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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 Q4 2024 · Filed January 22, 2025 · Accession 0001600403-25-000002

Total Value
$812,683
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF464287200673,780$396,64148.81%
2ISHARES TRUST CORE MSCI EAFE ETF46432F8422,129,347$149,65018.41%
3ISHARES CORE S&P MID-CAP ETF464287507816,009$50,8466.26%
4MCDONALD S CORPMCD135,540$39,2924.83%
5ISHARES CORE MSCI EMERGING MARKETS ETF46434G103688,416$35,9494.42%
6GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETFNVGLF462,280$35,6974.39%
7ISHARES MSCI EMR MRK EX CHNA46434G764427,259$23,6912.92%
8VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US922042775182,987$10,5051.29%
9NVIDIA CORPORATION COMNVDA62,800$8,4331.04%
10AMAZON.COM INCAMZN25,958$5,6950.70%
11MATSON INC COM NPVMATX36,251$4,8880.60%
12MICROSOFT CORPMSFT10,516$4,4330.55%
13APPLE INCAAPL17,641$4,4180.54%
14VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF92206C68042,581$4,3990.54%
15JPMORGAN CHASE &CO. COMVYLD10,087$2,4180.30%
16ISHARES TR MSCI ACWI ETF46428825719,692$2,3140.28%
17COSTCO WHOLESALE CORP COM22160K1052,410$2,2080.27%
18ALPHABET INC CAP STK CL AGOOG11,000$2,0820.26%
19PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF72201R78319,425$1,8200.22%
20ALPHABET INC CAP STK CL CGOOG7,830$1,4910.18%
21ISHARES TR JP MOR EM MK ETF46428828114,741$1,3130.16%
22BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A2,666$1,2080.15%
23ELI LILLY &CO COMLLY1,302$1,0050.12%
24ABBVIE INC COM USD0.01ABBV5,197$9240.11%
25TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLTOYOF4,518$8790.11%
26FIRST HAWAIIAN INC COMFHB32,600$8460.10%
27BANK AMERICA CORP COM06050510418,890$8300.10%
28JOHNSON &JOHNSON COMJNJ4,141$5990.07%
29WALMART INC COMWMT6,357$5740.07%
30ISHARES INC MSCI GBL MIN VOL4642865255,110$5580.07%
31LINDE PLC COM EUR0.001LIN1,213$5080.06%
32SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY771$4520.06%
33INTERNATIONAL BUS MACH CORP COM USD0.20INTR1,932$4250.05%
34MARSH &MCLENNAN COMPANIES INC COM USD1.005717481021,941$4120.05%
35ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL046434V4079,047$3850.05%
36OCCIDENTAL PETE CORP COM6745991057,173$3540.04%
37FISERV INC COM STK USD0.01FISV1,700$3490.04%
38SCHWAB CHARLES CORP COMSCHW-PJ4,600$3400.04%
39ALEXANDER &BALDWIN INC NEW COM01449110418,976$3370.04%
40GE AEROSPACE COM NEW3696043011,910$3180.04%
41RTX CORPORATION COM USD1.00RTX2,704$3130.04%
42TEXAS INSTRUMENTS INC COM USD1.008825081041,605$3010.04%
43JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00G515021053,600$2840.03%
44META PLATFORMS INC CLASS A COMMON STOCKMETA477$2790.03%
45WELLS FARGO CO NEW COM9497461013,900$2740.03%
46METLIFE INC COM USD0.01MET-PF3,154$2580.03%
47NIKE INC CLASS B COM NPVNKE3,360$2540.03%
48TESLA INC COMTSLA600$2420.03%
49SANOFI ADR REP 1 1/2 ORDSNYNF4,450$2150.03%
50VERIZON COMMUNICATIONS INCVZ5,205$2080.03%
51CHARTER COMMUNICATIONS INC NEW CL A16119P108590$2020.02%
52FEDEX CORP COM USD0.10FDX700$1970.02%
53BANK OF NEW YORK MELLON CORP COM USD0.010640581002,500$1920.02%
