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Home > Institutional Investor > Access Financial Services, Inc. > 13F Holdings

Instuitional Investor - Access Financial Services, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 378,510 $38,305,205 14.48%
2.
Schwab Strategic Trust
 FNDF 1,543,164 $37,714,924 14.26%
3.
Bondbloxx Etf Trust
 454,694 $22,566,465 8.53%
4.
Aim Etf Products Trust
 649,506 $20,521,143 7.76%
5.
Schwab Strategic Trust
 FNDF 633,783 $15,451,634 5.84%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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