CKW FINANCIAL GROUP Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$917.4M

Holdings

188

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (188 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES CORE S&P 500 ETF
629,717$423.1M46.12%
2
AQLTISHARES TRUST CORE MSCI EAFE ETF
2,168,158$190.6M20.77%
3
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
1,235,626$82.1M8.95%
4
IJHISHARES CORE S&P MID-CAP ETF
906,713$59.4M6.47%
5
GSEWGOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF
485,031$41.2M4.50%
6
MCDMCDONALD S CORP
135,141$40.6M4.43%
7
VEUVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
290,635$20.9M2.28%
8
NVDANVIDIA CORPORATION COM
54,865$10.3M1.12%
9
VONGVANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF
43,854$5.3M0.58%
10
MSFTMICROSOFT CORP
9,715$5.0M0.55%
11
AAPLAPPLE INC
16,269$4.2M0.45%
12
MATXMATSON INC COM NPV
37,436$3.7M0.40%
13
AMZNAMAZON.COM INC
16,607$3.7M0.40%
14
ACWIISHARES TR MSCI ACWI ETF
22,668$3.1M0.34%
15
JPMJPMORGAN CHASE &CO. COM
9,449$2.9M0.32%
16
GOOGLALPHABET INC CAP STK CL A
7,337$1.8M0.20%
17
BRK/BBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
2,764$1.4M0.15%
18
SPYSPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
1,802$1.2M0.13%
19
EMXCISHARES MSCI EMR MRK EX CHNA
15,458$1.1M0.11%
20
COSTCOSTCO WHOLESALE CORP COM
1,022$938K0.10%
21
TMTOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVL
4,521$867K0.09%
22
BACBANK AMERICA CORP COM
16,184$820K0.09%
23
FHBFIRST HAWAIIAN INC COM
32,600$800K0.09%
24
JNJJOHNSON &JOHNSON COM
4,192$780K0.09%
25
ACWVISHARES INC MSCI GBL MIN VOL
4,959$595K0.06%
26
LINLINDE PLC COM EUR0.001
1,213$566K0.06%
27
IBMINTERNATIONAL BUS MACH CORP COM USD0.20
1,949$558K0.06%
28
LLYELI LILLY &CO COM
602$497K0.05%
29
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF
4,423$422K0.05%
30
SHYGISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0
9,469$408K0.04%
31
MRSHMARSH &MCLENNAN COMPANIES INC COM USD1.00
1,952$393K0.04%
32
GEGE AEROSPACE COM NEW
1,073$323K0.04%
33
ALEXALEXANDER &BALDWIN INC NEW COM
16,785$304K0.03%
34
TXNTEXAS INSTRUMENTS INC COM USD1.00
1,605$290K0.03%
35
SHOPSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7
1,933$289K0.03%
36
TSLATESLA INC COM
600$276K0.03%
37
NKENIKE INC CLASS B COM NPV
3,371$250K0.03%
38
TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10
850$245K0.03%
39
MNSTMONSTER BEVERAGE CORP NEW COM
3,600$243K0.03%
40
AMDADVANCED MICRO DEVICES INC
1,425$234K0.03%
41
NFLXNETFLIX INC
200$234K0.03%
42
BACVERIZON COMMUNICATIONS INC
5,255$230K0.03%
43
INTCINTEL CORP COM USD0.001
6,002$216K0.02%
44
CVXCHEVRON CORP NEW COM
1,296$200K0.02%
45
METAMETA PLATFORMS INC CLASS A COMMON STOCK
277$199K0.02%
46
SBUXSTARBUCKS CORP COM USD0.001
