Kaizen Financial Strategies
Q3 2025 13F Holdings
- Locationcampbell, CA
- Num holdings
151
- Value ($000)
$221,242
- Date Filed11/12/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.51 M | 8 % | 27,612 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $17.75 M | 8 % | 547,201 | ||
AAPL APPLE INC | COM | 037833100 | $16.54 M | 8 % | 61,327 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $12.29 M | 6 % | 290,285 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.60 M | 5 % | 56,352 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $10.03 M | 5 % | 128,027 | ||
SCHI SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | $7.70 M | 4 % | 335,016 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $6.41 M | 3 % | 22,479 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $5.58 M | 3 % | 75,320 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.00 M | 2 % | 20,590 |
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