CF

CKW FINANCIAL GROUP

13F
CKW FINANCIAL GROUP
Last update 2025-05-16 196 Stocks (15 new)
Value $800.00 Mil Turnover 2 %
Countries:
Top Holdings: IVV(47.28%)IEFA(20.65%)IJH(6.23%)MCD(5.55%)IEMG(4.72%)
Summary Stock Picks Current Portfolio
CKW FINANCIAL GROUP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
671,159
378,390.0
-0.39%
47.280
-0.19%
0.070
+16.45%
+8.98%
642,461.0
 
IEFA
iShares Core MSCI EAFE ETF
2,179,618
165,300.0
+2.36%
20.650
+0.48%
0.130
+11.09%
+22.93%
146,414.2
 
IJH
iShares Core S&P Mid-Cap ETF
850,083
49,870.0
+4.18%
6.230
+0.25%
0.060
+12.58%
+3.00%
97,797.3
 
MCD
McDonald's Corp
141,540
44,390.0
+4.43%
5.550
+0.24%
0.020
-6.35%
+2.75%
210,562.8
Restaurants
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
696,780
37,770.0
+1.21%
4.720
+0.06%
0.050
+15.76%
+19.60%
100,206.8
 
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
476,758
36,360.0
+3.13%
4.540
+0.14%
3.070
+13.33%
+9.14%
1,313.6
 
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
450,089
24,930.0
+5.34%
3.110
+0.16%
0.170
+15.21%
+16.68%
13,781.8
 
VEU
Vanguard FTSE All-World ex-US ETF
191,402
11,650.0
+4.60%
1.460
+0.06%
0.030
+11.97%
+20.86%
45,141.4
 
NVDA
NVIDIA Corp
56,220
6,190.0
-10.48%
0.770
-0.11%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
MATX
Matson Inc
36,251
4,760.0
0%
0.590
0%
0.110
+5.44%
-18.82%
3,551.4
Transportation

CKW FINANCIAL GROUP's Historical Top Holdings Breakdowns

CKW FINANCIAL GROUP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.48%
●
69.57 ($74.78) 78.65
$84.87
13.49%
Add 2.36%
2,179,618
50,271
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.25%
●
57.21 ($62.1) 65.8
$63.80
2.74%
Add 4.18%
850,083
34,074
MCD
McDonald's Corp
2025-03-31
Add
Add
+0.24%
●
279.74 ($299.1) 321.29
$294.48
-1.54%
Add 4.43%
141,540
6,000
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.19%
●
554.06 ($590.51) 615.85
$637.58
7.97%
Reduce -0.39%
671,159
-2,621
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
2025-03-31
Reduce
Reduce
-0.17%
●
93.32 ($94.43) 95.35
$94.95
0.55%
Reduce -78.33%
4,209
-15,216
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.16%
●
890.62 ($974.97) 1076.86
$933.80
-4.22%
Reduce -57.59%
1,022
-1,388
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-03-31
Add
Add
+0.16%
●
54.25 ($56.1) 57.64
$63.95
13.99%
Add 5.34%
450,089
22,830
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
2025-03-31
Reduce
Reduce
-0.16%
●
88.64 ($90.53) 92.03
$92.42
2.09%
Reduce -99.91%
14
-14,727
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
2025-03-31
Add
Add
+0.14%
●
74.34 ($78.6) 81
$83.67
6.45%
Add 3.13%
476,758
14,478
ABBV
AbbVie Inc
2025-03-31
Reduce
Reduce
-0.11%
●
169.2 ($194.4) 216.66
$190.83
-1.84%
Reduce -99.42%
30
-5,167

CKW FINANCIAL GROUP Total Holding History ($B)

To

CKW FINANCIAL GROUP's Asset Allocation

To

CKW FINANCIAL GROUP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CKW FINANCIAL GROUP's Hypothetical Growth since 2025-03-31

CKW FINANCIAL GROUP's Yearly Returns

Year Portfolio % % Excess Gain %

CKW FINANCIAL GROUP's Holdings Heat Map

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CKW FINANCIAL GROUP's Holdings Bubble Chart

CKW FINANCIAL GROUP News

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