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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 Q1 2024 · Filed April 22, 2024 · Accession 0001600403-24-000003

Total Value
$768,257
Positions
228
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (227)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF464287200680,716$357,29446.51%
2ISHARES TRUST CORE MSCI EAFE ETF46432F8422,056,465$151,95219.78%
3ISHARES CORE S&P MID-CAP ETF464287507807,137$48,7276.34%
4MCDONALD S CORPMCD142,515$39,9365.20%
5ISHARES INC CORE MSCI EMERGING MKTS ETF46434G103696,969$36,0264.69%
6GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETFNVGLF457,687$33,1374.31%
7ISHARES MSCI EMR MRK EX CHNA46434G764357,764$20,5432.67%
8VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US922042775234,735$13,7271.79%
9NVIDIA CORPORATION COMNVDA7,417$6,7020.87%
10AMAZON.COM INCAMZN30,153$5,4570.71%
11MICROSOFT CORPMSFT10,442$4,4330.58%
12MATSON INC COM NPVMATX35,911$3,9980.52%
13APPLE INCAAPL15,697$2,6690.35%
14VANGUARD MID-CAP INDEX FUND9229086299,510$2,3610.31%
15KRANESHARES TRUST MSCI EMG EX CH50076776978,290$2,2860.30%
16JPMORGAN CHASE & COVYLD10,987$2,1860.28%
17ALPHABET INC CAP STK CL AGOOG13,830$2,1500.28%
18ISHARES TR MSCI ACWI ETF46428825719,115$2,1000.27%
19COSTCO WHOLESALE CORP COM USD0.0122160K1052,565$1,8500.24%
20PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF72201R78319,037$1,7630.23%
21ALPHABET INC CAP STK CL CGOOG11,200$1,7530.23%
22ISHARES TR JP MOR EM MK ETF46428828116,449$1,4630.19%
23INVESCO QQQ TR UNIT SER 1IVZ2,824$1,2570.16%
24TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLTOYOF4,515$1,0930.14%
25ELI LILLY &CO COMLLY1,302$9900.13%
26ABBVIE INC COM USD0.01ABBV5,197$9390.12%
27BANK AMERICA CORP COM06050510420,069$7530.10%
28JOHNSON &JOHNSON COM USD1.00JNJ4,689$7400.10%
29ISHARES INC MSCI GBL MIN VOL4642865256,606$6930.09%
30FIRST HAWAIIAN INC COMFHB32,200$6930.09%
31UNITED PARCEL SERVICE INC CL BUPS4,301$6350.08%
32PROCTER AND GAMBLE CO COM7427181093,849$6180.08%
33INTERNATIONAL BUS MACH CORP COM USD0.20INTR2,549$4840.06%
34BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A1,055$4430.06%
35MARSH &MCLENNAN COMPANIES INC COM USD1.005717481021,930$3940.05%
36ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL046434V4079,108$3840.05%
37WELLS FARGO CO NEW COM9497461016,400$3690.05%
38OCCIDENTAL PETE CORP COM6745991055,563$3690.05%
39UTILITIES SELECT SECTOR SPDR FUND81369Y8865,583$3640.05%
40WALMART INC COMWMT6,057$3630.05%
41SCHWAB CHARLES CORP COMSCHW-PJ4,600$3330.04%
42SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY629$3280.04%
43ISHARES CORE GROWTH ALLOCATION ETF4642898675,837$3240.04%
44NIKE INC CLASS B COM NPVNKE3,356$3110.04%
45FISERV INC COM STK USD0.01FISV1,900$3010.04%
46GENERAL ELECTRIC CO COM NEW3696043011,702$2990.04%
47BANK OF HAWAII CORP0625401094,640$2830.04%
