Fund HoldingsKaizen Financial Strategies

Total Portfolio Value
$160.38M
Total Bought
$37.43M
Total Sold
$30.86M
Net Transaction
+$6.57M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD MALVERN FDS098,616+98,61607,6074.74%+7,607
SCHWAB STRATEGIC TR0125,610+125,61004,4832.80%+4,483
APPLE INC(AAPL)066,602+66,602014,5729.09%+14,572
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
073,178+73,17802,5461.59%+2,546
SCHWAB STRATEGIC TR033,716+33,71602,2931.43%+2,293
SCHWAB STRATEGIC TR025,776+25,77601,5360.96%+1,536
SCHWAB STRATEGIC TR97,750130,547+32,7974,3495,8543.65%+1,505
SCHWAB STRATEGIC TR044,738+44,73801,3040.81%+1,304
NVIDIA CORPORATION(NVDA)5,96562,650+56,6855,3906,4994.05%+1,109
SCHWAB STRATEGIC TR123,636128,868+5,23211,46412,5487.82%+1,084
SPDR S&P 500 ETF TR(SPY)24,15525,034+87912,63513,5688.46%+934
TESLA INC(TSLA)016,284+16,28403,6252.26%+3,625
SCHWAB STRATEGIC TR104,859123,889+19,0303,5374,1492.59%+612
VANGUARD SPECIALIZED FUNDS43,51344,946+1,4337,9468,4615.28%+515
UNITED STS LIME & MINERALS I(USLM)05,710+5,71004710.29%+471
PROSHARES TR
BITCOIN ETF
020,450+20,45004690.29%+469
GE AEROSPACE(GE)02,503+2,50304190.26%+419
BLACKSTONE INC(BX)31,60832,198+5904,1524,5512.84%+398
ARGAN INC04,800+4,80003720.23%+372
VANGUARD MALVERN FDS04,524+4,52403490.22%+349
VICTORY CAP HLDGS INC(VCTR)06,550+6,55003430.21%+343
ARM HOLDINGS PLC02,500+2,50003320.21%+332
ELI LILLY & CO(LLY)0408+40803220.20%+322
COSTAMARE INC(CMRE)022,800+22,80003190.20%+319
GRUPO AEROPORTUARIO DEL SURE01,030+1,03003060.19%+306
ENTERGY CORP NEW(ETR)02,450+2,45002850.18%+285
ISHARES TR01,000+1,00002820.18%+282
ADOBE INC(ADBE)1,7402,128+3888781,1460.71%+268
ARIS WATER SOLUTIONS INC015,500+15,50002650.17%+265
SPDR SER TR
ST STR P500VAL
05,031+5,03102560.16%+256
LEIDOS HOLDINGS INC(LDOS)01,750+1,75002550.16%+255
NEXTERA ENERGY INC(NEE)03,257+3,25702420.15%+242
UNITED AIRLS HLDGS INC(UAL)05,150+5,15002400.15%+240
PALANTIR TECHNOLOGIES INC(PLTR)08,700+8,70002290.14%+229
NEWMONT CORP(NEM)04,815+4,81502280.14%+228
GRUPO AEROPORTUARIO DEL CENT(OMAB)03,434+3,43402280.14%+228
ISHARES INC05,000+5,00002210.14%+221
C3 AI INC(AI)07,990+7,99002120.13%+212
ENERGY TRANSFER L P(ET)012,720+12,72002060.13%+206
OSCAR HEALTH INC(OSCR)011,225+11,22501950.12%+195
GLOBAL X FDS
S&P 500 COVERED
22,25827,484+5,2269081,1030.69%+195
FIRST TR EXCHANGE-TRADED FD
WTR ETF
2,3164,021+1,7052364290.27%+192
VANECK ETF TRUST
SEMICONDUCTR ETF
10,18610,750+5642,2922,4671.54%+175
BANK AMERICA CORP0300+30003620.23%+362
TEMPLETON EMERGING MKTS INCO027,736+27,73601540.10%+154
ALPHABET INC(GOOG)16,11515,185-9302,4322,5861.61%+154
ISHARES TR4,8255,813+9885667140.45%+149
GLOBAL X FDS
NASDAQ 100 COVER
44,66554,887+10,2228009440.59%+144
