StockDriftsStockDriftsTop 50 Access Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 12.97% | 1.43M | $36.6M | -6.06%(-91.97K) | $13.81(+112.94%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 11.91% | 1.38M | $33.6M | +0.16%(+2.21K) | $24.37(-1.15%) | 2026-03-31 | |
| BILZ | PIMCO ETF TR | 8.39% | 234.4K | $23.7M | +60.61%(+88.45K) | $100.88(-0.19%) | 2026-03-31 | |
| XONE | BONDBLOXX ETF TRUST | 8.27% | 471.0K | $23.3M | +9.07%(+39.17K) | $49.66(-0.79%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.88% | 494.6K | $13.8M | +7.82%(+35.86K) | $21.27(+47.03%) | 2026-03-31 | |
| OCTW | AIM ETF PRODUCTS TRUST | 4.77% | 349.8K | $13.5M | -4.00%(-14.59K) | $38.67(+5.86%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 3.75% | 216.2K | $10.6M | +108.39%(+112.48K) | $41.00(+28.63%) | 2026-03-31 | |
| DECW | AIM ETF PRODUCTS TRUST | 2.9% | 244.9K | $8.2M | +9.64%(+21.53K) | $30.61(+16.44%) | 2026-03-31 | |
| EJAN | INNOVATOR ETFS TRUST | 2.38% | 197.8K | $6.7M | new | $33.86(+5.13%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 2.32% | 171.2K | $6.6M | +6.12%(+9.88K) | $30.80(+27.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.54% | +31.45% |
| Top 20 Holdings Unweighted | +10.32% | +34.27% |
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