Ckw Financial Group Top Holdings and 13F Report (2024) → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) About Ckw Financial GroupInvestment ActivityCkw Financial Group has $768.26 thousand in total holdings as of March 31, 2024.Ckw Financial Group owns shares of 227 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 9.44% of the portfolio was purchased this quarter.About 5.20% of the portfolio was sold this quarter.This quarter, Ckw Financial Group has purchased 231 new stocks and bought additional shares in 56 stocks.Ckw Financial Group sold shares of 16 stocks and completely divested from 26 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $357,294iShares Core MSCI EAFE ETF $151,952iShares Core S&P Mid-Cap ETF $48,727McDonald's $39,936iShares Core MSCI Emerging Markets ETF $36,026 Largest New Holdings this Quarter American Electric Power $47 HoldingSun Communities $38 HoldingEchoStar $10 HoldingRealty Income $4 HoldingNovo Nordisk A/S $4 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 650,646 shares (about $39.28K)iShares Core MSCI EAFE ETF 310,693 shares (about $22.96K)iShares MSCI Emerging Markets ex China ETF 118,418 shares (about $6.80K)Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 32,013 shares (about $2.32K)Walmart 4,038 shares (about $242.00) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 283,062 shares (about $16.55K)iShares Core MSCI Emerging Markets ETF 218,752 shares (about $11.31K)iShares Core S&P 500 ETF 16,663 shares (about $8.75K)NVIDIA 2,670 shares (about $2.41K)iShares MSCI Global Min Vol Factor ETF 889 shares (about $93.26) Sector Allocation Over TimeMap of 500 Largest Holdings ofCkw Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$357,294$8,746 ▼-2.4%680,71646.5%ETFIEFAiShares Core MSCI EAFE ETF$151,952$22,957 ▲17.8%2,056,46519.8%ETFIJHiShares Core S&P Mid-Cap ETF$48,727$39,280 ▲415.8%807,1376.3%ETFMCDMcDonald's$39,9360.0%142,5155.2%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$36,026$11,307 ▼-23.9%696,9694.7%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$33,137$2,318 ▲7.5%457,6874.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$20,543$6,800 ▲49.5%357,7642.7%ManufacturingVEUVanguard FTSE All-World ex-US ETF$13,727$16,553 ▼-54.7%234,7351.8%ETFNVDANVIDIA$6,702$2,413 ▼-26.5%7,4170.9%Computer and TechnologyAMZNAmazon.com$5,457$51 ▲0.9%30,1530.7%Retail/WholesaleMSFTMicrosoft$4,433$42 ▼-0.9%10,4420.6%Computer and TechnologyMATXMatson$3,9980.0%35,9110.5%TransportationAAPLApple$2,669$18 ▲0.7%15,6970.3%Computer and TechnologyVOVanguard Mid-Cap ETF$2,361$5 ▼-0.2%9,5100.3%ETFKEMXKraneShares MSCI Emerging Markets ex China Index ETF$2,286$2 ▲0.1%78,2900.3%ETFJPMJPMorgan Chase & Co.$2,186$28 ▼-1.2%10,9870.3%FinanceGOOGLAlphabet$2,150$118 ▲5.8%13,8300.3%Computer and TechnologyACWIiShares MSCI ACWI ETF$2,100$44 ▲2.2%19,1150.3%ManufacturingCOSTCostco Wholesale$1,8500.0%2,5650.2%Retail/WholesaleHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$1,763$7 ▼-0.4%19,0370.2%ETFGOOGAlphabet$1,7530.0%11,2000.2%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,463$29 ▼-1.9%16,4490.2%ETFQQQInvesco QQQ$1,257$0 ▼0.0%2,8240.2%FinanceTMToyota Motor$1,0930.0%4,5150.1%Auto/Tires/TrucksLLYEli Lilly and Company$9900.0%1,3020.1%MedicalABBVAbbVie$9390.0%5,1970.1%MedicalBACBank of America$753$11 ▲1.5%20,0690.1%FinanceJNJJohnson & Johnson$740$3 ▲0.4%4,6890.1%MedicalACWViShares MSCI Global Min Vol Factor ETF$693$93 ▼-11.9%6,6060.1%ETFFHBFirst Hawaiian$6930.0%32,2000.1%FinanceUPSUnited Parcel Service$6350.0%4,3010.1%TransportationPGProcter & Gamble$618$0 ▲0.0%3,8490.1%Consumer