Christensen, King & Associates Investment Services

Christensen, King & Associates Investment Services as of June 30, 2025

Portfolio Holdings for Christensen, King & Associates Investment Services

Christensen, King & Associates Investment Services holds 101 positions in its portfolio as reported in the June 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 $29M 1.2M 24.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.8 $15M 624k 23.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.3 $14M 521k 26.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.9 $13M 441k 29.21
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.3 $12M 498k 23.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.1 $11M 501k 22.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.9 $11M 420k 25.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.5 $9.9M 352k 28.05
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.6 $7.8M 283k 27.67
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.4 $5.3M 212k 25.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $5.3M 9.3k 568.05
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.2 $4.9M 41k 119.09
Schwab Strategic Tr Us Tips Etf (SCHP) 2.0 $4.4M 166k 26.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $3.9M 129k 30.14
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $3.9M 158k 24.38
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.7 $3.6M 38k 95.77
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $3.4M 11k 303.92
Ishares Tr Global 100 Etf (IOO) 1.5 $3.3M 30k 107.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $2.8M 5.1k 551.61
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $2.4M 25k 99.20
Vanguard World Inf Tech Etf (VGT) 1.1 $2.4M 3.6k 663.31
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $2.4M 29k 82.86
Apple (AAPL) 1.1 $2.3M 11k 205.17
NVIDIA Corporation (NVDA) 1.0 $2.1M 14k 157.99
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $1.9M 44k 42.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.8M 23k 79.50
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $1.7M 20k 88.25
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.6M 2.6k 620.88
Microsoft Corporation (MSFT) 0.7 $1.5M 3.0k 497.33
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.4M 17k 82.92
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.1M 5.5k 204.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.1M 17k 62.02
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.1M 3.5k 304.83
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.0M 9.6k 109.29
Vanguard World Consum Stp Etf (VDC) 0.5 $1.0M 4.7k 219.02
Ishares Tr Tips Bd Etf (TIP) 0.5 $993k 9.0k 110.04
Vanguard World Health Car Etf (VHT) 0.4 $930k 3.7k 248.33
Eli Lilly & Co. (LLY) 0.4 $878k 1.1k 779.53
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $856k 6.4k 133.04
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $837k 8.4k 99.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $832k 11k 73.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $796k 6.0k 133.32
Amazon (AMZN) 0.4 $772k 3.5k 219.39
Palantir Technologies Cl A (PLTR) 0.3 $747k 5.5k 136.32
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $726k 34k 21.16
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.3 $704k 10k 69.00
Gamestop Corp Cl A (GME) 0.3 $699k 29k 24.39
Vanguard World Utilities Etf (VPU) 0.3 $673k 3.8k 176.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $660k 1.4k 485.77
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $636k 4.9k 128.51
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $622k 56k 11.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $572k 8.5k 67.22
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.3 $552k 24k 22.76
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $534k 18k 29.28
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $485k 9.7k 49.87
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $482k 16k 30.68
Vanguard World Consum Dis Etf (VCR) 0.2 $479k 1.3k 362.41
Costco Wholesale Corporation (COST) 0.2 $477k 481.00 990.65
Vanguard Index Fds Growth Etf (VUG) 0.2 $461k 1.1k 438.40
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $459k 4.2k 110.09
Vanguard Index Fds Small Cp Etf (VB) 0.2 $448k 1.9k 236.92
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $430k 8.4k 51.36
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $425k 4.6k 91.97
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.2 $422k 17k 24.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $418k 8.4k 49.51
Exxon Mobil Corporation (XOM) 0.2 $408k 3.8k 107.81
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $401k 4.2k 94.63
Vanguard Index Fds Value Etf (VTV) 0.2 $387k 2.2k 176.76
Ishares Tr Exponential Tech (XT) 0.2 $362k 5.6k 65.25
Ishares Tr National Mun Etf (MUB) 0.2 $360k 3.4k 104.49
Abbott Laboratories (ABT) 0.2 $359k 2.6k 136.01
Ishares Gold Tr Ishares New (IAU) 0.2 $349k 5.6k 62.36
Abbvie (ABBV) 0.2 $348k 1.9k 185.62
Ishares Tr Core High Dv Etf (HDV) 0.2 $333k 2.8k 117.19
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.2 $332k 5.7k 58.28
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $326k 6.7k 48.65
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $323k 4.0k 81.66
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $323k 2.9k 109.62
Visa Com Cl A (V) 0.1 $293k 824.00 354.92
Ishares Msci Cda Etf (EWC) 0.1 $291k 6.3k 46.20
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $289k 5.1k 56.48
Illinois Tool Works (ITW) 0.1 $286k 1.2k 247.25
McDonald's Corporation (MCD) 0.1 $283k 968.00 292.15
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $282k 5.5k 51.10
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $264k 2.5k 103.68
Ishares Tr Core Msci Eafe (IEFA) 0.1 $245k 2.9k 83.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $238k 1.2k 194.15
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $238k 1.8k 134.79
Alphabet Cap Stk Cl A (GOOGL) 0.1 $231k 1.3k 176.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $228k 3.3k 69.09
Advanced Micro Devices (AMD) 0.1 $216k 1.5k 141.90
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $214k 2.5k 84.83
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $213k 6.2k 34.51
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $212k 2.5k 84.06
Wal-Mart Stores (WMT) 0.1 $210k 2.1k 97.79
Oracle Corporation (ORCL) 0.1 $209k 958.00 218.63
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $208k 1.7k 123.60
Procter & Gamble Company (PG) 0.1 $204k 1.3k 159.36
Tesla Motors (TSLA) 0.1 $203k 638.00 317.66
Williams-Sonoma (WSM) 0.1 $203k 1.2k 163.37
Outlook Therapeutics (OTLK) 0.0 $39k 24k 1.60