CKW FINANCIAL GROUP

RIA/Wealth

CKW FINANCIAL GROUP is a RIA/Wealth based in Honolulu, HI led by Lynne Renee Kinney, reporting $2.2B in AUM as of Q3 2025 with 91% ETF concentration, 96% concentrated in top 10 holdings, 46% allocation to IVV, and minimal technology exposure.

CIOLynne Renee Kinney

Portfolio Value: $911.5M
Positions: 162
Top Holding: IVV at 46.24%
Last Reported: Q3 2025

Address1003 Bishop Street, Suite 1950, Honolulu, HI, 96813, United States

Top Holdings

Largest long holdings in CKW FINANCIAL GROUP's portfolio (96% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$421.5M	46.24%	-$25.4M Sold	— 629.7K shares	Q4 2013 Held for 11y 11m
2 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$189.3M	20.77%	+$566.3K Bought	— 2.2M shares	Q4 2013 Held for 11y 11m
3 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$81.5M	8.94%	+$35.7M Bought	— 1.2M shares	Q4 2013 Held for 11y 11m
4 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$59.2M	6.49%	+$3.3M Bought	— 906.7K shares	Q4 2013 Held for 11y 11m
5 GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF GSEW	ETF ETF	$41.2M	4.53%	+$530.8K Bought	— 485.0K shares	Q3 2020 Held for 5y 2m
6 McDonald's MCD	Restaurants Consumer Cyclical	$41.1M	4.51%	-$1.8M Sold	0.02% 135.1K shares	Q4 2013 Held for 11y 11m
7 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$20.7M	2.28%	+$7.5M Bought	— 290.6K shares	Q2 2023 Held for 2y 5m
8 Nvidia NVDA	Semiconductors Technology	$10.2M	1.12%	-$257.7K Sold	0.00% 54.9K shares	Q2 2020 Held for 5y 5m
9 Vanguard Russell 1000 Growth VONG	ETF ETF	$5.3M	0.58%	-$195.5K Sold	— 43.9K shares	Q2 2024 Held for 1y 5m
10 Microsoft MSFT	Software - Infrastructure Technology	$5.0M	0.55%	+$52.3K Bought	0.00% 9.7K shares	Q4 2013 Held for 11y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CKW FINANCIAL GROUP's latest filing

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Market Value

$911.5M

Prior: $838.9M

Q/Q Change

+8.65%

+$72.6M

Net Flows % of MV

+1.77%

Turnover Ratio

4.27%

New Purchases

4 stocks

$3.1K

Added To

35 stocks

+$47.8M

Sold Out Of

8 stocks

$159.2K

Reduced Holdings

16 stocks

-$31.5M

Increased Positions

Position	Shares Δ	Change
1 Zeo Energy Corporation ZEO	New	0 → 1.5K +$2.1K
2 iShares Core MSCI Total International Stock IXUS	New	0 → 9.0 +$1.0K
3 iShares Core S&P Small-Cap ETF IJR	New	0 → 1.0 +-
4 Vanguard Tax-Exempt Bond Index Fund VTEB	New	0 → - +-
5 Energy Transfer ET	+100.0%	100.0 → 200.0 +$1.7K

Decreased Positions

Position	Shares Δ	Change
1 Occidental Petroleum OXY	Sold	3.4K → 0 −$141.4K
2 Vanguard FTSE Developed Markets VEA	Sold	168.0 → 0 −$9.6K
3 Peakstone Realty PKST	Sold	352.0 → 0 −$4.6K
4 Kellogg Company KLG	Sold	100.0 → 0 −$1.6K
5 iShares Russell Mid-Cap ETF IWR	Sold	7.0 → 0 −$1.0K