$134 Million is the total value of Kaizen Financial Strategies's 140 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 22.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $12,948,000 | +9.6% | 72,920 | -12.7% | 9.70% | +1.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,078,000 | +18.0% | 12,798 | +6.7% | 4.55% | +9.7% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $4,455,000 | +26.9% | 27,206 | +14.7% | 3.34% | +17.9% |
| SCHJ | Buy | SCHWAB STRATEGIC TR1 5yr corp bd | $4,242,000 | +8.7% | 83,908 | +9.7% | 3.18% | +1.0% |
| NVDA | Sell | NVIDIA CORPORATION | $3,830,000 | +27.6% | 13,023 | -10.1% | 2.87% | +18.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,989,000 | +12.1% | 7,512 | +0.9% | 2.24% | +4.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,963,000 | +44.4% | 12,274 | +32.8% | 2.22% | +34.2% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $2,905,000 | +8.1% | 28,372 | +5.7% | 2.18% | +0.4% |
| AMZN | Buy | AMAZON COM INC | $2,791,000 | +10.1% | 837 | +8.4% | 2.09% | +2.3% |
| CRM | Buy | SALESFORCE COM INC | $2,764,000 | +28.6% | 10,877 | +37.2% | 2.07% | +19.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $2,760,000 | +5.5% | 43,894 | +5.0% | 2.07% | -1.9% |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $2,601,000 | +10.4% | 92,757 | +10.0% | 1.95% | +2.6% |
| MSFT | Sell | MICROSOFT CORP | $2,582,000 | -25.5% | 7,676 | -37.6% | 1.93% | -30.8% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $2,410,000 | +17.5% | 44,714 | +18.3% | 1.80% | +9.2% |
| BX | Buy | BLACKSTONE INC | $2,261,000 | +21.8% | 17,476 | +9.5% | 1.69% | +13.2% |
| AMAT | Buy | APPLIED MATLS INC | $2,100,000 | +136.8% | 13,346 | +93.8% | 1.57% | +120.0% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $2,095,000 | -4.8% | 53,640 | -8.5% | 1.57% | -11.5% |
| SCHK | Buy | SCHWAB STRATEGIC TR1000 index etf | $1,896,000 | +24.9% | 40,702 | +14.2% | 1.42% | +16.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $1,766,000 | +136.1% | 5,720 | +96.1% | 1.32% | +119.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,667,000 | +33.0% | 576 | +22.6% | 1.25% | +23.6% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,659,000 | -2.3% | 12,518 | -1.9% | 1.24% | -9.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,608,000 | +7.8% | 555 | -0.5% | 1.20% | +0.1% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,607,000 | +0.7% | 18,465 | +1.2% | 1.20% | -6.5% |
| XLC | Buy | SELECT SECTOR SPDR TR | $1,518,000 | +2.6% | 19,544 | +5.9% | 1.14% | -4.6% |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $1,451,000 | +230.5% | 55,983 | +239.1% | 1.09% | +207.1% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,406,000 | +53.7% | 2,480 | +56.1% | 1.05% | +42.9% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,380,000 | +20.8% | 7,939 | +3.8% | 1.03% | +12.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,273,000 | +17.1% | 9,036 | +5.8% | 0.95% | +8.8% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,260,000 | +30.8% | 24,329 | +12.3% | 0.94% | +21.6% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,191,000 | +20.5% | 5,826 | +5.8% | 0.89% | +12.1% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $1,188,000 | +9.0% | 13,114 | -4.8% | 0.89% | +1.3% |
| SCHW | Sell | SCHWAB CHARLES CORP | $1,114,000 | +5.9% | 13,250 | -8.3% | 0.83% | -1.7% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,076,000 | +3.3% | 27,676 | +2.8% | 0.81% | -4.0% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $1,049,000 | -9.4% | 32,264 | -8.6% | 0.79% | -15.8% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $1,026,000 | +7.2% | 15,097 | -1.2% | 0.77% | -0.4% |
| TTD | Buy | THE TRADE DESK INC | $1,020,000 | +181.8% | 11,127 | +116.4% | 0.76% | +161.6% |
