Kaizen Financial Strategies holdings history

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274 is the total number of securities Kaizen Financial Strategies has owned. The longest Kaizen Financial Strategies has owned a single stock is 11 quarters.

Kaizen Financial Strategies historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC928.38%9.89%11.98%Q4 2020Q3 202311
SPY SPDR S&P 500 ETF TR921.42%5.11%8.92%Q4 2020Q3 202311
SCHG SCHWAB STRATEGIC TR922.43%3.95%7.08%Q4 2020Q3 202311
SCHZ SCHWAB STRATEGIC TR921.11%2.61%5.46%Q4 2020Q3 202311
MSFT MICROSOFT CORP921.93%2.22%2.79%Q4 2020Q3 202311
VTI VANGUARD INDEX FDS920.80%2.21%4.22%Q4 2020Q3 202311
NVDA NVIDIA CORPORATION920.64%2.10%2.87%Q4 2020Q3 202311
BX BLACKSTONE INC920.81%2.05%2.76%Q4 2020Q3 202311
VIG VANGUARD SPECIALIZED F...920.22%2.05%6.61%Q4 2020Q3 202311
AMZN AMAZON COM INC921.84%2.01%2.30%Q4 2020Q3 202311
CRM SALESFORCE INC921.22%1.82%2.65%Q4 2020Q3 202311
QQQ INVESCO QQQ TR921.31%1.79%2.55%Q4 2020Q3 202311
DIA SPDR DOW JONES INDL AV...920.29%1.48%3.54%Q4 2020Q3 202311
SCHK SCHWAB STRATEGIC TR920.75%1.45%2.50%Q4 2020Q3 202311
GOOGL ALPHABET INC921.07%1.43%1.70%Q4 2020Q3 202311
LQD ISHARES TR920.64%1.37%4.44%Q4 2020Q3 202311
AMAT APPLIED MATLS INC920.43%1.04%1.57%Q4 2020Q3 202311
XLK SELECT SECTOR SPDR TR920.88%0.99%1.32%Q4 2020Q3 202311
XLF SELECT SECTOR SPDR TR920.24%0.96%1.77%Q4 2020Q3 202311
ADBE ADOBE SYSTEMS INCORPOR...920.47%0.87%1.08%Q4 2020Q3 202311
GLD SPDR GOLD TR920.24%0.84%2.25%Q4 2020Q3 202311
PDI PIMCO DYNAMIC INCOME FD920.35%0.83%1.16%Q4 2020Q3 202311
XLV SELECT SECTOR SPDR TR920.29%0.80%1.12%Q4 2020Q3 202311
FB META PLATFORMS INC920.26%0.75%1.59%Q4 2020Q3 202311
V VISA INC920.56%0.73%1.16%Q4 2020Q3 202311
STAG STAG INDL INC920.59%0.66%0.75%Q4 2020Q3 202311
XLC SELECT SECTOR SPDR TR920.39%0.64%1.19%Q4 2020Q3 202311
BLOK AMPLIFY ETF TR920.40%0.62%1.30%Q4 2020Q3 202311
IWM ISHARES TR920.17%0.60%1.61%Q4 2020Q3 202311
XSW SPDR SER TR920.21%0.51%1.10%Q4 2020Q3 202311
OIH VANECK VECTORS ETF TR920.28%0.49%0.82%Q4 2020Q3 202311
WPC WP CAREY INC920.35%0.45%0.57%Q4 2020Q3 202311
TMO THERMO FISHER SCIENTIF...920.28%0.44%0.73%Q4 2020Q3 202311
LEN LENNAR CORP920.29%0.43%0.64%Q4 2020Q3 202311
QCOM QUALCOMM INC920.29%0.43%1.00%Q4 2020Q3 202311
