ACCESS FINANCIAL SERVICES, INC. - Q1 2018 holdings

$136 Million is the total value of ACCESS FINANCIAL SERVICES, INC.'s 64 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .

 Value Shares↓ Weighting
ADM ExitARCHER DANIELS MIDLAND CO$0-15,336
-100.0%
-0.42%
TGT ExitTARGET CORP$0-20,071
-100.0%
-0.90%
CMP ExitCOMPASS MINERALS INTL INC$0-19,093
-100.0%
-0.95%
SCHP ExitSCHWAB STRATEGIC TRus tips etf$0-190,910
-100.0%
-7.30%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-04-27
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR28Q3 202322.2%
SCHWAB STRATEGIC TR28Q3 20234.8%
SCHWAB STRATEGIC TR28Q3 202322.5%
VANGUARD WHITEHALL FDS INC28Q3 20235.7%
NUVEEN SELECT TAX-FREE INCOM28Q3 20232.2%
MICROSOFT CORP28Q3 20232.2%
PFIZER INC28Q3 20232.0%
JOHNSON & JOHNSON28Q3 20231.6%
PROCTER & GAMBLE CO28Q3 20231.8%
SELECT SECTOR SPDR TR28Q3 20231.9%

View ACCESS FINANCIAL SERVICES, INC.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-23
13F-HR2024-01-18
13F-HR2023-10-26
13F-HR2023-08-08
13F-HR2023-04-24
13F-HR2023-01-20
13F-HR2022-10-18
13F-HR2022-07-20
13F-HR2022-04-19
13F-HR2022-01-14

View ACCESS FINANCIAL SERVICES, INC.'s complete filings history.

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