Fund HoldingsKaizen Financial Strategies

Total Portfolio Value
$147.10M
Total Bought
$20.43M
Total Sold
$9.09M
Net Transaction
+$11.34M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)6,3315,965-3663,1355,3903.66%+2,255
SCHWAB STRATEGIC TR114,430123,636+9,2069,49311,4647.79%+1,970
SPDR S&P 500 ETF TR(SPY)22,78524,155+1,37010,83012,6358.59%+1,805
SCHWAB STRATEGIC TR62,93597,750+34,8152,8284,3492.96%+1,521
SPDR DOW JONES INDL AVERAGE(DIA)8,18611,194+3,0083,0854,4533.03%+1,368
ISHARES TR04,825+4,82505660.38%+566
SCHWAB STRATEGIC TR141,946155,720+13,7746,6187,1634.87%+546
AMAZON COM INC(AMZN)16,76317,055+2922,5473,0762.09%+529
WILLIAMS SONOMA INC(WSM)01,545+1,54504910.33%+491
SCHWAB STRATEGIC TR109,122115,505+6,3833,6814,1132.80%+432
VANGUARD SPECIALIZED FUNDS44,29543,513-7827,5487,9465.40%+398
VANGUARD INDEX FDS01,384+1,38403610.25%+361
ALPHABET INC(GOOG)15,08916,115+1,0262,1082,4321.65%+324
SAMSARA INC(IOT)08,116+8,11603070.21%+307
ALLISON TRANSMISSION HLDGS I(ALSN)03,450+3,45002800.19%+280
COSTCO WHSL CORP NEW(COST)323670+3472134910.33%+278
GLOBAL X FDS
S&P 500 COVERED
16,00822,258+6,2506319080.62%+277
FORTREA HLDGS INC(FTRE)06,800+6,80002730.19%+273
SPDR SER TR
ST STR SP BIOT
02,860+2,86002710.18%+271
SELECT SECTOR SPDR TR
ST STR REAL ETF
012,673+12,67305010.34%+501
PAYPAL HLDGS INC(PYPL)04,000+4,00002680.18%+268
BLACKSTONE INC(BX)29,69231,608+1,9163,8874,1522.82%+265
AMPLIFY ETF TR04,128+4,12802650.18%+265
SALESFORCE INC(CRM)6,7266,722-41,7702,0251.38%+255
JUNIPER NETWORKS INC06,561+6,56102430.17%+243
CROWDSTRIKE HLDGS INC(CRWD)(Call)01,400+1,4000242+242
GLOBAL X FDS
NASDAQ 100 COVER
32,19344,665+12,4725588000.54%+242
SCHWAB STRATEGIC TR93,942104,859+10,9173,2953,5372.40%+241
MICROSOFT CORP(MSFT)7,8077,546-2612,9363,1752.16%+239
ADVANCED MICRO DEVICES INC(AMD)5,9696,186+2178801,1170.76%+237
FIRST TR EXCHANGE-TRADED FD
WTR ETF
02,316+2,31602360.16%+236
ZOETIS INC(ZTS)01,378+1,37802330.16%+233
PALO ALTO NETWORKS INC(PANW)0810+81002300.16%+230
ISHARES INC03,000+3,00002080.14%+208
ISHARES TR
MSCI DENMARK ETF
01,700+1,70002080.14%+208
SPDR SER TR
ST STR SP METAL
03,420+3,42002060.14%+206
SELECT SECTOR SPDR TR
ST STR MATER ETF
02,215+2,21502060.14%+206
SPDR SER TR
ST STR SP SEMI
0875+87502030.14%+203
META PLATFORMS INC(META)1,5991,573-265667640.52%+198
LISTED FD TR
WAHED FTSE ETF
6,50710,103+3,5962964890.33%+193
SCHWAB STRATEGIC TR20,17221,437+1,2651,2331,4200.97%+188
INVESCO QQQ TR4,4744,530+561,8322,0111.37%+179
AMPLIFY ETF TR24,33024,33007268870.60%+160
SCHWAB STRATEGIC TR012,605+12,60506390.43%+639
VANECK ETF TRUST
SEMICONDUCTR ETF
12,26110,186-2,0752,1442,2921.56%+148
ABBVIE INC(ABBV)2,9973,356+3594646110.42%+147
DELL TECHNOLOGIES INC(DELL)3,8003,80002914340.29%+143
APPLIED MATLS INC3,7333,611-1226057450.51%+140
KLA CORP(KLAC)1,1551,15506718070.55%+135
