Christensen, King & Associates Investment Services

Christensen, King & Associates Investment Services as of March 31, 2025

Portfolio Holdings for Christensen, King & Associates Investment Services

Christensen, King & Associates Investment Services holds 97 positions in its portfolio as reported in the March 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) 13.0 $28M 1.2M 22.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.1 $15M 535k 27.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.8 $14M 641k 22.27
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.6 $12M 443k 26.46
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.4 $12M 498k 23.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.0 $11M 513k 20.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.9 $10M 425k 24.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.6 $9.6M 355k 27.11
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.6 $7.7M 286k 26.82
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.5 $5.3M 215k 24.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $4.8M 9.1k 530.67
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.3 $4.8M 41k 117.49
Schwab Strategic Tr Us Tips Etf (SCHP) 2.2 $4.6M 174k 26.62
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $3.9M 159k 24.29
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $3.7M 132k 28.08
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.7 $3.7M 39k 94.63
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $3.1M 11k 284.48
Ishares Tr Global 100 Etf (IOO) 1.4 $3.0M 30k 99.93
Apple (AAPL) 1.3 $2.7M 12k 223.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $2.6M 5.2k 493.50
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $2.5M 25k 98.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $2.3M 28k 82.50
Vanguard World Inf Tech Etf (VGT) 1.0 $2.1M 3.7k 577.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.8M 23k 78.78
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $1.7M 19k 89.76
NVIDIA Corporation (NVDA) 0.8 $1.7M 14k 120.69
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.8 $1.7M 45k 37.00
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.5M 2.5k 577.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.4M 17k 81.47
Microsoft Corporation (MSFT) 0.5 $1.2M 2.9k 395.22
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.1M 5.4k 196.00
Vanguard World Health Car Etf (VHT) 0.5 $1.0M 3.9k 265.04
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.0M 9.3k 110.00
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.0M 9.5k 107.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.0M 17k 60.11
Vanguard World Consum Stp Etf (VDC) 0.5 $974k 4.6k 211.58
Spdr Gold Tr Gold Shs (GLD) 0.5 $974k 3.5k 278.47
Eli Lilly & Co. (LLY) 0.5 $960k 1.1k 852.35
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $836k 8.4k 100.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $814k 11k 73.09
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $808k 6.3k 127.74
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $777k 6.0k 129.18
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $737k 35k 21.32
Amazon (AMZN) 0.3 $724k 3.5k 205.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $718k 1.4k 528.87
Gamestop Corp Cl A (GME) 0.3 $696k 27k 25.40
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.3 $658k 10k 64.29
Vanguard World Utilities Etf (VPU) 0.3 $619k 3.7k 166.73
Ishares Tr Core High Dv Etf (HDV) 0.3 $616k 5.2k 118.45
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $608k 5.1k 119.33
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $588k 19k 31.32
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $531k 8.5k 62.29
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.3 $528k 24k 22.38
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $527k 18k 28.99
Palantir Technologies Cl A (PLTR) 0.2 $522k 5.4k 96.50
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $515k 45k 11.48
Vanguard Index Fds Growth Etf (VUG) 0.2 $479k 1.2k 391.70
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $473k 9.5k 49.80
Vanguard Index Fds Small Cp Etf (VB) 0.2 $472k 2.1k 230.21
Vanguard World Consum Dis Etf (VCR) 0.2 $472k 1.4k 341.54
Exxon Mobil Corporation (XOM) 0.2 $457k 3.9k 116.59
Costco Wholesale Corporation (COST) 0.2 $448k 481.00 930.32
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $432k 8.4k 51.57
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.2 $423k 17k 24.59
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $411k 8.4k 48.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $407k 4.2k 97.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $403k 4.6k 87.23
Ishares Tr National Mun Etf (MUB) 0.2 $395k 3.7k 105.34
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $393k 4.2k 92.86
Vanguard Index Fds Value Etf (VTV) 0.2 $381k 2.2k 174.05
Ishares Gold Tr Ishares New (IAU) 0.2 $335k 5.9k 56.99
Ishares Tr Exponential Tech (XT) 0.2 $335k 5.5k 60.45
Abbvie (ABBV) 0.2 $333k 1.7k 201.31
Abbott Laboratories (ABT) 0.2 $332k 2.6k 125.61
McDonald's Corporation (MCD) 0.2 $329k 1.1k 307.01
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $321k 6.7k 48.24
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.2 $320k 5.7k 56.21
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $317k 2.9k 108.41
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $311k 5.1k 60.83
Illinois Tool Works (ITW) 0.1 $295k 1.2k 254.99
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $294k 3.8k 76.92
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $279k 1.9k 145.27
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $278k 5.5k 50.74
Ishares Msci Cda Etf (EWC) 0.1 $276k 6.6k 41.71
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $267k 2.5k 104.96
Visa Com Cl A (V) 0.1 $244k 708.00 344.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $232k 1.2k 189.41
Ishares Tr Core Msci Eafe (IEFA) 0.1 $228k 2.9k 77.98
Alphabet Cap Stk Cl A (GOOGL) 0.1 $216k 1.3k 170.52
Chevron Corporation (CVX) 0.1 $213k 1.3k 165.94
Home Depot (HD) 0.1 $213k 590.00 360.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $211k 3.3k 63.77
Williams-Sonoma (WSM) 0.1 $210k 1.2k 169.17
Procter & Gamble Company (PG) 0.1 $208k 1.3k 162.80
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $204k 2.6k 78.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $204k 1.7k 121.90
Outlook Therapeutics (OTLK) 0.0 $17k 12k 1.40