| FB | Sell | META PLATFORMS INCcl a | $1,011,000 | -2.7% | 3,007 | -1.8% | 0.76% | -9.6% |
| STAG | Buy | STAG INDL INC | $1,002,000 | +23.2% | 20,889 | +0.8% | 0.75% | +14.5% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $995,000 | +203.4% | 23,699 | +182.0% | 0.74% | +182.2% |
| XHB | Buy | SPDR SER TRs&p homebuild | $946,000 | +59.3% | 11,025 | +33.2% | 0.71% | +47.8% |
| V | Buy | VISA INC | $896,000 | -0.2% | 4,135 | +2.5% | 0.67% | -7.3% |
| URI | Sell | UNITED RENTALS INC | $890,000 | -26.4% | 2,679 | -22.2% | 0.67% | -31.6% |
| XSW | SPDR SER TR | $819,000 | -3.6% | 4,951 | 0.0% | 0.61% | -10.5% | |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $812,000 | +9.4% | 15,559 | -5.0% | 0.61% | +1.7% |
| BLOK | AMPLIFY ETF TRblockchain ldr | $795,000 | -10.0% | 19,780 | 0.0% | 0.60% | -16.4% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $781,000 | -55.4% | 3,512 | -56.1% | 0.58% | -58.6% |
| BBY | Buy | BEST BUY INC | $737,000 | +19.8% | 7,257 | +24.8% | 0.55% | +11.3% |
| EWRE | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $731,000 | +34.1% | 17,310 | +16.9% | 0.55% | +24.6% |
| AFRM | New | AFFIRM HLDGS INC | $723,000 | – | 7,185 | +100.0% | 0.54% | – |
| MET | Sell | METLIFE INC | $667,000 | -5.0% | 10,668 | -6.1% | 0.50% | -11.8% |
| CAT | Sell | CATERPILLAR INC | $656,000 | -20.2% | 3,172 | -25.9% | 0.49% | -25.9% |
| VIAC | Sell | VIACOMCBS INCcl b | $646,000 | -39.2% | 21,408 | -20.4% | 0.48% | -43.5% |
| IP | Buy | INTERNATIONAL PAPER CO | $631,000 | +132.0% | 13,439 | +176.5% | 0.47% | +116.0% |
| NMZ | Sell | NUVEEN MUN HIGH INCOME OPPOR | $631,000 | -36.3% | 41,731 | -37.8% | 0.47% | -40.8% |
| NMI | New | NUVEEN MUN INCOME FD INC | $597,000 | – | 52,090 | +100.0% | 0.45% | – |
| IHI | ISHARES TRu.s. med dvc etf | $589,000 | +5.0% | 8,940 | 0.0% | 0.44% | -2.4% | |
| TWTR | Sell | TWITTER INC | $586,000 | -36.7% | 13,557 | -11.6% | 0.44% | -41.2% |
| PWR | QUANTA SVCS INC | $573,000 | +0.7% | 5,000 | 0.0% | 0.43% | -6.5% | |
| LEN | Buy | LENNAR CORPcl a | $573,000 | +26.2% | 4,929 | +1.7% | 0.43% | +17.2% |
| MOO | VANECK ETF TRUSTagribusiness etf | $563,000 | +4.6% | 5,900 | 0.0% | 0.42% | -2.8% | |
| ARKF | Sell | ARK ETF TRfintech innova | $561,000 | -20.2% | 13,721 | -3.6% | 0.42% | -25.9% |
| KLAC | KLA CORP | $559,000 | +28.5% | 1,300 | 0.0% | 0.42% | +19.4% | |
| WPC | Buy | WP CAREY INC | $548,000 | +13.9% | 6,680 | +1.4% | 0.41% | +5.7% |
| TSLA | New | TESLA INC | $526,000 | – | 498 | +100.0% | 0.39% | – |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $525,000 | +12.4% | 1,620 | 0.0% | 0.39% | +4.5% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $518,000 | +43.9% | 3,601 | +2.9% | 0.39% | +33.8% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $513,000 | +14.0% | 6,073 | +1.8% | 0.38% | +5.8% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $511,000 | +106.0% | 34,080 | +106.7% | 0.38% | +91.5% |
| PYPL | Sell | PAYPAL HLDGS INC | $501,000 | -45.0% | 2,655 | -24.2% | 0.38% | -48.9% |
| UPST | Buy | UPSTART HLDGS INC | $483,000 | -50.8% | 3,190 | +2.9% | 0.36% | -54.2% |
| ABNB | Buy | AIRBNB INC | $476,000 | +64.1% | 2,858 | +65.1% | 0.36% | +52.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $472,000 | +117.5% | 1,614 | +97.3% | 0.35% | +101.7% |
| LUV | Sell | SOUTHWEST AIRLS CO | $466,000 | -30.9% | 10,888 | -16.9% | 0.35% | -35.7% |
| OIH | VANECK ETF TRUSToil services etf | $462,000 | -6.3% | 2,501 | 0.0% | 0.35% | -12.8% | |
| CUBE | Sell | CUBESMART | $459,000 | +8.5% | 8,058 | -7.6% | 0.34% | +0.9% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $458,000 | -11.8% | 9,872 | -13.3% | 0.34% | -17.9% |
| TT | TRANE TECHNOLOGIES PLC | $444,000 | +16.8% | 2,200 | 0.0% | 0.33% | +8.5% | |
| LRCX | Sell | LAM RESEARCH CORP | $442,000 | +25.9% | 614 | -0.5% | 0.33% | +17.0% |
