AF

ACCESS FINANCIAL SERVICES, INC.

13F
ACCESS FINANCIAL SERVICES, INC.
Last update 2025-04-17 95 Stocks (13 new)
Value $249.00 Mil Turnover 26 %
Countries:
Top Holdings: SCHX(14.11%)BILZ(12.20%)DECW(9.13%)XONE(7.19%)LDUR(4.80%)
Summary Stock Picks Current Portfolio
ACCESS FINANCIAL SERVICES, INC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
1,588,294
35,069.5
+4.23%
14.110
+0.57%
0.070
+8.99%
+5.59%
55,671.9
 
BILZ
PIMCO Ultra Short Government Active Exchange-Traded Fund
PIMCO Ultra Short Government Active Exchange-Traded Fund
299,602
30,319.7
+121.90%
12.200
+6.70%
4.090
+1.06%
+2.05%
841.9
 
DECW
AllianzIM U.S. Large Cap Buffer20 Dec ETF
AllianzIM U.S. Large Cap Buffer20 Dec ETF
758,212
22,708.5
+139.28%
9.130
+5.31%
5.780
+4.38%
+3.45%
402.8
 
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
359,310
17,864.9
+125.32%
7.190
+4.00%
2.840
+1.03%
+2.08%
642.5
 
LDUR
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
124,232
11,923.4
+15.13%
4.800
+0.63%
1.410
+1.15%
+2.82%
921.6
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
479,558
11,322.4
+39.04%
4.550
+1.28%
0.070
+3.36%
+4.17%
18,784.9
 
DECZ
TrueShares Structured Outcome (December) ETF
TrueShares Structured Outcome (December) ETF
270,008
9,676.8
+2.93%
3.890
+0.11%
13.780
+4.72%
+3.53%
21.1
 
RSP
Invesco S&P 500 Equal Weight ETF
27,980
4,847.1
-0.98%
1.950
-0.02%
0.010
+4.09%
+4.15%
71,768.1
 
FNDE
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
153,537
4,728.9
New Holding
1.900
+1.90%
0.070
+5.95%
+14.15%
6,985.4
 
GOVT
iShares U.S. Treasury Bond ETF
198,027
4,551.6
-34.72%
1.830
-1.08%
0.020
+1.38%
+1.11%
27,468.1
 

ACCESS FINANCIAL SERVICES, INC.'s Historical Top Holdings Breakdowns

ACCESS FINANCIAL SERVICES, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BILZ
PIMCO Ultra Short Government Active Exchange-Traded Fund
PIMCO Ultra Short Government Active Exchange-Traded Fund
2025-03-31
Add
Add
+6.70%
●
100.83 ($101.03) 101.21
$101.19
0.16%
Add 121.9%
299,602
164,584
DECW
AllianzIM U.S. Large Cap Buffer20 Dec ETF
AllianzIM U.S. Large Cap Buffer20 Dec ETF
2025-03-31
Add
Add
+5.31%
●
29.74 ($30.54) 31.13
$31.47
3.05%
Add 139.28%
758,212
441,340
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
2025-03-31
Add
Add
+4.00%
●
49.51 ($49.61) 49.73
$49.61
0%
Add 125.32%
359,310
199,846
AUGT
AllianzIM U.S. Large Cap Buffer10 Aug ETF
AllianzIM U.S. Large Cap Buffer10 Aug ETF
2025-03-31
Sold Out
Sold Out
-3.92%
●
29.9 ($31.21) 32.04
$32.68
4.70%
Sold Out
0
-282,720
FNDE
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
2025-03-31
New Buy
New Buy
+1.90%
●
28.11 ($30.22) 32
$32.95
9.03%
New holding
153,537
153,537
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Reduce
Reduce
-1.65%
●
27.01 ($27.88) 28.54
$26.39
-5.34%
Reduce -86.22%
21,677
-135,622
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-03-31
Add
Add
+1.28%
●
23.03 ($24.17) 25.01
$24.45
1.16%
Add 39.04%
479,558
134,663
ECH
iShares MSCI Chile ETF
2025-03-31
Sold Out
Sold Out
-1.13%
●
24.56 ($28.13) 30.94
$31.05
10.38%
Sold Out
0
-100,884
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Reduce
Reduce
-1.08%
●
22.25 ($22.67) 23
$22.90
1.01%
Reduce -34.72%
198,027
-105,315
IXJ
iShares Global Healthcare ETF
2025-03-31
New Buy
New Buy
+0.91%
●
86.01 ($90.82) 94.18
$85.62
-5.73%
New holding
24,851
24,851

ACCESS FINANCIAL SERVICES, INC. Total Holding History ($B)

To

ACCESS FINANCIAL SERVICES, INC.'s Asset Allocation

To

ACCESS FINANCIAL SERVICES, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ACCESS FINANCIAL SERVICES, INC.'s Hypothetical Growth since 2025-03-31

ACCESS FINANCIAL SERVICES, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

ACCESS FINANCIAL SERVICES, INC.'s Holdings Heat Map

Size field:

ACCESS FINANCIAL SERVICES, INC.'s Holdings Bubble Chart

ACCESS FINANCIAL SERVICES, INC. News

  • 1

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