2,080$176K0.02%
47
PGPROCTER AND GAMBLE CO COM
1,110$170K0.02%
48
GEVGE VERNOVA INC COM
267$162K0.02%
49
VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
2,756$150K0.02%
50
XOMEXXON MOBIL CORP COM
1,325$148K0.02%
51
TRVCCITIGROUP INC
1,500$148K0.02%
52
FFORD MTR CO DEL COM
11,220$138K0.02%
53
BOHBANK OF HAWAII CORP
2,097$136K0.01%
54
AFLAFLAC INC COM
1,210$134K0.01%
55
TAT&T INC COM USD1
4,722$130K0.01%
56
HEHAWAIIAN ELECTRIC INDUSTRIES INC
11,578$128K0.01%
57
CPFCENTRAL PACIFIC FINANCIAL CORP
4,051$122K0.01%
58
NDQINVESCO QQQ TR UNIT SER 1
201$121K0.01%
59
MODMODINE MANUFACTURING CO
750$111K0.01%
60
WMTWALMART INC COM
1,050$107K0.01%
61
IYWISHARES US TECHNOLOGY ETF
540$106K0.01%
62
AVGOBROADCOM INC COM
300$100K0.01%
63
TRVTRAVELERS COMPANIES INC COM STK NPV
344$95K0.01%
64
ALSALLSTATE CORP COM USD0.01
450$95K0.01%
65
AORISHARES TRUST CORE 60/40 BALANCED ALLOCATION ETF
1,400$90K0.01%
66
HUBSHUBSPOT INC
203$89K0.01%
67
HYGISHARES TR IBOXX HI YD ETF
1,040$84K0.01%
68
DSUBLACKROCK DEBT STRATEGIES FD I COM NEW
7,711$82K0.01%
69
DELLDELL TECHNOLOGIES INC CL C
541$81K0.01%
70
GNTXGENTEX CORP
2,834$79K0.01%
71
MGAMAGNA INTL INC COM ISIN #CA5592224011 SEDOL #2554475
1,490$71K0.01%
72
AOAISHARES TRUST CORE 80/20 AGGRESSIVE ALLOCATION ETF
757$67K0.01%
73
CARRCARRIER GLOBAL CORPORATION COM
1,102$66K0.01%
74
ICSHISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
1,282$65K0.01%
75
CTVACORTEVA INC COM
993$61K0.01%
76
DDDUPONT DE NEMOURS INC COM
766$60K0.01%
77
PFEPFIZER INC
1,775$48K0.01%
78
VVISA INC
125$43K0.00%
79
EFAVISHARES TR MSCI EAFE MIN VL
500$43K0.00%
80
WTWWILLIS TOWERS WATSON PLC COM USD0.000304635
121$42K0.00%
81
FCXFREEPORT-MCMORAN INC COM USD0.10
1,052$41K0.00%
82
AMGNAMGEN INC
126$38K0.00%
83
DISDISNEY WALT CO COM
317$36K0.00%
84
CSCOCISCO SYSTEMS INC
521$36K0.00%
85
DUKDUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0
288$35K0.00%
86
ADBEADOBE INC COM
100$34K0.00%
87
QQQMINVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
111$28K0.00%
88
MSIMOTOROLA SOLUTIONS INC
60$27K0.00%
89
VNQVANGUARD REAL ESTATE ETF
300$27K0.00%
90
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
346$26K0.00%
91
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
1,000$26K0.00%
92
EEMVISHARES INC MSCI EMERG MRKT
412$26K0.00%
93
7HPHP INC COM
957$26K0.00%
94
AG8AGILENT TECHNOLOGIES INC COM USD0.01
187$26K0.00%
95
HPEHEWLETT PACKARD ENTERPRISE CO COM
984$25K0.00%
96
GOOGALPHABET INC CAP STK CL C
100$25K0.00%
97
KOCOCA-COLA CO
377$25K0.00%
98
SDIVGLOBAL X FDS SUPERDIVIDEND
1,000$24K0.00%
99
AMATAPPLIED MATERIALS INC COM USD0.01
100$22K0.00%
100
WBDWARNER BROS DISCOVERY INC COM SER A
1,056$20K0.00%
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