ACCESS FINANCIAL SERVICES, INC.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationminneapolis, MN
- CIK0001699622
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
95 | $248.62 M | SCHX, BILZ, DECW, XONE | 13F-HR | Apr 17, 2025 | 000108514625002146 | ||
104 | $224.51 M | SCHX, BILZ, LDUR, DECZ | 13F-HR | Jan 16, 2025 | 000108514625000271 | ||
100 | $218.00 M | SCHX, GOVT, SEPZ, LDUR | 13F-HR | Oct 31, 2024 | 000108514624005247 | ||
97 | $219.98 M | SCHX, APRZ, GOVT, LDUR | 13F-HR | Jul 25, 2024 | 000108514624003230 | ||
94 | $223.70 M | SCHX, MARZ, GOVT, LDUR | 13F-HR | Apr 23, 2024 | 000108514624001950 | ||
89 | $194.11 M | SCHX, GOVT, LDUR, JANZ | 13F-HR | Jan 18, 2024 | 000108514624000306 | ||
83 | $166.99 M | SCHX, GOVT, LDUR, FNDX | 13F-HR | Oct 26, 2023 | 000108514623003942 | ||
80 | $171.52 M | SCHX, GOVT, LDUR, FNDX | 13F-HR | Aug 8, 2023 | 000108514623003138 | ||
83 | $164.53 M | SCHX, GOVT, LDUR, RSP | 13F-HR | Apr 24, 2023 | 000108514623001829 | ||
86 | $163.80 M | SCHX, GOVT, LDUR, RSP | 13F-HR | Jan 20, 2023 | 000108514623000232 | ||
87 | $154.44 M | SCHX, LDUR, GOVT, RSP | 13F-HR | Oct 18, 2022 | 000108514622003461 | ||
99 | $174.76 M | SCHX, LDUR, GOVT, SRLN | 13F-HR | Jul 20, 2022 | 000108514622002478 | ||
109 | $210.33 M | SCHX, LDUR, GOVT, SRLN | 13F-HR | Apr 19, 2022 | 000108514622001438 | ||
114 | $222.47 M | SCHX, LDUR, GOVT, VCSH | 13F-HR | Jan 14, 2022 | 000108514622000115 | ||
109 | $221.66 M | SCHX, LDUR, IEI, VCSH | 13F-HR | Oct 28, 2021 | 000108514621002921 | ||
113 | $215.02 M | LDUR, SCHX, VCSH, IEI | 13F-HR | Jul 15, 2021 | 000108514621001984 | ||
99 | $213.32 M | LDUR, VCSH, SCHX, JPST | 13F-HR | Apr 23, 2021 | 000108514621001290 | ||
91 | $204.35 M | LDUR, VCSH, SCHX, JPST | 13F-HR | Jan 14, 2021 | 000108514621000108 | ||
74 | $185.15 M | LDUR, VCSH, SCHX, JPST | 13F-HR | Nov 9, 2020 | 000108514620002799 | ||
72 | $152.36 M | LDUR, VCSH, SCHX, MTUM | 13F-HR | Aug 11, 2020 | 000108514620002095 | ||
62 | $125.50 M | LDUR, VCSH, SCHX, MTUM | 13F-HR | Apr 16, 2020 | 000108514620001116 | ||
75 | $172.62 M | SCHX, LDUR, MTUM, USMV | 13F-HR | Jan 21, 2020 | 000108514620000211 | ||
70 | $140.46 M | SCHX, MTUM, USMV, DBEF | 13F-HR | Nov 1, 2019 | 000108514619002706 | ||
72 | $131.15 M | SCHX, DBEF, VYM, SCHF | 13F-HR | Jul 24, 2019 | 000108514619001960 | ||
69 | $126.90 M | SCHX, DBEF, VYM, SCHF | 13F-HR | Apr 26, 2019 | 000108514619001250 | ||
65 | $112.37 M | SCHX, DBEF, SCHF, VOO | 13F-HR | Feb 19, 2019 | 000108514619000985 | ||
62 | $145.69 M | SCHX, SCHR, DBEF, SCHA | 13F-HR | Oct 26, 2018 | 000108514618002407 | ||
62 | $142.01 M | SCHR, SCHX, DBEF, SCHF | 13F-HR | Jul 20, 2018 | 000108514618001729 | ||
64 | $135.98 M | SCHR, SCHX, DBEF, SCHF | 13F-HR | Apr 27, 2018 | 000108514618001160 | ||
65 | $144.98 M | SCHX, VCSH, SCHP, DBEF | 13F-HR | Jan 16, 2018 | 000108514618000126 | ||
72 | $130.74 M | SCHX, VCSH, TIP, SCHP | 13F-HR | Nov 2, 2017 | 000108514617002199 | ||
68 | $122.03 M | SCHX, SCHZ, TIP, POWERSHARES ETF TRUST | 13F-HR | Jul 17, 2017 | 000108514617001503 | ||
65 | $118.66 M | SCHX, SCHZ, POWERSHARES ETF TRUST, DBEF | 13F-HR | Apr 27, 2017 | 000108514617001045 | ||
64 | $109.91 M | SCHZ, SCHX, SCHF, KRE | 13F-HR | Mar 16, 2017 | 000108514617000847 |