Kaizen Financial Strategies

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Campbell, CA
CIK
0001842013
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 133 160,388 AAPL, SPY, SCHG, VIG 13F-HR 8/5/2024 000108514624003471
Q1 2024 130 147,448 SPY, SCHG, AAPL, VIG 13F-HR 5/2/2024 000108514624002193
Q4 2023 118 131,975 AAPL, SPY, SCHG, VIG 13F-HR 1/18/2024 000108514624000271
Q3 2023 112 118,332 AAPL, SPY, SCHG, VIG 13F-HR 10/31/2023 000108514623003999
Q2 2023 115 116,886 AAPL, SPY, VIG, SCHG 13F-HR 8/7/2023 000108514623003136
Q1 2023 101 101,410 AAPL, SPY, SCHZ, VIG 13F-HR 5/10/2023 000108514623002209
Q4 2022 121 101,172 AAPL, SPY, DIA, VTI 13F-HR 1/18/2023 000108514623000189
Q3 2022 117 98,663 AAPL, SPY, SCHG, SCHJ 13F-HR 10/18/2022 000108514622003486
Q2 2022 120 101,331 AAPL, SPY, VTI, SCHG 13F-HR 7/18/2022 000108514622002423
Q1 2022 131 127,542 AAPL, SPY, VTI, SCHG 13F-HR 5/5/2022 000108514622001791
Q4 2021 140 133,534 AAPL, SPY, SCHG, SCHJ 13F-HR 1/25/2022 000108514622000331
Q3 2021 145 124,068 AAPL, SPY, SCHJ, SCHG 13F-HR 11/12/2021 000108514621003213
Q1 2021 137 104,935 AAPL, SCHJ, SCHG, CRM 13F-HR 5/28/2021 000108514621001822
Q4 2020 123 89,995 AAPL, LQD, SCHR, SCHG 13F-HR 2/3/2021 000108514621000413