ACCESS FINANCIAL SERVICES INC

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SCHX
SCHWAB US LARGE-CAP ETF
1,588,294+64,459+4.23%
Created with Highcharts 10.1.0
$10.2514.11%0.00%35,069,5252025-03-31
BILZ
PIMCO GOVERNMENT LIMITED MATURITY ACTIVE EXCHANGE-TRADED FUND
299,602+164,584+121.90%
Created with Highcharts 10.1.0
$101.0212.20%0.00%30,319,7222025-03-31
DECW
ALLIANZIM US LARGE CAP BUFFER20 DEC ETF
758,212+441,340+139.28%
Created with Highcharts 10.1.0
$30.599.13%0.00%22,708,4492025-03-31
XONE
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF
359,310+199,846+125.32%
Created with Highcharts 10.1.0
$49.637.19%0.00%17,864,8912025-03-31
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND
124,232+16,330+15.13%
Created with Highcharts 10.1.0
$100.074.80%0.00%11,923,4082025-03-31
FNDX
SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF
479,558+134,663+39.04%
Created with Highcharts 10.1.0
$20.404.55%0.00%11,322,3642025-03-31
DECZ
TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF
270,008+7,698+2.93%
Created with Highcharts 10.1.0
$38.283.89%0.00%9,676,8172025-03-31
RSP
GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF
27,980-276-0.98%
Created with Highcharts 10.1.0
$123.751.95%0.01%4,847,0542025-03-31
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF
153,537+153,537
Open
Created with Highcharts 10.1.0
$30.081.90%0.00%4,728,9402025-03-31
GOVT
ISHARES US TREASURY BOND ETF
198,027-105,315-34.72%
Created with Highcharts 10.1.0
$25.831.83%0.02%4,551,6512025-03-31
IVV
ISHARES CORE S&P 500 ETF
8,014-129-1.58%
Created with Highcharts 10.1.0
$323.431.81%0.00%4,503,0672025-03-31
MSFT
MICROSOFT
10,976+624+6.03%
Created with Highcharts 10.1.0
$113.791.66%0.00%4,120,2142025-03-31
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
110,031+13,256+13.70%
Created with Highcharts 10.1.0
$33.671.60%0.00%3,976,5202025-03-31
AMZN
AMAZON
14,674-266-1.78%
Created with Highcharts 10.1.0
$158.791.12%0.00%2,791,8752025-03-31
IXJ
ISHARES GLOBAL HEALTHCARE ETF
24,851+24,851
Open
Created with Highcharts 10.1.0
$90.790.91%0.06%2,266,4112025-03-31
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
14,788-497-3.25%
Created with Highcharts 10.1.0
$111.560.87%0.01%2,159,2492025-03-31
AAPL
APPLE
9,45000.00%
Created with Highcharts 10.1.0
$73.830.84%0.00%2,099,1342025-03-31
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
9,946-860-7.96%
Created with Highcharts 10.1.0
$114.540.83%0.00%2,053,6502025-03-31
KO
COCA COLA
28,454+7,360+34.89%
Created with Highcharts 10.1.0
$54.140.82%0.00%2,037,8612025-03-31
OEF
ISHARES S&P 100 ETF
7,42500.00%
Created with Highcharts 10.1.0
$173.070.81%0.01%2,010,9132025-03-31
PG
PROCTER & GAMBLE
10,824+3,392+45.64%
Created with Highcharts 10.1.0
$126.930.74%0.00%1,844,6262025-03-31
BRK.B
BERKSHIRE HATHAWAY
3,40600.00%
Created with Highcharts 10.1.0
$0.000.73%0.00%1,813,9672025-03-31
CBOE
CBOE GLOBAL MARKETS
7,720-59-0.76%
Created with Highcharts 10.1.0
$178.180.70%0.01%1,746,9592025-03-31
