Ckw Financial Group
Annual return '25
+20.6%
SPY '25
+17.7%
Alpha
+2.8ptsvs SPY
Invested
$917K
Holdings
166
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: New position (1.9k shares)
45.1%
02
$IEFA
ISHARES TRUST CORE MSCI EAFE ETF
Held since at least Q1 2024
21.7%
03
$IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
Held since at least Q1 2024
9.4%
04
$IJH
ISHARES CORE S&P MID-CAP ETF
Q1 2026: New position (8.4k shares)
6.8%
05
$GSEW
GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF
Held since at least Q1 2024
4.5%
06
$MCD
MCDONALD S CORP
Q1 2026: New position (800 shares)
4.3%
07
$VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
Q1 2026: New position (4.8k shares)
2.4%
08
$NVDA
NVIDIA CORPORATION COM
Q1 2026: New position (157.1k shares)
1.0%
09
$MATX
MATSON INC COM NPV
Held since at least Q1 2024
0.7%
10
$VONG
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF
Q1 2026: New position (17.2k shares)
0.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:24 UTC.