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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 2024 · Filed August 14, 2024 · Accession 0001600403-24-000004

Total Value
$783.7M
Positions
227
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (226)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF464287200684,407$375,33547.89%
2ISHARES TRUST CORE MSCI EAFE ETF46432F8422,079,508$151,26319.30%
3ISHARES CORE S&P MID-CAP ETF464287507809,312$46,9165.99%
4ISHARES INC CORE MSCI EMERGING MKTS ETF46434G103688,575$36,9354.71%
5MCDONALD S CORPMCD142,515$35,6274.55%
6GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETFNVGLF457,782$32,3884.13%
7ISHARES MSCI EMR MRK EX CHNA46434G764421,203$24,9393.18%
8VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US922042775184,449$10,8331.38%
9NVIDIA CORPORATION COMNVDA69,611$8,6531.10%
10AMAZON.COM INCAMZN30,153$5,9460.76%
11MICROSOFT CORPMSFT10,444$4,7700.61%
12MATSON INC COM NPVMATX35,911$4,6350.59%
13VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF92206C68038,444$3,6390.46%
14APPLE INCAAPL15,675$3,3980.43%
15ALPHABET INC CAP STK CL AGOOG13,780$2,5220.32%
16JPMORGAN CHASE &CO. COMVYLD10,786$2,2160.28%
17ISHARES TR MSCI ACWI ETF46428825718,766$2,1130.27%
18ALPHABET INC CAP STK CL CGOOG11,200$2,0660.26%
19COSTCO WHOLESALE CORP COM USD0.0122160K1052,390$2,0210.26%
20PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF72201R78319,296$1,7770.23%
21ISHARES TR JP MOR EM MK ETF46428828114,214$1,2470.16%
22ELI LILLY &CO COMLLY1,302$1,1910.15%
23TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLTOYOF4,516$9200.12%
24ABBVIE INC COM USD0.01ABBV5,197$8850.11%
25BANK AMERICA CORP COM06050510419,570$7830.10%
26JOHNSON &JOHNSON COM USD1.00JNJ4,712$6900.09%
27ISHARES INC MSCI GBL MIN VOL4642865256,402$6690.09%
28FIRST HAWAIIAN INC COMFHB32,200$6660.08%
29PROCTER AND GAMBLE CO COM7427181093,849$6260.08%
30UNITED PARCEL SERVICE INC CL BUPS4,301$5850.07%
31ONEMEDNET CORP CL AONMDW577,647$5390.07%
32INTERNATIONAL BUS MACH CORP COM USD0.20INTR2,564$4490.06%
33ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL046434V40710,213$4280.05%
34BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A1,057$4280.05%
35WALMART INC COMWMT6,057$4090.05%
36MARSH &MCLENNAN COMPANIES INC COM USD1.005717481021,934$4070.05%
37UTILITIES SELECT SECTOR SPDR FUND81369Y8865,583$3780.05%
38OCCIDENTAL PETE CORP COM6745991055,563$3500.04%
39SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY631$3440.04%
40SCHWAB CHARLES CORP COMSCHW-PJ4,600$3380.04%
41ADVANCED MICRO DEVICES INCAMD2,075$3270.04%
42WELLS FARGO CO NEW COM9497461015,200$3150.04%
43TEXAS INSTRUMENTS INC COM USD1.008825081041,505$2930.04%
44FISERV INC COM STK USD0.01FISV1,900$2800.04%
45ALEXANDER &BALDWIN INC NEW COM01449110415,861$2670.03%
46BANK OF HAWAII CORP0625401094,646$2670.03%
