Fund HoldingsKaizen Financial Strategies

Total Portfolio Value
$173.34M
Total Bought
$25.67M
Total Sold
$17.68M
Net Transaction
+$7.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
106,014234,686+128,6723,7388,3644.83%+4,626
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
052,848+52,84803,3671.94%+3,367
VANGUARD MALVERN FDS0119,448+119,44809,2495.34%+9,249
SCHWAB STRATEGIC TR0304,371+304,37106,8363.94%+6,836
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
011,041+11,04106480.37%+648
SPDR SER TR
ST STR FACTSET
03,314+3,31405300.31%+530
SPDR SER TR
ST STR SW SERV
02,760+2,76004410.25%+441
GLOBAL X FDS
S&P 500 COVERED
29,53242,207+12,6751,2371,6670.96%+429
GLOBAL X FDS
NASDAQ 100 COVER
61,30789,714+28,4071,1171,4920.86%+375
GARMIN LTD(GRMN)01,692+1,69203670.21%+367
WILLIAMS SONOMA INC(WSM)02,080+2,08003290.19%+329
WORLD GOLD TR(GLDM)05,073+5,07303140.18%+314
TEMPLETON EMERGING MKTS INCO66,645115,179+48,5343426200.36%+278
SCHWAB STRATEGIC TR0126,810+126,81004,1542.40%+4,154
BLUE OWL CAPITAL INC(OBDC)012,425+12,42502490.14%+249
ISHARES TR04,420+4,42002450.14%+245
INVESCO EXCH TRADED FD TR II03,185+3,18502380.14%+238
ISHARES INC06,100+6,10002320.13%+232
SPDR S&P 500 ETF TR(SPY)27,14028,840+1,70015,90616,1339.31%+227
COSTCO WHSL CORP NEW(COST)01,119+1,11901,0590.61%+1,059
ABBOTT LABS01,599+1,59902120.12%+212
NOVO-NORDISK A S(NVO)02,982+2,98202070.12%+207
NUSCALE PWR CORP(SMR)014,441+14,44102040.12%+204
ISHARES TR1,6492,851+1,2023645690.33%+204
ISHARES INC05,000+5,00002040.12%+204
VANECK ETF TRUST
FALLEN ANGEL HG
06,950+6,95002010.12%+201
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,86614,546+3,6805257250.42%+199
SPDR DOW JONES INDL AVERAGE(DIA)4,5155,039+5241,9212,1161.22%+195
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,6947,295+1,6011,3241,5060.87%+182
ABBVIE INC(ABBV)04,200+4,20008800.51%+880
SPDR SER TR
ST STR SP SEMI
1,1252,075+9502804170.24%+137
ELI LILLY & CO(LLY)0813+81306710.39%+671
NEXTERA ENERGY INC(NEE)11,14014,353+3,2134565830.34%+127
EASTERLY GOVT PPTYS INC(DEA)010,505+10,50501110.06%+111
ARIS WATER SOLUTIONS INC22,37719,850-2,5275366360.37%+100
ALLIANCEBERNSTEIN GLOBAL HIG
COM
13,84222,926+9,0841492460.14%+97
VISA INC(V)2,6852,697+128499450.55%+97
ARCHER AVIATION INC(ACHR)32,85457,151+24,2973204060.23%+86
GE AEROSPACE(GE)02,516+2,51605040.29%+504
KINROSS GOLD CORP(KGC)030,100+30,10003800.22%+380
AMGEN INC(AMGN)1,5531,565+124054870.28%+83
CHEVRON CORP NEW(CVX)2,2862,465+1793314120.24%+81
SCHWAB STRATEGIC TR045,433+45,43301,3990.81%+1,399
META PLATFORMS INC(META)1,5381,690+1529009740.56%+74
PROGRESSIVE CORP(PGR)1,6501,654+43954680.27%+73
SELECT SECTOR SPDR TR
ST STR REAL ETF
019,508+19,50808160.47%+816
HESS MIDSTREAM LP(HESM)12,41912,591+1724605320.31%+73
UNITEDHEALTH GROUP INC(UNH)0525+52502750.16%+275
