Ckw Financial

Ckw Financial Group as of Dec. 31, 2025

Portfolio Holdings for Ckw Financial Group

Ckw Financial Group holds 186 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 46.2 $426M 622k 684.94
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA) 20.9 $193M 2.2M 89.46
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) 9.0 $83M 1.2M 67.22
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 6.5 $60M 906k 66.00
Goldman Sachs Equal Weight Us Large Cap Equity Etf Equal Weight Us (GSEW) 4.5 $41M 485k 85.12
McDonald's Corporation (MCD) 4.5 $41M 135k 305.63
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU) 2.3 $21M 290k 73.56
NVIDIA Corporation (NVDA) 1.1 $9.7M 52k 186.49
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Vng Rus1000grw (VONG) 0.6 $5.4M 45k 121.76
Microsoft Corporation (MSFT) 0.5 $4.6M 9.6k 483.58
Matson (MATX) 0.5 $4.6M 37k 123.54
Apple (AAPL) 0.5 $4.2M 16k 271.88
Ishares Tr Msci Acwi Etf Msci Acwi Etf (ACWI) 0.4 $3.3M 24k 141.47
JPMorgan Chase & Co. (JPM) 0.3 $3.1M 9.7k 322.17
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.2 $2.3M 7.3k 313.07
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B) 0.2 $1.4M 2.9k 502.79
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY) 0.1 $1.3M 1.9k 681.72
Toyota Motor Corp Adr-each Rep 10 Ord Npv Lvl Ads (TM) 0.1 $968k 4.5k 214.02
Bank of America Corporation (BAC) 0.1 $884k 16k 54.98
Costco Wholesale Corporation (COST) 0.1 $881k 1.0k 862.04
Johnson & Johnson (JNJ) 0.1 $871k 4.2k 207.04
First Hawaiian (FHB) 0.1 $815k 32k 25.31
Eli Lilly & Co. (LLY) 0.1 $647k 602.00 1074.75
International Business Machines (IBM) 0.1 $579k 2.0k 296.47
Ishares Inc Msci Gbl Min Vol Msci Gbl Min Vol (ACWV) 0.1 $566k 4.8k 118.73
Pimco 0-5 Year High Yield Corporate Bond Index Etf 0-5 High Yield (HYS) 0.0 $417k 4.4k 94.77
Amazon (AMZN) 0.0 $415k 1.8k 230.68
Ishares Trust 0-5yr High Yield Corp Bd Isin #us46434v4077 Sedol #bfs2ll0 0-5yr Hi Yl Cp (SHYG) 0.0 $403k 9.4k 42.90
Marsh & McLennan Companies 0.0 $363k 2.0k 185.49
Alexander & Baldwin (ALEX) 0.0 $346k 17k 20.61
Ishares Msci Emr Mrk Ex Chna Msci Emrg Chn (EMXC) 0.0 $325k 4.5k 72.56
Ge Aerospace Com New (GE) 0.0 $319k 1.0k 307.62
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Cl A Sub Vtg Shs (SHOP) 0.0 $311k 1.9k 160.89
Advanced Micro Devices (AMD) 0.0 $305k 1.4k 214.04
Monster Beverage Corp (MNST) 0.0 $276k 3.6k 76.67
Texas Instruments Incorporated (TXN) 0.0 $271k 1.6k 173.61
Tesla Motors (TSLA) 0.0 $270k 600.00 450.00
Linde Plc Com Eur0.001 SHS (LIN) 0.0 $258k 606.00 425.74
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM) 0.0 $258k 850.00 303.53
Intel Corporation (INTC) 0.0 $221k 6.0k 36.82
Nike Inc Class B CL B (NKE) 0.0 $215k 3.4k 63.78
Verizon Communications (VZ) 0.0 $213k 5.2k 40.73
