Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001600403

CKW FINANCIAL GROUP

HONOLULU, HI · File #028-16089

Latest AUM
$922,198
Positions
186
Top-10 Concentration
96.4%
Filings
12

Sector Allocation

Technology
2.1%$19,816
Industrials
0.5%$4,920
Financials
0.2%$1,977
Healthcare
0.2%$1,687
Energy
0.0%$365
Materials
0.0%$368
Utilities
0.0%$5

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES CORE S&P 500 ETF464287200621,471$425,67046.34%
2ISHARES TRUST CORE MSCI EAFE ETF46432F8422,158,492$193,09921.02%
3ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,237,112$83,1599.05%
4ISHARES CORE S&P MID-CAP ETF464287507905,871$59,7876.51%
5GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETFNVGLF484,949$41,2794.49%
6MCDONALD S CORPMCD134,941$41,2424.49%
7VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US922042775290,287$21,3542.32%
8NVIDIA CORPORATION COMNVDA52,163$9,7281.06%
9VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF92206C68044,597$5,4300.59%
10MICROSOFT CORPMSFT9,593$4,6390.51%
11MATSON INC COM NPVMATX37,436$4,6250.50%
12APPLE INCAAPL15,536$4,2240.46%
13ISHARES TR MSCI ACWI ETF46428825723,503$3,3250.36%
14JPMORGAN CHASE &CO. COMVYLD9,706$3,1270.34%
15ALPHABET INC CAP STK CL AGOOG7,337$2,2970.25%
16BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A2,864$1,4400.16%
17SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY1,904$1,2980.14%
18TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLTOYOF4,523$9680.11%
19BANK AMERICA CORP COM06050510416,078$8840.10%
20COSTCO WHOLESALE CORP COM22160K1051,022$8810.10%