Christensen, King & Associates Investment Services, Inc. Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$218.2B
Holdings
101
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (101 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 1,190,600 | $29.1B | 13.34% | |
| 2 | SCHBSCHWAB STRATEGIC TR | 624,335 | $14.9B | 6.82% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 521,382 | $13.8B | 6.33% | |
| 4 | SCHGSCHWAB STRATEGIC TR | 441,341 | $12.9B | 5.91% | |
| 5 | SCHZSCHWAB STRATEGIC TR | 497,739 | $11.6B | 5.30% | |
| 6 | SCHFSCHWAB STRATEGIC TR | 501,441 | $11.1B | 5.08% | |
| 7 | SCHASCHWAB STRATEGIC TR | 420,054 | $10.6B | 4.87% | |
| 8 | SCHMSCHWAB STRATEGIC TR | 352,121 | $9.9B | 4.53% | |
| 9 | SCHVSCHWAB STRATEGIC TR | 282,533 | $7.8B | 3.58% | |
| 10 | SCHRSCHWAB STRATEGIC TR | 212,328 | $5.3B | 2.44% | |
| 11 | VOOVANGUARD INDEX FDS | 9,276 | $5.3B | 2.41% | |
| 12 | IEIISHARES TR | 40,743 | $4.9B | 2.22% | |
| 13 | SCHPSCHWAB STRATEGIC TR | 166,424 | $4.4B | 2.03% | |
| 14 | SCHESCHWAB STRATEGIC TR | 129,259 | $3.9B | 1.79% | |
| 15 | SCHOSCHWAB STRATEGIC TR | 158,117 | $3.9B | 1.77% | |
| 16 | IEFISHARES TR | 38,050 | $3.6B | 1.67% | |
| 17 | VTIVANGUARD INDEX FDS | 11,053 | $3.4B | 1.54% | |
| 18 | IOOISHARES TR | 30,276 | $3.3B | 1.50% | |
| 19 | NDQINVESCO QQQ TR | 5,072 | $2.8B | 1.28% | |
| 20 | AGGISHARES TR | 24,476 | $2.4B | 1.11% | |
| 21 | VGTVANGUARD WORLD FD | 3,598 | $2.4B | 1.09% | |
| 22 | SHYISHARES TR | 28,786 | $2.4B | 1.09% | |
| 23 | AAPLAPPLE INC | 11,420 | $2.3B | 1.07% | |
| 24 | NVDANVIDIA CORPORATION | 13,451 | $2.1B | 0.97% | |
| 25 | SCHCSCHWAB STRATEGIC TR | 44,333 | $1.9B | 0.87% | |
| 26 | VCSHVANGUARD SCOTTSDALE FDS | 22,715 | $1.8B | 0.83% | |
| 27 | TLTISHARES TR | 19,555 | $1.7B | 0.79% | |
| 28 | IVVISHARES TR | 2,633 | $1.6B | 0.75% | |
| 29 | MSFTMICROSOFT CORP | 2,981 | $1.5B | 0.68% | |
| 30 | VCITVANGUARD SCOTTSDALE FDS | 17,307 | $1.4B | 0.66% | |
| 31 | VIGVANGUARD SPECIALIZED FUNDS | 5,501 | $1.1B | 0.52% | |
| 32 | IJHISHARES TR | 17,081 | $1.1B | 0.49% | |
| 33 | GQ9SPDR GOLD TR | 3,465 | $1.1B | 0.48% | |
| 34 | IJRISHARES TR | 9,589 | $1.0B | 0.48% | |
| 35 | VDCVANGUARD WORLD FD | 4,669 | $1.0B | 0.47% | |
| 36 | TIPISHARES TR | 9,027 | $993.3M | 0.46% | |
| 37 | VHTVANGUARD WORLD FD | 3,744 | $929.8M | 0.43% | |
| 38 | LLYELI LILLY & CO | 1,126 | $877.8M | 0.40% | |
| 39 | IJTISHARES TR | 6,434 | $856.0M | 0.39% | |
| 40 | IJSISHARES TR | 8,411 | $836.8M | 0.38% | |
| 41 | BNDVANGUARD BD INDEX FDS | 11,294 | $831.5M | 0.38% | |
| 42 | VYMVANGUARD WHITEHALL FDS | 5,969 | $795.8M | 0.36% | |
| 43 | AMZNAMAZON COM INC | 3,520 | $772.3M | 0.35% | |
| 44 | PLTRPALANTIR TECHNOLOGIES INC | 5,477 | $746.6M | 0.34% | |
| 45 | SCHHSCHWAB STRATEGIC TR | 34,318 | $726.2M | 0.33% | |
| 46 | SPGMSPDR INDEX SHS FDS | 10,195 | $703.5M | 0.32% | |
| 47 | GMEGAMESTOP CORP NEW | 28,669 | $699.2M | 0.32% | |
| 48 | VPUVANGUARD WORLD FD | 3,812 | $672.9M | 0.31% | |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,358 | $659.7M | 0.30% | |
