nicholas white

Ckw Financial Group

Assets Managed

$916.976M

Holdings

166

Last Quarter

2026 - Q1

Filed Date

23d ago

Growth Rate

-0.56%(2Q avg: -0.01%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ckw Financial Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 166 positions.

Assets under management

The assets under management (AUM) of Ckw Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 916.976M in assets, with a quarterly growth rate of -0.56% and a 2-quarter average growth rate of -0.01%. The portfolio is managed by nicholas white, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 1.2%	45.14%	$413.87M 628,924 shares@ $658.07 avg price	Increased 1.2%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 0.4%	21.73%	$199.172M 2.167M shares@ $91.92 avg price	Increased 0.4%
IEMG Ishares Core Msci Emerging Recent Activity Decreased -0.38%	9.45%	$86.612M 1.232M shares@ $70.28 avg price	Decreased -0.38%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 0.96%	6.8%	$62.281M 914,546 shares@ $68.11 avg price	Increased 0.96%
GSEW Goldman Sachs Eql Wght Large Recent Activity Increased 0.59%	4.53%	$41.454M 487,806 shares@ $84.99 avg price	Increased 0.59%
MCD Mcdonald's Corp Recent Activity Decreased -5.62%	4.27%	$39.132M 127,346 shares@ $307.29 avg price	Decreased -5.62%
VEU Vanguard Ftse All-world Ex-u Recent Activity Decreased -2.05%	2.36%	$21.634M 284,316 shares@ $76.1 avg price	Decreased -2.05%
NVDA Nvidia Corp Recent Activity	1%	$9.168M 52,163 shares@ $175.76 avg price
MATX Matson Inc Recent Activity	0.68%	$6.174M 37,436 shares@ $164.93 avg price
VONG Vanguard Russell 1000 Growth Recent Activity Increased 6.1%	0.58%	$5.237M 47,314 shares@ $110.69 avg price	Increased 6.1%

1-10 of 166