Kaizen Financial Strategies
Q2 2025 13F Holdings
- Locationcampbell, CA
- Num holdings
150
- Value ($000)
$196,846
- Date Filed08/08/2025
- Form type13F-HR
- CIK0001842013
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $16.59 M | 8 % | 26,858 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $15.62 M | 8 % | 534,786 | ||
AAPL APPLE INC | COM | 037833100 | $12.68 M | 6 % | 61,808 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $9.77 M | 5 % | 247,459 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $9.53 M | 5 % | 122,783 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $9.24 M | 5 % | 58,472 | ||
SCHI SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | $7.13 M | 4 % | 313,304 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $4.70 M | 2 % | 66,401 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.69 M | 2 % | 21,393 | ||
BX BLACKSTONE INC | COM | 09260D107 | $4.48 M | 2 % | 29,940 |
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