Kaizen Financial Strategies

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$172M
Signature - Title
John Stachnick - Chief Compliance Officer
Location
Campbell, CA
Summary
This page shows a list of all the recent 13F filings made by Kaizen Financial Strategies. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kaizen Financial Strategies reported 135 stock holdings with total value $172M as of Q3 2024. Top holdings included AAPL, SPY, SCHG, VIG, and VCRB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 135 $172M +$9.03M -$6.15M +$2.88M AAPL, SPY, SCHG, VIG, VCRB 13F-HR 11/4/2024, 12:46 PM
Q2 2024 132 $159M +$30.2M -$19.5M +$10.7M AAPL, SPY, SCHG, VIG, VCRB 13F-HR 8/2/2024, 05:37 PM
Q1 2024 123 $147M +$13.6M -$6.64M +$6.92M SPY, SCHG, AAPL, VIG, SCHZ 13F-HR 5/2/2024, 09:22 PM
Q4 2023 115 $132M +$6.98M -$7.43M -$451K AAPL, SPY, SCHG, VIG, SCHZ 13F-HR 1/18/2024, 09:30 AM
Q3 2023 110 $118M +$17.8M -$11M +$6.85M AAPL, SPY, SCHG, VIG, SCHZ 13F-HR 10/31/2023, 11:11 AM
Q2 2023 114 $116M +$15.9M -$9.73M +$6.13M AAPL, SPY, VIG, SCHG, SCHZ 13F-HR 8/7/2023, 09:40 PM
Q1 2023 101 $101M +$22.2M -$28.3M -$6.1M AAPL, SPY, SCHZ, VIG, RSP 13F-HR 5/10/2023, 05:32 PM
Q4 2022 121 $101M +$10.3M -$15.1M -$4.89M AAPL, SPY, DIA, VTI, SCHG 13F-HR 1/18/2023, 05:31 PM
Q3 2022 115 $98.1M +$17.6M -$11.7M +$5.83M AAPL, SPY, SCHG, SCHJ, VTI 13F-HR 10/18/2022, 06:39 PM
Q2 2022 119 $101M +$6.92M -$8.78M -$1.86M AAPL, SPY, VTI, SCHG, SCHJ 13F-HR 7/15/2022, 05:53 PM
Q1 2022 131 $128M +$21.9M -$16M +$5.88M AAPL, SPY, VTI, SCHG, NVDA 13F-HR 5/5/2022, 09:21 PM
Q4 2021 140 $134M +$15.8M -$15M +$785K AAPL, SPY, SCHG, SCHJ, NVDA 13F-HR 1/25/2022, 06:52 PM
Q3 2021 139 $124M +$36.7M -$23M +$13.7M AAPL, SPY, SCHJ, SCHG, MSFT 13F-HR 11/12/2021, 03:48 PM
Q1 2021 134 $105M +$37.7M -$25.1M +$12.5M AAPL, SCHJ, SCHG, CRM, RSP 13F-HR 5/28/2021, 09:42 AM
Q4 2020 117 $89.9M $0 $0 AAPL, LQD, SCHR, SCHG, CRM 13F-HR 2/2/2021, 07:52 PM