$124 Million is the total value of Kaizen Financial Strategies's 145 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 11 | Q3 2023 | 12.0% |
SPDR S&P 500 ETF TR | 11 | Q3 2023 | 8.9% |
SCHWAB STRATEGIC TR | 11 | Q3 2023 | 7.1% |
SCHWAB STRATEGIC TR | 11 | Q3 2023 | 5.5% |
MICROSOFT CORP | 11 | Q3 2023 | 2.8% |
VANGUARD INDEX FDS | 11 | Q3 2023 | 4.2% |
NVIDIA CORPORATION | 11 | Q3 2023 | 2.9% |
BLACKSTONE INC | 11 | Q3 2023 | 2.8% |
VANGUARD SPECIALIZED FUNDS | 11 | Q3 2023 | 6.6% |
AMAZON COM INC | 11 | Q3 2023 | 2.3% |
View Kaizen Financial Strategies's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-31 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-11 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-18 |
13F-HR | 2022-05-06 |
13F-HR | 2022-01-26 |
View Kaizen Financial Strategies's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.