Kaizen Financial Strategies
Q1 2025 13F Holdings
- Locationcampbell, CA
- Num holdings
139
- Value ($000)
$173,351
- Date Filed04/09/2025
- Form type13F-HR
- CIK0001842013
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $16.13M | 9 % | 28,840 | ||
AAPL APPLE INC | COM | 037833100 | $13.66M | 8 % | 61,514 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $13.22M | 8 % | 527,942 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $9.25M | 5 % | 119,448 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $8.36M | 5 % | 234,686 | ||
SCHI SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | $6.84M | 4 % | 304,371 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.46M | 4 % | 59,613 | ||
SCHQ SCHWAB STRATEGIC TR | LONG TERM US | 808524680 | $4.15M | 2 % | 126,810 | ||
BX BLACKSTONE INC | COM | 09260D107 | $4.06M | 2 % | 29,056 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $3.69M | 2 % | 23,593 |
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