Fund HoldingsKaizen Financial Strategies

Total Portfolio Value
$118.22M
Total Bought
$16.75M
Total Sold
$14.71M
Net Transaction
+$2.05M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TESLA INC(TSLA)5,17315,866+10,6931,4073,9703.36%+2,563
SCHWAB STRATEGIC TR059,429+59,42902,5082.12%+2,508
SPDR DOW JONES INDL AVERAGE(DIA)2,9287,860+4,9321,0062,6332.23%+1,626
SCHWAB STRATEGIC TR94,257115,194+20,9377,1058,3777.09%+1,272
SCHWAB STRATEGIC TR025,389+25,38901,2311.04%+1,231
SCHWAB STRATEGIC TR042,402+42,40201,1120.94%+1,112
SCHWAB STRATEGIC TR020,003+20,00301,1020.93%+1,102
SCHWAB STRATEGIC TR123,777146,109+22,3325,7016,4625.47%+761
VANGUARD INDEX FDS01,920+1,92007540.64%+754
ONEOK INC NEW(OKE)06,397+6,39704060.34%+406
VANECK ETF TRUST
SEMICONDUCTR ETF
9,62712,791+3,1641,4871,8541.57%+367
SCHWAB STRATEGIC TR65,95085,573+19,6232,3482,7112.29%+362
SCHWAB STRATEGIC TR99,561113,931+14,3703,2633,6083.05%+346
BLACKSTONE INC(BX)30,24630,534+2882,9703,2712.77%+302
NETFLIX INC(NFLX)0722+72202730.23%+273
SELECT SECTOR SPDR TR
ST STR REAL ETF
07,575+7,57502580.22%+258
ISHARES TR6,9279,786+2,8597459980.84%+253
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
03,054+3,05402280.19%+228
KENVUE INC(KVUE)010,900+10,90002190.19%+219
INTER PARFUMS INC(IPAR)01,600+1,60002150.18%+215
ALPHABET INC(GOOG)15,78315,114-6691,8771,9781.67%+101
INTUITIVE MACHINES INC(LUNR)021,900+21,9000800.07%+80
GLOBAL X FDS
NASDAQ 100 COVER
015,000+15,00002520.21%+252
AMGEN INC(AMGN)1,1501,159+92593110.26%+52
DELL TECHNOLOGIES INC(DELL)03,800+3,80002620.22%+262
DROPBOX INC(DBX)(Call)020,000+20,000042+42
REX AMERICAN RES CORP(REX)6,9006,90002422810.24%+39
MERCADOLIBRE INC(MELI)215213-22452700.23%+25
UNITEDHEALTH GROUP INC(UNH)625603-222833040.26%+22
VANECK ETF TRUST
OIL SERVICES ETF
1,0101,01003273480.29%+21
SPDR SER TR
ST STR SP INS
6,8306,83002812910.25%+9
COMFORT SYS USA INC(FIX)1,5501,55002552640.22%+9
GENWORTH FINL INC(GNW)032,200+32,20001890.16%+189
ABBVIE INC(ABBV)2,8532,624-2293853910.33%+6
CVS HEALTH CORP(CVS)3,4533,526+732432460.21%+3
LAM RESEARCH CORP(LRCX)403404+12512530.21%+2
VANGUARD MALVERN FDS6,4706,450-203053050.26%-0
ALLIANCEBERNSTEIN GLOBAL HIG
COM
012,302+12,30201190.10%+119
TIDAL ETF TR7,8007,600-2002552540.21%-1
BERKSHIRE HATHAWAY INC DEL870853-173002990.25%-2
ALLBIRDS INC020,500+20,5000230.02%+23
CATERPILLAR INC(CAT)2,6462,450-1966716690.57%-2
VANECK ETF TRUST
FALLEN ANGEL HG
08,050+8,05002180.18%+218
JPMORGAN CHASE & CO(JPM)2,1332,137+43163100.26%-6
INVESCO EXCH TRADED FD TR II013,986+13,98601530.13%+153
BANK AMERICA CORP194197+32262190.19%-7
SELECT SECTOR SPDR TR
ST STR SVC ETF
7,4897,491+25004910.42%-9
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,4778,47702912810.24%-10
