Shilanski & Associates, Inc.
Shilanski & Associates, Inc. is a registered investment advisory firm headquartered in Anchorage, Alaska. The firm provides wealth management, financial planning, retirement planning, tax planning, and estate planning services to clients primarily in Anchorage and throughout Alaska, with outreach to other regions as well. Founded in 2015, the firm employs 16 professionals, including financial advisors and research staff. Shilanski serves individuals at all life stages, including those just starting out, preparing for retirement, or managing post-retirement assets, with a focus on building, maintaining, and protecting clients’ vision of true wealth.
Investment Strategy
Shilanski & Associates utilizes a disciplined, time-tested investment approach focused on helping clients pursue their unique financial goals. Their strategies include diversified investment management, tailored portfolio construction, proactive portfolio service, and risk management aligned with clients’ life stages and financial objectives. They emphasize financial education and planning, providing comprehensive solutions that integrate retirement, tax, and estate planning for both straightforward and complex client needs. The firm seeks to educate and empower clients for rational and productive financial decisions, designing personalized plans to build and sustain long-term wealth.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 12.00% | $45.2M | 67,803 | $428.43 | $666.18 | +$4.6M |
S SCHB | SCHWAB STRATEGIC TR | 8.40% | $31.6M | 1,229,744 | $16.82 | $25.71 | +$3.2M |
F FNDF | SCHWAB STRATEGIC TR | 3.85% | $14.5M | 336,871 | $30.61 | $42.96 | +$1.2M |
S SPYG | SPDR SERIES TRUST | 3.09% | $11.6M | 111,318 | $83.54 | $104.51 | +$1.1M |
S SPHD | INVESCO EXCH TRADED FD TR II | 3.03% | $11.4M | 230,565 | $41.93 | $49.45 | +$778.0K |