account_balance
Investment manager · 13F filer · SEC CIK 1600403
CKW Financial Group
Reported value$1.03Bas of Sep 30, 2026
Positions229 29 new, 117 sold out
Top 10 weight96.0%IVV alone is 47%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
47.1%
IEFAiShares Trust Core MSCI EAFE ETF
20.6%
IEMGiShares Core MSCI Emerging Markets ETF
9.7%
IJHiShares Core S&P Mid-Cap ETF
6.5%
GSEWGoldman Sachs Equal Weight US Large Cap Equity ETF
4.6%
MCDMcDonald's Corp
2.9%
VEUVanguard Intl Equity Index FDS Allwrld Ex US
2.3%
IVViShares Core S&P 500 ETF
47.1%
IEFAiShares Trust Core MSCI EAFE ETF
20.6%
IEMGiShares Core MSCI Emerging Markets ETF
9.7%
IJH6.5%
GSEW
MCD2.9%VEU2.3%
MATXNVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 47.1% Held
IEFA iShares Trust Core MSCI EAFE ETF 20.6% Held
IEMG iShares Core MSCI Emerging Markets ETF 9.7% Held
IJH iShares Core S&P Mid-Cap ETF 6.5% Held
GSEW Goldman Sachs Equal Weight US Large Cap Equity ETF 4.6% Held
MCD McDonald's Corp 2.9% HeldVEU Vanguard Intl Equity Index FDS Allwrld Ex US 2.3% Held
MATX Matson, Inc. 0.9% HeldNVDA NVIDIA Corp 0.9% Trimmed −17%AAPL Apple Inc. 0.6% HeldVONG Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd ETF 0.6% Held
MSFT Microsoft Corp 0.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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