| 50 | VTVANGUARD INTL EQUITY INDEX F | 4,948 | $635.9M | 0.29% | |
| 51 | PGXINVESCO EXCH TRADED FD TR II | 55,874 | $621.9M | 0.28% | |
| 52 | VEUVANGUARD INTL EQUITY INDEX F | 8,515 | $572.4M | 0.26% | |
| 53 | SCHISCHWAB STRATEGIC TR | 24,239 | $551.7M | 0.25% | |
| 54 | ANGLVANECK ETF TRUST | 18,251 | $534.4M | 0.24% | |
| 55 | VUSBVANGUARD BD INDEX FDS | 9,733 | $485.3M | 0.22% | |
| 56 | PFFISHARES TR | 15,702 | $481.8M | 0.22% | |
| 57 | VCRVANGUARD WORLD FD | 1,322 | $479.1M | 0.22% | |
| 58 | COSTCOSTCO WHSL CORP NEW | 481 | $476.5M | 0.22% | |
| 59 | VUGVANGUARD INDEX FDS | 1,051 | $460.8M | 0.21% | |
| 60 | IVWISHARES TR | 4,172 | $459.3M | 0.21% | |
| 61 | VBVANGUARD INDEX FDS | 1,889 | $447.5M | 0.21% | |
| 62 | MUNIPIMCO ETF TR | 8,370 | $429.9M | 0.20% | |
| 63 | IWRISHARES TR | 4,619 | $424.8M | 0.19% | |
| 64 | SCHJSCHWAB STRATEGIC TR | 17,015 | $422.2M | 0.19% | |
| 65 | BNDXVANGUARD CHARLOTTE FDS | 8,447 | $418.2M | 0.19% | |
| 66 | XOMEXXON MOBIL CORP | 3,781 | $407.6M | 0.19% | |
| 67 | IUSVISHARES TR | 4,241 | $401.3M | 0.18% | |
| 68 | VTVVANGUARD INDEX FDS | 2,188 | $386.7M | 0.18% | |
| 69 | XTISHARES TR | 5,553 | $362.3M | 0.17% | |
| 70 | MUBISHARES TR | 3,447 | $360.2M | 0.17% | |
| 71 | ABTABBOTT LABS | 2,641 | $359.2M | 0.16% | |
| 72 | IAU*ISHARES GOLD TR | 5,597 | $349.0M | 0.16% | |
| 73 | ABBVABBVIE INC | 1,872 | $347.5M | 0.16% | |
| 74 | HDVISHARES TR | 2,845 | $333.4M | 0.15% | |
| 75 | ISCBISHARES TR | 5,688 | $331.5M | 0.15% | |
| 76 | ISTBISHARES TR | 6,709 | $326.4M | 0.15% | |
| 77 | XLUSELECT SECTOR SPDR TR | 3,951 | $322.6M | 0.15% | |
| 78 | LQDISHARES TR | 2,943 | $322.6M | 0.15% | |
| 79 | VVISA INC | 824 | $292.5M | 0.13% | |
| 80 | EWCISHARES INC | 6,288 | $290.5M | 0.13% | |
| 81 | IYHISHARES TR | 5,111 | $288.7M | 0.13% | |
| 82 | ITWILLINOIS TOOL WKS INC | 1,155 | $285.6M | 0.13% | |
| 83 | MCDMCDONALDS CORP | 968 | $282.8M | 0.13% | |
| 84 | NEARISHARES U S ETF TR | 5,508 | $281.5M | 0.13% | |
| 85 | FXHFIRST TR EXCHANGE TRADED FD | 2,544 | $263.8M | 0.12% | |
| 86 | AQLTISHARES TR | 2,930 | $244.6M | 0.11% | |
| 87 | IWDISHARES TR | 1,227 | $238.2M | 0.11% | |
| 88 | XLVSELECT SECTOR SPDR TR | 1,763 | $237.6M | 0.11% | |
| 89 | GOOGLALPHABET INC | 1,310 | $230.9M | 0.11% | |
| 90 | VXUSVANGUARD STAR FDS | 3,305 | $228.3M | 0.10% | |
| 91 | AMDADVANCED MICRO DEVICES INC | 1,524 | $216.3M | 0.10% | |
| 92 | GBTCGRAYSCALE BITCOIN TRUST ETF | 2,517 | $213.5M | 0.10% | |
| 93 | IDV*ISHARES TR | 6,166 | $212.8M | 0.10% | |
| 94 | EFAVISHARES TR | 2,526 | $212.3M | 0.10% | |
| 95 | WMTWALMART INC | 2,144 | $209.7M | 0.10% | |
| 96 | ORCLORACLE CORP | 958 | $209.4M | 0.10% | |
| 97 | IJJISHARES TR | 1,680 | $207.6M | 0.10% | |
| 98 | PGPROCTER AND GAMBLE CO | 1,277 | $203.5M | 0.09% | |
| 99 | TSLATESLA INC | 638 | $202.7M | 0.09% | |
| 100 | WSMWILLIAMS SONOMA INC | 1,240 | $202.6M | 0.09% |
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