| SNOW | Sell | SNOWFLAKE INCcl a | $440,000 | +4.0% | 1,300 | -7.1% | 0.33% | -3.2% |
| LAND | Buy | GLADSTONE LD CORP | $440,000 | +49.2% | 13,030 | +0.5% | 0.33% | +38.7% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $441,000 | -19.1% | 8,664 | -18.6% | 0.33% | -24.8% |
| TMO | THERMO FISHER SCIENTIFIC INC | $435,000 | +16.9% | 651 | 0.0% | 0.33% | +8.7% | |
| QCOM | Sell | QUALCOMM INC | $425,000 | -5.3% | 2,326 | -33.2% | 0.32% | -12.2% |
| ABBV | Sell | ABBVIE INC | $423,000 | +11.3% | 3,122 | -11.3% | 0.32% | +3.6% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $399,000 | -45.4% | 6,001 | -36.5% | 0.30% | -49.2% |
| QQQJ | Sell | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $399,000 | -8.5% | 11,885 | -9.8% | 0.30% | -14.8% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $382,000 | +2.1% | 1,051 | -4.9% | 0.29% | -5.0% |
| INDA | Sell | ISHARES TRmsci india etf | $371,000 | -12.5% | 8,100 | -6.9% | 0.28% | -18.7% |
| MS | Buy | MORGAN STANLEY | $364,000 | +1.4% | 3,710 | +0.7% | 0.27% | -5.5% |
| PMT | Buy | PENNYMAC MTG INVT TR | $356,000 | -10.1% | 20,564 | +2.2% | 0.27% | -16.3% |
| REMX | VANECK ETF TRUSTrare earth/strtg | $337,000 | +8.7% | 3,000 | 0.0% | 0.25% | +0.8% | |
| HON | Sell | HONEYWELL INTL INC | $334,000 | -4.6% | 1,600 | -3.0% | 0.25% | -11.3% |
| GLD | Sell | SPDR GOLD TR | $333,000 | -19.0% | 1,947 | -22.1% | 0.25% | -24.8% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $321,000 | +8.1% | 6,146 | -2.7% | 0.24% | +0.4% |
| SPLB | SPDR SER TRportfolio ln cor | $321,000 | +0.3% | 10,195 | 0.0% | 0.24% | -7.0% | |
| IVV | ISHARES TRcore s&p500 etf | $318,000 | +10.8% | 666 | 0.0% | 0.24% | +3.0% | |
| AXON | AXON ENTERPRISE INC | $314,000 | -10.3% | 2,000 | 0.0% | 0.24% | -16.7% | |
| XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $311,000 | +8.7% | 3,419 | +0.4% | 0.23% | +0.9% |
| IBB | Sell | ISHARES TRishares biotech | $311,000 | -7.7% | 2,038 | -2.3% | 0.23% | -14.3% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $309,000 | +13.6% | 2,669 | +0.3% | 0.23% | +5.5% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $307,000 | -22.5% | 10,348 | -20.4% | 0.23% | -27.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $307,000 | +12.0% | 1,789 | +0.2% | 0.23% | +4.1% |
| INTU | Sell | INTUIT | $307,000 | +16.7% | 477 | -2.3% | 0.23% | +8.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $304,000 | +3.4% | 3,630 | -8.7% | 0.23% | -3.8% |
| SHW | Buy | SHERWIN WILLIAMS CO | $303,000 | +26.2% | 860 | +0.1% | 0.23% | +17.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $300,000 | -1.6% | 6,139 | +1.2% | 0.22% | -8.5% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $298,000 | +5.3% | 3,710 | +0.4% | 0.22% | -2.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $290,000 | +5.5% | 970 | -3.7% | 0.22% | -2.3% |
| MFA | Buy | MFA FINL INC | $288,000 | +2.1% | 63,104 | +2.2% | 0.22% | -4.8% |
| AXSM | AXSOME THERAPEUTICS INC | $283,000 | +14.6% | 7,500 | 0.0% | 0.21% | +6.5% | |
| KKR | Buy | KKR & CO INC | $273,000 | +22.4% | 3,669 | +0.2% | 0.20% | +13.3% |
| BAC | Sell | BK OF AMERICA CORP | $273,000 | -3.9% | 6,134 | -8.2% | 0.20% | -10.9% |
| DLR | New | DIGITAL RLTY TR INC | $267,000 | – | 1,507 | +100.0% | 0.20% | – |
| HUBS | HUBSPOT INC | $264,000 | -2.2% | 400 | 0.0% | 0.20% | -9.2% | |
| DOCEBO INC | $256,000 | -7.6% | 3,800 | 0.0% | 0.19% | -13.9% | ||
| BK | New | BANK NEW YORK MELLON CORP | $256,000 | – | 4,400 | +100.0% | 0.19% | – |
| EFG | Sell | ISHARES TReafe grwth etf | $254,000 | -8.3% | 2,306 | -11.4% | 0.19% | -14.8% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $251,000 | +23.6% | 1,573 | +0.8% | 0.19% | +14.6% |
