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Home > Institutional Investor > Kaizen Financial Strategies > Profile

Instuitional Investor - Kaizen Financial Strategies

Fund Profile
Filing Period:
Fund Name: Kaizen Financial Strategies
Portfolio Value $196,846,210
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 26,858 $16,594,392 8.43%
2.
Schwab Strategic Trust
 FNDF 534,786 $15,621,099 7.94%
3.
Apple Inc.
 AAPL 61,808 $12,681,093 6.44%
4.
Capital Group Dividend Value
 247,459 $9,772,156 4.96%
5.
Vanguard Malvern Fds - CORE BD ETF
 122,783 $9,525,496 4.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)