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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 $173,351,218
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 28,840 $16,132,892 9.31%
2.
Apple Inc.
 AAPL 61,514 $13,664,196 7.88%
3.
Schwab Strategic Trust
 FNDF 527,942 $13,219,668 7.63%
4.
Vanguard Malvern Fds - CORE BD ETF
 119,448 $9,248,827 5.34%
5.
Capital Group Dividend Value
 234,686 $8,364,209 4.83%
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)