Chevron Corporation (CVX) 0.0 $198k 1.3k 152.42
Netflix (NFLX) 0.0 $188k 2.0k 94.00
Meta Platforms Inc Class A Cl A (META) 0.0 $183k 277.00 660.65
Morgan Stanley Com Usd0.01 Com New (MS) 0.0 $178k 1.0k 178.00
Citigroup Com New (C) 0.0 $175k 1.5k 116.67
Starbucks Corporation (SBUX) 0.0 $175k 2.1k 84.13
Ge Vernova (GEV) 0.0 $169k 258.00 655.04
Exxon Mobil Corporation (XOM) 0.0 $160k 1.3k 120.12
Procter & Gamble Company (PG) 0.0 $159k 1.1k 143.24
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.0 $148k 2.8k 53.70
Ford Motor Company (F) 0.0 $148k 11k 13.11
AFLAC Incorporated (AFL) 0.0 $133k 1.2k 109.92
Central Pacific Financial Corp Com New (CPF) 0.0 $124k 4.0k 31.04
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ) 0.0 $123k 201.00 611.94
Wal-Mart Stores (WMT) 0.0 $117k 1.1k 111.43
At&t (T) 0.0 $117k 4.7k 24.78
Ishares Us Technology Etf U.s. Tech Etf (IYW) 0.0 $108k 540.00 200.00
Bank of Hawaii Corporation (BOH) 0.0 $107k 1.6k 68.50
Broadcom (AVGO) 0.0 $104k 300.00 346.67
Travelers Companies (TRV) 0.0 $100k 344.00 290.70
Modine Manufacturing (MOD) 0.0 $100k 750.00 133.33
Allstate Corporation (ALL) 0.0 $94k 450.00 208.89
Ishares Trust Core 60/40 Balanced Allocation Etf Core 60/40 Balan (AOR) 0.0 $92k 1.4k 64.93
Ishares Tr Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG) 0.0 $84k 1.0k 80.77
Hubspot (HUBS) 0.0 $81k 203.00 399.01
Magna Intl Inc cl a (MGA) 0.0 $80k 1.5k 53.48
Blackrock Debt Strategies Fd I Com New (DSU) 0.0 $78k 7.7k 10.12
Ishares Trust Core 80/20 Aggressive Allocation Etf Core 80/20 Aggre (AOA) 0.0 $68k 763.00 89.12
Gentex Corporation (GNTX) 0.0 $66k 2.8k 23.23
Dell Technologies Inc Cl C CL C (DELL) 0.0 $65k 515.00 126.21
Ishares Ultra Short-term Bond Active Etf Ultra Short Dur (ICSH) 0.0 $65k 1.3k 50.70
Carrier Global Corporation (CARR) 0.0 $58k 1.1k 52.58
Freeport-mcmoran Inc Com Usd0.10 CL B (FCX) 0.0 $53k 1.1k 50.38
Visa Com Cl A (V) 0.0 $44k 125.00 352.00
Ishares Tr Msci Eafe Min Vl Msci Eafe Min Vl (EFAV) 0.0 $43k 500.00 86.00
Amgen (AMGN) 0.0 $41k 127.00 322.83
Cisco Systems (CSCO) 0.0 $40k 522.00 76.63
Willis Towers Watson Plc Com Usd0.000304635 SHS (WTW) 0.0 $40k 121.00 330.58
Pfizer (PFE) 0.0 $37k 1.5k 25.08
Walt Disney Company (DIS) 0.0 $36k 317.00 113.56
Corteva (CTVA) 0.0 $36k 530.00 67.92
Adobe Systems Incorporated (ADBE) 0.0 $35k 100.00 350.00
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.0 $31k 100.00 310.00
Warner Bros Discovery Inc Com Ser A Com Ser A (WBD) 0.0 $30k 1.1k 28.41
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Nasdaq 100 Etf (QQQM) 0.0 $28k 111.00 252.25
Vanguard Bd Index Fds Total Bnd Mrkt Total Bnd Mrkt (BND) 0.0 $28k 372.00 75.27
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.0 $27k 300.00 90.00
Ishares Inc Msci Emerg Mrkt Msci Emerg Mrkt (EEMV) 0.0 $26k 412.00 63.11