48ADVANCED MICRO DEVICES INCAMD1,450$2660.03%
49THE CIGNA GROUP COM125523100725$2640.03%
50TEXAS INSTRUMENTS INC COM USD1.008825081041,505$2610.03%
51ALEXANDER &BALDWIN INC NEW COM01449110415,861$2570.03%
52RTX CORPORATION COM USD1.00RTX2,553$2500.03%
53SANOFI ADR REP 1 1/2 ORDSNYNF4,950$2390.03%
54METLIFE INC COM USD0.01MET-PF3,154$2320.03%
55FEDEX CORP COM USD0.10FDX800$2240.03%
56MONSTER BEVERAGE CORP NEW COMMNST3,600$2080.03%
57CHEVRON CORP NEW COMCVX1,280$2040.03%
58LAKELAND FINANCIAL CORP5116561003,147$2030.03%
59CAPITAL ONE FINANCIAL CORP COM USD0.0114040H1051,375$2000.03%
60STARBUCKS CORP COM USD0.001SBUX2,080$1900.02%
61JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00G515021052,900$1890.02%
62VERIZON COMMUNICATIONS INCVZ4,363$1840.02%
63CVS HEALTH CORPORATION COM USD0.01CVS2,306$1830.02%
64CORNING INCGLW5,522$1800.02%
65GSK PLC SPON ADS EACH REP 2 ORD SHSGLAXF3,940$1670.02%
66BANK OF NEW YORK MELLON CORP COM USD0.010640581002,900$1650.02%
67CHARTER COMMUNICATIONS INC NEW CL A16119P108575$1630.02%
68COMCAST CORPCCZ3,700$1560.02%
69FIDELITY NATL INFORMATION SERVICES COM USD0.0131620M1062,100$1530.02%
70EXXON MOBIL CORP COMXOM1,282$1500.02%
71GILEAD SCIENCES INC COM USD0.001GILD2,000$1460.02%
72FORD MTR CO DEL COM34537086010,643$1410.02%
73HUBSPOT INCHUBS203$1290.02%
74INTEL CORP COM USD0.001INTC2,834$1260.02%
75HAWAIIAN ELECTRIC INDUSTRIES INC41987010011,339$1260.02%
76ISHARES TR IBOXX HI YD ETF4642885131,625$1250.02%
77GOLDMAN SACHS GROUP INC COM USD0.01GSCE300$1240.02%
78NETFLIX INCNFLX200$1230.02%
79TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10874039100850$1200.02%
80VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF9220428582,756$1160.02%
81ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPVBUDFF1,850$1130.01%
82CARRIER GLOBAL CORPORATION COMCARR1,951$1120.01%
83ZIMMER BIOMET HOLDINGS INC COMZBH855$1110.01%
84DISNEY WALT CO COM254687106895$1090.01%
85CITIGROUP INCC-PR1,700$1080.01%
86TRUIST FINL CORP COM89832Q1092,800$1070.01%
87REGENERON PHARMACEUTICALS INCREGN110$1070.01%
88BOOKING HOLDINGS INC COMBKNG30$1070.01%
89TESLA INC COMTSLA610$1070.01%
90BLACKROCK DEBT STRATEGIES FD I COM NEWBLK9,518$1050.01%
91AFLAC INC COM USD0.10AFL1,210$1030.01%
92NORFOLK SOUTHN CORP COM655844108400$1010.01%
93GENTEX CORPGNTX2,797$1010.01%
94GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,122$1000.01%
95UNITEDHEALTH GROUP INCUNH200$980.01%
96CISCO SYSTEMS INCCSCO1,949$980.01%
97META PLATFORMS INC CLASS A COMMON STOCKMETA200$980.01%
98ISHARES TR BLACKROCK ULTRA46434V8781,921$970.01%
99STATE STREET CORPSTT-PG1,250$970.01%
100HP INC COMHPQ3,157$960.01%
101HONDA MOTOR CO ADR-EACH CNV INTO 3 ORDHNDAF2,600$960.01%
102INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.1254595061011,100$950.01%
103SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7SHOP1,220$950.01%