SPDR SER TR
ST STR SP INS
12,78013,580+8005787070.48%+129
HESS MIDSTREAM LP(HESM)8,52510,904+2,3792703940.27%+124
SPDR GOLD TR(GLD)1,6752,107+4323204330.29%+113
SPDR SER TR
ST STR SP HOME
5,3125,512+2005086150.42%+107
PIMCO DYNAMIC INCOME FD(PDI)48,57550,202+1,6278729680.66%+96
PROGRESSIVE CORP(PGR)1,9751,97503154080.28%+94
NETFLIX INC(NFLX)723732+93524450.30%+93
ONEOK INC NEW(OKE)6,3626,636+2744475320.36%+85
VANGUARD INDEX FDS1,9291,92908439270.63%+85
ISHARES TR4,2555,063+8082743580.24%+84
LENNAR CORP(LEN)03,028+3,02805210.35%+521
REX AMERICAN RES CORP(REX)6,9006,90003264050.28%+79
SCHWAB STRATEGIC TR24,65325,302+6491,3651,4430.98%+78
LAM RESEARCH CORP(LRCX)405406+13173940.27%+77
JPMORGAN CHASE & CO(JPM)2,1422,196+543644400.30%+75
QUALCOMM INC(QCOM)2,8012,783-184054710.32%+66
SELECT SECTOR SPDR TR
ST STR SVC ETF
7,0417,042+15125750.39%+63
KRATOS DEFENSE & SEC SOLUTIO(KTOS)10,00014,400+4,4002032650.18%+62
INTERNATIONAL BUSINESS MACHS(IBM)2,0002,00003273820.26%+55
SCHWAB STRATEGIC TR43,14044,133+9931,1711,2250.83%+54
VANGUARD INDEX FDS4,0493,881-1689611,0090.69%+48
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,4596,196-2631,2431,2910.88%+47
BERKSHIRE HATHAWAY INC DEL0787+78703310.22%+331
THERMO FISHER SCIENTIFIC INC(TMO)0870+87005060.34%+506
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
16,60016,60005425840.40%+42
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,6003,60004915320.36%+41
ORACLE CORP(ORCL)02,082+2,08202610.18%+261
FISERV INC(FISV)2,1312,016-1152833220.22%+39
SIMON PPTY GROUP INC NEW(SPG)2,4202,452+323453840.26%+39
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,4778,47703193570.24%+38
DEVON ENERGY CORP NEW(DVN)6,0006,045+452723030.21%+32
SERVICENOW INC(NOW)616610-64354650.32%+30
SPDR S&P 500 ETF TR(SPY)(Put)020,000+20,000026+26
GALLAGHER ARTHUR J & CO(AJG)1,0001,002+22252510.17%+26
SCHWAB STRATEGIC TR3,8213,833+122883120.21%+24
ALLIANCEBERNSTEIN GLOBAL HIG
COM
11,38913,105+1,7161151390.09%+24
VANGUARD INTL EQUITY INDEX F12,30812,680+3725065300.36%+24
NEXTERA ENERGY PARTNERS LP(XIFR)8,2909,144+8542522750.19%+23
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
8,3048,334+304474700.32%+23
CVS HEALTH CORP(CVS)3,5543,779+2252813010.20%+21
INVESCO QQQ TR(Put)021,000+21,000020+20
SCHWAB STRATEGIC TR6,7296,744+153183320.23%+14
AMGEN INC(AMGN)1,1651,225+603363480.24%+13
ISHARES TR1,2711,272+12552680.18%+12
ADOBE INC(ADBE)01,740+1,74008780.60%+878
SCHWAB CHARLES CORP(SCHW)04,741+4,74103430.23%+343
VANECK ETF TRUST
OIL SERVICES ETF
0910+91003060.21%+306
FIDELITY NATIONAL FINANCIAL(FNF)4,1144,121+72102190.15%+9
VANGUARD INDEX FDS1,9371,842-954134210.29%+8
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
2,7542,664-902332380.16%+5
MORGAN STANLEY(MS)02,456+2,45602310.16%+231
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