Portfolio (Quarterly)
Guide ↗
Anderson Financial Strategies, LLC
· CIK 0002018166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FNY | FIRST TR EXCHANGE-TRADED ALP | — | 31,929.0 | $3.3M | 1.80% | NEW | — | $102.68 | -0.3% |
| 2 | VOO | VANGUARD INDEX FDS | — | 416.0 | $277K | 0.15% | NEW | — | $665.30 | +3.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
25.8%
Financial Services
25.6%
Industrials
14.1%
Healthcare
12.4%
Consumer Cyclical
11.3%
Communication Services
10.8%