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Home > Institutional Investor > Ckw Financial Group > Profile

Instuitional Investor - Ckw Financial Group

Fund Profile
Filing Period:
Fund Name: Ckw Financial Group
Portfolio Value $812,683
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 673,780 $396,641 48.8%
2.
Ishares Trust Core Msci Eafe Etf
 2,129,347 $149,650 18.41%
3.
Ishares Trust
 IEF 816,009 $50,846 6.25%
4.
Mcdonalds Corp
 MCD 135,540 $39,292 4.83%
5.
Ishares Core Msci Emerging Markets Etf
 688,416 $35,949 4.42%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)