Christensen, King & Associates Investment Services

Christensen, King & Associates Investment Services as of Dec. 31, 2025

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