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Home > Institutional Investor > Kaizen Financial Strategies > Profile

Instuitional Investor - Kaizen Financial Strategies

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Kaizen Financial Strategies
Portfolio Value	$226,689,954

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	27,768	$18,935,239	8.35%
2.	Schwab Strategic Trust	FNDF	543,716	$17,736,016	7.82%
3.	Apple Inc.	AAPL	59,258	$16,109,971	7.11%
4.	Capital Group Dividend Value		304,926	$13,306,987	5.87%
5.	Nvidia Corp	NVDA	53,976	$10,066,564	4.44%