Kaizen Financial Strategies [Rocket]

Holdings

Kaizen Financial Strategies

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
ALLIANCEBERNSTEIN GBL HGH IN	AWF	COM	12,083	-5,449	120,109,000	119,913,000	0.10		Hist	06/30/2023
INVESCO EXCH TRADED FD TR II	PGX	Common	13,986	-27,754	159,580,000	159,014,000	0.14		Hist	06/30/2023
GLADSTONE LAND Corp	LAND	COM	12,823	-364	211,443,000	210,963,000	0.18	0.04	Hist	06/30/2023
SOUTHWEST AIRLINES CO	LUV	Common	5,505	-4,165	212,218,000	211,775,000	0.18		Hist	06/30/2023
Trade Desk, Inc.	TTD	Common	2,642	-8,395	223,275,000	222,511,000	0.19		Hist	06/30/2023
iSHARES TRUST	IWM	Common	1,167	-1,712	223,933,000	223,342,000	0.19		Hist	06/30/2023
VanEck ETF Trust	ANGL	Common	8,050	-2,300	223,710,000	223,395,000	0.19		Hist	06/30/2023
CubeSmart	CUBE	COM	4,952	-873	226,620,000	226,317,000	0.19	0.00	Hist	06/30/2023
INVESCO EXCH TRADED FD TR II	SPLV	Common	3,750	-650	235,088,000	234,793,000	0.20		Hist	06/30/2023
Axsome Therapeutics, Inc.	AXSM	COM	3,200	-4,300	237,472,000	237,162,000	0.20		Hist	06/30/2023
INVESCO EXCHANGE TRADED FD T	RYU	Common	2,100	-500	238,046,000	237,732,000	0.20		Hist	06/30/2023
LAM RESEARCH CORP	LRCX	Common	403	-213	251,143,000	250,812,000	0.21	0.00	Hist	06/30/2023
HONEYWELL INTERNATIONAL INC	HON	Common	1,265	-271	263,768,000	263,469,000	0.23	0.00	Hist	06/30/2023
SPDR SERIES TRUST	XSW	Common	2,056	-2,874	284,789,000	284,063,000	0.24		Hist	06/30/2023
SSGA FUNDS MANAGEMENT INC	XLF	Common	8,477	-38,519	291,270,000	289,469,000	0.25		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	870	-34	300,455,000	300,136,000	0.26		Hist	06/30/2023
SPDR GOLD TRUST	GLD	GOLD SHS	1,675	-6,314	304,649,000	303,206,000	0.26		Hist	06/30/2023
VANGUARD MALVERN FUNDS	VTIP	Common	6,470	-900	305,255,000	304,878,000	0.26		Hist	06/30/2023
INTUIT INC.	INTU	Common	670	-84	319,601,000	319,238,000	0.27	0.00	Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	1,042	-8,100	322,332,000	320,299,000	0.28		Hist	06/30/2023
VanEck ETF Trust	OIH	Common	1,010	-1,511	327,028,000	326,316,000	0.28		Hist	06/30/2023
AbbVie Inc.	ABBV	COM	2,853	-93	385,069,000	384,591,000	0.33	0.00	Hist	06/30/2023
SPDR SERIES TRUST	XHB	Common	5,200	-3,613	431,132,000	430,575,000	0.37		Hist	06/30/2023
W. P. Carey Inc.	WPC	Common	6,651	-268	460,272,000	459,713,000	0.39		Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLC	Common	7,489	-3,877	500,351,000	499,569,000	0.43		Hist	06/30/2023
KLA CORP	KLAC	Common	1,165	-285	542,972,000	542,441,000	0.46	0.00	Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLV	Common	5,144	-3,931	667,177,000	665,934,000	0.57		Hist	06/30/2023
CATERPILLAR INC	CAT	Common	2,646	-985	671,116,000	670,307,000	0.57		Hist	06/30/2023
VISA INC.	V	CL A	2,872	-1,150	695,588,000	694,696,000	0.60		Hist	06/30/2023
LENNAR CORP /NEW/	LEN	CL A	5,513	-1,400	707,198,000	706,637,000	0.61		Hist	06/30/2023
STAG Industrial, Inc.	STAG	Common	19,726	-1,286	739,117,000	738,248,000	0.63		Hist	06/30/2023
iSHARES TRUST	LQD	OPTIONS	6,927	-2,760	744,908,000	743,736,000	0.64		Hist	06/30/2023
BEST BUY CO INC	BBY	Common	9,700	-211	786,513,000	785,612,000	0.67	0.00	Hist	06/30/2023
APPLIED MATERIALS INC /DE	AMAT	Common	6,216	-7,346	863,379,000	861,592,000	0.74	0.00	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHK	Common	22,353	-40,575	964,085,000	961,314,000	0.82		Hist	06/30/2023
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