47NIKE INC CLASS B COM NPVNKE3,358$2580.03%
48RTX CORPORATION COM USD1.00RTX2,553$2540.03%
49GE AEROSPACE COM NEW3696043011,552$2470.03%
50SANOFI ADR REP 1 1/2 ORDSNYNF4,950$2450.03%
51FEDEX CORP COM USD0.10FDX800$2390.03%
52JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00G515021053,500$2290.03%
53METLIFE INC COM USD0.01MET-PF3,154$2200.03%
54VERIZON COMMUNICATIONS INCVZ5,155$2150.03%
55CORNING INCGLW5,522$2130.03%
56CHEVRON CORP NEW COMCVX1,283$2010.03%
57CVS HEALTH CORPORATION COM USD0.01CVS3,406$1980.03%
58LAKELAND FINANCIAL CORP5116561003,163$1920.02%
59CAPITAL ONE FINANCIAL CORP COM USD0.0114040H1051,375$1920.02%
60INTEL CORP COM USD0.001INTC6,085$1880.02%
61MONSTER BEVERAGE CORP NEW COMMNST3,600$1800.02%
62BANK OF NEW YORK MELLON CORP COM USD0.010640581002,900$1740.02%
63CHARTER COMMUNICATIONS INC NEW CL A16119P108575$1700.02%
64STARBUCKS CORP COM USD0.001SBUX2,080$1600.02%
65FIDELITY NATL INFORMATION SERVICES COM USD0.0131620M1062,100$1560.02%
66THE CIGNA GROUP COM125523100475$1550.02%
67GSK PLC SPON ADS EACH REP 2 ORD SHSGLAXF3,940$1510.02%
68EXXON MOBIL CORP COMXOM1,288$1480.02%
69TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10874039100850$1460.02%
70COMCAST CORPCCZ3,700$1410.02%
71GOLDMAN SACHS GROUP INC COM USD0.01GSCE300$1390.02%
72NORFOLK SOUTHN CORP COM655844108650$1390.02%
73FORD MTR CO DEL COM34537086010,714$1370.02%
74GILEAD SCIENCES INC COM USD0.001GILD2,000$1370.02%
75NETFLIX INCNFLX200$1350.02%
76TESLA INC COMTSLA600$1260.02%
77CARRIER GLOBAL CORPORATION COMCARR1,952$1210.02%
78VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF9220428582,756$1210.02%
79HUBSPOT INCHUBS203$1200.02%
80BOOKING HOLDINGS INC COMBKNG30$1170.01%
81REGENERON PHARMACEUTICALS INCREGN110$1160.01%
82TRUIST FINL CORP COM89832Q1092,800$1100.01%
83HP INC COMHPQ3,157$1100.01%
84ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPVBUDFF1,850$1080.01%
85AFLAC INC COM USD0.10AFL1,210$1080.01%
86CITIGROUP INCC-PR1,700$1080.01%
87SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7SHOP1,637$1060.01%
88WILLIAMS COS INC COM9694571002,400$1020.01%
89INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.1254595061011,100$1020.01%
90META PLATFORMS INC CLASS A COMMON STOCKMETA200$1010.01%
91ISHARES TR IBOXX HI YD ETF4642885131,309$1000.01%
92UNITEDHEALTH GROUP INCUNH200$990.01%
93T-MOBILE US INC COMTMUSZ550$980.01%
94AT&T INC COM USD1T-PC5,028$950.01%
95GENTEX CORPGNTX2,802$940.01%
96BAKER HUGHES COMPANY CL ABKR2,700$940.01%
97HAWAIIAN ELECTRIC INDUSTRIES INC41987010011,339$930.01%
98HUMANA INCHUM250$930.01%
99CISCO SYSTEMS INCCSCO1,951$930.01%
100ZIMMER BIOMET HOLDINGS INC COMZBH855$910.01%
101TE CONNECTIVITY LTD COM CHF0.57TEL600$890.01%
102DISNEY WALT CO COM254687106895$880.01%
103GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,122$860.01%
104HONDA MOTOR CO ADR-EACH CNV INTO 3 ORDHNDAF2,600$850.01%
