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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
 SCHD 1,407,284 $41,416,371 13.58%
2.
Schwab Strategic Trust
 SCHD 1,399,521 $33,784,432 11.08%
3.
Exone Co
 XONE 489,580 $24,170,542 7.92%
4.
Pimco Etf Trust
 MINT 215,191 $21,719,185 7.12%
5.
Schwab Strategic Trust
 SCHD 504,385 $15,686,374 5.14%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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