StockDriftsStockDriftsTop 50 Ckw Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 45.13% | 628.9K | $413.9M | +1.20%(+7.45K) | $151.57(+393.77%) | 2026-03-31 | |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 21.72% | 2.17M | $199.2M | +0.40%(+8.54K) | $62.72(+55.12%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 9.45% | 1.23M | $86.6M | -0.38%(-4.72K) | $51.62(+54.67%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 6.79% | 914.5K | $62.3M | +0.96%(+8.68K) | $37.64(+102.14%) | 2026-03-31 | |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF | 4.52% | 487.8K | $41.5M | +0.59%(+2.86K) | $54.77(+73.89%) | 2026-03-31 | |
| MCD | MCDONALD S CORP | 4.27% | 127.3K | $39.1M | -5.63%(-7.59K) | $163.06(+72.10%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 2.36% | 284.3K | $21.6M | -2.06%(-5.97K) | $59.55(+39.35%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 1% | 52.2K | $9.2M | +0.00%(+0) | $31.21(+524.24%) | 2026-03-31 | |
| MATX | MATSON INC COM NPV | 0.67% | 37.4K | $6.2M | +0.00%(+0) | $48.98(+315.56%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | 0.57% | 47.3K | $5.2M | +6.09%(+2.72K) | $93.52(+33.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.21% | +48.96% |
| Top 20 Holdings Unweighted | +20.64% | +75.56% |
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