105NOVARTIS AG SPONSORED ADRNVSEF800$850.01%
106BLACKROCK DEBT STRATEGIES FD I COM NEWBLK7,658$830.01%
107HALEON PLC SPON ADS EACH REP 2 ORD SHSHLNCF10,000$830.01%
108ISHARES US TECHNOLOGY ETF464287721540$820.01%
109COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01CTSH1,200$810.01%
110ISHARES TR BLACKROCK ULTRA46434V8781,544$780.01%
111MODINE MANUFACTURING CO607828100750$770.01%
112JUNIPER NETWORKS COM USD0.0000148203R1042,100$770.01%
113LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS ALYB800$760.01%
114CONOCOPHILLIPS COMCOP650$740.01%
115FOX CORP CL A COMFOX2,099$720.01%
116ALLSTATE CORP COM USD0.01ALL-PJ450$720.01%
117DELL TECHNOLOGIES INC CL CDELL482$690.01%
118ISHARES CORE GROWTH ALLOCATION ETF4642898671,204$680.01%
119ELANCO ANIMAL HEALTH INC COMELAN4,600$650.01%
120STATE STREET CORPSTT-PG850$630.01%
121DOW INC COMDOW1,200$630.01%
122INCYTE CORPINCY1,000$610.01%
123CENTRAL PACIFIC FINANCIAL CORP1547604092,827$610.01%
124DUPONT DE NEMOURS INC COMDD759$600.01%
125MAGNA INTL INC COM ISIN #CA5592224011 SEDOL #25544755592224011,451$600.01%
126DOMINION ENERGY INC COMD1,200$580.01%
127BIOMARIN PHARMACEUTICAL COM USD0.001BMRN700$570.01%
128GAP INC COMGAP2,400$560.01%
129ADOBE INC COMADBE100$560.01%
130ISHARES CORE AGGRESSIVE ALLOCATION ETF464289859726$540.01%
131CORTEVA INC COMCTVA986$520.01%
132COHERENT CORP COMCOHR700$510.01%
133AVANTOR INC COMAVTR2,400$500.01%
134ALNYLAM PHARMACEUTICALS INCALNY200$490.01%
135AMERICAN ELEC PWR CO INC COM025537101550$480.01%
136BOEING COBA-PA250$470.01%
137MOLSON COORS BEVERAGE CO CL BTAP-A900$460.01%
138CELANESE CORP DEL COMCE350$460.01%
139BROADCOM INC COMAVGO28$460.01%
140ISHARES TR MSCI EAFE MIN VL46429B689649$450.01%
141UBS GROUP AGUBS1,400$420.01%
142AMGEN INCAMGN123$380.00%
143AEGON LIMITED AMER REGD CERT(1 SH EUR0.12)AEFC5,900$370.00%
144BAXTER INTERNATIONAL INC COM USD1.000718131091,100$360.00%
145SUN COMMUNITIES INC866674104300$360.00%
146BRISTOL-MYERS SQUIBB CO COMCELG-RI850$350.00%
147XOS INC COMXOSWW4,986$340.00%
148VISA INCV125$330.00%
149WILLIS TOWERS WATSON PLC COM USD0.000304635WTW120$310.00%
150MEDTRONIC PLCMDT400$310.00%
151ISHARES INC MSCI EMERG MRKT464286533536$310.00%
152INVESCO QQQ TR UNIT SER 1IVZ65$310.00%
153DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0DUKB288$290.00%
154GE VERNOVA INC COMGEV174$290.00%
155OCCIDENTAL PETE CORP WTS EXP 08/03/2027674599162687$280.00%
156ISHARES RUSSELL 1000 VALUE ETF464287598162$280.00%
157FOX CORP CL B COMFOX800$250.00%
158COCA-COLA COKO363$230.00%
159MOTOROLA SOLUTIONS INCMSI60$230.00%
160BIOGEN INC COM USD0.0005BIIB100$230.00%
161BRIGHTHOUSE FINL INC COM10922N103500$220.00%
162V F CORP COM NPVVFC1,700$220.00%
163HEWLETT PACKARD ENTERPRISE CO COMHPE-PC921$190.00%
164INNOVATIVE INDL PPTYS INC COMINHD173$190.00%
165GAMING & LEISURE P COM USD0.0136467J108400$180.00%
