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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 Q3 2024 · Filed November 13, 2024 · Accession 0001600403-24-000006

Total Value
$826,515
Positions
228
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (227)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF464287200685,160$391,48047.37%
2ISHARES TRUST CORE MSCI EAFE ETF46432F8422,096,299$162,29519.64%
3ISHARES CORE S&P MID-CAP ETF464287507814,677$50,3716.09%
4MCDONALD S CORPMCD135,765$41,1344.98%
5ISHARES CORE MSCI EMERGING MARKETS ETF46434G103692,731$40,0124.84%
6GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETFNVGLF460,075$35,4534.29%
7ISHARES MSCI EMR MRK EX CHNA46434G764422,459$25,6473.10%
8VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US922042775184,721$11,6121.40%
9NVIDIA CORPORATION COMNVDA62,769$7,3440.89%
10MATSON INC COM NPVMATX35,911$5,0670.61%
11AMAZON.COM INCAMZN25,937$4,8020.58%
12MICROSOFT CORPMSFT10,421$4,3840.53%
13VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF92206C68039,580$3,7710.46%
14APPLE INCAAPL15,678$3,5470.43%
15ALPHABET INC CAP STK CL AGOOG13,781$2,3010.28%
16ISHARES TR MSCI ACWI ETF46428825718,946$2,2510.27%
17COSTCO WHOLESALE CORP COM USD0.0122160K1052,390$2,0970.25%
18JPMORGAN CHASE &CO. COMVYLD10,053$2,0810.25%
19PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF72201R78319,837$1,8830.23%
20ALPHABET INC CAP STK CL CGOOG10,800$1,8190.22%
21ISHARES TR JP MOR EM MK ETF46428828114,741$1,3780.17%
22ELI LILLY &CO COMLLY1,302$1,1520.14%
23ABBVIE INC COM USD0.01ABBV5,197$1,0240.12%
24BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A2,085$9540.12%
25TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLTOYOF4,516$8040.10%
26JOHNSON &JOHNSON COM USD1.00JNJ4,733$7670.09%
27BANK AMERICA CORP COM06050510419,370$7600.09%
28ISHARES INC MSCI GBL MIN VOL4642865256,363$7300.09%
29FIRST HAWAIIAN INC COMFHB32,200$7260.09%
30PROCTER AND GAMBLE CO COM7427181093,850$6660.08%
31LINDE PLC COM EUR0.001LIN1,213$5760.07%
32UNITED PARCEL SERVICE INC CL BUPS4,306$5740.07%
33INTERNATIONAL BUS MACH CORP COM USD0.20INTR2,576$5650.07%
34WALMART INC COMWMT6,057$4920.06%
35ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL046434V40710,307$4450.05%
36MARSH &MCLENNAN COMPANIES INC COM USD1.005717481021,937$4320.05%
37OCCIDENTAL PETE CORP COM6745991057,163$3810.05%
38SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY634$3610.04%
39RTX CORPORATION COM USD1.00RTX2,703$3360.04%
40ADVANCED MICRO DEVICES INCAMD2,075$3310.04%
41ALEXANDER &BALDWIN INC NEW COM01449110416,785$3200.04%
42FISERV INC COM STK USD0.01FISV1,700$3080.04%
43TEXAS INSTRUMENTS INC COM USD1.008825081041,505$3030.04%
44NIKE INC CLASS B COM NPVNKE3,360$2990.04%
45SCHWAB CHARLES CORP COMSCHW-PJ4,600$2940.04%
46GE AEROSPACE COM NEW3696043011,502$2800.03%
47WELLS FARGO CO NEW COM9497461015,000$2770.03%
48JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00G515021053,600$2770.03%
49METLIFE INC COM USD0.01MET-PF3,154$2580.03%
50BANK OF HAWAII CORP0625401094,175$2560.03%
51SANOFI ADR REP 1 1/2 ORDSNYNF4,450$2550.03%
52CORNING INCGLW5,522$2460.03%
53VERIZON COMMUNICATIONS INCVZ5,155$2330.03%
54CVS HEALTH CORPORATION COM USD0.01CVS3,300$2030.02%
55STARBUCKS CORP COM USD0.001SBUX2,080$2030.02%
56CAPITAL ONE FINANCIAL CORP COM USD0.0114040H1051,375$2020.02%
57BANK OF NEW YORK MELLON CORP COM USD0.010640581002,800$1990.02%
58CHEVRON CORP NEW COMCVX1,285$1920.02%
59FEDEX CORP COM USD0.10FDX700$1890.02%
60CHARTER COMMUNICATIONS INC NEW CL A16119P108575$1890.02%
61MONSTER BEVERAGE CORP NEW COMMNST3,600$1860.02%
62FIDELITY NATL INFORMATION SERVICES COM USD0.0131620M1062,100$1760.02%
63NORFOLK SOUTHN CORP COM655844108700$1740.02%
64GSK PLC SPON ADS EACH REP 2 ORD SHSGLAXF3,940$1590.02%
65GILEAD SCIENCES INC COM USD0.001GILD1,900$1590.02%
66THE CIGNA GROUP COM125523100450$1570.02%
67TESLA INC COMTSLA600$1550.02%
68EXXON MOBIL CORP COMXOM1,295$1550.02%
69CARRIER GLOBAL CORPORATION COMCARR1,952$1550.02%
70GOLDMAN SACHS GROUP INC COM USD0.01GSCE300$1470.02%
71TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10874039100850$1460.02%
72COMCAST CORPCCZ3,500$1460.02%
73NETFLIX INCNFLX200$1410.02%
74INTEL CORP COM USD0.001INTC6,085$1380.02%
75AFLAC INC COM USD0.10AFL1,210$1370.02%
76VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF9220428582,756$1330.02%
77SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7SHOP1,637$1280.02%
78BOOKING HOLDINGS INC COMBKNG30$1230.01%
79ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPVBUDFF1,800$1200.01%
80UNITEDHEALTH GROUP INCUNH200$1170.01%
81FORD MTR CO DEL COM34537086010,791$1160.01%
82META PLATFORMS INC CLASS A COMMON STOCKMETA200$1150.01%
83REGENERON PHARMACEUTICALS INCREGN110$1150.01%
84T-MOBILE US INC COMTMUSZ550$1130.01%
85INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.1254595061011,100$1130.01%
86AT&T INC COM USD1T-PC5,028$1110.01%
87TRUIST FINL CORP COM89832Q1092,600$1080.01%
88HUBSPOT INCHUBS203$1070.01%
89HALEON PLC SPON ADS EACH REP 2 ORD SHSHLNCF10,000$1070.01%
90ISHARES TR IBOXX HI YD ETF4642885131,309$1050.01%
91CITIGROUP INCC-PR1,700$1050.01%
92HAWAIIAN ELECTRIC INDUSTRIES INC41987010011,339$1030.01%
93HP INC COMHPQ2,957$1030.01%
94CISCO SYSTEMS INCCSCO1,853$980.01%
95WILLIAMS COS INC COM9694571002,100$970.01%
96BAKER HUGHES COMPANY CL ABKR2,600$960.01%
97MODINE MANUFACTURING CO607828100750$960.01%
98GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,022$940.01%
99ZIMMER BIOMET HOLDINGS INC COMZBH855$920.01%
100TE CONNECTIVITY PLC COM USD0.01TEL600$880.01%
101ALLSTATE CORP COM USD0.01ALL-PJ450$850.01%
102BLACKROCK DEBT STRATEGIES FD I COM NEWBLK7,658$840.01%
103COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01CTSH1,100$840.01%
