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Access Financial Services, Inc.

Q1 2017 Holdings

Filed 2017-04-27 | 65 holdings | $5.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Nuveen Select TAX Free Incm(NXP)SH BEN INT67062F100$1.6K112,5500.0%
General Electric CoCOM369604103$1.6K53,8460.0%
BlackRock TAX Municpal BD TR(BBN)SHS09248X100$1.6K73,2410.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$1.8K23,5860.0%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$2.0K24,0750.0%
Schwab Strategic TR(SCHH)US REIT ETF808524847$2.1K52,4610.0%
Rydex ETF TrustGUG S&P500EQWTEN78355W866$2.3K38,5090.0%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$2.6K40,7410.0%
Powershares ETF TR IIPFD PORTFOLIO73936T565$3.1K211,5160.1%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$3.6K121,9910.1%
Powershares ETF TrustFINL PFD PTFL73935X229$5.5K295,7300.1%
Schwab Strategic TR(SCHZ)US AGGREGATE B808524839$20.9K403,8420.4%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$22.0K391,7960.4%
Abbvie Inc(ABBV)COM00287Y109$1.5M22,84526.4%
DBX ETF TR(DBEF)XTRAK MSCI EAFE233051200$4.0M136,66771.6%
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