Kaizen Financial Strategies
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF TR | $18.94M | 8.4% |
| SCHWAB STRATEGIC TR | $17.74M | 7.8% |
| Apple Inc. | $16.11M | 7.1% |
| CAPITAL GROUP DIVIDEND VALUE | $13.31M | 5.9% |
| NVIDIA Corp | $10.07M | 4.4% |
| VANGUARD MALVERN FDS | $10.06M | 4.4% |
| SCHWAB STRATEGIC TR | $8.01M | 3.5% |
| Alphabet Inc. | $7.44M | 3.3% |
| J P MORGAN EXCHANGE TRADED F | $5.94M | 2.6% |
| Amazon.com Inc | $5.13M | 2.3% |
| Blackstone Inc | $4.18M | 1.8% |
| SCHWAB STRATEGIC TR | $3.83M | 1.7% |
| VANGUARD SPECIALIZED FUNDS | $3.80M | 1.7% |
| MICROSOFT CORP | $3.64M | 1.6% |
| Alphabet Inc. | $3.57M | 1.6% |
| VANECK ETF TRUST | $3.43M | 1.5% |
| Tesla Inc | $3.00M | 1.3% |
| INVESCO QQQ TR | $2.47M | 1.1% |
| SCHWAB STRATEGIC TR | $2.35M | 1.0% |
| SCHWAB STRATEGIC TR | $2.18M | 1.0% |
| SELECT SECTOR SPDR TR | $1.97M | 0.9% |
| SPDR DOW JONES INDL AVERAGE | $1.97M | 0.9% |
| ELI LILLY & Co | $1.94M | 0.9% |
| NEOS ETF TRUST | $1.91M | 0.8% |
| NEOS ETF TRUST | $1.87M | 0.8% |
| SCHWAB STRATEGIC TR | $1.79M | 0.8% |
| SCHWAB STRATEGIC TR | $1.58M | 0.7% |
| VANGUARD INDEX FDS | $1.39M | 0.6% |
| Meta Platforms Inc | $1.39M | 0.6% |
| ADVANCED MICRO DEVICES INC | $1.20M | 0.5% |
| Salesforce Inc | $1.15M | 0.5% |
| Kratos Defense & Security Solutions Inc | $1.15M | 0.5% |
| Templeton Emerging Markets Income Fund | $1.11M | 0.5% |
| AMPLIFY ETF TR | $1.09M | 0.5% |
| Argan, Inc. | $1.07M | 0.5% |
| VANGUARD SCOTTSDALE FDS | $1.04M | 0.5% |
| VANGUARD MALVERN FDS | $1.03M | 0.5% |
| SCHWAB STRATEGIC TR | $969.4K | 0.4% |
| Palantir Technologies Inc | $967.7K | 0.4% |
| Visa Inc | $947.1K | 0.4% |
| VANGUARD INDEX FDS | $945.8K | 0.4% |
| AbbVie Inc. | $945.8K | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $943.1K | 0.4% |
| ETF SER SOLUTIONS | $922.9K | 0.4% |
| SPDR SERIES TRUST | $918.6K | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $885.5K | 0.4% |
| SELECT SECTOR SPDR TR | $884.4K | 0.4% |
| SELECT SECTOR SPDR TR | $861.7K | 0.4% |
| LAM RESEARCH CORP | $785.7K | 0.3% |
| GENERAL ELECTRIC CO | $774.0K | 0.3% |