Institutional Fund
Ckw Financial Group
Honolulu, HICIK 16004035 filings on record
Portfolio Value
$917.0K
Q1 2026
Holdings
166
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-0.6%
from $922.2K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr45.1%
- Ishares Tr21.7%
- Ishares Inc9.4%
- Ishares Tr6.8%
- Goldman Sachs ETF Tr4.5%
- Mcdonalds Corp4.3%
- Other8.1%
Portfolio Holdings
166 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 628.9K | $413.9K | 45.1% | +7.5K | Added |
| 2 | Ishares Tr | 2.17M | $199.2K | 21.7% | +8.5K | Added |
| 3 | Ishares Inc | 1.23M | $86.6K | 9.4% | −4.7K | Reduced |
| 4 | Ishares Tr | 914.5K | $62.3K | 6.8% | +8.7K | Added |
| 5 | Goldman Sachs ETF Tr | 487.8K | $41.5K | 4.5% | +2.9K | Added |
| 6 | Mcdonalds Corp | 127.3K | $39.1K | 4.3% | −7.6K | Reduced |
| 7 | Vanguard Intl Equity Index F | 284.3K | $21.6K | 2.4% | −6.0K | Reduced |
| 8 | Nvidia Corporation | 52.2K | $9.2K | 1.0% | 0 | Held |
| 9 | Matson Inc | 37.4K | $6.2K | 0.7% | 0 | Held |
| 10 | Vanguard Scottsdale Fds | 47.3K | $5.2K | 0.6% | +2.7K | Added |
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