Micron Technology (MU) 0.0 $26k 90.00 288.89
Applied Materials (AMAT) 0.0 $26k 100.00 260.00
Blackstone Secd Lending Common Stock (BXSL) 0.0 $26k 1.0k 26.00
Coca-Cola Company (KO) 0.0 $26k 374.00 69.52
Global X Fds Superdividend Superdividend (SDIV) 0.0 $24k 1.0k 24.00
Ge Healthcare Technologies Common Stock (GEHC) 0.0 $23k 280.00 82.14
Rocket Lab Corp (RKLB) 0.0 $23k 331.00 69.49
Raytheon Technologies Corp (RTX) 0.0 $19k 105.00 180.95
Ishares Tr Ishs 1-5yr Invs Ishs 1-5yr Invs (IGSB) 0.0 $18k 333.00 54.05
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.0 $18k 184.00 97.83
Biogen Idec (BIIB) 0.0 $18k 100.00 180.00
3M Company (MMM) 0.0 $16k 100.00 160.00
Fidelity Wise Origin Bitcoin Fund SHS (FBTC) 0.0 $15k 202.00 74.26
Ionq Inc Pipe (IONQ) 0.0 $14k 301.00 46.51
Sony Group Corporation Spon Ads Each Repr 1 Ord Sponsored Adr (SONY) 0.0 $13k 2.5k 5.20
Abercrombie &fitch Co Cl A Com Usd0.01 Cl A (ANF) 0.0 $13k 100.00 130.00
BP Sponsored Adr (BP) 0.0 $13k 370.00 35.14
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY) 0.0 $12k 20.00 600.00
Dupont De Nemours (DD) 0.0 $12k 290.00 41.38
Qnity Electronics Common Stock (Q) 0.0 $12k 144.00 83.33
Boeing Company (BA) 0.0 $11k 50.00 220.00
Fidelity Msci Information Technology Index Etf Msci Info Tech I (FTEC) 0.0 $11k 50.00 220.00
Hope Ban (HOPE) 0.0 $11k 1.0k 11.00
Kimberly-Clark Corporation (KMB) 0.0 $11k 107.00 102.80
Fidelity Enhanced Mid Cap Etf Enhanced Mid (FMDE) 0.0 $11k 316.00 34.81
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT) 0.0 $10k 116.00 86.21
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 0.0 $10k 31.00 322.58
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA) 0.0 $9.0k 142.00 63.38
Zoom Communications Inc Class A Common Cl A (ZM) 0.0 $9.0k 100.00 90.00
Otis Worldwide Corp (OTIS) 0.0 $9.0k 103.00 87.38
Rivian Automotive Inc Com Cl A Com Cl A (RIVN) 0.0 $9.0k 440.00 20.45
Viatris (VTRS) 0.0 $9.0k 716.00 12.57
Innovative Industria A (IIPR) 0.0 $8.0k 173.00 46.24
Regeneron Pharmaceuticals (REGN) 0.0 $8.0k 10.00 800.00
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO) 0.0 $8.0k 13.00 615.38
Cooper Cos (COO) 0.0 $8.0k 93.00 86.02
Wabtec Corporation (WAB) 0.0 $8.0k 36.00 222.22
Fidelity Enhanced Large Cap Value Etf Enhanced Large (FELV) 0.0 $8.0k 236.00 33.90
Agilent Technologies Inc C ommon (A) 0.0 $8.0k 56.00 142.86
Abbvie (ABBV) 0.0 $7.0k 30.00 233.33
Kyndryl Hldgs Common Stock (KD) 0.0 $6.0k 215.00 27.91
Ishares Tr Msci Acwi Ex Us Msci Acwi Ex Us (ACWX) 0.0 $6.0k 90.00 66.67
Merck & Co (MRK) 0.0 $6.0k 56.00 107.14
Sarepta Therapeutics (SRPT) 0.0 $6.0k 300.00 20.00
Keysight Technologies (KEYS) 0.0 $6.0k 28.00 214.29
Capital Grp Fixed Incm Etf Tr Core Plus Incm Core Plu Incm (CGCP) 0.0 $5.0k 214.00 23.36