104GENTEX CORPGNTX2,807$830.01%
105HONDA MOTOR CO ADR-EACH CNV INTO 3 ORDHNDAF2,600$830.01%
106JUNIPER NETWORKS COM USD0.0000148203R1042,100$820.01%
107BAXTER INTERNATIONAL INC COM USD1.000718131092,200$810.01%
108CENTRAL PACIFIC FINANCIAL CORP1547604092,841$800.01%
109NOVARTIS AG SPONSORED ADRNVSEF700$800.01%
110ISHARES US TECHNOLOGY ETF464287721540$800.01%
111ISHARES TR BLACKROCK ULTRA46434V8781,544$780.01%
112LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS ALYB800$770.01%
113HUMANA INCHUM275$770.01%
114ISHARES CORE GROWTH ALLOCATION ETF4642898671,227$730.01%
115DOMINION ENERGY INC COMD1,200$700.01%
116FOX CORP CL A COMFOX1,599$680.01%
117ELANCO ANIMAL HEALTH INC COMELAN4,600$670.01%
118DUPONT DE NEMOURS INC COMDD760$670.01%
119DOW INC COMDOW1,209$660.01%
120STATE STREET CORPSTT-PG750$650.01%
121COHERENT CORP COMCOHR700$620.01%
122AVANTOR INC COMAVTR2,400$610.01%
123CONOCOPHILLIPS COMCOP550$600.01%
124MAGNA INTL INC COM ISIN #CA5592224011 SEDOL #25544755592224011,458$600.01%
125ONEMEDNET CORP CL AONMDW100,938$590.01%
126AIR PRODUCTS AND CHEMICALS INCAIIR200$580.01%
127CORTEVA INC COMCTVA987$570.01%
128ISHARES CORE AGGRESSIVE ALLOCATION ETF464289859731$570.01%
129AMERICAN ELEC PWR CO INC COM025537101550$560.01%
130ALNYLAM PHARMACEUTICALS INCALNY200$550.01%
131DELL TECHNOLOGIES INC CL CDELL482$550.01%
132INCYTE CORPINCY800$540.01%
133MOLSON COORS BEVERAGE CO CL BTAP-A900$520.01%
134GAP INC COMGAP2,400$510.01%
135ISHARES TR MSCI EAFE MIN VL46429B689649$500.01%
136ADOBE INC COMADBE100$500.01%
137BROADCOM INC COMAVGO300$500.01%
138BIOMARIN PHARMACEUTICAL COM USD0.001BMRN700$490.01%
139CELANESE CORP DEL COMCE350$470.01%
140GE VERNOVA INC COMGEV174$450.01%
141BRISTOL-MYERS SQUIBB CO COMCELG-RI850$450.01%
142AMGEN INCAMGN124$400.00%
143SUN COMMUNITIES INC866674104300$400.00%
144BOEING COBA-PA250$390.00%
145AEGON LIMITED AMER REGD CERT(1 SH EUR0.12)AEFC5,900$370.00%
146UBS GROUP AGUBS1,200$370.00%
147WILLIS TOWERS WATSON PLC COM USD0.000304635WTW120$360.00%
148MEDTRONIC PLCMDT400$360.00%
149VISA INCV125$350.00%
150ISHARES INC MSCI EMERG MRKT464286533536$340.00%
151V F CORP COM NPVVFC1,700$340.00%
152DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0DUKB288$330.00%
153INVESCO QQQ TR UNIT SER 1IVZ65$310.00%
154ISHARES RUSSELL 1000 VALUE ETF464287598162$310.00%
155FOX CORP CL B COMFOX800$310.00%
156MOTOROLA SOLUTIONS INCMSI60$270.00%
157COCA-COLA COKO364$260.00%
158DISNEY WALT CO COM254687106260$240.00%
159INNOVATIVE INDL PPTYS INC COMINHD173$230.00%
160XOS INC COMXOSWW4,986$220.00%
161BRIGHTHOUSE FINL INC COM10922N103500$220.00%
162OCCIDENTAL PETE CORP WTS EXP 08/03/2027674599162687$210.00%
163GAMING & LEISURE P COM USD0.0136467J108400$200.00%
164BIOGEN INC COM USD0.0005BIIB100$190.00%
165ECHOSTAR CORPORATION COM USD0.001 CLASS ASATS736$180.00%
166HEWLETT PACKARD ENTERPRISE CO COMHPE-PC921$180.00%
