Kaizen Financial Strategies - Portfolio overview

Kaizen Financial Strategies has 183 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 7.54%
2. SCHG - SCHWAB STRATEGIC TR, 7.30%
3. AAPL - APPLE INC, 6.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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