| AWF | Sell | ALLIANCEBERNSTEIN GLOBAL HIG | $246,000 | -14.6% | 20,252 | -13.8% | 0.18% | -20.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $246,000 | -73.0% | 2,070 | -66.3% | 0.18% | -74.9% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $239,000 | +2.6% | 7,250 | +2.8% | 0.18% | -4.8% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $236,000 | – | 956 | +100.0% | 0.18% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $235,000 | +4.9% | 2,779 | +6.0% | 0.18% | -2.8% |
| RYU | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $234,000 | +11.4% | 2,050 | 0.0% | 0.18% | +3.6% | |
| UBER | New | UBER TECHNOLOGIES INC | $231,000 | – | 5,500 | +100.0% | 0.17% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $231,000 | – | 1,338 | +100.0% | 0.17% | – |
| EWT | ISHARES INCmsci taiwan etf | $226,000 | +7.1% | 3,400 | 0.0% | 0.17% | -0.6% | |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $225,000 | -20.5% | 1,100 | -4.3% | 0.17% | -26.3% |
| WGO | New | WINNEBAGO INDS INC | $225,000 | – | 3,000 | +100.0% | 0.17% | – |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $225,000 | +9.2% | 1,068 | 0.0% | 0.17% | +1.2% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $220,000 | -67.0% | 3,200 | -70.8% | 0.16% | -69.3% |
| HRB | Buy | BLOCK H & R INC | $216,000 | -4.8% | 9,169 | +1.0% | 0.16% | -11.5% |
| TXG | Sell | 10X GENOMICS INC | $209,000 | -4.1% | 1,400 | -6.7% | 0.16% | -10.8% |
| OMAB | New | GRUPO AEROPORTUARIO DEL CENTspon adr | $208,000 | – | 3,866 | +100.0% | 0.16% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $208,000 | – | 2,240 | +100.0% | 0.16% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $207,000 | – | 646 | +100.0% | 0.16% | – |
| BC | New | BRUNSWICK CORP | $206,000 | – | 2,041 | +100.0% | 0.15% | – |
| PLD | New | PROLOGIS INC. | $201,000 | – | 1,192 | +100.0% | 0.15% | – |
| NOK | NOKIA CORPsponsored adr | $124,000 | +13.8% | 20,000 | 0.0% | 0.09% | +5.7% | |
| EVC | Buy | ENTRAVISION COMMUNICATIONS Ccl a | $68,000 | -4.2% | 10,035 | +0.4% | 0.05% | -10.5% |
| NVDA | Exit | NVIDIA CORPORATIONcall | $0 | – | -300 | -100.0% | -0.00% | – |
| BX | Exit | BLACKSTONE INCcall | $0 | – | -1,500 | -100.0% | -0.00% | – |
| MSFT | Exit | MICROSOFT CORPput | $0 | – | -600 | -100.0% | -0.00% | – |
| AAPL | Exit | APPLE INCput | $0 | – | -2,000 | -100.0% | -0.00% | – |
| INTU | Exit | INTUITcall | $0 | – | -2,000 | -100.0% | -0.00% | – |
| AMZN | Exit | AMAZON COM INCput | $0 | – | -2,600 | -100.0% | -0.04% | – |
| FVRR | Exit | FIVERR INTL LTD | $0 | – | -1,200 | -100.0% | -0.18% | – |
| CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -4,846 | -100.0% | -0.18% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -5,356 | -100.0% | -0.18% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -2,879 | -100.0% | -0.20% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -1,100 | -100.0% | -0.21% | – |
| VEDL | Exit | VEDANTA LIMITEDsponsored adr | $0 | – | -20,000 | -100.0% | -0.25% | – |
| FRT | Exit | FEDERAL RLTY INVT TRsh ben int new | $0 | – | -2,590 | -100.0% | -0.25% | – |
| NNOX | Exit | NANO X IMAGING LTD | $0 | – | -13,703 | -100.0% | -0.25% | – |
| DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -22,396 | -100.0% | -0.36% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -824 | -100.0% | -0.40% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -5,650 | -100.0% | -0.70% | – |
| TAN | Exit | INVESCO EXCH TRADED FD TR IIsolar etf | $0 | – | -11,555 | -100.0% | -0.74% | – |
| PCI | Exit | PIMCO DYNAMIC CR INCOME FD | $0 | – | -50,839 | -100.0% | -0.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
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 | 2024-01-18 |
| 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 |
| 13F-HR | 2021-11-12 |
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.