News + Filings Holdings
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Kaizen Financial Strategies
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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FLEXSHARES TRUST
| TDTF | Common | 0 | -96,574 | 0 | -2,618,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| HYG | Common | 0 | -24,978 | 0 | -2,055,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHP | Common | 0 | -32,722 | 0 | -1,987,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SPYV | S&P 500 VALUE | 0 | -30,709 | 0 | -1,282,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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UNITED RENTALS, INC.
| URI | Common | 0 | -2,293 | 0 | -814,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| EWRE | Common | 0 | -19,910 | 0 | -807,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Fidelity National Financial, Inc.
| FNF | Common | 0 | -15,831 | 0 | -773,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLY | Common | 0 | -4,015 | 0 | -743,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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METLIFE INC
| MET | Common | 0 | -10,564 | 0 | -742,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Paramount Global
| CBS | Common | 0 | -18,854 | 0 | -713,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INTEL CORP
| INTC | Common | 0 | -14,026 | 0 | -695,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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QUANTA SERVICES, INC.
| PWR | Common | 0 | -5,000 | 0 | -658,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VanEck ETF Trust
| MOO | Common | 0 | -6,100 | 0 | -638,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHF | Common | 0 | -15,383 | 0 | -565,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INTERNATIONAL PAPER CO /NEW/
| IP | Common | 0 | -12,088 | 0 | -558,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IHI | Common | 0 | -9,040 | 0 | -551,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VanEck ETF Trust
| REMX | Common | 0 | -4,510 | 0 | -533,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TWITTER, INC.
| TWTR | COM | 0 | -11,957 | 0 | -463,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Airbnb, Inc.
| ABNB | COM CL A | 0 | -2,633 | 0 | -452,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MP Materials Corp. / DE
| MP | Common | 0 | -7,800 | 0 | -447,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NUVEEN MUN HIGH INCOME OPP F
| NMZ | COM | 0 | -32,227 | 0 | -419,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AMERICAN TOWER CORP /MA/
| AMT | COM | 0 | -1,620 | 0 | -407,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Upstart Holdings, Inc.
| UPST | Common | 0 | -3,725 | 0 | -406,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TR RL EST SEL SEC
| XLRE | STOCK | 0 | -8,385 | 0 | -405,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHO | Common | 0 | -7,966 | 0 | -395,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NETFLIX INC
| NFLX | Common | 0 | -996 | 0 | -373,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PayPal Holdings, Inc.
| PYPL | COM | 0 | -3,217 | 0 | -372,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Snowflake Inc.
| SNOW | Common | 0 | -1,500 | 0 | -344,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Affirm Holdings, Inc.
| AFRM | COM | 0 | -7,385 | 0 | -342,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PennyMac Mortgage Investment Trust
| PMT | Common | 0 | -19,713 | 0 | -333,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLB | SBI MATERIALS | 0 | -3,703 | 0 | -326,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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KKR & Co. Inc.
| KKR | common | 0 | -5,579 | 0 | -326,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CrowdStrike Holdings, Inc.
| CRWD | Common | 0 | -1,400 | 0 | -318,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Walgreens Boots Alliance, Inc.
| WBA | COM | 0 | -6,974 | 0 | -312,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| XMMO | Common | 0 | -3,482 | 0 | -301,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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