KF
| |
Kaizen Financial Strategies13F | |
| Kaizen Financial Strategies | |
| Last update 2025-04-09 | 139 Stocks (17 new) |
| Value $173.00 Mil | Turnover 12 % |
Kaizen Financial Strategies Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 28,840 | 16,132.9 | +6.26% | 9.310 | +0.55% | 0.000 | +19.66% | +7.80% | 643,761.2 | ||
AAPL | Apple Inc | 61,514 | 13,664.2 | -3.09% | 7.880 | -0.28% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 527,942 | 13,219.7 | +4.29% | 7.630 | +0.31% | 0.040 | +25.50% | +6.67% | 45,290.7 | ||
VCRB | Vanguard Core Bond ETF | 119,448 | 9,248.8 | +20.54% | 5.340 | +0.91% | 0.450 | +0.24% | +1.15% | 2,954.0 | ||
CGDV | Capital Group Dividend Value ETF | 234,686 | 8,364.2 | +121.37% | 4.830 | +2.65% | 0.050 | +21.40% | +15.34% | 18,988.0 | ||
SCHI | Schwab 5-10 Year Corporate Bond ETF | 304,371 | 6,836.2 | +9.55% | 3.940 | +0.34% | 0.090 | +1.62% | +2.13% | 8,666.6 | ||
NVDA | NVIDIA Corp | 59,613 | 6,460.9 | +2.97% | 3.730 | +0.11% | 0.000 | +70.47% | +28.85% | 4,219,047.4 | Semiconductors | |
SCHQ |
Schwab US Long-Term U.S. Treasury ETF
Schwab US Long-Term U.S. Treasury ETF
| 126,810 | 4,154.3 | +2.73% | 2.400 | +0.06% | 0.440 | -2.40% | -1.85% | 769.7 | ||
BX | Blackstone Inc | 29,056 | 4,061.4 | +0.97% | 2.340 | +0.02% | 0.000 | +33.22% | +1.61% | 131,913.0 | Asset Management | |
GOOG | Alphabet Inc | 23,593 | 3,685.9 | +12.72% | 2.130 | +0.24% | 0.000 | +20.58% | -2.79% | 2,233,811.7 | Interactive Media |
Kaizen Financial Strategies's Historical Top Holdings Breakdowns
Kaizen Financial Strategies's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Add Add | +2.65% | 34.95 ($36.32) 37.36 | $40.67 | 11.98% | Add 121.37% | 234,686 | 128,672 | |
JIRE |
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
| 2025-03-31 | New Buy New Buy | +1.94% | 58.04 ($62.65) 65.84 | $70.35 | 12.29% | New holding | 52,848 | 52,848 | |
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 2025-03-31 | Reduce Reduce | -1.80% | 32.9 ($35.31) 37.45 | $40.10 | 13.57% | Reduce -81.15% | 22,258 | -95,810 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce Reduce | -1.79% | 190.34 ($198.85) 205.23 | $206.63 | 3.91% | Reduce -48.24% | 17,318 | -16,143 | |
VCRB | Vanguard Core Bond ETF | 2025-03-31 | Add Add | +0.91% | 74.92 ($76.52) 77.71 | $76.68 | 0.21% | Add 20.54% | 119,448 | 20,353 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Reduce Reduce | -0.64% | 22.46 ($22.91) 23.26 | $22.95 | 0.17% | Reduce -84.8% | 8,860 | -49,434 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.55% | 551.42 ($587.78) 612.93 | $628.04 | 6.85% | Add 6.26% | 28,840 | 1,700 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | New Buy New Buy | +0.37% | 58.07 ($58.36) 58.69 | $58.49 | 0.22% | New holding | 11,041 | 11,041 | |
KLAC | KLA Corp | 2025-03-31 | Sold Out Sold Out | -0.36% | 636.62 ($720.32) 777.63 | $937.08 | 30.09% | Sold Out | 0 | -1,020 | |
SCHI | Schwab 5-10 Year Corporate Bond ETF | 2025-03-31 | Add Add | +0.34% | 21.77 ($22.24) 22.56 | $22.54 | 1.35% | Add 9.55% | 304,371 | 26,542 |
Kaizen Financial Strategies Total Holding History ($B)
Kaizen Financial Strategies's Asset Allocation
Kaizen Financial Strategies Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Kaizen Financial Strategies's Hypothetical Growth since 2025-03-31
Kaizen Financial Strategies's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kaizen Financial Strategies's Holdings Heat Map
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Kaizen Financial Strategies's Holdings Bubble Chart
Kaizen Financial Strategies News
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