Ckw Financial Group Top Holdings and 13F Report (2025) About Ckw Financial GroupInvestment ActivityCkw Financial Group has $800.22 thousand in total holdings as of March 31, 2025.Ckw Financial Group owns shares of 196 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.54% of the portfolio was purchased this quarter.About 2.20% of the portfolio was sold this quarter.This quarter, Ckw Financial Group has purchased 250 new stocks and bought additional shares in 38 stocks.Ckw Financial Group sold shares of 35 stocks and completely divested from 86 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $378,386iShares Core MSCI EAFE ETF $165,302iShares Core S&P Mid-Cap ETF $49,866McDonald's $44,391iShares Core MSCI Emerging Markets ETF $37,772 Largest New Holdings this Quarter 828806109 - Simon Property Group $279 Holding89417E109 - Travelers Companies $91 Holding35671D857 - Freeport-McMoRan $40 HoldingG0403H108 - AON $23 Holding74340E103 - Progyny $15 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 50,271 shares (about $3.81K)iShares Core S&P Mid-Cap ETF 34,074 shares (about $2.00K)McDonald's 6,000 shares (about $1.88K)iShares MSCI Emerging Markets ex China ETF 22,830 shares (about $1.26K)Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 14,478 shares (about $1.10K) Largest Sales this Quarter iShares Core S&P 500 ETF 2,621 shares (about $1.48K)PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 15,216 shares (about $1.42K)Costco Wholesale 1,388 shares (about $1.32K)iShares J.P. Morgan USD Emerging Markets Bond ETF 14,727 shares (about $1.05K)AbbVie 5,167 shares (about $1.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCkw Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$378,386$1,478 ▼-0.4%671,15947.3%ETFIEFAiShares Core MSCI EAFE ETF$165,302$3,813 ▲2.4%2,179,61820.7%ETFIJHiShares Core S&P Mid-Cap ETF$49,866$1,999 ▲4.2%850,0836.2%ETFMCDMcDonald's$44,391$1,882 ▲4.4%141,5405.5%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$37,772$453 ▲1.2%696,7804.7%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$36,362$1,104 ▲3.1%476,7584.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$24,930$1,265 ▲5.3%450,0893.1%ManufacturingVEUVanguard FTSE All-World ex-US ETF$11,645$512 ▲4.6%191,4021.5%ETFNVDANVIDIA$6,193$725 ▼-10.5%56,2200.8%Computer and TechnologyMATXMatson$4,7550.0%36,2510.6%TransportationAMZNAmazon.com$4,316$673 ▼-13.5%22,4580.5%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$3,993$3 ▲0.1%42,6140.5%ETFMSFTMicrosoft$3,673$345 ▼-8.6%9,6120.5%Computer and TechnologyAAPLApple$3,645$292 ▼-7.4%16,3320.5%Computer and TechnologyJPMJPMorgan Chase & Co.$2,541$84 ▲3.4%10,4300.3%FinanceACWIiShares MSCI ACWI ETF$2,415$115 ▲5.0%20,6790.3%ManufacturingGOOGLAlphabet$1,634$94 ▼-5.4%10,4010.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,429$8 ▲0.6%2,6810.2%FinanceGOOGAlphabet$1,101$143 ▼-11.5%6,9300.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,008$575 ▲132.9%1,7960.1%FinanceCOSTCostco Wholesale$975$1,324 ▼-57.6%1,0220.1%Retail/WholesaleFHBFirst Hawaiian$7900.0%32,6000.1%FinanceTMToyota Motor$7880.0%4,5180.1%Auto/Tires/TrucksBACBank of America$671$112 ▼-14.3%16,1820.1%FinanceJNJJohnson & Johnson$637$2 ▲0.4%4,1570.1%MedicalACWViShares MSCI Global Min Vol Factor ETF$590$5 ▼-0.8%5,0670.1%ETFLINDE PLC COM EUR0.001$5670.0%1,2130.1%SHSIBMInternational Business Machines$485$2 ▲0.3%1,9380.1%Computer and TechnologyLLYEli Lilly and Company$485$564 ▼-53.8%6020.1%MedicalMMCMarsh & McLennan Companies$474$1 ▲0.2%1,9440.1%FinanceHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$393$1,421 ▼-78.3%4,2090.0%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$376$8 ▼-2.0%8,8700.0%ETFALEXAlexander & Baldwin$3320.0%18,9760.0%FinanceTXNTexas Instruments$2860.0%1,6050.0%Computer and TechnologySPGSimon Property Group$279$279 ▲New Holding1,6770.0%FinanceVZVerizon Communications$2360.0%5,2050.0%Computer and TechnologyGEGE Aerospace$226$163 ▼-41.9%1,1100.0%IndustrialsNKENIKE$218$0 ▲0.2%3,3660.0%Consumer DiscretionaryCVXChevron$217$0 ▲0.2%1,2900.0%EnergyMNSTMonster Beverage$2130.0%3,6000.0%Consumer StaplesSBUXStarbucks$2040.0%2,0800.0%Retail/WholesalePGProcter & Gamble$1890.0%1,1080.0%Consumer StaplesNFLXNetflix$1860.0%2000.0%Consumer DiscretionaryOXYOccidental Petroleum$177$175 ▼-49.7%3,6050.0%EnergyBOHBank of Hawaii$172$0 ▼0.0%2,5060.0%FinanceMETAMeta Platforms$162$117 ▼-41.9%2770.0%Computer and TechnologyTSLATesla$1610.0%6000.0%Auto/Tires/TrucksSHOPShopify$1600.0%1,6370.0%Computer and TechnologyXOMExxon Mobil$156$1 ▲0.5%1,3090.0%EnergyAMDAdvanced Micro Devices$1460.0%1,4250.0%Computer and TechnologyTAT&T$143$5 ▼-3.5%5,0280.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1430.0%8500.0%Computer and TechnologyAFLAflac$1360.0%1,2100.0%FinanceINTCIntel$1320.0%6,0020.0%Computer and TechnologyHEHawaiian Electric Industries$127$0 ▼0.0%11,5780.0%UtilitiesVWOVanguard FTSE Emerging Markets ETF$1260.0%2,7700.0%ETFHUBSHubSpot$1180.0%2030.0%Computer and TechnologyFFord Motor$110$2 ▲1.7%11,0540.0%Auto/Tires/TrucksCPFCentral Pacific Financial$109$32 ▲40.9%4,0220.0%FinanceCCitigroup$1060.0%1,5000.0%FinanceQQQInvesco QQQ$95$2 ▼-2.4%2010.0%FinanceALLAllstate$930.0%4500.0%FinanceWMTWalmart$93$470 ▼-83.5%1,0500.0%Retail/WholesaleTRVTravelers Companies$91$91 ▲New Holding3440.0%FinanceGE VERNOVA INC COM$870.0%2760.0%COMHYGiShares iBoxx $ High Yield Corporate Bond ETF$820.0%1,0400.0%ETFDSUBlackRock Debt Strategies Fund$800.0%7,7110.0%FinanceAORiShares Core 60/40 Balanced Allocation ETF$79$6 ▲8.3%1,3600.0%ETFIYWiShares U.S. Technology ETF$770.0%5400.0%ManufacturingCARRCarrier Global$70$54 ▼-43.5%1,1020.0%Computer and TechnologyGNTXGentex$66$0 ▲0.2%2,8190.0%Auto/Tires/TrucksICSHiShares Ultra Short-Term Bond Active ETF$650.0%1,2820.0%ETFCTVACorteva$63$0 ▲0.1%9900.0%Consumer StaplesMODModine Manufacturing$600.0%7500.0%Auto/Tires/TrucksAOAiShares Core 80/20 Aggressive Allocation ETF$57$1 ▲1.2%7470.0%ETFDDDuPont de Nemours$57$0 ▲0.3%7630.0%Basic MaterialsONEMEDNET CORP CL A$55$1 ▼-0.9%100,0000.0%CL AAVGOBroadcom$510.0%3000.0%Computer and TechnologyDELLDell Technologies$500.0%5410.0%Computer and TechnologyMGAMagna International$50$0 ▲0.6%1,4740.0%Auto/Tires/TrucksPFEPfizer$50$28 ▲126.3%2,0500.0%MedicalVVisa$430.0%1250.0%Business ServicesBABoeing$420.0%2500.0%AerospaceWTWWillis Towers Watson Public$41$0 ▲0.8%1210.0%FinanceFCXFreeport-McMoRan$40$40 ▲New Holding1,0520.0%Basic MaterialsEFAViShares MSCI EAFE Min Vol Factor ETF$390.0%5000.0%ETFADBEAdobe$380.0%1000.0%Computer and TechnologyAMGNAmgen$38$0 ▲0.8%1250.0%MedicalDUKDuke Energy$350.0%2880.0%UtilitiesBXSLBlackstone Secured Lending Fund$330.0%1,0000.0%FinanceCSCOCisco Systems$32$83 ▼-72.1%5170.0%Computer and TechnologyDISWalt Disney$31$6 ▲21.9%3170.0%Consumer DiscretionaryTBNKTerritorial Bancorp$300.0%3,6120.0%FinanceGEHCGE HealthCare Technologies$28$63 ▼-69.1%3580.0%MedicalHPQHP$28$55 ▼-66.2%1,0200.0%Computer and TechnologyKOCoca-Cola$27$0 ▲0.3%3750.0%Consumer StaplesVNQVanguard Real Estate ETF$270.0%3000.0%ETFMSIMotorola Solutions$260.0%600.0%Computer and TechnologyEEMViShares MSCI Emerging Markets Min Vol Factor ETF$240.0%4120.0%ETFAONAON$23$23 ▲New Holding570.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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