Chief Executive Officer and Chief Compliance Officer

0001767513-20-000003.txt : 20200722 0001767513-20-000003.hdr.sgml : 20200722 20200722121139 ACCESSION NUMBER: 0001767513-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200722 DATE AS OF CHANGE: 20200722 EFFECTIVENESS DATE: 20200722 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ANDERSON FISHER LLC CENTRAL INDEX KEY: 0001767513 IRS NUMBER: 743130983 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19337 FILM NUMBER: 201040904 BUSINESS ADDRESS: STREET 1: 5335 MEADOWS ROAD, SUITE 450 CITY: LAKE OSWEGO STATE: OR ZIP: 97035 BUSINESS PHONE: (503) 905-3100 MAIL ADDRESS: STREET 1: 5335 MEADOWS ROAD, SUITE 450 CITY: LAKE OSWEGO STATE: OR ZIP: 97035 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001767513 XXXXXXXX 06-30-2020 06-30-2020 ANDERSON FISHER LLC

5335 MEADOWS ROAD, SUITE 450 LAKE OSWEGO OR 97035

13F HOLDINGS REPORT 028-19337 N Peter Fisher Chief Executive Officer and Chief Compliance Officer 503-905-3100 Peter Fisher Lake Oswego OR 07-22-2020 0 315 283141 false INFORMATION TABLE 2 AndersonFisher_13F_2020-Q2.xml AT&T INC COM 00206R102 1780 58898 SH SOLE 0 0 58898 ABBOTT LABS COM 002824100 1073 11734 SH SOLE 0 0 11734 ABBVIE INC COM 00287Y109 4623 47089 SH SOLE 0 0 47089 ACTIVISION BLIZZARD INC COM 00507V109 122 1602 SH SOLE 0 0 1602 ACUSHNET HOLDINGS CORP COM 005098108 12 334 SH SOLE 0 0 334 ADVANCED MICRO DEVICES INC COM 007903107 902 17146 SH SOLE 0 0 17146 AEROVIRONMENT INC COM 008073108 1 9 SH SOLE 0 0 9 ALASKA AIR GROUP INC COM 011659109 5 144 SH SOLE 0 0 144 ALEXION PHARMACEUTICALS INC COM 015351109 2 20 SH SOLE 0 0 20 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 190 882 SH SOLE 0 0 882 ALLEGIANT TRAVEL CO COM 01748X102 4 40 SH SOLE 0 0 40 ALLSTATE CORP COM 020002101 1647 16984 SH SOLE 0 0 16984 ALPHABET INC CAP STK CL C 02079K107 87 62 SH SOLE 0 0 62 ALPHABET INC CAP STK CL A 02079K305 380 268 SH SOLE 0 0 268 ALTRIA GROUP INC COM 02209S103 1474 37551 SH SOLE 0 0 37551 AMAZON COM INC COM 023135106 428 155 SH SOLE 0 0 155 AMERICAN ELEC PWR CO INC COM 025537101 183 2295 SH SOLE 0 0 2295 AMERICAN TOWER CORP NEW COM 03027X100 2 9 SH SOLE 0 0 9 AMERISOURCEBERGEN CORP COM 03073E105 121 1199 SH SOLE 0 0 1199 AMGEN INC COM 031162100 2285 9686 SH SOLE 0 0 9686 ANALOG DEVICES INC COM 032654105 15 119 SH SOLE 0 0 119 ANTHEM INC COM 036752103 80 303 SH SOLE 0 0 303 APPLE INC COM 037833100 2324 6370 SH SOLE 0 0 6370 APPLIED MATLS INC COM 038222105 206 3410 SH SOLE 0 0 3410 ASTRAZENECA PLC SPONSORED ADR 046353108 128 2411 SH SOLE 0 0 2411 AUTOZONE INC COM 053332102 108 96 SH SOLE 0 0 96 BP PLC SPONSORED ADR 055622104 1 44 SH SOLE 0 0 44 BAIDU INC SPON ADR REP A 056752108 7 61 SH SOLE 0 0 61 BK OF AMERICA CORP COM 060505104 137 5778 SH SOLE 0 0 5778 BAUSCH HEALTH COS INC COM 071734107 15 827 SH SOLE 0 0 827 BECTON DICKINSON & CO COM 075887109 48 202 SH SOLE 0 0 202 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 222 1241 SH SOLE 0 0 1241 BEST BUY INC COM 086516101 143 1642 SH SOLE 0 0 1642 BEYOND MEAT INC COM 08862E109 24 177 SH SOLE 0 0 177 BIO PATH HOLDINGS INC COM 09057N300 10 2000 SH SOLE 0 0 2000 BIOGEN INC COM 09062X103 115 430 SH SOLE 0 0 430 BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 6 603 SH SOLE 0 0 603 BLOCK H & R INC COM 093671105 2364 165568 SH SOLE 0 0 165568 BOEING CO COM 097023105 9 51 SH SOLE 0 0 51 BOSTON SCIENTIFIC CORP