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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, SCHB, SCHG, SCHD, SCHZ, and represent 37.32% of Christensen, King & Associates Investment Services's stock portfolio.
Added to shares of these 10 stocks: IBM, MSFT, AAPL, SCHZ, SPY, HD, IXUS, VWO, FNDX, AMZN.
Started 6 new stock positions in VWO, HD, IBM, IXUS, SPY, FNDX.
Reduced shares in these 10 stocks: SCHX, QQQ, SCHD, IEI, PG, VTI, SCHF, SCHP, SCHB, PLTR.
Sold out of its position in PG.
Christensen, King & Associates Investment Services was a net buyer of stock by $1.1M.
Christensen, King & Associates Investment Services has $233M in assets under management (AUM), dropping by 6.66%.
Central Index Key (CIK): 0002032544

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Portfolio Holdings for Christensen, King & Associates Investment Services

Christensen, King & Associates Investment Services holds 106 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	13.3	$31M		1.2M	26.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	6.8	$16M		620k	25.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.0	$14M		439k	31.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.0	$14M		511k	27.30	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.2	$12M	+2%	511k	23.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	5.0	$12M		417k	27.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.0	$12M		496k	23.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.5	$11M		353k	29.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.5	$8.2M		281k	29.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$5.7M		9.3k	612.40	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.3	$5.3M		212k	25.13	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.0	$4.6M	-4%	39k	119.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.9	$4.4M	-2%	162k	26.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.8	$4.2M		127k	33.37	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$4.0M	+2%	162k	24.40	View chart
Ishares Tr Global 100 Etf (IOO)	1.6	$3.6M		30k	120.01	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.6	$3.6M		38k	96.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$3.5M	-4%	11k	328.18	View chart
Apple (AAPL)	1.4	$3.2M	+10%	13k	254.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$2.8M	-9%	4.6k	600.32	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$2.7M		3.6k	746.68	View chart
NVIDIA Corporation (NVDA)	1.1	$2.7M	+5%	14k	186.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$2.5M		25k	100.25	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$2.4M		29k	82.96	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.9	$2.0M		44k	45.51	View chart
Microsoft Corporation (MSFT)	0.8	$1.9M	+22%	3.7k	517.91	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$1.8M	+3%	20k	89.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$1.8M	-3%	22k	79.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.8M		2.6k	669.23	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.5M	+2%	18k	84.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.3M	+13%	6.2k	215.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.2M	-2%	3.4k	355.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.2M	+3%	9.9k	118.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.1M		17k	65.26	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$1.0M		4.7k	213.75	View chart
Vanguard World Health Car Etf (VHT)	0.4	$969k		3.7k	259.63	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$968k	-3%	8.7k	111.22	View chart
Amazon (AMZN)	0.4	$955k	+23%	4.3k	219.57	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$927k		8.4k	110.59	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$904k		6.4k	141.51	View chart
Palantir Technologies Cl A (PLTR)	0.4	$898k	-10%	4.9k	182.42	View chart
Eli Lilly & Co. (LLY)	0.4	$869k		1.1k	763.00	View chart
Gamestop Corp Cl A (GME)	0.4	$847k	+8%	31k	27.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$841k		6.0k	140.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$841k		11k	74.37	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.3	$764k		10k	74.90	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$741k		34k	21.57	View chart
Vanguard World Utilities Etf (VPU)	0.3	$724k		3.8k	189.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$683k		1.4k	502.74	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$682k		5.0k	137.80	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$641k		55k	11.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$616k		8.6k	71.37	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$612k	+25%	12k	49.99	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.2	$564k		24k	23.08	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$547k		18k	29.73	View chart
Abbvie (ABBV)	0.2	$526k	+21%	2.3k	231.54	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$524k		1.3k	396.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$504k		4.2k	120.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$492k	-2%	1.0k	479.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$482k	+8%	5.0k	96.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$480k		1.9k	254.30	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$475k	-4%	15k	31.62	View chart
Costco Wholesale Corporation (COST)	0.2	$464k	+4%	502.00	925.04	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$443k	+5%	8.9k	49.46	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$438k		8.4k	52.28	View chart
Exxon Mobil Corporation (XOM)	0.2	$427k		3.8k	112.75	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.2	$417k		17k	24.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$400k		5.5k	72.77	View chart
Ishares Tr Exponential Tech (XT)	0.2	$397k		5.5k	71.94	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$386k	-5%	2.1k	186.50	View chart
International Business Machines (IBM)	0.2	$362k	NEW	1.3k	282.16	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.2	$361k		5.7k	63.43	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$358k	-2%	3.4k	106.50	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$358k	-15%	3.6k	99.95	View chart
Abbott Laboratories (ABT)	0.2	$354k		2.6k	133.92	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$349k		2.8k	122.47	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$339k		3.9k	87.21	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$330k		6.8k	48.84	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$330k		3.0k	111.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$326k	+2%	1.3k	243.09	View chart
Ishares Msci Cda Etf (EWC)	0.1	$318k		6.3k	50.55	View chart
Illinois Tool Works (ITW)	0.1	$301k		1.2k	260.76	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$300k		5.1k	58.72	View chart
McDonald's Corporation (MCD)	0.1	$294k		969.00	303.75	View chart
Tesla Motors (TSLA)	0.1	$287k		645.00	444.72	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$284k		5.5k	51.28	View chart
Visa Com Cl A (V)	0.1	$281k		824.00	341.35	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$279k		2.5k	109.67	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$271k	+8%	1.3k	203.52	View chart
Oracle Corporation (ORCL)	0.1	$269k		958.00	281.24	View chart
Advanced Micro Devices (AMD)	0.1	$263k	+6%	1.6k	161.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$256k		2.9k	87.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$248k	NEW	372.00	665.76	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$245k		1.8k	139.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$243k		3.3k	73.46	View chart
Williams-Sonoma (WSM)	0.1	$242k		1.2k	195.45	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$227k		6.2k	36.55	View chart
Wal-Mart Stores (WMT)	0.1	$221k		2.1k	103.06	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$219k		1.7k	129.69	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$214k		2.5k	84.83	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$213k	-5%	2.4k	89.77	View chart
Home Depot (HD)	0.1	$212k	NEW	523.00	405.36	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$210k	NEW	2.5k	82.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$209k	NEW	3.9k	54.18	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$204k	NEW	7.8k	26.30	View chart
Outlook Therapeutics (OTLK)	0.0	$29k	+11%	27k	1.06	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 2025 Q3 filed Oct. 21, 2025
Christensen, King & Associates Investment Services 2025 Q2 filed July 15, 2025
Christensen, King & Associates Investment Services 2025 Q1 filed April 17, 2025
Christensen, King & Associates Investment Services 2024 Q4 filed Jan. 13, 2025
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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