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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CKW FINANCIAL GROUP

Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001600403-23-000004

Total Value
$613,480
Positions
203
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (203)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF464287200724,550$297,84848.55%
2ISHARES TRUST CORE MSCI EAFE ETF46432F8421,783,965$119,25819.44%
3ISHARES INC CORE MSCI EMERGING MKTS ETF46434G1031,158,519$56,5249.21%
4MCDONALD S CORPMCD143,655$40,1676.55%
5ISHARES CORE S&P MID-CAP ETF464287507155,181$38,8206.33%
6GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETFNVGLF473,632$28,4984.65%
7MICROSOFT CORPMSFT9,876$2,8470.46%
8APPLE INCAAPL15,482$2,5530.42%
9ISHARES CORE S&P US VALUE ETF46428766329,576$2,1820.36%
10MATSON INC COM NPVMATX34,616$2,0660.34%
11ISHARES TR MSCI ACWI ETF46428825717,810$1,6240.26%
12JPMORGAN CHASE & COVYLD10,887$1,4190.23%
13PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF72201R7838,853$8080.13%
14ISHARES INC MSCI GBL MIN VOL4642865257,902$7650.12%
15FIRST HAWAIIAN INC COMFHB32,000$6600.11%
16TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLTOYOF4,521$6410.10%
17ISHARES TR JP MOR EM MK ETF4642882816,824$5890.10%
18BANK AMERICA CORP COM06050510420,497$5860.10%
19COSTCO WHOLESALE CORP COM USD0.0122160K1051,177$5850.10%
20NVIDIA CORPORATION COMNVDA2,096$5820.09%
21JOHNSON &JOHNSON COM USD1.00JNJ2,696$4180.07%
22NIKE INC CLASS B COM NPVNKE3,347$4110.07%
23ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL046434V4079,064$3780.06%
24INTERNATIONAL BUS MACH CORP COM USD0.20INTR2,488$3260.05%
25MARSH &MCLENNAN COMPANIES INC COM USD1.005717481021,916$3190.05%
26BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A1,025$3160.05%
27OCCIDENTAL PETE CORP COM6745991054,900$3060.05%
28BANK OF HAWAII CORP0625401095,627$2930.05%
29TEXAS INSTRUMENTS INC COM USD1.008825081041,505$2800.05%
30SANOFI ADR REP 1 1/2 ORDSNYNF4,950$2690.04%
31ISHARES CORE GROWTH ALLOCATION ETF4642898675,299$2650.04%
32GENERAL ELECTRIC CO COM NEW3696043012,672$2550.04%
33ALPHABET INC CAP STK CL CGOOG2,420$2520.04%
34AMAZON.COM INCAMZN2,358$2440.04%
35WELLS FARGO CO NEW COM9497461016,400$2390.04%
36SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY532$2180.04%
37STARBUCKS CORP COM USD0.001SBUX2,080$2170.04%
38SCHWAB CHARLES CORP COMSCHW-PJ4,100$2150.04%
39FISERV INCFISV1,900$2150.04%
40CHEVRON CORP NEW COMCVX1,271$2070.03%
41ELI LILLY AND COLLY602$2070.03%
42FEDEX CORP COM USD0.10FDX900$2060.03%
43VMWARE INC9285634021,562$1950.03%
44MONSTER BEVERAGE CORP NEW COMMNST3,600$1940.03%
45RAYTHEON TECHNOLOGIES CORP COMRTX1,951$1910.03%
46TESLA INC COMTSLA880$1830.03%
47CAPITAL ONE FINANCIAL CORP COM USD0.0114040H1051,875$1800.03%
48METLIFE INC COM USD0.01MET-PF2,954$1710.03%
49VERIZON COMMUNICATIONS INCVZ4,363$1700.03%
50GILEAD SCIENCES INC COM USD0.001GILD2,000$1660.03%
51THE CIGNA GROUP COM125523100625$1600.03%
52ALPHABET INC CAP STK CL AGOOG1,520$1580.03%
53JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00G515021052,500$1510.02%
54CHARTER COMMUNICATIONS INC NEW CL A16119P108400$1430.02%
55CISCO SYSTEMS INCCSCO2,742$1430.02%
56COMCAST CORPCCZ3,700$1400.02%
57GSK PLC SPON ADS EACH REP 2 ORD SHSGLAXF3,940$1400.02%
58BANK OF NEW YORK MELLON CORP COM USD0.010640581002,900$1320.02%
