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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002018166

Anderson Financial Strategies, LLC

DAYTON, OH · File #028-25315

Latest AUM
$172.3M
Positions
37
Top-10 Concentration
66.7%
Filings
5

Sector Allocation

Financials
18.9%$32.7M
Technology
7.9%$13.6M
Healthcare
1.1%$1.9M
Industrials
0.3%$435,722

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WISDOMTREE TRWT222,510$20.8M12.05%
2AMERICAN CENTY ETF TR025072307143,486$16.4M9.54%
3FIDELITY COVINGTON TRUST31609A404415,982$15.2M8.83%
4ISHARES TR46435G672226,514$11.3M6.58%
5FLEXSHARES TRFLEX217,759$10.7M6.21%
6SPDR SERIES TRUST78464A35999,942$8.9M5.17%
7AB ACTIVE ETFS INC00039J608234,943$8.8M5.13%
8VICTORY PORTFOLIOS II92647N56886,077$7.9M4.56%
9ETFIS SER TR I26923G822351,920$7.6M4.40%
10FIRST TR EXCHANGE-TRADED FD33738D606335,797$7.3M4.26%
11J P MORGAN EXCHANGE TRADED F46641Q126156,044$7.3M4.23%
12INVESCO EXCHANGE TRADED FD TIVZ85,454$6.2M3.57%
13SPDR INDEX SHS FDS78463X533130,985$5.1M2.98%
14HARTFORD FDS EXCHANGE TRADED41653L503124,954$4.9M2.84%
15WISDOMTREE TRWT58,086$3.9M2.26%
16FIRST TR EXCHANGE-TRADED FD33741X10275,302$2.9M1.68%
17GLOBAL X FDS37954Y236113,483$2.4M1.39%
18AB ACTIVE ETFS INC00039J50922,453$2.3M1.36%
19ISHARES TR46432F3969,275$2.3M1.35%
20APPLOVIN CORPAPP2,739$1.8M1.07%