Ckw Financial Group

$1.0B 13F equity value
321 Holdings
Latest filing 2026-06-30

Top Holdings

TickerCompanySharesValueWeight
IVVISHARES CORE S&P 500 ETF629,862$472M46.4%
IEFAISHARES TRUST CORE MSCI EAFE ETF2,188,095$210M20.7%
IEMGISHARES CORE MSCI EMERGING MARKETS ETF1,228,524$99M9.7%
IJHISHARES CORE S&P MID-CAP ETF907,553$69M6.8%
GSEWGOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF496,522$47M4.6%
MCDMCDONALD S CORP127,550$34M3.4%
VEUVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US285,301$24M2.3%
NVDANVIDIA CORPORATION COM46,557$9M0.9%
MATXMATSON INC COM NPV40,148$8M0.8%
VONGVANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF47,922$6M0.6%

Track Ckw Financial Group's 13F portfolio: $1.0B in reported holdings, 321 positions. Top holdings and quarterly changes on SentiSense.

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