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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, SCHD, SCHA, SCHG, and represent 37.78% of Christensen, King & Associates Investment Services's stock portfolio.
Added to shares of these 8 stocks: MU, INTC, VWO, EFA, SPY, IJK, VTEB, NVDA.
Started 6 new stock positions in INTC, EFA, SPY, VWO, MU, IJK.
Reduced shares in these 10 stocks: SCHB, SCHG, VUG, SCHD, SCHA, SCHM, SCHV, FNDX, HDV, SCHX.
Sold out of its positions in HDV, FNDX, VUG.
Christensen, King & Associates Investment Services was a net seller of stock by $-3.3M.
Christensen, King & Associates Investment Services has $252M in assets under management (AUM), dropping by 7.99%.
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 108 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	13.4	$34M		1.1M	29.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	6.8	$17M	-3%	595k	28.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.1	$15M	-2%	485k	31.71	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	5.8	$15M	-2%	406k	36.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.6	$14M	-3%	419k	33.84	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.3	$13M		481k	27.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	5.1	$13M	-2%	346k	36.87	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.0	$13M		544k	23.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.8	$9.5M	-3%	274k	34.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.6	$6.5M		9.5k	686.79	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.1	$5.4M		218k	24.66	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.8	$4.6M		126k	36.26	View chart
Ishares Tr Global 100 Etf (IOO)	1.8	$4.5M		33k	136.60	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.7	$4.3M		37k	117.45	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$4.3M		178k	24.14	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.6	$4.0M	-2%	151k	26.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$3.9M		11k	370.04	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.4	$3.6M		38k	94.57	View chart
Apple (AAPL)	1.4	$3.4M		12k	289.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$3.1M		4.2k	736.34	View chart
NVIDIA Corporation (NVDA)	1.1	$2.7M		13k	200.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$2.5M		25k	98.98	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$2.4M		29k	82.11	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.8	$2.0M		42k	48.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.9M		2.5k	748.82	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$1.7M		20k	86.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$1.7M	-3%	22k	79.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.7M		7.0k	236.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.6M	-2%	19k	82.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.5M		10k	148.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.3M		17k	77.11	View chart
Eli Lilly & Co. (LLY)	0.5	$1.3M		1.1k	1199.43	View chart
Microsoft Corporation (MSFT)	0.5	$1.3M		3.5k	372.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.2M		3.4k	368.38	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$1.2M		8.5k	136.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.1M	-2%	7.3k	158.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.1M		15k	73.41	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.1M		3.7k	299.00	View chart
Amazon (AMZN)	0.4	$1.0M		4.2k	238.34	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$1.0M		5.7k	178.61	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$1.0M		4.5k	225.47	View chart
Advanced Micro Devices (AMD)	0.4	$943k		1.6k	580.91	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$906k		8.3k	109.44	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$831k		5.3k	156.95	View chart
Vanguard World Utilities Etf (VPU)	0.3	$817k		4.2k	195.73	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.3	$806k	-5%	9.4k	85.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$760k		9.1k	83.75	View chart
Gamestop Corp Cl A (GME)	0.3	$744k		34k	22.08	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$708k	-9%	30k	23.68	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$694k		14k	49.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$690k		1.4k	500.39	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.3	$632k		28k	22.64	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.2	$581k		7.0k	82.63	View chart
Palantir Technologies Cl A (PLTR)	0.2	$579k		5.0k	116.67	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$575k		53k	10.84	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$564k		19k	29.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$550k		1.8k	303.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$547k		4.0k	137.54	View chart
Abbvie (ABBV)	0.2	$522k		2.1k	251.63	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$518k		1.3k	396.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$504k		4.6k	110.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$502k		10k	48.43	View chart
Applied Materials (AMAT)	0.2	$494k		683.00	723.27	View chart
Costco Wholesale Corporation (COST)	0.2	$458k		489.00	936.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$451k		2.1k	217.92	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.2	$449k	-5%	18k	24.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$443k		1.2k	357.28	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$440k		8.4k	52.60	View chart
Exxon Mobil Corporation (XOM)	0.2	$428k	-11%	3.1k	136.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$425k		3.6k	119.51	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$418k		14k	30.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$393k		5.2k	75.51	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$373k		8.2k	45.34	View chart
Caterpillar (CAT)	0.1	$373k		350.00	1064.90	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$373k		3.4k	110.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$365k	+38%	7.2k	50.58	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$361k		4.8k	75.50	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$347k		3.2k	107.64	View chart
Micron Technology (MU)	0.1	$345k	NEW	299.00	1154.89	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$343k		5.1k	67.02	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$312k		2.5k	122.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$307k		1.3k	242.36	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$304k		2.8k	109.08	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$293k		6.1k	48.25	View chart
Illinois Tool Works (ITW)	0.1	$284k		1.1k	270.47	View chart
Visa Com Cl A (V)	0.1	$283k		824.00	343.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$280k		2.9k	96.57	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$278k		1.8k	158.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$278k		3.3k	85.49	View chart
Williams-Sonoma (WSM)	0.1	$277k		1.2k	233.10	View chart
Tesla Motors (TSLA)	0.1	$272k		646.00	420.60	View chart
International Business Machines (IBM)	0.1	$271k		963.00	281.21	View chart
McDonald's Corporation (MCD)	0.1	$262k		970.00	270.25	View chart
Ishares Msci Cda Etf (EWC)	0.1	$255k	-28%	4.4k	57.64	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$253k	-10%	5.0k	50.66	View chart
Intel Corporation (INTC)	0.1	$248k	NEW	1.8k	139.67	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$248k		6.0k	41.43	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$244k		4.3k	56.59	View chart
Abbott Laboratories (ABT)	0.1	$240k		2.6k	90.73	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$230k		2.4k	95.43	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$227k		1.5k	147.74	View chart
Wal-Mart Stores (WMT)	0.1	$225k	-7%	2.0k	113.24	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$224k		2.5k	87.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$220k	NEW	3.7k	59.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$213k	NEW	2.1k	103.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$210k	NEW	282.00	746.15	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$202k	NEW	1.7k	117.50	View chart
Outlook Therapeutics (OTLK)	0.0	$45k		28k	1.59	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 2026 Q2 filed July 14, 2026
Christensen, King & Associates Investment Services 2026 Q1 filed April 20, 2026
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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