Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KAIZEN FINANCIAL STRATEGIES | 01-18-2024 | 12-31-2023 | 118 | 131,975,705 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $12,766,522 | 66,309 | 0.01 | 0.01 | 351 | 0.53 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $10,829,852 | 22,785 | 0.01 | 0.01 | 283 | 1.26 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 3 | $9,493,113 | 114,430 | 0.01 | 0.01 | -764 | -0.66 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $7,547,853 | 44,295 | 0.01 | 0.01 | -1,027 | -2.27 | 12-31-2023 |