ABBV ABBVIE INC920.31%0.42%0.82%Q4 2020Q3 202311
RYT INVESCO EXCHANGE TRADE...920.37%0.41%0.46%Q4 2020Q3 202311
XHB SPDR SER TR920.22%0.38%0.71%Q4 2020Q3 202311
AMD ADVANCED MICRO DEVICES...920.27%0.38%0.51%Q4 2020Q3 202311
SPLV INVESCO EXCH TRADED FD...920.16%0.36%0.90%Q4 2020Q3 202311
IVV ISHARES TR920.23%0.35%0.70%Q4 2020Q3 202311
PGX INVESCO EXCH TRADED FD...920.13%0.33%0.49%Q4 2020Q3 202311
MS MORGAN STANLEY920.26%0.32%0.48%Q4 2020Q3 202311
HON HONEYWELL INTL INC920.19%0.28%0.49%Q4 2020Q3 202311
LRCX LAM RESEARCH CORP920.20%0.28%0.50%Q4 2020Q3 202311
BRKB BERKSHIRE HATHAWAY INC...920.22%0.26%0.36%Q4 2020Q3 202311
BAC BK OF AMERICA CORP920.18%0.25%0.39%Q4 2020Q3 202311
SCHM SCHWAB STRATEGIC TR920.22%0.25%0.35%Q4 2020Q3 202311
LAND GLADSTONE LD CORP920.15%0.25%0.38%Q4 2020Q3 202311
GOOG ALPHABET INC910.97%2.00%3.01%Q1 2021Q3 202310
FNDF SCHWAB STRATEGIC TR910.56%1.54%3.05%Q1 2021Q3 202310
SMH VANECK VECTORS ETF TR910.60%1.22%1.57%Q1 2021Q3 202310
SCHA SCHWAB STRATEGIC TR910.27%1.06%2.18%Q1 2021Q3 202310
SCHW SCHWAB CHARLES CORP910.24%0.45%0.93%Q4 2020Q3 202310
KLAC KLA CORP910.35%0.43%0.52%Q1 2021Q3 202310
NEP NEXTERA ENERGY PARTNER...820.35%0.41%0.49%Q4 2020Q2 202310
MMP MAGELLAN MIDSTREAM PRT...820.29%0.40%0.50%Q4 2020Q2 202310
CUBE CUBESMART820.19%0.27%0.37%Q4 2020Q2 202310
AWF ALLIANCEBERNSTEIN GLOB...910.10%0.16%0.23%Q1 2021Q3 202310
BBY BEST BUY INC990.50%0.69%0.93%Q3 2021Q3 20239
CAT CATERPILLAR INC990.49%0.61%0.72%Q3 2021Q3 20239
PWR QUANTA SVCS INC720.27%0.45%0.62%Q4 2020Q1 20239
RYU INVESCO EXCHANGE TRADE...810.17%0.23%0.29%Q1 2021Q2 20239
ANGL VANECK ETF TRUST990.18%0.21%0.25%Q3 2021Q3 20239
TSLA TESLA INC880.39%1.29%3.36%Q4 2021Q3 20238
NMI NUVEEN MUN INCOME FD INC880.45%1.10%1.37%Q4 2021Q3 20238
MET METLIFE INC620.50%0.62%0.71%Q4 2020Q4 20228
FNF FIDELITY NATIONAL FINA...620.54%0.60%0.74%Q4 2020Q4 20228
XLB SELECT SECTOR SPDR TR420.21%0.49%0.89%Q4 2020Q1 20238
MOO VANECK VECTORS ETF TR620.42%0.48%0.52%Q4 2020Q4 20228
IP INTERNATIONAL PAPER CO710.22%0.43%0.75%Q4 2020Q1 20238
LUV SOUTHWEST AIRLS CO610.18%0.39%0.83%Q4 2020Q2 20238
AMT AMERICAN TOWER CORP NEW620.18%0.28%0.41%Q4 2020Q4 20228
PMT PENNYMAC MTG INVT TR620.18%0.27%0.34%Q4 2020Q4 20228
INTU INTUIT880.21%0.27%0.30%Q3 2021Q2 20238
