Christensen, King & Associates Investment Services, Inc.
CIK: 0002032544SEC EDGAR →
Portfolio Value
$234.3M
Holdings
106
As of
Q4 2025
New Positions
106
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,141,964 | $30.7M | 13.11% |
| 2 | SCHWAB STRATEGIC TR | 615,113 | $16.1M | 6.88% |
| 3 | SCHWAB STRATEGIC TR | 435,675 | $14.2M | 6.06% |
| 4 | SCHWAB STRATEGIC TR | 498,082 | $13.7M | 5.83% |
| 5 | SCHWAB STRATEGIC TR | 530,451 | $12.4M | 5.29% |
| 6 | SCHWAB STRATEGIC TR | 417,570 | $11.9M | 5.07% |
| 7 | SCHWAB STRATEGIC TR | 487,735 | $11.7M | 5.00% |
| 8 | SCHWAB STRATEGIC TR | 353,581 | $10.6M | 4.54% |
| 9 | SCHWAB STRATEGIC TR | 282,804 | $8.4M | 3.57% |
| 10 | VANGUARD INDEX FDS | 9,427 | $5.9M | 2.52% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (106)
$30.7M · 1.1M shares
$16.1M · 615K shares
$14.2M · 436K shares
$13.7M · 498K shares
$12.4M · 530K shares
$11.9M · 418K shares
$11.7M · 488K shares
$10.6M · 354K shares
$8.4M · 283K shares
$5.9M · 9K shares
$5.4M · 215K shares
$4.5M · 38K shares
$4.2M · 174K shares
$4.1M · 126K shares
$4.1M · 153K shares
$4.1M · 32K shares
$3.6M · 38K shares
$3.6M · 11K shares
$3.2M · 12K shares
$2.7M · 4K shares
$2.6M · 4K shares
$2.5M · 13K shares
$2.4M · 24K shares
$2.4M · 29K shares
$1.9M · 42K shares
$1.8M · 3K shares
$1.8M · 22K shares
$1.8M · 20K shares
$1.7M · 4K shares
$1.6M · 19K shares
$1.4M · 6K shares
$1.3M · 3K shares
$1.2M · 10K shares
$1.2M · 1K shares
$1.2M · 18K shares
$1.1M · 4K shares
$1.0M · 7K shares
$980K · 4K shares
$969K · 13K shares
$946K · 9K shares
$932K · 8K shares
$917K · 4K shares
$896K · 6K shares
$776K · 4K shares
$768K · 10K shares
$709K · 4K shares
$708K · 34K shares
$699K · 5K shares
$692K · 1K shares
$634K · 9K shares
$629K · 13K shares
$625K · 31K shares
$621K · 55K shares
$566K · 25K shares
$543K · 1K shares
$535K · 18K shares
$514K · 1K shares
$513K · 4K shares
$480K · 10K shares
$475K · 5K shares
$473K · 2K shares
$468K · 2K shares
$463K · 15K shares
$438K · 8K shares
$433K · 5K shares
$432K · 4K shares
$415K · 482 shares
$412K · 17K shares
$405K · 6K shares
$396K · 1K shares
$395K · 2K shares
$367K · 4K shares
$351K · 8K shares
$347K · 2K shares
$344K · 3K shares
$337K · 6K shares
$332K · 5K shares
$331K · 3K shares
$328K · 3K shares
$310K · 5K shares
$304K · 6K shares
$296K · 969 shares
$290K · 645 shares
$289K · 3K shares
$289K · 824 shares
$285K · 963 shares
$284K · 1K shares
$284K · 6K shares
$271K · 2K shares
$267K · 1K shares
$261K · 5K shares
$260K · 3K shares
$253K · 372 shares
$249K · 3K shares
$245K · 6K shares
$238K · 2K shares
$220K · 2K shares
$219K · 3K shares
$212K · 8K shares
$212K · 3K shares
$211K · 1K shares
$207K · 4K shares
$204K · 4K shares
$203K · 2K shares
$200K · 350 shares
$44K · 28K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 79 | $213.4M | 91.1% |
| Technology | 6 | $8.8M | 3.8% |
| Unknown | 6 | $5.6M | 2.4% |
| Consumer Cyclical | 5 | $2.4M | 1.0% |
| Healthcare | 4 | $2.0M | 0.9% |
| Consumer Defensive | 2 | $653K | 0.3% |
| Industrials | 2 | $484K | 0.2% |
| Energy | 1 | $432K | 0.2% |
| Communication Services | 1 | $396K | 0.2% |