trane Technologies plc(TTcusipG8994E103)	—	QoQ NEW YoY-	All Managers (Combined)	$50.5K	0.0% ($50.5K/$163.5M)	QoQ NEW(+$50.5K) YoY-
(VCITcusip92206C870)	—	QoQ NEW YoY-	All Managers (Combined)	$49.4K	0.0% ($49.4K/$163.5M)	QoQ NEW(+$49.4K) YoY-
MASIMO CORP(MASIcusip574795100)	—	QoQ NEW YoY-	All Managers (Combined)	$49.1K	0.0% ($49.1K/$163.5M)	QoQ NEW(+$49.1K) YoY-
UGI CORP /PA/(UGIcusip902681105)	—	QoQ - YoY-	All Managers (Combined)	$48.5K	0.0% ($48.5K/$163.5M)	QoQ +17.14% (+$7.1K) YoY-
(IVVcusip464287200)	—	QoQ - YoY-	All Managers (Combined)	$48.3K	0.0% ($48.3K/$163.5M)	QoQ -13.59% (-$7.6K) YoY-
(cusip37954Y657)✕	—	QoQ NEW YoY-	All Managers (Combined)	$46.1K	0.0% ($46.1K/$163.5M)	QoQ NEW(+$46.1K) YoY-
(cusip97717W315)✕	—	QoQ NEW YoY-	All Managers (Combined)	$45.8K	0.0% ($45.8K/$163.5M)	QoQ NEW(+$45.8K) YoY-
(cusip33739Q408)✕	—	QoQ NEW YoY-	All Managers (Combined)	$44.9K	0.0% ($44.9K/$163.5M)	QoQ NEW(+$44.9K) YoY-
(VBcusip922908751)	—	QoQ NEW YoY-	All Managers (Combined)	$44.4K	0.0% ($44.4K/$163.5M)	QoQ NEW(+$44.4K) YoY-
Nuveen Quality Municipal Income Fund(NADcusip67066V101)	—	QoQ - YoY-	All Managers (Combined)	$43.8K	0.0% ($43.8K/$163.5M)	QoQ -1.20% (-$532) YoY-
(VNQcusip922908553)	—	QoQ NEW YoY-	All Managers (Combined)	$40.6K	0.0% ($40.6K/$163.5M)	QoQ NEW(+$40.6K) YoY-
(cusip46138E636)✕	—	QoQ NEW YoY-	All Managers (Combined)	$40.3K	0.0% ($40.3K/$163.5M)	QoQ NEW(+$40.3K) YoY-
(cusip46435G102)✕	—	QoQ NEW YoY-	All Managers (Combined)	$38.6K	0.0% ($38.6K/$163.5M)	QoQ NEW(+$38.6K) YoY-
(VGITcusip92206C706)	—	QoQ NEW YoY-	All Managers (Combined)	$38.5K	0.0% ($38.5K/$163.5M)	QoQ NEW(+$38.5K) YoY-