104WILLIAMS COS INC COM9694571002,400$930.01%
105BAKER HUGHES COMPANY CL ABKR2,700$900.01%
106T-MOBILE US INC COMTMUSZ550$890.01%
107AT&T INC COM USD1T-PC5,028$880.01%
108TE CONNECTIVITY LTD COM CHF0.57TEL600$860.01%
109COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01CTSH1,200$860.01%
110CONOCOPHILLIPS COMCOP650$840.01%
111HALEON PLC SPON ADS EACH REP 2 ORD SHSHLNCF10,000$830.01%
112LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS ALYB800$820.01%
113ISHARES CORE AGGRESSIVE ALLOCATION ETF4642898591,086$790.01%
114JUNIPER NETWORKS COM USD0.0000148203R1042,100$780.01%
115HEWLETT PACKARD ENTERPRISE CO COMHPE-PC4,321$780.01%
116ALLSTATE CORP COM USD0.01ALL-PJ450$780.01%
117NOVARTIS AG SPONSORED ADRNVSEF800$770.01%
118MAGNA INTL INC COM ISIN #CA5592224011 SEDOL #25544755592224011,444$770.01%
119ISHARES TRUST DJ US TECHNOLOGY464287721540$730.01%
120ELANCO ANIMAL HEALTH INC COMELAN4,600$730.01%
121MODINE MANUFACTURING CO607828100750$700.01%
122DOW INC COMDOW1,192$690.01%
123FOX CORP CL A COMFOX2,099$660.01%
124GAP INC COMGAP2,400$650.01%
125MOLSON COORS BEVERAGE CO CL BTAP-A900$610.01%
126AVANTOR INC COMAVTR2,400$610.01%
127BIOMARIN PHARMACEUTICAL COM USD0.001BMRN700$610.01%
128CELANESE CORP DEL COMCE350$600.01%
129DOMINION ENERGY INC COMD1,200$590.01%
130DUPONT DE NEMOURS INC COMDD757$580.01%
131DELL TECHNOLOGIES INC CL CDELL482$580.01%
132ISHARES TR MSCI EAFE MIN VL46429B689802$570.01%
133INCYTE CORPINCY1,000$570.01%
134CORTEVA INC COMCTVA984$570.01%
135CENTRAL PACIFIC FINANCIAL CORP1547604092,809$540.01%
136ADOBE INC COMADBE100$500.01%
137XOS INC COMXOSWW4,986$490.01%
138BAXTER INTERNATIONAL INC COM USD1.000718131091,100$480.01%
139AMERICAN ELEC PWR CO INC COM025537101550$470.01%
140BOEING COBA-PA250$470.01%
141BRISTOL-MYERS SQUIBB CO COMCELG-RI850$450.01%
142MICROCHIP TECHNOLOGY INC. COMMCHPP500$450.01%
143UBS GROUP AGUBS1,400$430.01%
144VISA INCV150$420.01%
145COHERENT CORP COMCOHR700$420.01%
146SUN COMMUNITIES INC866674104300$380.00%
147ISHARES INC MSCI EMERG MRKT464286533655$370.00%
148BROADCOM INC COMAVGO27$360.00%
149AEGON LIMITED AMER REGD CERT(1 SH EUR0.12)AEFC5,900$350.00%
150AMGEN INCAMGN123$350.00%
151MEDTRONIC PLCMDT400$350.00%
152WILLIS TOWERS WATSON PLC COM USD0.000304635WTW120$330.00%
153ALNYLAM PHARMACEUTICALS INCALNY200$310.00%
154OCCIDENTAL PETE CORP WTS EXP 08/03/2027674599162687$310.00%
155ISHARES RUSSELL 1000 VALUE ETF464287598162$290.00%
156DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0DUKB288$280.00%
157V F CORP COM NPVVFC1,700$260.00%
158BRIGHTHOUSE FINL INC COM10922N103500$250.00%
159FOX CORP CL B COMFOX800$230.00%
160COCA-COLA COKO377$230.00%
161PROGYNY INC COMPGNY597$220.00%
162MOTOROLA SOLUTIONS INCMSI60$210.00%
163BIOGEN INC COM USD0.0005BIIB100$210.00%
164STEM INC COMSTEM8,389$180.00%
165GAMING & LEISURE P COM USD0.0136467J108400$180.00%
