Christensen, King & Associates Investment Services, Inc.
CIK: 0002032544Latest portfolio: $234.3M · Q4 2025
Holdings
106
Total Value
$234.3M
New Positions
106
Closed Positions
0
Top Holdings
View All 106 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 1,141,964 | $30.7M | 13.11% | NEW | |
| 2 | SCHBSCHWAB STRATEGIC TR | 615,113 | $16.1M | 6.88% | NEW | |
| 3 | SCHGSCHWAB STRATEGIC TR | 435,675 | $14.2M | 6.06% | NEW | |
| 4 | SCHDSCHWAB STRATEGIC TR | 498,082 | $13.7M | 5.83% | NEW | |
| 5 | SCHZSCHWAB STRATEGIC TR | 530,451 | $12.4M | 5.29% | NEW | |
| 6 | SCHASCHWAB STRATEGIC TR | 417,570 | $11.9M | 5.07% | NEW | |
| 7 | SCHFSCHWAB STRATEGIC TR | 487,735 | $11.7M | 5.00% | NEW | |
| 8 | SCHMSCHWAB STRATEGIC TR | 353,581 | $10.6M | 4.54% | NEW | |
| 9 | SCHVSCHWAB STRATEGIC TR | 282,804 | $8.4M | 3.57% | NEW | |
| 10 | VOOVANGUARD INDEX FDS | 9,427 | $5.9M | 2.52% | NEW | |
| 11 | SCHRSCHWAB STRATEGIC TR | 214,708 | $5.4M | 2.30% | NEW | |
| 12 | IEIISHARES TR | 37,713 | $4.5M | 1.92% | NEW | |
| 13 | SCHOSCHWAB STRATEGIC TR | 173,690 | $4.2M | 1.81% | NEW | |
| 14 | SCHESCHWAB STRATEGIC TR | 125,973 | $4.1M | 1.76% | NEW | |
| 15 | SCHPSCHWAB STRATEGIC TR | 153,399 | $4.1M | 1.73% | NEW | |
| 16 | IOOISHARES TR | 32,069 | $4.1M | 1.73% | NEW | |
| 17 | IEFISHARES TR | 37,891 | $3.6M | 1.55% | NEW | |
| 18 | VTIVANGUARD INDEX FDS | 10,672 | $3.6M | 1.53% | NEW | |
| 19 | AAPLAPPLE INC | 11,912 | $3.2M | 1.38% | NEW | |
| 20 | VGTVANGUARD WORLD FD | 3,603 | $2.7M | 1.16% | NEW | |
| 21 | NDQINVESCO QQQ TR | 4,288 | $2.6M | 1.12% | NEW | |
| 22 | NVDANVIDIA CORPORATION | 13,337 | $2.5M | 1.06% | NEW | |
| 23 | AGGISHARES TR | 24,234 | $2.4M | 1.03% | NEW | |
| 24 | SHYISHARES TR | 28,927 | $2.4M | 1.02% | NEW | |
| 25 | SCHCSCHWAB STRATEGIC TR | 42,348 | $1.9M | 0.82% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.0730161341421113e+266T)
Technology0.0% ($323824871697.8T)
Unknown0.0% ($26331335692.4T)
Consumer Cyclical0.0% ($980625.3T)
Healthcare0.0% ($119.8T)
Consumer Defensive0.0% ($415.2M)
Industrials0.0% ($284.2M)
Energy0.0% ($432K)
Communication Services0.0% ($396K)
Filing History
Fund Information
Christensen, King & Associates Investment Services, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $234.3M across 106 holdings. The largest position is SCHWAB STRATEGIC TR (SCHX), representing 13.1% of the portfolio. Compared to the previous quarter, the fund opened 106 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.