ACCESS FINANCIAL SERVICES, INC.
Q3 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
101
- Value ($000)
$276,093
- Date Filed10/20/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $37.10 M | 13 % | 1,408,496 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $32.86 M | 12 % | 1,346,749 | ||
XONE BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | 09789C861 | $20.95 M | 8 % | 421,801 | ||
AUGW AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | 00888H711 | $20.30 M | 7 % | 635,248 | ||
BILZ PIMCO ETF TR | ULTRA SHORT GOVT | 72201R577 | $15.51 M | 6 % | 153,228 | ||
IJUL INNOVATOR ETFS TRUST | INTRNL DEV JULY | 45782C722 | $14.46 M | 5 % | 442,325 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $11.88 M | 4 % | 451,869 | ||
DECW AIM ETF PRODUCTS TRUST | US LRGCP B20 DEC | 00888H794 | $7.23 M | 3 % | 219,214 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.50 M | 2 % | 10,622 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $5.37 M | 2 % | 148,588 |
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