ALPHABET INC(GOOG)017,647+17,64703,0331.89%+3,033
ISHARES TR01,015+1,01505530.34%+553
ABBVIE INC(ABBV)3,3563,977+6216117430.46%+132
EL POLLO LOCO HLDGS INC011,000+11,00001310.08%+131
KRATOS DEFENSE & SEC SOLUTIO(KTOS)14,40017,200+2,8002653850.24%+120
VANGUARD INTL EQUITY INDEX F12,68014,950+2,2705306500.41%+120
ARCHER AVIATION INC(ACHR)027,500+27,50001160.07%+116
VANGUARD INDEX FDS1,3841,836+4523614760.30%+115
VANGUARD INDEX FDS1,9292,042+1139271,0170.63%+90
ISHARES TR1,2721,544+2722683440.21%+76
SELECT SECTOR SPDR TR
ST STR REAL ETF
12,67313,590+9175015610.35%+60
SPDR SER TR
ST STR SP SEMI
8751,125+2502032610.16%+58
LAM RESEARCH CORP(LRCX)406523+1173944470.28%+52
STAG INDL INC(STAG)018,459+18,45907530.47%+753
AMPLIFY ETF TR4,1284,930+8022653120.19%+47
AMGEN INC(AMGN)1,2251,179-463483930.25%+45
SELECT SECTOR SPDR TR
ST STR MATER ETF
2,2152,716+5012062480.15%+42
INVESCO QQQ TR4,5304,483-472,0112,0511.28%+40
GALLAGHER ARTHUR J & CO(AJG)1,0021,004+22512860.18%+36
VANGUARD INDEX FDS1,8421,949+1074214520.28%+31
SPDR SER TR
ST STR SP METAL
3,4203,820+4002062360.15%+30
FEDERAL RLTY INVT TR NEW(FRT)02,151+2,15102450.15%+245
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,4778,821+3443573870.24%+30
COSTCO WHSL CORP NEW(COST)670640-304915190.32%+27
MORGAN STANLEY(MS)2,4562,474+182312570.16%+25
PALO ALTO NETWORKS INC(PANW)810800-102302540.16%+24
CUBESMART(CUBE)05,181+5,18102520.16%+252
HESS MIDSTREAM LP(HESM)10,90411,004+1003944150.26%+21
ORACLE CORP(ORCL)2,0822,083+12612830.18%+21
SCHWAB STRATEGIC TR12,60512,620+156396600.41%+21
EOS ENERGY ENTERPRISES INC(EOSE)010,700+10,7000200.01%+20
GLADSTONE LD CORP012,045+12,04501800.11%+180
ZOETIS INC(ZTS)1,3781,379+12332510.16%+18
LENNAR CORP(LEN)3,0282,979-495215380.34%+17
ONEOK INC NEW(OKE)6,6366,622-145325480.34%+16
VISA INC(V)02,779+2,77907310.46%+731
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,1966,198+21,2911,3010.81%+10
PROSHARES TR(Call)
BITCOIN ETF
016,000+16,000010+10
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
16,60016,60005845940.37%+10
FIDELITY NATIONAL FINANCIAL(FNF)4,1214,134+132192280.14%+9
FISERV INC(FISV)2,0162,01603223290.21%+7
INVESCO EXCH TRADED FD TR II03,050+3,05002070.13%+207
SIMON PPTY GROUP INC NEW(SPG)2,4522,507+553843880.24%+4
SCHWAB STRATEGIC TR6,7446,565-1793323350.21%+3
ALLIANCEBERNSTEIN GLOBAL HIG
COM
13,10513,435+3301391420.09%+3
VANGUARD MALVERN FDS05,450+5,45002640.16%+264
CATERPILLAR INC(CAT)(Put)000000
SCHWAB STRATEGIC TR3,8333,846+133123100.19%-2
HONEYWELL INTL INC(HON)01,234+1,23402500.16%+250
VANECK ETF TRUST
FALLEN ANGEL HG
07,450+7,45002140.13%+214
PIMCO DYNAMIC INCOME FD(PDI)50,20250,950+7489689660.60%-3
ISHARES TR(Put)000000
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