166INNOVATIVE INDL PPTYS INC COMINHD173$170.00%
167BP PLC SPONSORED ADRBPPFF428$160.00%
168NEWS CORP NEW COM USD0.01 CL ANWSLL562$150.00%
169AGILENT TECHNOLOGIES INC COM USD0.01A87$130.00%
170ABERCROMBIE &FITCH CO CL A COM USD0.01ANF100$130.00%
171ISHARES MSCI EAFE ETF464287465169$130.00%
172KIMBERLY-CLARK CORP COMKMB104$130.00%
173TYLER TECHNOLOGIES INCTYL28$120.00%
174SPDR S&P MIDCAP 400 ETFMDY20$110.00%
175PFIZER INCPFE406$110.00%
176ISHARES TR 20 YR TR BD ETF464287432116$110.00%
177WARNER BROS DISCOVERY INC COM SER AWBD1,142$100.00%
178ECHOSTAR CORPORATION COM USD0.001 CLASS ASATS736$100.00%
179FIDELITY ENHANCED MID CAP ETF31609A503316$100.00%
180OTIS WORLDWIDE CORP COMOTIS102$100.00%
181SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHSSNEJF100$90.00%
182FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280850$80.00%
183TRUMP MEDIA &TECHNOLOGY GROUP COMDJTWW162$80.00%
184FIDELITY ENHANCED LARGE CAP VALUE ETF31609A107236$70.00%
185ISHARES TR MSCI ACWI EX US464288240130$70.00%
186AMERICAN AXLE & MANUFACTURING HOLDINGS INC0240611031,000$70.00%
187TWILIO INC CL ATWLO100$60.00%
188SNAP INC CL ASNAP520$60.00%
189ZOOM VIDEO COMMUNICATIONS INC CL AZM100$60.00%
190KEYSIGHT TECHNOLOGIES INC COM USD0.01 WDKEYS40$60.00%
191KYNDRYL HLDGS INC COMMON STOCKKD285$60.00%
192PULMONX CORP COMLUNG525$50.00%
193DAVITA INC COMDVA35$50.00%
194YUM CHINA HLDGS INC COMYUMC100$40.00%
195WABTEC COM92974010827$40.00%
196WK KELLOGG CO COM SHS92942W107200$40.00%
197COUPANG INC CL ACPNG200$40.00%
198REALTY INCOME CORP COMO75$40.00%
199NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1NONOF30$40.00%
200FIDELITY ENHANCED SMALL CAP ETF31609A20696$30.00%
201VANGUARD INDEX FUNDS S&P 500 ETF USD9229083637$30.00%
202RIVIAN AUTOMOTIVE INC COM CL ARIVN240$30.00%
203BEST BUY CO INC COM USD0.10BBY33$30.00%
204JOBY AVIATION INC COMMON STOCKJOBY-WT300$20.00%
205UNITED AIRLS HLDGS INC COMUNTCW53$20.00%
206UBER TECHNOLOGIES INC COMUBER25$20.00%
207PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS71654V408146$20.00%
208CHEMOURS CO COMCC55$20.00%
209COSTAR GROUP INCCSGP20$20.00%
210SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2SU50$20.00%
211TERRITORIAL BANCORP INC88145X108200$20.00%
212THE TRADE DESK INC COM CL A88339J10520$20.00%
213DXC TECHNOLOGY CO COMDXC68$10.00%
214CARMAX INCKMX6$10.00%
215TRIPADVISOR INC COMTRIP25$10.00%
216VIATRIS INC COMVTRS52$10.00%
217PAYPAL HLDGS INC COMPYPL5$00.00%
218AKAMAI TECHNOLOGIES COM USD0.01AKAM1$00.00%
219ANGIODYNAMICS INCANGO17$00.00%
220ZIMVIE INC COM98888T1071$00.00%
221FUEL TECH INC COM STK USD0.01FTEK200$00.00%
222AVANOS MED INC COMAVNS12$00.00%
223WESTERN DIGITAL CORP. COMWDC5$00.00%
224BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #202464406790110825$00.00%
225VISTA GOLD CORP COM NPV ISIN #CA9279263037 SEDOL #B1P75F2VGZ25$00.00%
226PEPSICO INCPEP1$00.00%
227ALCOA CORP COMAA5$00.00%