Kaizen Financial Strategies
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| JPMORGAN CHASE & CO | $759.2K | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $746.4K | 0.3% |
| SELECT SECTOR SPDR TR | $738.3K | 0.3% |
| ISHARES TR | $728.7K | 0.3% |
| CATERPILLAR INC | $690.2K | 0.3% |
| SCHWAB STRATEGIC TR | $688.9K | 0.3% |
| iShares MSCI UAE ETF | $662.7K | 0.3% |
| NEXTERA ENERGY INC | $647.2K | 0.3% |
| SPDR SERIES TRUST | $646.4K | 0.3% |
| PIMCO Dynamic Income FundPDI | $638.6K | 0.3% |
| Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. | $629.7K | 0.3% |
| KINROSS GOLD CORP | $628.0K | 0.3% |
| ISHARES TR | $623.5K | 0.3% |
| STAG Industrial, Inc. | $615.6K | 0.3% |
| AMERICAN EXPRESS CO | $614.5K | 0.3% |
| Archer Aviation Inc. | $609.5K | 0.3% |
| FIRST TR EXCHANGE TRADED FD | $598.6K | 0.3% |
| UNITED STATES LIME & MINERALS INCUSLM | $596.1K | 0.3% |
| Oklo Inc. | $591.4K | 0.3% |
| SPDR SERIES TRUST | $591.3K | 0.3% |
| APPLIED MATERIALS INC /DE | $576.5K | 0.3% |
| PROSHARES TR II | $571.2K | 0.3% |
| ROYAL GOLD INC | $571.1K | 0.3% |
| URANIUM ENERGY CORP | $554.9K | 0.2% |
| SPDR GOLD TR | $545.7K | 0.2% |
| Netflix Inc | $511.7K | 0.2% |
| ISHARES TR | $507.7K | 0.2% |
| CARDINAL HEALTH INC | $505.5K | 0.2% |
| SPDR SERIES TRUST | $502.5K | 0.2% |
| PROGRESSIVE CORP/OH | $470.9K | 0.2% |
| VANGUARD WHITEHALL FDS | $470.9K | 0.2% |
| Western Midstream Partners LP | $462.7K | 0.2% |
| ORACLE CORP | $452.7K | 0.2% |
| ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC | $452.6K | 0.2% |
| AMGEN INC | $448.2K | 0.2% |
| Western Digital Corp | $443.8K | 0.2% |
| ISHARES TR | $442.1K | 0.2% |
| ISHARES TR | $441.8K | 0.2% |
| ENTERGY CORP /DE | $441.6K | 0.2% |
| UNITED STS OIL FD LP | $440.7K | 0.2% |
| GRAYSCALE BITCOIN MINI TR ET | $431.3K | 0.2% |
| SPDR SERIES TRUST | $430.1K | 0.2% |
| AMPLIFY ETF TR | $427.8K | 0.2% |
| PROSHARES TR | $424.0K | 0.2% |
| ISHARES INC | $423.8K | 0.2% |
| GE Vernova Inc. | $423.3K | 0.2% |
| VANGUARD INDEX FDS | $415.0K | 0.2% |
| VANECK ETF TRUST | $414.7K | 0.2% |
| Morgan Stanley | $403.2K | 0.2% |
| SCHWAB STRATEGIC TR | $402.1K | 0.2% |