166ABERCROMBIE &FITCH CO CL A COM USD0.01ANF100$180.00%
167PROGYNY INC COMPGNY597$170.00%
168BP PLC SPONSORED ADRBPPFF429$160.00%
169NEWS CORPNWSLL562$150.00%
170KIMBERLY-CLARK CORP COMKMB104$140.00%
171TYLER TECHNOLOGIES INCTYL28$140.00%
172ECHOSTAR CORPORATION COM USD0.001 CLASS ASATS736$130.00%
173ISHARES MSCI EAFE ETF464287465171$130.00%
174SPDR S&P MIDCAP 400 ETFMDY20$110.00%
175PFIZER INCPFE406$110.00%
176AGILENT TECHNOLOGIES INC COM USD0.01A87$110.00%
177ISHARES TR 20 YR TR BD ETF464287432116$100.00%
178OTIS WORLDWIDE CORP COMOTIS102$100.00%
179FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280850$90.00%
180FIDELITY ENHANCED MID CAP ETF31609A503316$90.00%
181SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHSSNEJF100$90.00%
182STEM INC COMSTEM8,389$90.00%
183WARNER BROS DISCOVERY INC COM SER AWBD1,142$80.00%
184SNAP INC CL ASNAP520$80.00%
185KYNDRYL HLDGS INC COMMON STOCKKD285$80.00%
186AMERICAN AXLE & MANUFACTURING HOLDINGS INC0240611031,000$70.00%
187FIDELITY ENHANCED LARGE CAP VALUE ETF31609A107236$70.00%
188ISHARES TR MSCI ACWI EX US464288240130$70.00%
189ZOOM VIDEO COMMUNICATIONS INC CL AZM100$60.00%
190DAVITA INC COMDVA35$50.00%
191KEYSIGHT TECHNOLOGIES INC COM USD0.01 WDKEYS40$50.00%
192TRUMP MEDIA &TECHNOLOGY GROUP COMDJTWW162$50.00%
193REALTY INCOME CORP COMO75$40.00%
194WABTEC COM92974010827$40.00%
195NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1NONOF30$40.00%
196PULMONX CORP COMLUNG525$30.00%
197YUM CHINA HLDGS INC COMYUMC100$30.00%
198UNITED AIRLS HLDGS INC COMUNTCW53$30.00%
199WK KELLOGG CO COM SHS92942W107200$30.00%
200RIVIAN AUTOMOTIVE INC COM CL ARIVN240$30.00%
201BEST BUY CO INC COM USD0.10BBY33$30.00%
202FIDELITY ENHANCED SMALL CAP ETF31609A20696$30.00%
203THE TRADE DESK INC COM CL A88339J10520$20.00%
204SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2SU50$20.00%
205UBER TECHNOLOGIES INC COMUBER25$20.00%
206PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS71654V408153$20.00%
207TERRITORIAL BANCORP INC88145X108200$20.00%
208CHEMOURS CO COMCC55$10.00%
209VIATRIS INC COMVTRS52$10.00%
210JOBY AVIATION INC COMMON STOCKJOBY-WT300$10.00%
211DXC TECHNOLOGY CO COMDXC68$10.00%
212COSTAR GROUP INCCSGP20$10.00%
213ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6IAU9$00.00%
214FUEL TECH INC COM STK USD0.01FTEK200$00.00%
215ZIMVIE INC COM98888T1071$00.00%
216AVANOS MED INC COMAVNS12$00.00%
217TRIPADVISOR INC COMTRIP25$00.00%
218CARMAX INCKMX6$00.00%
219PAYPAL HLDGS INC COMPYPL5$00.00%
220ANGIODYNAMICS INCANGO17$00.00%
221ALCOA CORP COMAA5$00.00%
222AKAMAI TECHNOLOGIES COM USD0.01AKAM1$00.00%
223BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #202464406790110825$00.00%
224PEPSICO INCPEP1$00.00%
225VISTA GOLD CORP COM NPV ISIN #CA9279263037 SEDOL #B1P75F2VGZ25$00.00%
226WESTERN DIGITAL CORP. COMWDC5$00.00%