WSO
WATSCO
3,412+205+6.39%
Created with Highcharts 10.1.0
$289.240.70%0.01%1,734,3202025-03-31
FTNT
FORTINET
17,768-6,224-25.94%
Created with Highcharts 10.1.0
$55.510.69%0.00%1,710,3482025-03-31
RSPN
GUGGENHEIM S&P 500(R) EQUAL WEIGHT INDUSTRIALS ETF
34,786-963-2.69%
Created with Highcharts 10.1.0
$132.130.68%0.27%1,702,0962025-03-31
MMC
MARSH & MCLENNAN COMPANIES
6,870+1,114+19.35%
Created with Highcharts 10.1.0
$222.720.67%0.00%1,676,4862025-03-31
PAYX
PAYCHEX
10,845-1,986-15.48%
Created with Highcharts 10.1.0
$71.220.67%0.00%1,673,1672025-03-31
LMT
LOCKHEED MARTIN
3,681+245+7.13%
Created with Highcharts 10.1.0
$387.340.66%0.00%1,644,3402025-03-31
QCOM
QUALCOMM
10,680+2,794+35.43%
Created with Highcharts 10.1.0
$111.220.66%0.00%1,640,5632025-03-31
JPM
JPMORGAN CHASE
6,624-730-9.93%
Created with Highcharts 10.1.0
$114.270.65%0.00%1,624,8672025-03-31
IBM
IBM
6,488-733-10.15%
Created with Highcharts 10.1.0
$129.140.65%0.00%1,613,3062025-03-31
BKR
BAKER HUGHES
36,513-10,356-22.10%
Created with Highcharts 10.1.0
$24.080.65%0.00%1,604,7462025-03-31
SPLG
SPDR(R) PORTFOLIO S&P 500 ETF
23,972-631-2.56%
Created with Highcharts 10.1.0
$52.620.63%0.00%1,576,3992025-03-31
ABBV
ABBVIE
7,414+101+1.38%
Created with Highcharts 10.1.0
$96.160.62%0.00%1,553,3812025-03-31
NXP
NUVEEN SELECT TAX FREE INCOME PORTFOLIO
107,276-495-0.46%
Created with Highcharts 10.1.0
$0.000.62%0.00%1,541,5562025-03-31
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
11,907+460+4.02%
Created with Highcharts 10.1.0
$84.970.62%0.00%1,535,5272025-03-31
ARES
ARES MANAGEMENT
10,244-1,128-9.92%
Created with Highcharts 10.1.0
$61.530.60%0.00%1,501,8732025-03-31
RSG
REPUBLIC SERVICES
6,170-8-0.13%
Created with Highcharts 10.1.0
$128.130.60%0.00%1,494,1272025-03-31
APD
AIR PRODUCTS & CHEMICALS
5,055-216-4.10%
Created with Highcharts 10.1.0
$248.100.60%0.00%1,490,8212025-03-31
CVX
CHEVRON
8,785-813-8.47%
Created with Highcharts 10.1.0
$114.820.59%0.00%1,469,6432025-03-31
VLO
VALERO ENERGY
10,728+526+5.16%
Created with Highcharts 10.1.0
$94.630.57%0.00%1,416,8472025-03-31
EOG
EOG RESOURCES
10,845-853-7.29%
Created with Highcharts 10.1.0
$71.770.56%0.00%1,390,7632025-03-31
DLR
DIGITAL REALTY TRUST
9,016+923+11.40%
Created with Highcharts 10.1.0
$131.420.52%0.00%1,291,9032025-03-31
LOW
LOWES COMPANIES
5,280-42-0.79%
Created with Highcharts 10.1.0
$141.300.50%0.00%1,231,4542025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
4,426-258-5.51%
Created with Highcharts 10.1.0
$177.560.49%0.00%1,216,4742025-03-31
AMGN
AMGEN
3,788+329+9.51%
Created with Highcharts 10.1.0
$213.880.47%0.00%1,180,1512025-03-31
GLD
SPDR GOLD TRUST
4,090-40-0.97%
Created with Highcharts 10.1.0
$121.770.47%0.00%1,178,4932025-03-31
SOXX
ISHARES SEMICONDUCTOR ETF
5,914+5,914
Open
Created with Highcharts 10.1.0
$212.920.45%0.01%1,112,8372025-03-31
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
53,852-3,630-6.32%
Created with Highcharts 10.1.0
$13.720.43%0.00%1,065,1932025-03-31