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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.
Schwab Strategic Trust
 FNDF 1,426,767 $36,582,309 12.97%
2.
Schwab Strategic Trust
 FNDF 1,383,795 $33,584,696 11.91%
3.
Pimco Etf Trust
 234,391 $23,666,501 8.39%
4.
Exone Co
 XONE 470,955 $23,321,695 8.27%
5.
Schwab Strategic Trust
 FNDF 494,636 $13,775,613 4.88%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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