54STARBUCKS CORP COM USD0.001SBUX2,080$1900.02%
55MONSTER BEVERAGE CORP NEW COMMNST3,600$1890.02%
56CHEVRON CORP NEW COMCVX1,288$1870.02%
57PROCTER AND GAMBLE CO COM7427181091,108$1860.02%
58BANK OF HAWAII CORP0625401092,507$1790.02%
59NETFLIX INCNFLX200$1780.02%
60GILEAD SCIENCES INC COM USD0.001GILD1,900$1760.02%
61SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7SHOP1,637$1740.02%
62ADVANCED MICRO DEVICES INCAMD1,425$1720.02%
63CAPITAL ONE FINANCIAL CORP COM USD0.0114040H105950$1690.02%
64TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10874039100850$1680.02%
65NORFOLK SOUTHN CORP COM655844108700$1640.02%
66CVS HEALTH CORPORATION COM USD0.01CVS3,600$1620.02%
67BOOKING HOLDINGS INC COMBKNG30$1490.02%
68FIDELITY NATL INFORMATION SERVICES COM USD0.0131620M1061,800$1450.02%
69HUBSPOT INCHUBS203$1410.02%
70EXXON MOBIL CORP COMXOM1,302$1400.02%
71COMCAST CORPCCZ3,700$1390.02%
72ONEMEDNET CORP CL AONMDW100,938$1370.02%
73CARRIER GLOBAL CORPORATION COMCARR1,952$1330.02%
74GSK PLC SPON ADS EACH REP 2 ORD SHSGLAXF3,940$1330.02%
75HUMANA INCHUM525$1330.02%
76GOLDMAN SACHS GROUP INC COM USD0.01GSCE225$1290.02%
77AFLAC INC COMAFL1,210$1250.02%
78THE CIGNA GROUP COM125523100450$1240.02%
79VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF9220428582,770$1220.02%
80T-MOBILE US INC COMTMUSZ550$1210.01%
81INTEL CORP COM USD0.001INTC6,002$1200.01%
82AT&T INC COM USD1T-PC5,210$1190.01%
83ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPVBUDFF2,325$1160.01%
84WILLIAMS COS INC COM9694571002,100$1140.01%
85HAWAIIAN ELECTRIC INDUSTRIES INC41987010011,579$1130.01%
86AVANTOR INC COMAVTR5,200$1100.01%
87CISCO SYSTEMS INCCSCO1,855$1100.01%
88FORD MTR CO DEL COM34537086010,869$1080.01%
89BAKER HUGHES COMPANY CL ABKR2,600$1070.01%
90CITIGROUP INCC-PR1,500$1060.01%
91INVESCO QQQ TR UNIT SER 1IVZ206$1050.01%
92UNITEDHEALTH GROUP INCUNH200$1010.01%
93ZIMMER BIOMET HOLDINGS INC COMZBH955$1010.01%
94HP INC COMHPQ3,020$990.01%
95HALEON PLC SPON ADS EACH REP 2 ORD SHSHLNCF10,000$950.01%
96INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.1254595061011,100$930.01%
97GE VERNOVA INC COMGEV276$910.01%
98GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,158$910.01%
99ALLSTATE CORP COM USD0.01ALL-PJ450$870.01%
100MODINE MANUFACTURING CO607828100750$870.01%
101TE CONNECTIVITY PLC COM USD0.01TEL600$860.01%
102ISHARES US TECHNOLOGY ETF464287721540$860.01%
103COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01CTSH1,100$850.01%
104BLACKROCK DEBT STRATEGIES FD I COM NEWBLK7,711$830.01%
105CENTRAL PACIFIC FINANCIAL CORP1547604092,854$830.01%
106ISHARES TR IBOXX HI YD ETF4642885131,040$820.01%
107GENTEX CORPGNTX2,813$810.01%
108REGENERON PHARMACEUTICALS INCREGN110$780.01%
109BAXTER INTERNATIONAL INC COM USD1.000718131092,625$770.01%
110ISHARES CORE GROWTH ALLOCATION ETF4642898671,256$720.01%
111BROADCOM INC COMAVGO300$700.01%
112NOVARTIS AG SPONSORED ADRNVSEF700$680.01%
113LYONDELLBASELL INDUSTRIES N V COM EUR0.04 CLASS ALYB900$670.01%
114COHERENT CORP COMCOHR700$660.01%
115DOMINION ENERGY INC COMD1,200$650.01%
116ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF46434V8781,282$650.01%