59FORD MTR CO DEL COM34537086010,090$1270.02%
60ISHARES TR IBOXX HI YD ETF4642885131,625$1230.02%
61WILLIAMS COS INC COM9694571004,100$1220.02%
62NOVARTIS AG SPONSORED ADRNVSEF1,200$1100.02%
63DISNEY WALT CO COM2546871061,060$1060.02%
64MICROCHIP TECHNOLOGY INC. COMMCHPP1,200$1010.02%
65GOLDMAN SACHS GROUP INC COM USD0.01GSCE300$980.02%
66ISHARES TR BLACKROCK ULTRA46434V8781,921$970.02%
67AT&T INC COM USD1T-PC4,928$950.02%
68STATE STREET CORPSTT-PG1,250$950.02%
69INTEL CORP COM USD0.001INTC2,883$940.02%
70BLACKROCK DEBT STRATEGIES FD I COM NEWBLK9,518$910.01%
71PROCTER AND GAMBLE CO COM742718109603$900.01%
72REGENERON PHARMACEUTICALS INCREGN110$900.01%
73CARRIER GLOBAL CORPORATION COMCARR1,951$890.01%
74HUBSPOT INCHUBS203$870.01%
75HP INC COMHPQ2,950$870.01%
76META PLATFORMS INC CLASS A COMMON STOCKMETA400$850.01%
77HELIOGEN INC COMMON STOCK42329E105347,043$830.01%
78UNITEDHEALTH GROUP INCUNH175$830.01%
79MOLSON COORS BEVERAGE CO CL BTAP-A1,550$800.01%
80ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPVBUDFF1,200$800.01%
81T-MOBILE US INC COMTMUSZ550$800.01%
82BOOKING HOLDINGS INC COMBKNG30$800.01%
83XOS INC COMMON STOCKXOSWW149,608$790.01%
84TE CONNECTIVITY LTD COM CHF0.57TEL600$790.01%
85TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10874039100850$790.01%
86GENTEX CORPGNTX2,775$780.01%
87AFLAC INC COM USD0.10AFL1,210$780.01%
88ADOBE SYSTEMS INCORPORATED COMADBE200$770.01%
89FIDELITY NATL INFORMATION SERVICES COM USD0.0131620M1061,400$760.01%
90MAGNA INTL INC COM ISIN #CA5592224011 SEDOL #25544755592224011,423$760.01%
91LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS ALYB800$750.01%
92CONOCOPHILLIPS COMCOP750$740.01%
93COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01CTSH1,200$730.01%
94GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC888$730.01%
95INCYTE CORPINCY1,000$720.01%
96JUNIPER NETWORKS COM USD0.0000148203R1042,100$720.01%
97FOX CORP CL A COMFOX2,099$710.01%
98CITIGROUP INCC-PR1,500$700.01%
99HONDA MOTOR LTD AMERN SHSHNDAF2,600$690.01%
100NETFLIX INCNFLX200$690.01%
101BIOMARIN PHARMACEUTICAL COM USD0.001BMRN700$680.01%
102EXXON MOBIL CORPXOM566$620.01%
103BAKER HUGHES COMPANY CL ABKR2,100$610.01%
104ISHARES CORE AGGRESSIVE ALLOCATION ETF464289859955$610.01%
105DELL TECHNOLOGIES INC CL CDELL1,482$600.01%
106BRISTOL-MYERS SQUIBB CO COMCELG-RI850$590.01%
107SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7SHOP1,220$580.01%
108UBS GROUP AGUBS2,700$580.01%
109HEWLETT PACKARD ENTERPRISE CO COMHPE-PC3,450$550.01%
110ISHARES TR MSCI EAFE MIN VL46429B689802$540.01%
111BOEING COBA-PA250$530.01%
112WALMART INC COMWMT350$520.01%
113ALLSTATE CORP COM USD0.01ALL-PJ450$500.01%
114ISHARES RUSSELL 1000 VALUE ETF464287598319$490.01%
115CENTRAL PACIFIC FINANCIAL CORP1547604092,659$480.01%
116STEM INC COMSTEM8,389$480.01%
117CVS HEALTH CORPORATION COM USD0.01CVS650$480.01%
118ISHARES TRUST DJ US TECHNOLOGY464287721499$460.01%
119DOMINION ENERGY INC COMD800$450.01%
120ALEXANDER &BALDWIN INC NEW COM0144911042,304$440.01%
121ELANCO ANIMAL HEALTH INC COMELAN4,600$430.01%
122PUBMATIC INC COM CL APUBM2,915$400.01%
123ALNYLAM PHARMACEUTICALS INCALNY200$400.01%
124ZIMMER BIOMET HOLDINGS INC COMZBH310$400.01%
125CELANESE CORP DEL COMCE350$380.01%
126ISHARES INC MSCI EMERG MRKT464286533655$360.01%
127HALEON PLC SPON ADS EACH REP 2 ORD SHSHLNCF4,300$350.01%
128TRUIST FINL CORP COM89832Q1091,000$340.01%
