StockDriftsStockDriftsTop 50 Kaizen Financial Strategies Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.79% | 26.2K | $18.4M | -5.56%(-1.54K) | $448.66(+65.45%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7.54% | 554.4K | $17.8M | +1.96%(+10.67K) | $18.49(+85.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.42% | 57.6K | $15.2M | -2.82%(-1.67K) | $124.78(+139.52%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.34% | 277.8K | $12.6M | -8.88%(-27.09K) | $35.98(+32.84%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.37% | 52.0K | $10.3M | -3.71%(-2.00K) | $25.44(+787.62%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 4.17% | 127.0K | $9.9M | -1.60%(-2.07K) | $76.50(+0.62%) | 2026-03-31 | |
| SCHI | SCHWAB STRATEGIC TR | 3.56% | 368.6K | $8.4M | +5.76%(+20.07K) | $22.14(+2.15%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.29% | 23.4K | $7.8M | -1.35%(-319) | $136.31(+192.75%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 2.99% | 88.2K | $7.1M | +11.16%(+8.85K) | $65.71(+22.52%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.13% | 20.1K | $5.0M | -9.43%(-2.10K) | $169.59(+59.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.95% | +64.07% |
| Top 20 Holdings Unweighted | +21.20% | +78.04% |
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