Christensen, King & Associates Investment Services, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Christensen, King & Associates Investment Services, Inc. held in its portfolio 106 assets valued at $234,343,358 (i.e. $234.34M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($30.73M), SCHWAB STRATEGIC TR ($16.13M), and SCHWAB STRATEGIC TR ($14.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 106 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Christensen, King & Associates Investment Services, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1141964 | 30730252 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 615113 | 16134426 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 435675 | 14211733 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 498082 | 13662387 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 530451 | 12396634 | US AGGREGATE B |
| SCHWAB STRATEGIC TR | 417570 | 11892402 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 487735 | 11725145 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 353581 | 10632171 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 282804 | 8373812 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 9427 | 5911870 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 214708 | 5384884 | INT-TRM U.S TRES |
| ISHARES TR | 37713 | 4500997 | 3 7 YR TREAS BD |
| SCHWAB STRATEGIC TR | 173690 | 4232820 | SHT TM US TRES |
| SCHWAB STRATEGIC TR | 125973 | 4125613 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 153399 | 4063545 | US TIPS ETF |
| ISHARES TR | 32069 | 4062187 | GLOBAL 100 ETF |
| ISHARES TR | 37891 | 3643627 | 7-10 YR TRSY BD |
| VANGUARD INDEX FDS | 10672 | 3578104 | TOTAL STK MKT |
| APPLE INC | 11912 | 3238502 | COM |
| VANGUARD WORLD FD | 3603 | 2715900 | INF TECH ETF |
| INVESCO QQQ TR | 4288 | 2633913 | UNIT SER 1 |
| NVIDIA CORPORATION | 13337 | 2487434 | COM |
| ISHARES TR | 24234 | 2420537 | CORE US AGGBD ET |
| ISHARES TR | 28927 | 2395761 | 1 3 YR TREAS BD |
| SCHWAB STRATEGIC TR | 42348 | 1928103 | INTL SCEQT ETF |
| ISHARES TR | 2652 | 1816317 | CORE S&P500 ETF |
| VANGUARD SCOTTSDALE FDS | 22401 | 1786005 | SHRT TRM CORP BD |
| ISHARES TR | 20236 | 1763777 | 20 YR TR BD ETF |
| MICROSOFT CORP | 3509 | 1697033 | COM |
| VANGUARD SCOTTSDALE FDS | 18560 | 1554362 | INT-TERM CORP |
| VANGUARD SPECIALIZED FUNDS | 6454 | 1418417 | DIV APP ETF |
| SPDR GOLD TR | 3370 | 1335565 | GOLD SHS |
| ISHARES TR | 10036 | 1206153 | CORE S&P SCP ETF |
| ELI LILLY & CO | 1115 | 1198268 | COM |
| ISHARES TR | 17529 | 1156924 | CORE S&P MCP ETF |
| VANGUARD WORLD FD | 3742 | 1077094 | HEALTH CAR ETF |
| VANGUARD WHITEHALL FDS | 7065 | 1013988 | HIGH DIV YLD |
| AMAZON COM INC | 4247 | 980293 | COM |
| VANGUARD BD INDEX FDS | 13086 | 969268 | TOTAL BND MRKT |
| ISHARES TR | 8610 | 946356 | TIPS BD ETF |
| ISHARES TR | 8199 | 932375 | SP SMCP600VL ETF |
| VANGUARD WORLD FD | 4345 | 917813 | CONSUM STP ETF |
| ISHARES TR | 6354 | 896900 | S&P SML 600 GWT |
| PALANTIR TECHNOLOGIES INC | 4366 | 776057 | CL A |
| SPDR INDEX SHS FDS | 10014 | 768165 | PORTFLI MSCI GBL |
| VANGUARD WORLD FD | 3833 | 709271 | UTILITIES ETF |