Fidelity Ethereum Fund SHS (FETH) 0.0 $5.0k 160.00 31.25
Fidelity Enhanced Small Cap Etf Enhanced Small (FESM) 0.0 $4.0k 96.00 41.67
Manulife Finl Corp (MFC) 0.0 $4.0k 118.00 33.90
Antero Res (AR) 0.0 $4.0k 111.00 36.04
Snap Inc Cl A Cl A (SNAP) 0.0 $4.0k 520.00 7.69
Joby Aviation Common Stock (JOBY) 0.0 $4.0k 300.00 13.33
DaVita (DVA) 0.0 $3.0k 25.00 120.00
Novo Nordisk A/s Adr-each Cnv Into 1 Class B Dkk1 Adr (NVO) 0.0 $3.0k 50.00 60.00
American Axle & Manufact. Holdings 0.0 $3.0k 500.00 6.00
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET) 0.0 $3.0k 200.00 15.00
Twist Bioscience Corp (TWST) 0.0 $3.0k 80.00 37.50
Stem Com New (STEM) 0.0 $3.0k 192.00 15.62
Hawaiian Electric Industries (HE) 0.0 $3.0k 226.00 13.27
Zeo Energy Corp Cl A Cl A (ZEO) 0.0 $2.0k 1.5k 1.31
Digital World Acquisition Co Class A (DJT) 0.0 $2.0k 162.00 12.35
Microchip Technology (MCHP) 0.0 $2.0k 25.00 80.00
Suncor Energy (SU) 0.0 $2.0k 50.00 40.00
Uber Technologies (UBER) 0.0 $2.0k 25.00 80.00
Oklo Inc Com Cl A Com Cl A (OKLO) 0.0 $2.0k 25.00 80.00
Petroleo Brasileiro Sa Petrobras Spon Ads Each Rep 2 Ord Sponsored Adr (PBR) 0.0 $1.0k 59.00 16.95
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB) 0.0 $1.0k 14.00 71.43
Western Digital (WDC) 0.0 $1.0k 5.00 200.00
CoStar (CSGP) 0.0 $1.0k 20.00 50.00
Kraft Heinz (KHC) 0.0 $1.0k 50.00 20.00
Hp (HPQ) 0.0 $1.0k 50.00 20.00
Hewlett Packard Enterprise (HPE) 0.0 $1.0k 50.00 20.00
The Trade Desk Inc Com Cl A Com Cl A (TTD) 0.0 $1.0k 20.00 50.00
Lightbridge Corporation (LTBR) 0.0 $1.0k 50.00 20.00
Quantumscape Corp Com Cl A Com Cl A (QS) 0.0 $1.0k 50.00 20.00
Barrick Mining Corporation Com Npv Isin #ca06849f1080 Sedol #bnm23q1 Com Shs (B) 0.0 $1.0k 25.00 40.00
Ishares Tr Core Msci Total Core Msci Total (IXUS) 0.0 $999.999900 9.00 111.11
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU) 0.0 $999.999900 9.00 111.11
Transocean Limited Com Chf0.10 Registered Registered Shs (RIG) 0.0 $999.999000 126.00 7.94
Chemours (CC) 0.0 $999.999000 55.00 18.18
United Parcel Service Inc Cl B CL B (UPS) 0.0 $0 5.00 0.00
Akamai Technologies (AKAM) 0.0 $0 1.00 0.00
Campbell Soup Company (CPB) 0.0 $0 4.00 0.00
Zimmer Holdings (ZBH) 0.0 $0 5.00 0.00
Fuel Tech (FTEK) 0.0 $0 200.00 0.00
Vista Gold Corp Com Npv Isin #ca9279263037 Sedol #b1p75f2 Com New (VGZ) 0.0 $0 25.00 0.00
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR) 0.0 $0 1.00 0.00
Plug Power Com New (PLUG) 0.0 $0 200.00 0.00
Tripadvisor (TRIP) 0.0 $0 25.00 0.00
Gamco Natural Resources Gold & Income Trust Sh Ben Int (GNT) 0.0 $0 25.00 0.00
Paypal Holdings (PYPL) 0.0 $0 5.00 0.00
Star Bulk Carriers Corp Shs Par (SBLK) 0.0 $0 19.00 0.00
Alcoa (AA) 0.0 $0 5.00 0.00
Dxc Technology (DXC) 0.0 $0 4.00 0.00
Halyard Health (AVNS) 0.0 $0 12.00 0.00
Sandisk Corp (SNDK) 0.0 $0 1.00 0.00