OKLO INC(OKLO)10,67013,520+2,8502272920.17%+66
LULULEMON ATHLETICA INC(LULU)6211,069+4482373030.17%+65
VANGUARD INTL EQUITY INDEX F015,474+15,47407000.40%+700
GALLAGHER ARTHUR J & CO(AJG)907911+42573140.18%+57
SCHWAB STRATEGIC TR13,96217,604+3,6423614120.24%+51
PIMCO DYNAMIC INCOME FD(PDI)032,347+32,34706400.37%+640
FIDELITY NATIONAL FINANCIAL(FNF)3,9484,136+1882222690.16%+48
NETFLIX INC(NFLX)0534+53404980.29%+498
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,780+3,78002980.17%+298
ENTERGY CORP NEW(ETR)4,9004,867-333724160.24%+45
SPDR SER TR
ST STR SP TELCO
5,4106,150+7405796150.35%+36
KRATOS DEFENSE & SEC SOLUTIO(KTOS)17,70016,900-8004675020.29%+35
SLM CORP(SLM)8,5389,177+6392352700.16%+34
3M CO(MMM)2,0001,974-262582900.17%+32
STAG INDL INC(STAG)016,490+16,49005960.34%+596
PALANTIR TECHNOLOGIES INC(PLTR)7,3486,932-4165565850.34%+29
GILEAD SCIENCES INC(GILD)2,4072,220-1872222490.14%+26
JPMORGAN CHASE & CO.(JPM)2,0542,061+74925060.29%+13
BERKSHIRE HATHAWAY INC DEL707624-833203320.19%+12
SCHLUMBERGER LTD(SLB)5,5005,314-1862112220.13%+11
PROSHARES TR(Call)
ULTRAPRO QQQ
014,400+14,40006+6
SERVICENOW INC(NOW)203277+742152210.13%+5
ONEOK INC NEW(OKE)6,7216,790+696756740.39%-1
LAM RESEARCH CORP(LRCX)5,0364,963-733643610.21%-3
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
8,5458,54505425380.31%-4
CUBESMART(CUBE)04,691+4,69102000.12%+200
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
2,4752,47502222160.12%-6
SIMON PPTY GROUP INC NEW(SPG)2,1212,148+273653570.21%-9
EOS ENERGY ENTERPRISES INC(EOSE)10,70010,700052400.02%-12
SELECT SECTOR SPDR TR
ST STR SVC ETF
6,3646,266-986166040.35%-12
THERMO FISHER SCIENTIFIC INC(TMO)0607+60703020.17%+302
MORGAN STANLEY(MS)2,5312,617+863183050.18%-13
HONEYWELL INTL INC(HON)1,2471,257+102822660.15%-16
LEIDOS HOLDINGS INC(LDOS)1,7401,74002512350.14%-16
SCHWAB STRATEGIC TR11,30811,342+343132970.17%-16
ENERGY TRANSFER L P(ET)11,86611,612-2542322160.12%-17
BANK AMERICA CORP305286-193713540.20%-18
QUALCOMM INC(QCOM)3,0652,949-1164714530.26%-18
SCHWAB STRATEGIC TR69,26066,869-2,3911,6821,6620.96%-20
ISHARES TR0773+77304340.25%+434
FISERV INC(FISV)1,9761,735-2414063830.22%-23
FIRST TR EXCHANGE-TRADED FD
WTR ETF
4,1123,916-1964203940.23%-25
ARGAN INC4,7704,77006546260.36%-28
FEDERAL RLTY INVT TR NEW(FRT)2,1722,195+232432150.12%-28
ALLISON TRANSMISSION HLDGS I(ALSN)2,6002,60002812490.14%-32
SPDR GOLD TR(GLD)1,5341,177-3573713390.20%-32
JOBY AVIATION INC(JOBY)16,80416,80401371010.06%-35
VANGUARD INDEX FDS1,9621,960-24714350.25%-37
SCHWAB STRATEGIC TR118,651118,327-3242,7602,7231.57%-37
AXON ENTERPRISE INC(AXON)577578+13433040.18%-39
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,1171,069-482512110.12%-40
LENNAR CORP(LEN)03,031+3,03103480.20%+348
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