Kaizen Financial Strategies
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcampbell, CA
- CIK0001842013
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
133 | $176.63M | SPY, AAPL, SCHG, NVDA | 13F-HR | Feb 14, 2025 | 000108514625001487 | ||
137 | $172.37M | AAPL, SPY, SCHG, VIG | 13F-HR | Nov 4, 2024 | 000108514624005322 | ||
133 | $160.39M | AAPL, SPY, SCHG, VIG | 13F-HR | Aug 5, 2024 | 000108514624003471 | ||
130 | $147.45M | SPY, SCHG, AAPL, VIG | 13F-HR | May 3, 2024 | 000108514624002193 | ||
118 | $131.98M | AAPL, SPY, SCHG, VIG | 13F-HR | Jan 18, 2024 | 000108514624000271 | ||
112 | $118.33M | AAPL, SPY, SCHG, VIG | 13F-HR | Oct 31, 2023 | 000108514623003999 | ||
115 | $116.89M | AAPL, SPY, VIG, SCHG | 13F-HR | Aug 8, 2023 | 000108514623003136 | ||
101 | $101.41M | AAPL, SPY, SCHZ, VIG | 13F-HR | May 11, 2023 | 000108514623002209 | ||
121 | $101.17M | AAPL, SPY, DIA, VTI | 13F-HR | Jan 19, 2023 | 000108514623000189 | ||
117 | $98.66M | AAPL, SPY, SCHG, SCHJ | 13F-HR | Oct 19, 2022 | 000108514622003486 | ||
120 | $101.33M | AAPL, SPY, VTI, SCHG | 13F-HR | Jul 18, 2022 | 000108514622002423 | ||
131 | $127.54M | AAPL, SPY, VTI, SCHG | 13F-HR | May 6, 2022 | 000108514622001791 | ||
140 | $133.53M | AAPL, SPY, SCHG, SCHJ | 13F-HR | Jan 26, 2022 | 000108514622000331 | ||
145 | $124.07M | AAPL, SPY, SCHJ, SCHG | 13F-HR | Nov 12, 2021 | 000108514621003213 | ||
137 | $104.94M | AAPL, SCHJ, SCHG, CRM | 13F-HR | May 28, 2021 | 000108514621001822 | ||
123 | $90.00M | AAPL, LQD, SCHR, SCHG | 13F-HR | Feb 3, 2021 | 000108514621000413 |