SPG SIMON PPTY GROUP INC NEW530.16%0.22%0.29%Q3 2021Q3 20238
SCHR SCHWAB STRATEGIC TR520.93%3.07%4.76%Q4 2020Q3 20237
SCHJ SCHWAB STRATEGIC TR611.81%3.02%3.59%Q1 2021Q4 20227
TDTF FLEXSHARES TR611.42%2.02%2.72%Q1 2021Q4 20227
SPYV SPDR SER TR770.26%1.01%1.88%Q3 2021Q1 20237
URI UNITED RENTALS INC610.53%0.71%0.97%Q1 2021Q4 20227
XLY SELECT SECTOR SPDR TR520.31%0.65%0.89%Q4 2020Q3 20227
SCHO SCHWAB STRATEGIC TR520.31%0.63%1.07%Q4 2020Q3 20227
TTD THE TRADE DESK INC610.19%0.48%0.76%Q3 2021Q2 20237
SCHE SCHWAB STRATEGIC TR410.23%0.47%1.00%Q1 2021Q2 20237
XLRE SELECT SECTOR SPDR TR610.21%0.44%0.94%Q3 2021Q3 20237
HLAL LISTED FD TR770.19%0.35%0.46%Q1 2022Q3 20237
VTIP VANGUARD MALVERN FDS770.26%0.30%0.34%Q1 2022Q3 20237
OMAB GRUPO AEROPORTUARIO DE...410.16%0.28%0.39%Q4 2020Q3 20237
SPLB SPDR SER TR410.20%0.27%0.42%Q4 2020Q4 20227
LMT LOCKHEED MARTIN CORP410.18%0.23%0.28%Q4 2020Q3 20237
BC BRUNSWICK CORP410.15%0.23%0.28%Q4 2020Q3 20237
FEDERAL RLTY INVT TR NEW770.20%0.22%0.27%Q1 2022Q3 20237
AXSM AXSOME THERAPEUTICS INC410.19%0.22%0.28%Q3 2021Q3 20237
SCHP SCHWAB STRATEGIC TR410.27%1.46%2.11%Q1 2021Q4 20226
SCHF SCHWAB STRATEGIC TR420.32%0.64%0.96%Q4 2020Q2 20226
EWRE INVESCO EXCHANGE TRADE...420.38%0.52%0.66%Q4 2020Q2 20226
PYPL PAYPAL HLDGS INC310.23%0.51%1.17%Q4 2020Q3 20226
TWTR TWITTER INC510.34%0.47%0.75%Q4 2020Q3 20226
IHI ISHARES TR420.43%0.47%0.55%Q4 2020Q2 20226
NMZ NUVEEN MUN HIGH INCOME...660.23%0.41%0.80%Q3 2021Q4 20226
REMX VANECK VECTORS ETF TR510.21%0.31%0.42%Q1 2021Q3 20226
QQQJ INVESCO EXCH TRADED FD...420.21%0.27%0.35%Q4 2020Q2 20226
TIDAL ETF TR660.22%0.25%0.28%Q2 2022Q3 20236
AXON AXON ENTERPRISE INC310.17%0.24%0.28%Q4 2020Q4 20226
SCHQ SCHWAB STRATEGIC TR551.30%1.88%2.29%Q3 2022Q3 20235
HYG ISHARES TR411.20%1.50%1.94%Q1 2021Q2 20225
QCLN FIRST TR EXCHANGE-TRAD...550.21%0.44%0.77%Q3 2021Q3 20225
IVW ISHARES TR320.22%0.37%0.80%Q4 2020Q1 20225
NFLX NETFLIX INC110.23%0.34%0.46%Q1 2021Q3 20235
UNH UNITEDHEALTH GROUP INC550.24%0.32%0.43%Q3 2022Q3 20235
SNOW SNOWFLAKE INC550.21%0.28%0.34%Q3 2021Q3 20225
WBA WALGREENS BOOTS ALLIAN...320.24%0.27%0.34%Q4 2020Q1 20225
EEM ISHARES TR320.19%0.26%0.35%Q4 2020Q1 20225
SHW SHERWIN WILLIAMS CO320.17%0.24%0.33%Q4 2020Q1 20225