COM 101137107 8 220 SH SOLE 0 0 220 BRISTOL-MYERS SQUIBB CO COM 110122108 1252 21300 SH SOLE 0 0 21300 BROADCOM INC COM 11135F101 3241 10270 SH SOLE 0 0 10270 CDW CORP COM 12514G108 28 244 SH SOLE 0 0 244 CME GROUP INC COM 12572Q105 68 417 SH SOLE 0 0 417 CMS ENERGY CORP COM 125896100 2 36 SH SOLE 0 0 36 CSX CORP COM 126408103 14 200 SH SOLE 0 0 200 CALAMOS STRATEGIC TOTL RETN COM SH BEN INT 128125101 14 1100 SH SOLE 0 0 1100 CANOPY GROWTH CORP COM 138035100 1 40 SH SOLE 0 0 40 CAPITAL ONE FINL CORP COM 14040H105 82 1313 SH SOLE 0 0 1313 CARDINAL HEALTH INC COM 14149Y108 912 17468 SH SOLE 0 0 17468 CATERPILLAR INC DEL COM 149123101 287 2271 SH SOLE 0 0 2271 CERNER CORP COM 156782104 2 35 SH SOLE 0 0 35 CHEGG INC COM 163092109 17 251 SH SOLE 0 0 251 CHEMOURS CO COM 163851108 1 81 SH SOLE 0 0 81 CHEVRON CORP NEW COM 166764100 10 110 SH SOLE 0 0 110 CISCO SYS INC COM 17275R102 896 19214 SH SOLE 0 0 19214 CINTAS CORP COM 172908105 27 103 SH SOLE 0 0 103 CITIGROUP INC COM NEW 172967424 4 81 SH SOLE 0 0 81 CITRIX SYS INC COM 177376100 809 5471 SH SOLE 0 0 5471 CITY HLDG CO COM 177835105 2 32 SH SOLE 0 0 32 CLEVELAND CLIFFS INC COM 185899101 9 1644 SH SOLE 0 0 1644 CLOROX CO DEL COM 189054109 2166 9873 SH SOLE 0 0 9873 COCA COLA CO COM 191216100 51 1142 SH SOLE 0 0 1142 COLGATE PALMOLIVE CO COM 194162103 1092 14907 SH SOLE 0 0 14907 COLONY CR REAL ESTATE INC COM CL A 19625T101 11 1509 SH SOLE 0 0 1509 COLUMBIA BKG SYS INC COM 197236102 1 53 SH SOLE 0 0 53 COMCAST CORP NEW CL A 20030N101 111 2859 SH SOLE 0 0 2859 CONOCOPHILLIPS COM 20825C104 7 170 SH SOLE 0 0 170 CORTEVA INC COM 22052L104 2 75 SH SOLE 0 0 75 COSTCO WHSL CORP NEW COM 22160K105 33 109 SH SOLE 0 0 109 CRACKER BARREL OLD CTRY STOR COM 22410J106 3 30 SH SOLE 0 0 30 CRONOS GROUP INC COM 22717L101 1 186 SH SOLE 0 0 186 DESIGNER BRANDS INC CL A 250565108 1 86 SH SOLE 0 0 86 DEXCOM INC COM 252131107 19 48 SH SOLE 0 0 48 DISNEY WALT CO COM DISNEY 254687106 9 79 SH SOLE 0 0 79 DOLLAR GEN CORP NEW COM 256677105 135 709 SH SOLE 0 0 709 DOLLAR TREE INC COM 256746108 3 28 SH SOLE 0 0 28 DOMINION ENERGY INC COM 25746U109 4 50 SH SOLE 0 0 50 DOW INC COM 260557103 3 75 SH SOLE 0 0 75 DUKE ENERGY CORP NEW COM NEW 26441C204 33 409 SH SOLE 0 0 409 DUPONT DE NEMOURS INC COM 26614N102 4 75 SH SOLE 0 0 75 EBAY INC. 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114903 ISHARES TR RUS 1000 VAL ETF 464287598 139 1231 SH SOLE 0 0 1231 ISHARES TR RUS 1000 GRW ETF 464287614 200 1044 SH SOLE 0 0 1044 ISHARES TR RUS 2000 VAL ETF 464287630 16 166 SH SOLE 0 0 166 ISHARES TR RUS 2000 GRW ETF 464287648 29 138 SH SOLE 0 0 138 ISHARES TR U.S. TECH ETF 464287721 117 433 SH SOLE 0 0 433 ISHARES TR U.S. REAL ES ETF 464287739 8 98 SH SOLE 0 0 98 ISHARES TR CORE S&P SCP ETF 464287804 9986 146233 SH SOLE 0 0 146233 ISHARES TR NATIONAL MUN ETF 464288414 11 91 SH SOLE 0 0 91 ISHARES SILVER TR ISHARES 46428Q109 12 712 SH SOLE 0 0 712 ISHARES S&P GSCI COMMODITYISHARES UNIT BEN INT 46428R107 11 1100 SH SOLE 0 0 1100 ISHARES TR USA MOMENTUM FCT 46432F396 15 116 SH SOLE 0 0 116 ISHARES TR CORE MSCI TOTAL 46432F834 868 15915 SH SOLE 0 0 15915 ISHARES TR CORE MSCI EAFE 46432F842 29661 518906 SH SOLE 0 0 518906 ISHARES INC CORE MSCI EMKT 46434G103 7560 158828 SH SOLE 0 0 158828 JPMORGAN CHASE & CO COM 46625H100 36 388 SH SOLE 0 0 388 JOHNSON & JOHNSON COM 478160104 1905 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