ACCESS FINANCIAL SERVICES, INC.
Q4 2024 13F Holdings
- Locationminneapolis, MN
- Num holdings
104
- Value ($000)
$224,505
- Date Filed01/16/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $35.32M | 16 % | 1,523,835 | ||
BILZ PIMCO ETF TR | ULTRA SHORT GOVT | 72201R577 | $13.61M | 6 % | 135,018 | ||
LDUR PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $10.25M | 5 % | 107,902 | ||
DECZ LISTED FD TR | TRUESHARES DEC | 53656F672 | $9.71M | 4 % | 262,310 | ||
DECW AIM ETF PRODUCTS TRUST | US LRGCP B20 DEC | 00888H794 | $9.64M | 4 % | 316,872 | ||
AUGT AIM ETF PRODUCTS TRUST | ALLIANZIM US LGR | 00888H729 | $8.79M | 4 % | 282,720 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $8.17M | 4 % | 344,895 | ||
XONE BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | 09789C861 | $7.90M | 4 % | 159,464 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $6.97M | 3 % | 303,342 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $4.95M | 2 % | 28,256 |
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