117DELL TECHNOLOGIES INC CL CDELL541$620.01%
118MAGNA INTL INC COM ISIN #CA5592224011 SEDOL #25544755592224011,465$610.01%
119DUPONT DE NEMOURS INC COMDD761$580.01%
120AIR PRODUCTS AND CHEMICALS INCAIIR200$580.01%
121ISHARES CORE AGGRESSIVE ALLOCATION ETF464289859738$570.01%
122GAP INC COMGAP2,400$570.01%
123SBA COMMUNICATIONS CORP NEW CL ASBAC275$560.01%
124ELANCO ANIMAL HEALTH INC COMELAN4,600$560.01%
125CORTEVA INC COMCTVA989$560.01%
126CONOCOPHILLIPS COMCOP550$550.01%
127INCYTE CORPINCY800$550.01%
128STATE STREET CORPSTT-PG550$540.01%
129HONDA MOTOR CO ADR-EACH CNV INTO 3 ORDHNDAF1,900$540.01%
130FOX CORP CL A COMFOX1,099$530.01%
131SUN COMMUNITIES INC866674104435$530.01%
132MOLSON COORS BEVERAGE CO CL BTAP-A900$520.01%
133AMERICAN ELEC PWR CO INC COM025537101550$510.01%
134BRISTOL-MYERS SQUIBB CO COMCELG-RI850$480.01%
135V F CORP COM NPVVFC2,200$470.01%
136ALNYLAM PHARMACEUTICALS INCALNY200$470.01%
137BIOMARIN PHARMACEUTICAL COM USD0.001BMRN700$460.01%
138ADOBE INC COMADBE100$440.01%
139BOEING COBA-PA250$440.01%
140VISA INCV125$400.00%
141WILLIS TOWERS WATSON PLC COM USD0.000304635WTW120$380.00%
142CELANESE CORP DEL COMCE535$370.00%
143FOX CORP CL B COMFOX800$370.00%
144MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #249251956501R1061,219$370.00%
145UBS GROUP AGUBS1,200$360.00%
146AEGON LIMITED AMER REGD CERT(1 SH EUR0.12)AEFC5,900$350.00%
147ISHARES TR MSCI EAFE MIN VL46429B689500$350.00%
148TERRITORIAL BANCORP INC88145X1083,612$350.00%
149GAMING & LEISURE P COM USD0.0136467J108700$340.00%
150MEDTRONIC PLCMDT400$320.00%
151AMGEN INCAMGN124$320.00%
152BLACKSTONE SECD LENDING FD COMMON STOCKBX1,000$320.00%
153DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0DUKB288$310.00%
154DISNEY WALT CO COM254687106260$290.00%
155MOTOROLA SOLUTIONS INCMSI60$280.00%
156QUALCOMM INCQCOM175$270.00%
157VANGUARD REAL ESTATE ETF922908553300$270.00%
158AGILENT TECHNOLOGIES INC COM USD0.01A187$250.00%
159ISHARES INC MSCI EMERG MRKT464286533412$240.00%
160PFIZER INCPFE906$240.00%
161BRIGHTHOUSE FINL INC COM10922N103500$240.00%
162COCA-COLA COKO374$230.00%
163DOW INC COMDOW553$220.00%
164GLOBAL X FDS SUPERDIVIDEND37960A6691,000$210.00%
165HEWLETT PACKARD ENTERPRISE CO COMHPE-PC984$210.00%
166INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFIVZ90$190.00%
167OCCIDENTAL PETE CORP WTS EXP 08/03/2027674599162687$190.00%
168ECHOSTAR CORPORATION COM USD0.001 CLASS ASATS736$170.00%
169ISHARES TR ISHS 1-5YR INVS464288646333$170.00%
170APPLIED MATERIALS INC COM USD0.01038222105100$160.00%
171XOS INC COMXOSWW4,986$160.00%
172BIOGEN INC COM USD0.0005BIIB100$150.00%
173NEWS CORPNWSLL562$150.00%
174ABERCROMBIE &FITCH CO CL A COM USD0.01ANF100$150.00%
175KEYSIGHT TECHNOLOGIES INC COM USD0.01 WDKEYS90$140.00%
176NEUROCRINE BIOSCIENCES INCNBIX100$140.00%
177KIMBERLY-CLARK CORP COMKMB105$140.00%
178WARNER BROS DISCOVERY INC COM SER AWBD1,186$130.00%
179ISHARES MSCI EAFE ETF464287465173$130.00%
180VIATRIS INC COMVTRS1,033$130.00%
1813M COMMM100$130.00%
182INNOVATIVE INDL PPTYS INC COMINHD173$120.00%
183IONQ INC COMIONQ-WT288$120.00%
184BP PLC SPONSORED ADRBPPFF370$110.00%
185SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHSSNEJF500$110.00%
186SPDR S&P MIDCAP 400 ETFMDY20$110.00%
187ISHARES TR 20 YR TR BD ETF464287432116$100.00%
188MERCK &CO. INC COMMRK100$100.00%
189FIDELITY ENHANCED MID CAP ETF31609A503316$100.00%
190WABTEC COM92974010846$90.00%
191FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280850$90.00%
192COOPER COS INC COM21664850193$90.00%
193OTIS WORLDWIDE CORP COMOTIS102$90.00%
194ISHARES CHINA LARGE-CAP ETF464287184300$90.00%
195ROCKET LAB USA INC COMRKLB331$80.00%
196VANGUARD MUN BD FDS TAX EXEMPT BD922907746167$80.00%
197VANGUARD DEVELOPED MARKETS INDEX FUND ETF921943858168$80.00%
198ZOOM COMMUNICATIONS, INC. CLASS A COMMONZM100$80.00%
199FIDELITY WISE ORIGIN BITCOIN FUNDFBTC88$70.00%
200KYNDRYL HLDGS INC COMMON STOCKKD215$70.00%
201ANTERO RESOURCES CORP COMAR198$70.00%
202FIDELITY ENHANCED LARGE CAP VALUE ETF31609A107236$70.00%
203ISHARES TR MSCI ACWI EX US464288240132$70.00%
204TRUMP MEDIA &TECHNOLOGY GROUP COMDJTWW162$60.00%
205ISHARES BITCOIN TRUST ETFIBIT110$60.00%
206SNAP INC CL ASNAP520$60.00%
207FIDELITY ETHEREUM FUND31613E103160$50.00%
208DAVITA INC COMDVA35$50.00%
209WK KELLOGG CO COM SHS92942W107200$40.00%
210NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1NONOF30$30.00%
211PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS71654V408225$30.00%
212FIDELITY ENHANCED SMALL CAP ETF31609A20696$30.00%
213RIVIAN AUTOMOTIVE INC COM CL ARIVN240$30.00%
214AMERICAN AXLE & MANUFACTURING HOLDINGS INC024061103500$30.00%
215STEM INC COMSTEM3,872$20.00%
216SOLVENTUM CORP COM SHSSOLV25$20.00%
217JOBY AVIATION INC COMMON STOCKJOBY-WT300$20.00%
218KRAFT HEINZ CO COMKHC50$20.00%
219UBER TECHNOLOGIES INC COMUBER25$20.00%
220THE TRADE DESK INC COM CL A88339J10520$20.00%
221ENERGY TRANSFER L P COM UT LTD PTNET-PI100$20.00%
222SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2SU50$20.00%
223ABSCI CORPORATION COMABSI266$10.00%
224ARCELORMITTAL NY REGISTRY SHS NEW(POST REV SPLIT)ARCXF33$10.00%
225HEALTH CARE SELECT SECTOR SPDR FUND81369Y2098$10.00%
226CHEMOURS CO COMCC55$10.00%
227NORTHROP GRUMMAN CORP COM USD1NOC2$10.00%
228STAR BULK CARRIERS CORPSBLK34$10.00%
229COSTAR GROUP INCCSGP20$10.00%
230DXC TECHNOLOGY CO COMDXC73$10.00%
231MICROCHIP TECHNOLOGY INC. COMMCHPP25$10.00%
232DEXCOM INCDXCM10$10.00%
233UNITED PARCEL SERVICE INC CL BUPS5$10.00%
234BEST BUY CO INC COM USD0.10BBY0$00.00%
235WESTERN DIGITAL CORP. COMWDC5$00.00%
236ORGANON &CO COMMON STOCKOGN10$00.00%
237VISTA GOLD CORP COM NPV ISIN #CA9279263037 SEDOL #B1P75F2VGZ25$00.00%
238AVANOS MED INC COMAVNS12$00.00%
239PEPSICO INCPEP1$00.00%
240FUEL TECH INC COM STK USD0.01FTEK200$00.00%
241ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6IAU9$00.00%
242UNITED AIRLS HLDGS INC COMUNTCW1$00.00%
243BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #202464406790110825$00.00%
244AKAMAI TECHNOLOGIES COM USD0.01AKAM1$00.00%
245PAYPAL HLDGS INC COMPYPL5$00.00%
246ABCELLERA BIOLOGICS INC COM NPVABCL50$00.00%
247TRIPADVISOR INC COMTRIP25$00.00%
248ZIMVIE INC COM98888T1071$00.00%
249ALCOA CORP COMAA5$00.00%
250ANGIODYNAMICS INCANGO0$00.00%