ACCESS FINANCIAL SERVICES, INC.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Minneapolis, MN
CIK
0001699622
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 100 218,002 SCHX, GOVT, SEPZ, LDUR 13F-HR 10/31/2024 000108514624005247
Q2 2024 97 219,982 SCHX, APRZ, GOVT, LDUR 13F-HR 7/25/2024 000108514624003230
Q1 2024 94 223,695 SCHX, MARZ, GOVT, LDUR 13F-HR 4/22/2024 000108514624001950
Q4 2023 89 194,111 SCHX, GOVT, LDUR, JANZ 13F-HR 1/18/2024 000108514624000306
Q3 2023 83 166,992 SCHX, GOVT, LDUR, FNDX 13F-HR 10/25/2023 000108514623003942
Q2 2023 80 171,517 SCHX, GOVT, LDUR, FNDX 13F-HR 8/7/2023 000108514623003138
Q1 2023 83 164,524 SCHX, GOVT, LDUR, RSP 13F-HR 4/24/2023 000108514623001829
Q4 2022 86 163,798 SCHX, GOVT, LDUR, RSP 13F-HR 1/19/2023 000108514623000232
Q3 2022 87 154,436 SCHX, LDUR, GOVT, RSP 13F-HR 10/18/2022 000108514622003461
Q2 2022 99 174,764 SCHX, LDUR, GOVT, SRLN 13F-HR 7/20/2022 000108514622002478
Q1 2022 109 210,329 SCHX, LDUR, GOVT, SRLN 13F-HR 4/18/2022 000108514622001438
Q4 2021 114 222,475 SCHX, LDUR, GOVT, VCSH 13F-HR 1/13/2022 000108514622000115
Q3 2021 109 221,659 SCHX, LDUR, IEI, VCSH 13F-HR 10/28/2021 000108514621002921
Q2 2021 113 215,017 LDUR, SCHX, VCSH, IEI 13F-HR 7/15/2021 000108514621001984
Q1 2021 99 213,323 LDUR, VCSH, SCHX, JPST 13F-HR 4/22/2021 000108514621001290
Q4 2020 91 204,353 LDUR, VCSH, SCHX, JPST 13F-HR 1/14/2021 000108514621000108
Q3 2020 74 185,145 LDUR, VCSH, SCHX, JPST 13F-HR 11/9/2020 000108514620002799
Q2 2020 72 152,363 LDUR, VCSH, SCHX, MTUM 13F-HR 8/11/2020 000108514620002095
Q1 2020 62 125,499 LDUR, VCSH, SCHX, MTUM 13F-HR 4/16/2020 000108514620001116
Q4 2019 75 172,622 SCHX, LDUR, MTUM, USMV 13F-HR 1/21/2020 000108514620000211
Q3 2019 70 140,459 SCHX, MTUM, USMV, DBEF 13F-HR 11/1/2019 000108514619002706
Q2 2019 72 131,149 SCHX, DBEF, VYM, SCHF 13F-HR 7/24/2019 000108514619001960
Q1 2019 69 126,899 SCHX, DBEF, VYM, SCHF 13F-HR 4/26/2019 000108514619001250
Q4 2018 65 112,372 SCHX, DBEF, SCHF, VOO 13F-HR 2/19/2019 000108514619000985
Q3 2018 62 145,693 SCHX, SCHR, DBEF, SCHA 13F-HR 10/26/2018 000108514618002407
Q2 2018 62 142,008 SCHR, SCHX, DBEF, SCHF 13F-HR 7/20/2018 000108514618001729
Q1 2018 64 135,980 SCHR, SCHX, DBEF, SCHF 13F-HR 4/27/2018 000108514618001160
Q4 2017 65 144,981 SCHX, VCSH, SCHP, DBEF 13F-HR 1/16/2018 000108514618000126
Q3 2017 72 130,742 SCHX, VCSH, TIP, SCHP 13F-HR 11/2/2017 000108514617002199
Q2 2017 68 122,027 SCHX, SCHZ, TIP, PGF 13F-HR 7/17/2017 000108514617001503
Q1 2017 65 118,661 SCHX, SCHZ, PGF, DBEF 13F-HR 4/27/2017 000108514617001045
Q4 2016 64 109,914 SCHZ, SCHX, SCHF, RYDEX ETF TRUST 13F-HR 3/16/2017 000108514617000847