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Home > Institutional Investor > Kaizen Financial Strategies > Profile

Instuitional Investor - Kaizen Financial Strategies

Fund Profile
Filing Period:
Fund Name: Kaizen Financial Strategies
Portfolio Value $176,634,069
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 27,140 $15,906,256 9%
2.
Apple Inc.
 AAPL 63,478 $15,896,122 8.99%
3.
Schwab Strategic Trust
 FNDF 506,215 $14,108,212 7.98%
4.
Nvidia Corp
 NVDA 57,896 $7,774,874 4.4%
5.
Vanguard Malvern Fds - CORE BD ETF
 99,095 $7,512,372 4.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)