§ 13F · FUND PROFILE
CKW FINANCIAL GROUP.
AUM · $1M (13F)Positions · 317Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 630K | $472K | 46.4% | ±0% |
| 2 | IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 2.19M | $210K | 20.7% | +1% |
| 3 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 1.23M | $99K | 9.7% | ±0% |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | 908K | $69K | 6.8% | −1% |
| 5 | GSEW | GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF | 497K | $47K | 4.6% | +2% |
| 6 | MCD | MCDONALD S CORP | 128K | $34K | 3.4% | ±0% |
| 7 | VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 285K | $24K | 2.3% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION COM | 47K | $9K | 0.9% | −11% |
| 9 | MATX | MATSON INC COM NPV | 40K | $8K | 0.8% | +7% |
| 10 | VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | 48K | $6K | 0.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CKW SIGNAL
AC read
CKW FINANCIAL GROUP is a Other fund managing $1 million in assets. The fund runs a broad portfolio of 317 positions.
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