Institutions / Ckw Financial Group
Ckw Financial Group
CIK 1600403 · Institution · as of Dec 31, 2025
Portfolio value
$922.2K
Positions
186
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 186 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core S&P 500 ETF | $425.7K | 46.2% |
| iShares Trust Core MSCI Eafe ETF | $193.1K | 20.9% |
| iShares Core MSCI Emerging Markets ETF | $83.2K | 9.0% |
| iShares Core S&P Mid-Cap ETF | $59.8K | 6.5% |
| Goldman Sachs Equal Weight US Large Cap Equity ETF | $41.3K | 4.5% |
| Mcdonald'S Corp | $41.2K | 4.5% |
| Vanguard Intl Equity Index Fds Allwrld Ex US | $21.4K | 2.3% |
| NVIDIA Corp | $9.7K | 1.1% |
| Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd ETF | $5.4K | 0.6% |
| Microsoft Corp | $4.6K | 0.5% |
| Matson, Inc. | $4.6K | 0.5% |
| Apple Inc. | $4.2K | 0.5% |
| iShares Tr MSCI Acwi ETF | $3.3K | 0.4% |
| JPMORGAN CHASE & CO | $3.1K | 0.3% |
| Alphabet Inc. | $2.3K | 0.2% |
| Warren E. Buffett | $1.4K | 0.2% |
| SPDR S&P500 ETF Trust Trust Unit Depositary Receipt | $1.3K | 0.1% |
| Toyota Motor CorporationTM | $968 | 0.1% |
| Bank of America Corp /De | $884 | 0.1% |
| Costco Wholesale Corp /New | $881 | 0.1% |
| Johnson & Johnson | $871 | 0.1% |
| First Hawaiian, Inc. | $815 | 0.1% |
| ELI LILLY & Co | $647 | 0.1% |
| International Business Machines Corp | $579 | 0.1% |
| iShares Inc MSCI Gbl Min Vol | $566 | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.