Kaizen Financial Strategies
Q4 2024 13F Holdings
- Locationcampbell, CA
- Num holdings
133
- Value ($000)
$176,634
- Date Filed02/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $15.91M | 9 % | 27,140 | ||
AAPL APPLE INC | COM | 037833100 | $15.90M | 9 % | 63,478 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.11M | 8 % | 506,215 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.77M | 4 % | 57,896 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $7.51M | 4 % | 99,095 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.55M | 4 % | 33,461 | ||
SCHI SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | $6.13M | 4 % | 277,829 | ||
TSLA TESLA INC | COM | 88160R101 | $5.21M | 3 % | 12,913 | ||
BX BLACKSTONE INC | COM | 09260D107 | $4.96M | 3 % | 28,777 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $3.99M | 2 % | 20,930 |
Rows Per Page
1 - 10 of 13310
- 10
- 50
- 100