167TYLER TECHNOLOGIES INCTYL28$160.00%
168KIMBERLY-CLARK CORP COMKMB105$150.00%
169NEWS CORPNWSLL562$150.00%
170ISHARES MSCI EAFE ETF464287465171$140.00%
171ABERCROMBIE &FITCH CO CL A COM USD0.01ANF100$140.00%
172BP PLC SPONSORED ADRBPPFF431$140.00%
173AGILENT TECHNOLOGIES INC COM USD0.01A87$130.00%
174PFIZER INCPFE406$120.00%
175SPDR S&P MIDCAP 400 ETFMDY20$110.00%
176OTIS WORLDWIDE CORP COMOTIS102$110.00%
177ISHARES TR 20 YR TR BD ETF464287432116$110.00%
178FIDELITY ENHANCED MID CAP ETF31609A503316$100.00%
179SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHSSNEJF100$100.00%
180FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280850$90.00%
181WARNER BROS DISCOVERY INC COM SER AWBD1,142$90.00%
182ISHARES TR MSCI ACWI EX US464288240132$80.00%
183FIDELITY ENHANCED LARGE CAP VALUE ETF31609A107236$70.00%
184ZOOM VIDEO COMMUNICATIONS INC CL AZM100$70.00%
185KEYSIGHT TECHNOLOGIES INC COM USD0.01 WDKEYS40$60.00%
186DAVITA INC COMDVA35$60.00%
187KYNDRYL HLDGS INC COMMON STOCKKD285$60.00%
188AMERICAN AXLE & MANUFACTURING HOLDINGS INC0240611031,000$60.00%
189WABTEC COM92974010827$50.00%
190SNAP INC CL ASNAP520$50.00%
191FIDELITY WISE ORIGIN BITCOIN FUNDFBTC88$50.00%
192REALTY INCOME CORP COMO75$50.00%
193NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1NONOF30$40.00%
194FIDELITY ETHEREUM FUND31613E103160$40.00%
195BEST BUY CO INC COM USD0.10BBY34$30.00%
196RIVIAN AUTOMOTIVE INC COM CL ARIVN240$30.00%
197UNITED AIRLS HLDGS INC COMUNTCW53$30.00%
198FIDELITY ENHANCED SMALL CAP ETF31609A20696$30.00%
199WK KELLOGG CO COM SHS92942W107200$30.00%
200TRUMP MEDIA &TECHNOLOGY GROUP COMDJTWW162$30.00%
201UBER TECHNOLOGIES INC COMUBER25$20.00%
202ENERGY TRANSFER L P COM UT LTD PTNET-PI100$20.00%
203INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFIVZ11$20.00%
204THE TRADE DESK INC COM CL A88339J10520$20.00%
205SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2SU50$20.00%
206PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS71654V408155$20.00%
207STEM INC COMSTEM3,872$10.00%
208CHEMOURS CO COMCC55$10.00%
209COSTAR GROUP INCCSGP20$10.00%
210DXC TECHNOLOGY CO COMDXC68$10.00%
211DEXCOM INCDXCM10$10.00%
212VIATRIS INC COMVTRS52$10.00%
213JOBY AVIATION INC COMMON STOCKJOBY-WT300$10.00%
214BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #202464406790110825$10.00%
215AVANOS MED INC COMAVNS12$00.00%
216CARMAX INCKMX6$00.00%
217PEPSICO INCPEP1$00.00%
218VISTA GOLD CORP COM NPV ISIN #CA9279263037 SEDOL #B1P75F2VGZ25$00.00%
219FUEL TECH INC COM STK USD0.01FTEK200$00.00%
220WESTERN DIGITAL CORP. COMWDC5$00.00%
221ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6IAU9$00.00%
222TRIPADVISOR INC COMTRIP25$00.00%
223ZIMVIE INC COM98888T1071$00.00%
224PAYPAL HLDGS INC COMPYPL5$00.00%
225AKAMAI TECHNOLOGIES COM USD0.01AKAM1$00.00%
226ALCOA CORP COMAA5$00.00%
227ANGIODYNAMICS INCANGO17$00.00%