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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 37.18% of Christensen, King & Associates Investment Services's stock portfolio.
Added to shares of these 10 stocks: SCHZ, SCHO, VTEB, IOO, IYE, EFA, CAT, XLU, VYM, BND.
Started 4 new stock positions in EFA, IYE, CAT, VTEB.
Reduced shares in these 10 stocks: SCHX, SCHD, HDV, , SCHP, GBTC, HD, AAPL, SCHF, QQQ.
Sold out of its positions in GBTC, HD, HDV, ORCL.
Christensen, King & Associates Investment Services was a net seller of stock by $-1.7M.
Christensen, King & Associates Investment Services has $234M in assets under management (AUM), dropping by 0.69%.
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 December 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)	13.1	$31M	-2%	1.1M	26.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	6.9	$16M		615k	26.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.1	$14M		436k	32.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.8	$14M	-2%	498k	27.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.3	$12M	+3%	531k	23.37	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	5.1	$12M		418k	28.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.0	$12M		488k	24.04	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.5	$11M		354k	30.07	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.6	$8.4M		283k	29.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$5.9M		9.4k	627.12	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.3	$5.4M		215k	25.08	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.9	$4.5M	-3%	38k	119.35	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.8	$4.2M	+6%	174k	24.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.8	$4.1M		126k	32.75	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.7	$4.1M	-5%	153k	26.49	View chart
Ishares Tr Global 100 Etf (IOO)	1.7	$4.1M	+5%	32k	126.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.6	$3.6M		38k	96.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$3.6M		11k	335.28	View chart
Apple (AAPL)	1.4	$3.2M	-6%	12k	271.87	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$2.7M		3.6k	753.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$2.6M	-6%	4.3k	614.25	View chart
NVIDIA Corporation (NVDA)	1.1	$2.5M	-6%	13k	186.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$2.4M		24k	99.88	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$2.4M		29k	82.82	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.8	$1.9M	-3%	42k	45.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.8M		2.7k	684.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$1.8M		22k	79.73	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$1.8M		20k	87.16	View chart
Microsoft Corporation (MSFT)	0.7	$1.7M	-4%	3.5k	483.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$1.6M	+4%	19k	83.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.4M	+3%	6.5k	219.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.3M		3.4k	396.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.2M		10k	120.18	View chart
Eli Lilly & Co. (LLY)	0.5	$1.2M	-2%	1.1k	1074.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.2M		18k	66.00	View chart
Vanguard World Health Car Etf (VHT)	0.5	$1.1M		3.7k	287.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.0M	+18%	7.1k	143.52	View chart
Amazon (AMZN)	0.4	$980k	-2%	4.2k	230.82	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$969k	+15%	13k	74.07	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$946k		8.6k	109.91	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$932k	-2%	8.2k	113.72	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$918k	-7%	4.3k	211.23	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$897k		6.4k	141.16	View chart
Palantir Technologies Cl A (PLTR)	0.3	$776k	-11%	4.4k	177.75	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.3	$768k		10k	76.71	View chart
Vanguard World Utilities Etf (VPU)	0.3	$709k		3.8k	185.04	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$709k		34k	20.89	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$699k		5.0k	141.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$693k		1.4k	502.65	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$634k		8.6k	73.56	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$629k	+3%	13k	49.84	View chart
Gamestop Corp Cl A (GME)	0.3	$626k		31k	20.08	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$621k		55k	11.24	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.2	$567k		25k	22.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$544k	+8%	1.1k	487.86	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$536k		18k	29.37	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$514k		1.3k	394.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$514k		4.2k	123.25	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$481k	+11%	9.9k	48.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$476k		4.9k	96.27	View chart
Abbvie (ABBV)	0.2	$474k	-8%	2.1k	228.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$468k	-3%	1.8k	258.01	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$463k		15k	30.96	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$439k		8.4k	52.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$433k	-2%	5.3k	81.17	View chart
Exxon Mobil Corporation (XOM)	0.2	$433k	-5%	3.6k	120.35	View chart
Costco Wholesale Corporation (COST)	0.2	$416k	-3%	482.00	862.40	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.2	$413k		17k	24.90	View chart
Ishares Tr Future Exponenti (XT)	0.2	$406k	+5%	5.8k	69.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$396k	-5%	1.3k	313.07	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$395k		2.1k	190.98	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$368k		3.6k	102.53	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$352k	+111%	8.2k	42.69	View chart
Advanced Micro Devices (AMD)	0.1	$348k		1.6k	214.16	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$345k	-4%	3.2k	107.11	View chart
Ishares Msci Cda Etf (EWC)	0.1	$337k		6.3k	53.93	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$333k		5.1k	65.10	View chart
Abbott Laboratories (ABT)	0.1	$331k		2.6k	125.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$329k		3.0k	110.17	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$310k	-16%	4.8k	65.01	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$305k	-7%	6.2k	48.75	View chart
McDonald's Corporation (MCD)	0.1	$296k		969.00	305.69	View chart
Tesla Motors (TSLA)	0.1	$290k		645.00	449.72	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$290k		2.5k	113.83	View chart
Visa Com Cl A (V)	0.1	$289k		824.00	350.79	View chart
International Business Machines (IBM)	0.1	$285k	-24%	963.00	296.21	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$285k		5.6k	51.10	View chart
Illinois Tool Works (ITW)	0.1	$285k		1.2k	246.30	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$272k		1.8k	154.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$267k	-4%	1.3k	210.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$261k	NEW	5.2k	50.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$261k		2.9k	89.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$254k		372.00	681.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$249k		3.3k	75.44	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$245k		6.2k	39.45	View chart
Wal-Mart Stores (WMT)	0.1	$239k		2.1k	111.41	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$221k		1.7k	131.56	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$220k		2.5k	86.26	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$212k		2.5k	84.63	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$212k		7.8k	27.21	View chart
Williams-Sonoma (WSM)	0.1	$212k	-4%	1.2k	178.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$208k		3.9k	53.76	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$205k	NEW	4.3k	47.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$204k	NEW	2.1k	96.05	View chart
Caterpillar (CAT)	0.1	$201k	NEW	350.00	572.87	View chart
Outlook Therapeutics (OTLK)	0.0	$45k	+4%	28k	1.58	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 Q4 filed Jan. 22, 2026
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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