ANDERSON FISHER LLC Portfolio Holdings - 13F Filings | 13F Fund Database
ANDERSON FISHER LLC 13F Holdings
CIK 02819337 · LAKE OSWEGO, OR
As of Sep 30, 2022, ANDERSON FISHER LLC reported
107 positions worth $392.3K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 239,289 | $78.6K | 20.02% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 891,232 | $32.4K | 8.26% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 386,416 | $28.9K | 7.37% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 485,691 | $23.2K | 5.91% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 81,830 |
|
7.9K4.57% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 165,698 |
5.7K | 4.01% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 114,746 |
5.5K | 3.95% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 209,591 |
5.4K | 3.93% |
| ISHARES CORE S&P 500 ETF | IVV | — | 40,470 |
4.5K | 3.70% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 244,257 |
4.1K | 3.60% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 102,524 | $8.9K | 2.28% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 228,236 | $8.3K | 2.12% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 60,106 | $6.2K | 1.57% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 118,446 | $6.2K | 1.57% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 96,998 | $6.0K | 1.53% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 112,502 | $5.4K | 1.38% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 85,260 | $5.4K | 1.37% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 21,420 | $3.8K | 0.98% |
| NIKE INC | NKE | Consumer Cyclical | 37,334 | $3.1K | 0.79% |
| ABBVIE INC | ABBV | Equity | 23,007 | $3.1K | 0.79% |
| APPLE INC | AAPL | Technology | 21,965 | $3.0K | 0.77% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 61,642 | $2.7K | 0.68% |
| H&R BLOCK INC | HRB | Consumer Cyclical | 60,636 | $2.6K | 0.66% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 30,331 | $2.4K | 0.62% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 31,983 | $2.3K | 0.58% |