BND VANGUARD BD INDEX FDS210.18%0.23%0.32%Q4 2020Q2 20225
CRWD CROWDSTRIKE HLDGS INC550.17%0.22%0.25%Q3 2021Q3 20225
MFA MFA FINL INC320.15%0.19%0.23%Q4 2020Q1 20225
ICLN ISHARES TR550.12%0.18%0.21%Q3 2022Q3 20235
GNW GENWORTH FINL INC550.06%0.14%0.18%Q3 2022Q3 20235
NOK NOKIA CORP550.04%0.06%0.09%Q3 2021Q3 20225
VIAC VIACOMCBS INC310.48%0.74%1.06%Q4 2020Q1 20224
BABA ALIBABA GROUP HLDG LTD220.18%0.74%1.27%Q4 2020Q4 20214
INTC INTEL CORP310.36%0.56%0.74%Q4 2020Q3 20224
ATVI ACTIVISION BLIZZARD INC220.29%0.41%0.59%Q4 2020Q4 20214
IBB ISHARES TR220.23%0.34%0.50%Q4 2020Q4 20214
TT TRANE TECHNOLOGIES PLC220.31%0.33%0.35%Q4 2020Q4 20214
EFG ISHARES TR220.19%0.30%0.54%Q4 2020Q4 20214
ABNB AIRBNB INC440.23%0.30%0.36%Q3 2021Q2 20224
SUM SUMMIT MATLS INC440.25%0.28%0.32%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.26%0.28%0.32%Q4 2022Q3 20234
KIE SPDR SER TR440.24%0.26%0.30%Q4 2022Q3 20234
AMGN AMGEN INC310.22%0.26%0.29%Q4 2020Q3 20234
BERY BERRY GLOBAL GROUP INC440.23%0.25%0.27%Q4 2022Q3 20234
SNA SNAP ON INC440.21%0.24%0.26%Q4 2022Q3 20234
FISV FISERV INC220.20%0.24%0.27%Q4 2020Q3 20234
XMMO INVESCO EXCHANGE TRADE...440.21%0.23%0.24%Q3 2021Q2 20224
KKR KKR & CO INC440.18%0.22%0.26%Q3 2021Q2 20224
IUSG ISHARES TR440.22%0.22%0.23%Q3 2021Q2 20224
BACPRL BK OF AMERICA CORP440.18%0.21%0.23%Q4 2022Q3 20234
EWT ISHARES INC310.17%0.21%0.26%Q1 2021Q1 20224
INMD INMODE LTD210.16%0.20%0.24%Q1 2022Q2 20234
HRB BLOCK H & R INC220.16%0.20%0.25%Q3 2021Q3 20224
PCI PIMCO DYNAMIC CR INCOM...210.87%1.00%1.14%Q4 2020Q3 20213
TTWO TAKE-TWO INTERACTIVE S...210.35%0.58%0.70%Q4 2020Q3 20213
DLR DIGITAL RLTY TR INC210.20%0.49%0.96%Q4 2020Q4 20213
UPST UPSTART HLDGS INC330.32%0.49%0.79%Q3 2021Q1 20223
AGCO AGCO CORP330.36%0.42%0.46%Q4 2022Q2 20233
SPOT SPOTIFY TECHNOLOGY S A330.31%0.39%0.43%Q2 2022Q4 20223
INDA ISHARES TR210.28%0.34%0.41%Q1 2021Q4 20213
DAL DELTA AIR LINES INC DEL210.18%0.33%0.50%Q4 2020Q3 20213
XYLD GLOBAL X FDS330.28%0.32%0.37%Q1 2023Q3 20233
MRNA MODERNA INC330.27%0.31%0.36%Q3 2022Q1 20233
WWE WORLD WRESTLING ENTMT INC210.24%0.27%0.32%Q1 2021Q4 20223
EXPD EXPEDITORS INTL WASH INC330.25%0.25%0.26%Q4 2022Q2 20233
OKTA OKTA INC210.21%0.24%0.28%Q4 2020Q3 20213
MELI MERCADOLIBRE INC330.21%0.24%0.28%Q1 2023Q3 20233
MTZ MASTEC INC330.23%0.24%0.24%Q4 2022Q2 20233
