ACCESS FINANCIAL SERVICES, INC.
Q2 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
98
- Value ($000)
$264,556
- Date Filed07/18/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BILZ PIMCO ETF TR | ULTRA SHORT GOVT | 72201R577 | $38.31M | 15 % | 378,510 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $37.71M | 14 % | 1,543,164 | ||
XONE BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | 09789C861 | $22.57M | 9 % | 454,694 | ||
DECW AIM ETF PRODUCTS TRUST | US LRGCP B20 DEC | 00888H794 | $20.52M | 8 % | 649,506 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $15.45M | 6 % | 633,783 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $11.48M | 4 % | 467,924 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.45M | 2 % | 10,955 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.05M | 2 % | 8,131 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $5.01M | 2 % | 151,920 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $4.81M | 2 % | 26,451 |
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