Kaizen Financial Strategies
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Joby Aviation, Inc. | $147.9K | 0.1% |
| CLEVELAND-CLIFFS INC. | $166.3K | 0.1% |
| DIREXION SHS ETF TR | $201.5K | 0.1% |
| Fidelity National Financial Inc | $208.1K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $208.5K | 0.1% |
| SCHWAB CHARLES CORP | $209.9K | 0.1% |
| AES CORP | $210.8K | 0.1% |
| VANECK ETF TRUST | $212.6K | 0.1% |
| VANGUARD BD INDEX FDS | $212.8K | 0.1% |
| SPDR SERIES TRUST | $213.7K | 0.1% |
| NUSCALE POWER Corp | $215.0K | 0.1% |
| LISTED FDS TR | $217.4K | 0.1% |
| CUBESMART | $221.1K | 0.1% |
| SPDR SERIES TRUST | $222.1K | 0.1% |
| BANK OF AMERICA CORP /DE | $228.5K | 0.1% |
| SPDR SERIES TRUST | $230.9K | 0.1% |
| SLM Corp | $231.1K | 0.1% |
| SPROTT ASSET MANAGEMENT LP | $231.8K | 0.1% |
| Intuitive Surgical Inc | $232.8K | 0.1% |
| SELECT SECTOR SPDR TR | $233.1K | 0.1% |
| Main Street Capital CORPMAIN | $235.9K | 0.1% |
| EMCOR Group Inc | $240.4K | 0.1% |
| Allison Transmission Holdings Inc | $244.8K | 0.1% |
| Lululemon Athletica Inc | $247.3K | 0.1% |
| DIREXION SHS ETF TR | $248.3K | 0.1% |
| HONEYWELL INTERNATIONAL INC | $250.0K | 0.1% |
| DIREXION SHS ETF TR | $253.6K | 0.1% |
| SPDR SERIES TRUST | $269.3K | 0.1% |
| ISHARES INC | $270.2K | 0.1% |
| GILEAD SCIENCES, INC. | $277.5K | 0.1% |
| FRANKLIN TEMPLETON ETF TR | $284.1K | 0.1% |
| 3M CO | $293.0K | 0.1% |
| DIMENSIONAL ETF TRUST | $295.6K | 0.1% |
| ISHARES TR | $296.7K | 0.1% |
| Sandisk Corp | $296.7K | 0.1% |
| Newmont Corp | $296.9K | 0.1% |
| ISHARES INC | $306.4K | 0.1% |
| Alibaba Group Holding LtdBABA | $307.8K | 0.1% |
| ARM HOLDINGS PLC /UKARM | $311.5K | 0.1% |
| Leidos Holdings Inc | $313.9K | 0.1% |
| DIREXION SHS ETF TR | $319.8K | 0.1% |
| Hess Midstream LP | $320.6K | 0.1% |
| WORLD GOLD TR | $322.7K | 0.1% |
| Axon Enterprise Inc | $326.6K | 0.1% |
| ISHARES INC | $328.9K | 0.1% |
| Palo Alto Networks Inc | $333.4K | 0.1% |
| VANGUARD CALIF TAX FREE FDS | $336.5K | 0.1% |
| SCHWAB STRATEGIC TR | $345.2K | 0.2% |
| ISHARES TR | $347.2K | 0.2% |
| NEOS ETF TRUST | $350.5K | 0.2% |