REX REX AMERICAN RES CORP210.21%0.22%0.24%Q4 2022Q3 20233
FIX COMFORT SYS USA INC330.22%0.22%0.22%Q1 2023Q3 20233
UNP UNION PAC CORP210.20%0.22%0.24%Q4 2020Q2 20223
DIS DISNEY WALT CO330.21%0.21%0.22%Q4 2022Q2 20233
DOCEBO INC330.19%0.20%0.22%Q3 2021Q1 20223
HUBS HUBSPOT INC330.16%0.19%0.22%Q3 2021Q1 20223
MFA FINL INC330.12%0.13%0.15%Q2 2022Q4 20223
RSP INVESCO EXCHANGE TRADE...112.31%3.71%5.11%Q1 2021Q1 20232
SDY SPDR SER TR220.88%1.18%1.48%Q3 2022Q4 20222
JD JD.COM INC221.07%1.14%1.21%Q4 2020Q1 20212
XLE SELECT SECTOR SPDR TR220.60%0.95%1.31%Q4 2020Q1 20212
TAN INVESCO EXCH TRADED FD...110.74%0.86%0.98%Q1 2021Q3 20212
CQQQ INVESCO EXCH TRADED FD...220.55%0.59%0.63%Q4 2020Q1 20212
ZTS ZOETIS INC220.29%0.55%0.81%Q4 2020Q1 20212
ARKF ARK ETF TR220.42%0.49%0.57%Q3 2021Q4 20212
OHI OMEGA HEALTHCARE INVS INC220.22%0.49%0.77%Q4 2020Q1 20212
DBC INVESCO DB COMMDY INDX...110.36%0.48%0.60%Q1 2021Q3 20212
TSM TAIWAN SEMICONDUCTOR M...110.26%0.48%0.70%Q4 2020Q2 20222
HOLX HOLOGIC INC220.27%0.46%0.66%Q4 2020Q1 20212
WLK WESTLAKE CHEM CORP220.42%0.44%0.45%Q4 2020Q1 20212
XLI SELECT SECTOR SPDR TR220.23%0.43%0.64%Q4 2020Q1 20212
AFRM AFFIRM HLDGS INC220.27%0.40%0.54%Q4 2021Q1 20222
DHI D R HORTON INC110.20%0.39%0.58%Q1 2021Q3 20212
ORCL ORACLE CORP220.37%0.39%0.41%Q2 2023Q3 20232
NOW SERVICENOW INC220.30%0.33%0.36%Q2 2023Q3 20232
FB META PLATFORMS INC220.26%0.33%0.39%Q2 2022Q3 20222
XITK SPDR SER TR220.29%0.31%0.34%Q2 2023Q3 20232
CAH CARDINAL HEALTH INC220.29%0.31%0.33%Q3 2022Q4 20222
MP MP MATERIALS CORP220.25%0.30%0.35%Q1 2022Q2 20222
VUG VANGUARD INDEX FDS110.16%0.30%0.44%Q4 2020Q4 20212
CHD CHURCH & DWIGHT CO INC220.26%0.28%0.30%Q2 2023Q3 20232
CFG CITIZENS FINL GROUP INC110.18%0.26%0.34%Q1 2021Q3 20212
VEDL VEDANTA LIMITED110.25%0.26%0.28%Q1 2021Q3 20212
SQ SQUARE INC110.21%0.24%0.27%Q4 2020Q4 20222
OSK OSHKOSH CORP220.22%0.24%0.25%Q4 2022Q1 20232
DECK DECKERS OUTDOOR CORP220.23%0.23%0.23%Q4 2020Q1 20212
Z ZILLOW GROUP INC220.21%0.23%0.25%Q2 2023Q3 20232
HPE HEWLETT PACKARD ENTERP...220.21%0.23%0.24%Q4 2020Q1 20212
SONY SONY CORP220.22%0.22%0.22%Q4 2020Q1 20212
IMCG ISHARES TR220.20%0.21%0.22%Q2 2023Q3 20232
CVS CVS HEALTH CORP220.21%0.21%0.21%Q2 2023Q3 20232
