Instuitional Investor - Kaizen Financial Strategies

Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 26,225 $18,401,297 7.78%
2. SCHD 554,386 $17,812,438 7.53%
3. AAPL 57,584 $15,167,535 6.41%
4.
Capital Group Dividend Value
277,840 $12,611,139 5.33%
5. NVDA 51,976 $10,309,363 4.36%