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Christensen, King & Associates Investment Services

Latest statistics and disclosures from Christensen, King & Associates Investment Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SCHD, SCHB, SCHZ, SCHG, and represent 38.32% of Christensen, King & Associates Investment Services's stock portfolio.
Added to shares of these 10 stocks: IJR, IEF, PLTR, WSM, VWO, IJJ, EFAV, VO, VOO, IJH.
Started 7 new stock positions in WSM, EFAV, PLTR, VO, VWO, IJJ, OTLK.
Reduced shares in these 10 stocks: SCHD, SCHB, NVDA, SCHF, SCHA, BRK.B, IDV, SCHM, SCHX, AGG.
Sold out of its position in IDV.
Christensen, King & Associates Investment Services was a net seller of stock by $-1.8M.
Christensen, King & Associates Investment Services has $213M in assets under management (AUM), dropping by 4.83%.
Central Index Key (CIK): 0002032544

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Positions held by Christensen, King & Associates Investment Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Christensen, King & Associates Investment Services

Christensen, King & Associates Investment Services holds 99 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.9	$27M		402k	67.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.3	$15M	-3%	182k	84.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	7.1	$15M	-2%	226k	66.52	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.6	$12M		251k	47.52	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.5	$12M		113k	104.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	5.1	$11M	-2%	210k	51.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.8	$10M	-2%	250k	41.12	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.6	$9.8M		118k	83.09	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.5	$7.5M		93k	80.37	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.3	$4.9M		91k	53.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$4.5M	+4%	8.6k	527.69	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.1	$4.5M		90k	50.60	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.1	$4.5M	+3%	37k	119.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.0	$4.3M	+5%	44k	98.12	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.8	$3.9M		133k	29.18	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.8	$3.8M	-3%	77k	48.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$2.9M		10k	283.16	View chart
Apple (AAPL)	1.4	$2.9M	-3%	12k	233.00	View chart
Ishares Tr Global 100 Etf (IOO)	1.3	$2.8M	+3%	28k	99.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$2.6M		5.4k	488.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$2.3M	-5%	23k	101.27	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$2.2M	-5%	3.8k	586.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$1.8M		22k	83.15	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$1.8M	+2%	18k	98.10	View chart
NVIDIA Corporation (NVDA)	0.8	$1.8M	-13%	15k	121.44	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.8	$1.7M	-3%	45k	38.53	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$1.7M		21k	79.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.3M		16k	83.75	View chart
Microsoft Corporation (MSFT)	0.6	$1.3M	-7%	3.0k	430.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.2M		2.1k	576.90	View chart
Vanguard World Health Car Etf (VHT)	0.6	$1.2M	-2%	4.2k	282.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.2M	+34%	9.9k	116.96	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$1.1M	-4%	9.7k	110.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.0M	+18%	17k	62.32	View chart
Eli Lilly & Co. (LLY)	0.5	$1.0M	-5%	1.2k	885.94	View chart
Vanguard World Consum Stp Etf (VDC)	0.5	$1.0M	-4%	4.6k	218.48	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$962k	-2%	8.9k	107.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$954k	+19%	13k	75.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$944k	+2%	4.8k	198.07	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$906k	-4%	6.5k	139.50	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$872k	-3%	38k	23.17	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$845k		3.5k	243.06	View chart
Amazon (AMZN)	0.3	$698k		3.7k	186.33	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.3	$675k	-8%	10k	64.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$670k	-9%	5.2k	128.20	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$651k		13k	51.12	View chart
Vanguard World Utilities Etf (VPU)	0.3	$641k	-8%	3.7k	174.07	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$632k	-3%	19k	33.23	View chart
Gamestop Corp Cl A (GME)	0.3	$616k	-5%	27k	22.93	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$613k		5.2k	117.61	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$609k	-2%	5.1k	119.71	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$605k	-6%	21k	29.41	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$512k	-3%	41k	12.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$502k		2.1k	237.17	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$500k		1.5k	340.37	View chart
Costco Wholesale Corporation (COST)	0.2	$483k	-6%	544.00	887.23	View chart
Exxon Mobil Corporation (XOM)	0.2	$481k	-2%	4.1k	117.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$480k	+4%	7.6k	63.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$473k	-4%	1.2k	383.93	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.2	$441k	-2%	9.5k	46.16	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$438k	-2%	4.0k	108.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$434k		4.9k	88.14	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$429k		8.6k	49.94	View chart
Ishares Tr Exponential Tech (XT)	0.2	$427k	-11%	7.0k	60.88	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.2	$423k		8.5k	49.61	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$420k	+4%	8.3k	50.28	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$407k		4.3k	95.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$402k		4.2k	95.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$385k	-3%	2.2k	174.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$369k	-38%	802.00	460.26	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$342k		5.3k	65.00	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.2	$337k		5.7k	58.69	View chart
Illinois Tool Works (ITW)	0.2	$335k		1.3k	262.07	View chart
Abbvie (ABBV)	0.2	$327k		1.7k	197.42	View chart
McDonald's Corporation (MCD)	0.2	$326k		1.1k	304.53	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$324k		2.9k	113.00	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$320k		6.6k	48.68	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$308k	-5%	3.8k	80.78	View chart
Advanced Micro Devices (AMD)	0.1	$307k	+22%	1.9k	164.08	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$298k		2.7k	111.86	View chart
Abbott Laboratories (ABT)	0.1	$298k		2.6k	113.99	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$296k		1.9k	154.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$288k	-4%	5.8k	49.70	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$278k		5.4k	51.24	View chart
Ishares Msci Cda Etf (EWC)	0.1	$278k		6.7k	41.52	View chart
Chevron Corporation (CVX)	0.1	$264k		1.8k	147.27	View chart
Home Depot (HD)	0.1	$239k	-4%	590.00	404.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$232k		1.2k	189.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$228k	+4%	2.9k	78.05	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$224k		3.1k	72.63	View chart
Procter & Gamble Company (PG)	0.1	$220k	-9%	1.3k	173.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$219k	-3%	1.3k	165.90	View chart
Palantir Technologies Cl A (PLTR)	0.1	$213k	NEW	5.7k	37.20	View chart
Williams-Sonoma (WSM)	0.1	$211k	NEW	1.4k	154.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$209k	NEW	4.4k	47.85	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$208k	NEW	1.7k	123.64	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$206k	NEW	2.7k	76.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$205k	NEW	778.00	263.68	View chart
Outlook Therapeutics (OTLK)	0.0	$55k	NEW	10k	5.34	View chart

Past Filings by Christensen, King & Associates Investment Services

SEC 13F filings are viewable for Christensen, King & Associates Investment Services going back to 2024

Christensen, King & Associates Investment Services 2024 Q3 filed Oct. 21, 2024
Christensen, King & Associates Investment Services 2023 Q4 filed Aug. 8, 2024
Christensen, King & Associates Investment Services 2024 Q1 filed Aug. 8, 2024
Christensen, King & Associates Investment Services 2024 Q2 filed Aug. 8, 2024

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