DELL DELL TECHNOLOGIES INC220.18%0.20%0.22%Q2 2023Q3 20232
QYLD GLOBAL X FDS220.16%0.18%0.21%Q2 2023Q3 20232
VWO VANGUARD INTL EQUITY I...220.17%0.18%0.19%Q2 2023Q3 20232
ADP AUTOMATIC DATA PROCESS...220.18%0.18%0.18%Q4 2021Q1 20222
BK BANK NEW YORK MELLON CORP220.16%0.18%0.19%Q4 2021Q1 20222
RPG INVESCO EXCHANGE TRADE...220.17%0.17%0.17%Q3 2021Q4 20212
TXG 10X GENOMICS INC220.16%0.17%0.18%Q3 2021Q4 20212
ASHFORD HOSPITALITY TR...220.08%0.09%0.11%Q1 2022Q2 20222
Z ZILLOW GROUP INC220.06%0.09%0.12%Q2 2023Q3 20232
EVC ENTRAVISION COMMUNICAT...220.05%0.05%0.06%Q3 2021Q4 20212
ALLBIRDS INC220.02%0.02%0.02%Q2 2023Q3 20232
BX BLACKSTONE INC110.00%0.00%0.00%Q1 2021Q3 20212
JD JD.COM INC220.00%0.00%0.00%Q4 2020Q1 20212
SCHI SCHWAB STRATEGIC TR112.12%2.12%2.12%Q3 2023Q3 20231
FNDA SCHWAB STRATEGIC TR111.04%1.04%1.04%Q3 2023Q3 20231
FNDE SCHWAB STRATEGIC TR110.94%0.94%0.94%Q3 2023Q3 20231
FNDB SCHWAB STRATEGIC TR110.93%0.93%0.93%Q3 2023Q3 20231
VMW VMWARE INC110.86%0.86%0.86%Q4 2020Q4 20201
SBUX STARBUCKS CORP110.69%0.69%0.69%Q1 2021Q1 20211
BBN BLACKROCK TAX MUNICPAL...110.67%0.67%0.67%Q4 2020Q4 20201
USCR U S CONCRETE INC110.65%0.65%0.65%Q4 2020Q4 20201
VOO VANGUARD INDEX FDS110.64%0.64%0.64%Q3 2023Q3 20231
ETSY ETSY INC110.62%0.62%0.62%Q1 2021Q1 20211
RCD INVESCO EXCHANGE TRADE...110.51%0.51%0.51%Q1 2021Q1 20211
VCIT VANGUARD SCOTTSDALE FDS110.46%0.46%0.46%Q4 2020Q4 20201
XOM EXXON MOBIL CORP110.36%0.36%0.36%Q1 2021Q1 20211
OKE ONEOK INC NEW110.34%0.34%0.34%Q3 2023Q3 20231
CAI CAI INTERNATIONAL INC110.32%0.32%0.32%Q1 2021Q1 20211
TTEK TETRA TECH INC NEW110.29%0.29%0.29%Q4 2022Q4 20221
BIIB BIOGEN INC110.29%0.29%0.29%Q1 2021Q1 20211
FAN FIRST TR EXCHANGE-TRAD...110.29%0.29%0.29%Q1 2021Q1 20211
GWW GRAINGER W W INC110.28%0.28%0.28%Q4 2022Q4 20221
DGII DIGI INTL INC110.26%0.26%0.26%Q3 2022Q3 20221
NNOX NANO X IMAGING LTD110.25%0.25%0.25%Q3 2021Q3 20211
FRT FEDERAL RLTY INVT TR110.25%0.25%0.25%Q3 2021Q3 20211
TWOU 2U INC110.24%0.24%0.24%Q4 2020Q4 20201
QQQM INVESCO EXCH TRADED FD...110.24%0.24%0.24%Q2 2022Q2 20221
TMUS T-MOBILE US INC110.24%0.24%0.24%Q3 2022Q3 20221
TDC TERADATA CORP DEL110.24%0.24%0.24%Q2 2023Q2 20231
EXLS EXLSERVICE HOLDINGS INC110.24%0.24%0.24%Q4 2020Q4 20201
CTVA CORTEVA INC110.22%0.22%0.22%Q1 2021Q1 20211