| SCHWAB STRATEGIC TR | 33918 | 708555 | US REIT ETF |
| VANGUARD INTL EQUITY INDEX F | 4957 | 699270 | TT WRLD ST ETF |
| BERKSHIRE HATHAWAY INC DEL | 1378 | 692652 | CL B NEW |
| VANGUARD INTL EQUITY INDEX F | 8621 | 634173 | ALLWRLD EX US |
| VANGUARD BD INDEX FDS | 12625 | 629230 | VANGUARD ULTRA |
| GAMESTOP CORP NEW | 31173 | 625954 | CL A |
| INVESCO EXCH TRADED FD TR II | 55279 | 621333 | PFD ETF |
| SCHWAB STRATEGIC TR | 24668 | 566617 | 5 10YR CORP BD |
| VANGUARD INDEX FDS | 1115 | 543964 | GROWTH ETF |
| VANECK ETF TRUST | 18248 | 535867 | FALLEN ANGEL HG |
| VANGUARD WORLD FD | 1305 | 514256 | CONSUM DIS ETF |
| ISHARES TR | 4166 | 513475 | S&P 500 GRWT ETF |
| VANGUARD CHARLOTTE FDS | 9946 | 480591 | TOTAL INT BD ETF |
| ISHARES TR | 4944 | 475954 | RUS MID CAP ETF |
| ABBVIE INC | 2074 | 473871 | COM |
| VANGUARD INDEX FDS | 1815 | 468286 | SMALL CP ETF |
| ISHARES TR | 14968 | 463414 | PFD AND INCM SEC |
| PIMCO ETF TR | 8370 | 438672 | INTER MUN BD ACT |
| ISHARES GOLD TR | 5337 | 433204 | ISHARES NEW |
| EXXON MOBIL CORP | 3594 | 432536 | COM |
| COSTCO WHSL CORP NEW | 482 | 415675 | COM |
| SCHWAB STRATEGIC TR | 16583 | 412925 | 1 5YR CORP BD |
| ISHARES TR | 5815 | 405556 | FUTURE EXPONENTI |
| ALPHABET INC | 1266 | 396346 | CAP STK CL A |
| VANGUARD INDEX FDS | 2069 | 395141 | VALUE ETF |
| ISHARES TR | 3589 | 367996 | CORE S&P US VLU |
| SELECT SECTOR SPDR TR | 8236 | 351595 | STATE STREET UTI |
| ADVANCED MICRO DEVICES INC | 1624 | 347796 | COM |
| ISHARES TR | 3218 | 344668 | NATIONAL MUN ETF |
| ISHARES INC | 6252 | 337183 | MSCI CDA ETF |
| ISHARES TR | 5111 | 332751 | US HLTHCARE ETF |
| ABBOTT LABS | 2644 | 331320 | COM |
| ISHARES TR | 2983 | 328643 | IBOXX INV CP ETF |
| ISHARES TR | 4775 | 310415 | MRGSTR SM CP ETF |
| ISHARES TR | 6248 | 304608 | CORE 1 5 YR USD |
| MCDONALDS CORP | 969 | 296209 | COM |
| TESLA INC | 645 | 290069 | COM |
| FIRST TR EXCHANGE TRADED FD | 2546 | 289823 | HLTH CARE ALPH |
| VISA INC | 824 | 289049 | COM CL A |
| INTERNATIONAL BUSINESS MACHS | 963 | 285250 | COM |
| ISHARES U S ETF TR | 5577 | 284989 | SHORT DURATION B |
| ILLINOIS TOOL WKS INC | 1155 | 284477 | COM |
| SELECT SECTOR SPDR TR | 1755 | 271674 | STATE STREET HEA |
| ISHARES TR | 1270 | 267075 | RUS 1000 VAL ETF |
| VANGUARD MUN BD FDS | 5198 | 261391 | TAX EXEMPT BD |
| ISHARES TR | 2914 | 260647 | CORE MSCI EAFE |
| SPDR S&P 500 ETF TR | 372 | 253515 | TR UNIT |
| VANGUARD STAR FDS | 3305 | 249329 | VG TL INTL STK F |
| ISHARES TR | 6214 | 245130 | INTL SEL DIV ETF |
| WALMART INC | 2145 | 238964 | COM |
| ISHARES TR | 1676 | 220503 | S&P MC 400VL ETF |
| ISHARES TR | 2548 | 219781 | MSCI EAFE MIN VL |
| ISHARES TR | 2510 | 212432 | CORE MSCI TOTAL |
| SCHWAB STRATEGIC TR | 7798 | 212174 | FUNDAMENTAL US L |
| WILLIAMS SONOMA INC | 1187 | 211986 | COM |
| VANGUARD INTL EQUITY INDEX F | 3859 | 207460 | FTSE EMR MKT ETF |
| ISHARES TR | 4307 | 204700 | U.S. ENERGY ETF |
| ISHARES TR | 2122 | 203817 | MSCI EAFE ETF |
| CATERPILLAR INC | 350 | 200505 | COM |
| OUTLOOK THERAPEUTICS INC | 28327 | 44757 | COM |
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