SCHWAB CHARLES CORP(SCHW)6,7206,933+2133933810.32%-12
KLA CORP(KLAC)1,1651,155-105435300.45%-13
AXSOME THERAPEUTICS INC(AXSM)3,2003,20002372240.19%-14
INVESCO EXCH TRADED FD TR II3,7503,75002352200.19%-15
VANGUARD INTL EQUITY INDEX F05,161+5,16102020.17%+202
INVESCO QQQ TR4,7954,942+1471,7881,7701.50%-17
SPDR GOLD TR(GLD)1,6751,67503052870.24%-17
ISHARES TR1,1671,16702242060.17%-18
META PLATFORMS INC(META)1,0421,013-293223040.26%-18
GRUPO AEROPORTUARIO DEL CENT(OMAB)5,2565,095-1614614430.37%-18
SCHWAB STRATEGIC TR3,8053,803-22772570.22%-19
ADVANCED MICRO DEVICES INC(AMD)5,2195,619+4005985780.49%-20
THERMO FISHER SCIENTIFIC INC(TMO)1,0691,06905625410.46%-21
FEDERAL RLTY INVT TR NEW(FRT)2,5552,580+252552340.20%-21
ISHARES TR4,2334,23302632420.20%-21
BANK AMERICA CORP7,8737,673-2002312100.18%-21
ISHARES TR1,0611,058-34764540.38%-21
BERRY GLOBAL GROUP INC4,4254,350-752932690.23%-24
SPDR SER TR
ST STR SP HOME
5,2005,300+1004314060.34%-25
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
1,66016,600+14,9404944670.40%-27
GLADSTONE LD CORP012,582+12,58201790.15%+179
FISERV INC(FISV)2,1482,132-162742410.20%-33
HONEYWELL INTL INC(HON)1,2651,243-222642300.19%-34
SIMON PPTY GROUP INC NEW(SPG)2,3772,37702912570.22%-34
VISA INC(V)2,8722,873+16966610.56%-35
STAG INDL INC(STAG)19,72620,372+6467397030.59%-36
SNAP ON INC(SNA)98098002872500.21%-37
LOCKHEED MARTIN CORP(LMT)70970903282900.25%-38
ISHARES TR010,000+10,00001460.12%+146
ORACLE CORP(ORCL)4,0934,09304754340.37%-41
SPDR SER TR
ST STR SW SERV
2,0561,917-1392852430.21%-42
CHURCH & DWIGHT CO INC(CHD)3,6173,410-2073553120.26%-43
QUALCOMM INC(QCOM)3,6163,463-1534293850.33%-45
ZILLOW GROUP INC(Z)5,5005,300-2002912450.21%-46
WP CAREY INC(WPC)6,6517,649+9984604140.35%-47
MORGAN STANLEY(MS)4,6684,325-3434003530.30%-47
SUMMIT MATLS INC9,4409,339-1013462910.25%-55
SPDR SER TR
ST STR FACTSET
2,8602,737-1233943390.29%-56
BRUNSWICK CORP(BC)3,0552,721-3342712150.18%-56
GLOBAL X FDS
S&P 500 COVERED
10,5779,755-8224373790.32%-58
SERVICENOW INC(NOW)750630-1204213520.30%-69
ZILLOW GROUP INC(Z)(Call)012,000+12,000071+71
SCHWAB STRATEGIC TR22,35321,528-8259648890.75%-75
VANGUARD INDEX FDS4,5944,440-1541,0229430.80%-79
BEST BUY INC(BBY)9,70010,138+4387877040.60%-82
SELECT SECTOR SPDR TR
ST STR TECHN ETF
7,0426,959-831,2251,1410.96%-84
ADOBE INC(ADBE)2,2242,042-1821,1281,0410.88%-87
PIMCO DYNAMIC INCOME FD(PDI)51,21550,978-2379708810.75%-89
NVIDIA CORPORATION(NVDA)6,9516,784-1673,0522,9512.50%-101
FRONTIER GROUP HLDGS INC(ULCC)000000
ALPHABET INC(GOOG)24,65621,524-3,1322,9492,8382.40%-111
LENNAR CORP(LEN)5,5135,191-3227075830.49%-125
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