Christensen, King & Associates Investment Services

Christensen, King & Associates Investment Services as of March 31, 2026

Portfolio Holdings for Christensen, King & Associates Investment Services

Christensen, King & Associates Investment Services holds 105 positions in its portfolio as reported in the March 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) 12.6 $30M 1.1M 25.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.6 $15M 615k 25.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.6 $15M 498k 30.68
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.4 $13M 546k 23.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.4 $13M 435k 29.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.2 $12M 416k 29.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.2 $12M 488k 24.75
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.7 $11M 355k 30.96
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.7 $8.6M 283k 30.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $5.7M 9.5k 597.53
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.4 $5.5M 222k 24.91
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.9 $4.4M 37k 118.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $4.4M 182k 24.27
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $4.1M 126k 32.95
Schwab Strategic Tr Us Tips Etf (SCHP) 1.8 $4.1M 155k 26.61
Ishares Tr Global 100 Etf (IOO) 1.7 $4.1M 34k 120.97
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.6 $3.7M 38k 95.44
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $3.4M 11k 320.81
Apple (AAPL) 1.3 $3.0M 12k 253.79
Vanguard World Inf Tech Etf (VGT) 1.1 $2.5M 3.6k 697.71
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $2.5M 25k 99.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $2.4M 4.2k 577.13
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $2.4M 29k 82.57
NVIDIA Corporation (NVDA) 1.0 $2.3M 13k 174.41
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.8 $2.0M 42k 46.74
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.8M 23k 79.27
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $1.8M 20k 86.69
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.6M 20k 82.75
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.6M 2.5k 653.15
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.5M 7.0k 215.05
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.5M 3.4k 430.29
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.3M 11k 124.31
Microsoft Corporation (MSFT) 0.6 $1.3M 3.5k 370.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.2M 17k 67.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.1M 15k 73.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $1.1M 7.5k 148.10
Eli Lilly & Co. (LLY) 0.4 $1.0M 1.1k 919.77
Vanguard World Consum Stp Etf (VDC) 0.4 $1.0M 4.6k 224.57
Vanguard World Health Car Etf (VHT) 0.4 $1.0M 3.7k 272.32
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $1.0M 8.5k 118.46
Ishares Tr Tips Bd Etf (TIP) 0.4 $914k 8.3k 110.37
Amazon (AMZN) 0.4 $885k 4.2k 208.27
Vanguard World Utilities Etf (VPU) 0.4 $827k 4.2k 198.14
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $819k 5.7k 144.72
Gamestop Corp Cl A (GME) 0.3 $776k 34k 23.04
Spdr Index Shs Fds State Street Spd (SPGM) 0.3 $753k 9.9k 75.71
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $733k 5.3k 138.32
Palantir Technologies Cl A (PLTR) 0.3 $726k 5.0k 146.28
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $713k 33k 21.49
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $694k 14k 49.78
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $681k 9.1k 75.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $660k 1.4k 479.20
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.3 $633k 28k 22.68
Exxon Mobil Corporation (XOM) 0.3 $599k 3.5k 169.67
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $589k 54k 10.88
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $554k 19k 28.72
Vanguard Index Fds Growth Etf (VUG) 0.2 $527k 1.2k 436.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $498k 10k 48.05
Costco Wholesale Corporation (COST) 0.2 $488k 489.00 997.17
Ishares Tr Future Exponenti (XT) 0.2 $479k 7.0k 68.15
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.2 $478k 19k 24.72
Vanguard Index Fds Small Cp Etf (VB) 0.2 $476k 1.8k 261.91
Vanguard World Consum Dis Etf (VCR) 0.2 $469k 1.3k 359.07
Ishares Gold Tr Ishares New (IAU) 0.2 $459k 5.2k 88.16
Abbvie (ABBV) 0.2 $451k 2.1k 217.48
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $450k 4.0k 113.12
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $445k 4.6k 97.22
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $437k 8.4k 52.19
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $415k 14k 30.32
Vanguard Index Fds Value Etf (VTV) 0.2 $406k 2.1k 196.19
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $378k 8.2k 45.89
Alphabet Cap Stk Cl A (GOOGL) 0.2 $357k 1.2k 287.49
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $346k 3.4k 102.24
Ishares Tr National Mun Etf (MUB) 0.1 $342k 3.2k 106.16
Ishares Msci Cda Etf (EWC) 0.1 $339k 6.2k 54.79
Advanced Micro Devices (AMD) 0.1 $330k 1.6k 203.43
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $315k 5.1k 61.64
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $311k 4.8k 65.09
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $303k 2.8k 109.00
McDonald's Corporation (MCD) 0.1 $301k 970.00 310.72
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $294k 6.1k 48.46
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $284k 5.6k 50.84
Ishares Tr U.s. Energy Etf (IYE) 0.1 $280k 4.3k 64.77
First Tr Exchange-traded Hlth Care Alph (FXH) 0.1 $280k 2.5k 109.77
Illinois Tool Works (ITW) 0.1 $274k 1.1k 260.29
Abbott Laboratories (ABT) 0.1 $272k 2.6k 102.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $270k 1.3k 213.61
Wal-Mart Stores (WMT) 0.1 $267k 2.1k 124.26
Ishares Tr Core Msci Eafe (IEFA) 0.1 $263k 2.9k 90.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $260k 5.2k 49.89
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $257k 1.8k 146.61
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $255k 6.0k 42.56
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $251k 3.3k 77.11
Visa Com Cl A (V) 0.1 $249k 824.00 302.41
Caterpillar (CAT) 0.1 $248k 350.00 708.46
Tesla Motors (TSLA) 0.1 $240k 646.00 371.75
Applied Materials (AMAT) 0.1 $234k 683.00 341.92
International Business Machines (IBM) 0.1 $233k 963.00 242.39
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $233k 2.5k 91.38
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $218k 7.8k 27.85
Williams-Sonoma (WSM) 0.1 $216k 1.2k 182.33
Ishares Tr Core Msci Total (IXUS) 0.1 $209k 2.4k 86.63
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $203k 1.5k 132.51
Ishares Tr Core High Dv Etf (HDV) 0.1 $202k 1.5k 135.72
Outlook Therapeutics (OTLK) 0.0 $5.8k 28k 0.21