ACCESS FINANCIAL SERVICES, INC.
Q1 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
95
- Value ($000)
$248,616
- Date Filed04/17/2025
- Form type13F-HR
- CIK0001699622
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $35.07M | 14 % | 1,588,294 | ||
BILZ PIMCO ETF TR | ULTRA SHORT GOVT | 72201R577 | $30.32M | 12 % | 299,602 | ||
DECW AIM ETF PRODUCTS TRUST | US LRGCP B20 DEC | 00888H794 | $22.71M | 9 % | 758,212 | ||
XONE BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | 09789C861 | $17.86M | 7 % | 359,310 | ||
LDUR PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $11.92M | 5 % | 124,232 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $11.32M | 5 % | 479,558 | ||
DECZ LISTED FD TR | TRUESHARES DEC | 53656F672 | $9.68M | 4 % | 270,008 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $4.85M | 2 % | 27,980 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $4.73M | 2 % | 153,537 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $4.55M | 2 % | 198,027 |
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