account_balance
Investment manager · 13F filer · SEC CIK 1699622
Access Financial Services, Inc.
Reported value$300Mas of Sep 30, 2026
Positions103 11 new, 11 sold out
Top 10 weight62.8%SCHX alone is 13%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
13.3%Trimmed −6%
SCHOSchwab Strategic Tr
10.5%Trimmed −6%
XONEBondbloxx ETF Trust
8.4%Added +5%
BILZPimco ETF Tr
6.9%Trimmed −5%
JUNWAim ETF Products Trust
5.4%Added +3%
FNDXSchwab Strategic Tr
5.3%
IJULInnovator Etfs Trust
4.3%Added +662%
FNDFSchwab Strategic Tr
3.8%
DECWAim ETF Products Trust
2.5%
FNDESchwab Strategic Tr
2.4%
EJULInnovator Etfs Trust
2.2%
IVViShares Tr
1.9%
SCHXSchwab Strategic Tr
13.3%Trimmed −6%
SCHOSchwab Strategic Tr
10.5%Trimmed −6%
XONEBondbloxx ETF Trust
8.4%+5%
BILZPimco ETF Tr
6.9%−5%
JUNWAim ETF Products Trust
5.4%
FNDXSchwab Strategic Tr
5.3%
IJULInnovator Etfs Trust
4.3%
FNDFSchwab Strategic Tr
3.8%
DECW
FNDE
EJUL
IVV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 13.3% Trimmed −6%
SCHO Schwab Strategic Tr 10.5% Trimmed −6%
XONE Bondbloxx ETF Trust 8.4% Added +5%
BILZ Pimco ETF Tr 6.9% Trimmed −5%
JUNW Aim ETF Products Trust 5.4% Added +3%
FNDX Schwab Strategic Tr 5.3% Held
IJUL Innovator Etfs Trust 4.3% Added +662%
FNDF Schwab Strategic Tr 3.8% Held
DECW Aim ETF Products Trust 2.5% Trimmed −6%
FNDE Schwab Strategic Tr 2.4% Held
EJUL Innovator Etfs Trust 2.2% Added +2463%
IVV iShares Tr 1.9% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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