CDNS CADENCE DESIGN SYSTEM INC110.21%0.21%0.21%Q3 2022Q3 20221
AAP ADVANCE AUTO PARTS INC110.20%0.20%0.20%Q2 2022Q2 20221
XSOE WISDOMTREE TR110.20%0.20%0.20%Q1 2021Q1 20211
QQQE DIREXION SHS ETF TR110.19%0.19%0.19%Q3 2023Q3 20231
KENVUE INC110.18%0.18%0.18%Q3 2023Q3 20231
IPAR INTER PARFUMS INC110.18%0.18%0.18%Q3 2023Q3 20231
ISRG INTUITIVE SURGICAL INC110.18%0.18%0.18%Q2 2023Q2 20231
FVRR FIVERR INTL LTD110.18%0.18%0.18%Q3 2021Q3 20211
DGX QUEST DIAGNOSTICS INC110.17%0.17%0.17%Q4 2021Q4 20211
UBER UBER TECHNOLOGIES INC110.17%0.17%0.17%Q4 2021Q4 20211
WGO WINNEBAGO INDS INC110.17%0.17%0.17%Q4 2021Q4 20211
KRE SPDR SER TR110.16%0.16%0.16%Q1 2022Q1 20221
SLYG SPDR SER TR110.16%0.16%0.16%Q4 2021Q4 20211
PLD PROLOGIS INC.110.15%0.15%0.15%Q4 2021Q4 20211
C CITIGROUP INC110.15%0.15%0.15%Q3 2022Q3 20221
F FORD MTR CO DEL110.13%0.13%0.13%Q1 2022Q1 20221
TEN TENNECO INC110.10%0.10%0.10%Q1 2021Q1 20211
COMM COMMSCOPE HLDG CO INC110.09%0.09%0.09%Q3 2022Q3 20221
ULCC FRONTIER GROUP HLDGS INC110.09%0.09%0.09%Q2 2023Q2 20231
INTUITIVE MACHINES INC110.07%0.07%0.07%Q3 2023Q3 20231
SOFI SOFI TECHNOLOGIES INC110.05%0.05%0.05%Q3 2022Q3 20221
WMT WALMART INC110.04%0.04%0.04%Q1 2021Q1 20211
AMZN AMAZON COM INC110.04%0.04%0.04%Q3 2021Q3 20211
GOOGL ALPHABET INC110.04%0.04%0.04%Q4 2020Q4 20201
DBX DROPBOX INC110.04%0.04%0.04%Q3 2023Q3 20231
WMT WALMART INC110.02%0.02%0.02%Q1 2021Q1 20211
BABA ALIBABA GROUP HLDG LTD110.01%0.01%0.01%Q4 2020Q4 20201
INTU INTUIT110.00%0.00%0.00%Q3 2021Q3 20211
AAPL APPLE INC110.00%0.00%0.00%Q3 2021Q3 20211
MSFT MICROSOFT CORP110.00%0.00%0.00%Q3 2021Q3 20211
LEN LENNAR CORP110.00%0.00%0.00%Q4 2020Q4 20201
NVDA NVIDIA CORPORATION110.00%0.00%0.00%Q3 2021Q3 20211
CRM SALESFORCE COM INC110.00%0.00%0.00%Q4 2020Q4 20201
GOOGL ALPHABET INC110.00%0.00%0.00%Q4 2020Q4 20201
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The securities at the top of the list , including APPLE INC, SPDR S&P 500 ETF TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Kaizen Financial Strategies.

The conviction is calculated by counting the number of quarters a security has been reported by Kaizen Financial Strategies. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Kaizen Financial Strategies owns currently or has owned in the past.