StaplesIBMInternational Business Machines$484$2 ▲0.5%2,5490.1%Computer and TechnologyBRK.BBerkshire Hathaway$443$13 ▲2.9%1,0550.1%FinanceMMCMarsh & McLennan Companies$394$1 ▲0.2%1,9300.1%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$384$9 ▼-2.2%9,1080.0%ETFOXYOccidental Petroleum$369$84 ▲29.4%5,5630.0%Oils/EnergyWFCWells Fargo & Company$3690.0%6,4000.0%FinanceXLUUtilities Select Sector SPDR Fund$3640.0%5,5830.0%ETFWMTWalmart$363$242 ▲200.0%6,0570.0%Retail/WholesaleSCHWCharles Schwab$3330.0%4,6000.0%FinanceSPYSPDR S&P 500 ETF Trust$328$2 ▲0.6%6290.0%FinanceAORiShares Core Growth Allocation ETF$324$14 ▲4.4%5,8370.0%ETFNKENIKE$311$0 ▲0.1%3,3560.0%Consumer DiscretionaryFIFiserv$3010.0%1,9000.0%Business ServicesGEGeneral Electric$299$4 ▲1.5%1,7020.0%TransportationBOHBank of Hawaii$283$0 ▲0.1%4,6400.0%FinanceAMDAdvanced Micro Devices$2660.0%1,4500.0%Computer and TechnologyCIThe Cigna Group$2640.0%7250.0%MedicalTXNTexas Instruments$2610.0%1,5050.0%Computer and TechnologyALEXAlexander & Baldwin$2570.0%15,8610.0%FinanceRTXRTX$250$20 ▲8.5%2,5530.0%AerospaceSNYSanofi$2390.0%4,9500.0%MedicalMETMetLife$232$15 ▲6.8%3,1540.0%FinanceFDXFedEx$2240.0%8000.0%TransportationMNSTMonster Beverage$2080.0%3,6000.0%Consumer StaplesCVXChevron$204$0 ▲0.2%1,2800.0%Oils/EnergyLKFNLakeland Financial$203$1 ▲0.4%3,1470.0%FinanceCOFCapital One Financial$2000.0%1,3750.0%FinanceSBUXStarbucks$1900.0%2,0800.0%Retail/WholesaleJCIJohnson Controls International$189$26 ▲16.0%2,9000.0%Industrial ProductsVZVerizon Communications$1840.0%4,3630.0%Computer and TechnologyCVSCVS Health$183$63 ▲53.1%2,3060.0%Retail/WholesaleGLWCorning$1800.0%5,5220.0%Computer and TechnologyGSKGSK$1670.0%3,9400.0%MedicalBKBank of New York Mellon$1650.0%2,9000.0%FinanceCHTRCharter Communications$163$50 ▲43.8%5750.0%Consumer DiscretionaryCMCSAComcast$1560.0%3,7000.0%Consumer DiscretionaryFISFidelity National Information Services$153$15 ▲10.5%2,1000.0%Business ServicesXOMExxon Mobil$150$1 ▲0.5%1,2820.0%Oils/EnergyGILDGilead Sciences$1460.0%2,0000.0%MedicalFFord Motor$141$5 ▲3.4%10,6430.0%Auto/Tires/TrucksHUBSHubSpot$1290.0%2030.0%Computer and TechnologyINTCIntel$1260.0%2,8340.0%Computer and TechnologyHEHawaiian Electric Industries$1260.0%11,3390.0%UtilitiesHYGiShares iBoxx $ High Yield Corporate Bond ETF$1250.0%1,6250.0%ETFGSThe Goldman Sachs Group$1240.0%3000.0%FinanceNFLXNetflix$1230.0%2000.0%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1200.0%8500.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1160.0%2,7560.0%ETFBUDAnheuser-Busch InBev SA/NV$113$3 ▲2.8%1,8500.0%Consumer StaplesCARRCarrier Global$1120.0%1,9510.0%Computer and TechnologyZBHZimmer Biomet$111$71 ▲180.3%8550.0%MedicalDISWalt Disney$1090.0%8950.0%Consumer DiscretionaryCCitigroup$1080.0%1,7000.0%FinanceBKNGBooking$1070.0%300.0%Retail/WholesaleTFCTruist Financial$1070.0%2,8000.0%FinanceTSLATesla$107$5 ▲5.2%6100.0%Auto/Tires/TrucksREGNRegeneron Pharmaceuticals$1070.0%1100.0%MedicalDSUBlackRock Debt Strategies Fund$1050.0%9,5180.0%FinanceAFLAflac$1030.0%1,2100.0%FinanceGNTXGentex$101$0 ▲0.2%2,7970.0%Auto/Tires/TrucksNSCNorfolk Southern$1010.0%4000.0%TransportationGEHCGE HealthCare Technologies$100$1 ▲0.7%1,1220.0%MedicalCSCOCisco Systems$98$0 ▲0.1%1,9490.0%Computer and TechnologyMETAMeta Platforms$980.0%2000.0%Computer and TechnologyUNHUnitedHealth Group$98$12 ▲14.3%2000.0%MedicalSTTState Street$970.0%1,2500.0%FinanceICSHBlackRock Ultra Short-Term Bond ETF$970.0%1,9210.0%ETFHMCHonda Motor$960.0%2,6000.0%Auto/Tires/TrucksShowing largest 100 holdings. 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