129OTIS WORLDWIDE CORP COMOTIS401$340.01%
130VISA INCV150$340.01%
131DOW INC COMDOW607$330.01%
132MEDTRONIC PLCMDT400$320.01%
133AMGEN INCAMGN131$320.01%
134CORTEVA INC COMCTVA514$310.01%
135BIOGEN INC COM USD0.0005BIIB100$280.00%
136WILLIS TOWERS WATSON PLC COM USD0.000304635WTW119$280.00%
137COHERENT CORP COMCOHR700$270.00%
138FOX CORP CL B COMFOX800$250.00%
139AEGON N V NY REGISTRY SHSAEFC5,900$250.00%
140GAP INC COMGAP2,400$240.00%
141BRIGHTHOUSE FINL INC COM10922N103500$220.00%
142INVESCO QQQ TR UNIT SER 1IVZ70$220.00%
143GAMING & LEISURE P COM USD0.0136467J108400$210.00%
144PFIZER INCPFE480$200.00%
145DUPONT DE NEMOURS INC COMDD274$200.00%
146DISH NETWORK CORPORATION CL A25470M1092,100$200.00%
147COCA-COLA COKO313$190.00%
148WARNER BROS DISCOVERY INC COM SER AWBD1,166$180.00%
149MODINE MANUFACTURING CO607828100750$170.00%
150KIMBERLY-CLARK CORP COMKMB102$140.00%
151INNOVATIVE INDL PPTYS INC COMINHD173$130.00%
152ISHARES MSCI EAFE ETF464287465164$120.00%
153ISHARES TR 20 YR TR BD ETF464287432116$120.00%
154BP PLC SPONSORED ADRBPPFF326$120.00%
155ZSCALER INC COMZS105$120.00%
156UIPATH INC CL APATH619$110.00%
157UPSTART HLDGS INC COMUPST683$110.00%
158TYLER TECHNOLOGIES INCTYL28$100.00%
159NEWS CORP NEW COM USD0.01 CL ANWSLL562$100.00%
160SPDR S&P MIDCAP 400 ETFMDY20$90.00%
161PARTNER COMMUNICATIONS ADR70211M1092,000$90.00%
162SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHSSNEJF100$90.00%
163HAWAIIAN ELECTRIC INDUSTRIES INC419870100238$90.00%
164AMERICAN AXLE & MANUFACTURING HOLDINGS INC0240611031,000$80.00%
165ISHARES TR MSCI ACWI EX US464288240162$80.00%
166FULGENT GENETICS INC COMFLGT218$70.00%
167ZOOM VIDEO COMMUNICATIONS INC CL AZM100$70.00%
168SNAP INC CL ASNAP520$60.00%
169DIGITALOCEAN HLDGS INC COMDOCN150$60.00%
170FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280850$60.00%
171UNITED AIRLS HLDGS INC COMUNTCW105$50.00%
172BEST BUY CO INC COM USD0.10BBY61$50.00%
173LINCOLN NATIONAL CORP COM NPV534187109200$40.00%
174KYNDRYL HLDGS INC COMMON STOCKKD285$40.00%
175MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #249251956501R106242$40.00%
176ABERCROMBIE &FITCH CO CL A COM USD0.01ANF100$30.00%
177TWILIO INC CL ATWLO50$30.00%
178SKILLZ INC COMSKLZ4,237$30.00%
179UNITY SOFTWARE INC COMU81$30.00%
180ABBVIE INC COM USD0.01ABBV20$30.00%
181WABTEC COM92974010831$30.00%
182COUPANG INC CL ACPNG200$30.00%
183DIGITAL WORLD ACQUISITION CORP CLASS A COMDJTWW162$20.00%
184CHEMOURS CO COMCC55$20.00%
185TRAVELCENTERS OF AMERICA INC COM NEW89421B10920$20.00%
186VIATRIS INC COMVTRS52$10.00%
187PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS71654V408129$10.00%
188CARMAX INCKMX12$10.00%
189SUNOPTA INC COM ISIN #CA8676EP1086 SEDOL #2817510STKL100$10.00%
190HAWAIIAN HOLDINGS INC COM USD0.01HE100$10.00%
191BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #202464406790110825$00.00%
192SVB FINANCIAL GROUP COM78486Q101132$00.00%
193ARCONIC CORPORATION COM03966V1074$00.00%
194WESTERN DIGITAL CORP. COMWDC5$00.00%
195AKAMAI TECHNOLOGIES COM USD0.01AKAM1$00.00%
196DXC TECHNOLOGY CO COMDXC4$00.00%
197ZIMVIE INC COM98888T1071$00.00%
198FUEL TECH INC COM STK USD0.01FTEK200$00.00%
199ALCOA CORP COMAA5$00.00%
200ANGIODYNAMICS INCANGO34$00.00%
201AVANOS MED INC COMAVNS12$00.00%
202VISTA GOLD CORP COM NPV ISIN #CA9279263037 SEDOL #B1P75F2VGZ25$00.00%
203TRIPADVISOR INC COMTRIP25$00.00%