The Analysis of Christensen, King & Associates Investment Services, Inc.'s Holdings

Currently, Christensen, King & Associates Investment Services, Inc. holds 106 types of securities in its portfolio with a total value $234.3M. In the most recent quarter, they have increased their positions in SCHZ (+19.3K shares, valued at $450.2K), SCHO (+11.3K shares, valued at $275.0K), VTEB (+5.2K shares, valued at $261.4K); decreased their positions in SCHX (-32.8K shares, valued at $881.8K), SCHD (-13.3K shares, valued at $364.1K), SCHP (-8.8K shares, valued at $232.2K); initiated new positions in VTEB (+5.2K shares, valued at $261.4K), IYE (+4.3K shares, valued at $204.7K), EFA (+2.1K shares, valued at $203.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR1.1M shares-2.79%2025-12-312026-01-22

SCHB SCHWAB STRATEGIC TR615.1K shares-0.80%2025-12-312026-01-22

SCHG SCHWAB STRATEGIC TR435.7K shares-0.79%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR498.1K shares-2.60%2025-12-312026-01-22

SCHZ SCHWAB STRATEGIC TR530.5K shares3.77%2025-12-312026-01-22

SCHA SCHWAB STRATEGIC TR417.6K shares0.11%2025-12-312026-01-22

SCHF SCHWAB STRATEGIC TR487.7K shares-1.70%2025-12-312026-01-22

SCHM SCHWAB STRATEGIC TR353.6K shares0.05%2025-12-312026-01-22

Sponsored

SCHV SCHWAB STRATEGIC TR282.8K shares0.68%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS9.4K shares1.04%2025-12-312026-01-22

SCHR SCHWAB STRATEGIC TR214.7K shares1.22%2025-12-312026-01-22

IEI ISHARES TR37.7K shares-3.02%2025-12-312026-01-22

SCHO SCHWAB STRATEGIC TR173.7K shares6.95%2025-12-312026-01-22

SCHE SCHWAB STRATEGIC TR126.0K shares-0.84%2025-12-312026-01-22

SCHP SCHWAB STRATEGIC TR153.4K shares-5.41%2025-12-312026-01-22

IOO ISHARES TR32.1K shares5.49%2025-12-312026-01-22

Sponsored

IEF ISHARES TR37.9K shares0.43%2025-12-312026-01-22

VTI VANGUARD INDEX FDS10.7K shares0.80%2025-12-312026-01-22

AAPL APPLE INC11.9K shares-6.02%2025-12-312026-01-22

VGT VANGUARD WORLD FD3.6K shares0.14%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR4.3K shares-6.94%2025-12-312026-01-22

NVDA NVIDIA CORPORATION13.3K shares-6.24%2025-12-312026-01-22

AGG ISHARES TR24.2K shares-1.79%2025-12-312026-01-22

SHY ISHARES TR28.9K shares-0.07%2025-12-312026-01-22

Sponsored

SCHC SCHWAB STRATEGIC TR42.3K shares-3.03%2025-12-312026-01-22

IVV ISHARES TR2.7K shares0.99%2025-12-312026-01-22

VCSH VANGUARD SCOTTSDALE FDS22.4K shares1.68%2025-12-312026-01-22

TLT ISHARES TR20.2K shares-0.08%2025-12-312026-01-22

MSFT MICROSOFT CORP3.5K shares-4.28%2025-12-312026-01-22

VCIT VANGUARD SCOTTSDALE FDS18.6K shares4.59%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS6.5K shares3.70%2025-12-312026-01-22

GLD SPDR GOLD TR3.4K shares-0.44%2025-12-312026-01-22

Sponsored

IJR ISHARES TR10.0K shares1.32%2025-12-312026-01-22

LLY ELI LILLY & CO1.1K shares-2.11%2025-12-312026-01-22

IJH ISHARES TR17.5K shares1.43%2025-12-312026-01-22

VHT VANGUARD WORLD FD3.7K shares0.27%2025-12-312026-01-22

VYM VANGUARD WHITEHALL FDS7.1K shares18.40%2025-12-312026-01-22

AMZN AMAZON COM INC4.2K shares-2.30%2025-12-312026-01-22

BND VANGUARD BD INDEX FDS13.1K shares15.71%2025-12-312026-01-22

TIP ISHARES TR8.6K shares-1.05%2025-12-312026-01-22

Sponsored

IJS ISHARES TR8.2K shares-2.15%2025-12-312026-01-22

VDC VANGUARD WORLD FD4.3K shares-7.26%2025-12-312026-01-22

IJT ISHARES TR6.4K shares-0.53%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC4.4K shares-11.30%2025-12-312026-01-22

SPGM SPDR INDEX SHS FDS10.0K shares-1.78%2025-12-312026-01-22

VPU VANGUARD WORLD FD3.8K shares0.29%2025-12-312026-01-22

SCHH SCHWAB STRATEGIC TR33.9K shares-1.29%2025-12-312026-01-22

VT VANGUARD INTL EQUITY INDEX F5.0K shares0.14%2025-12-312026-01-22

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares1.47%2025-12-312026-01-22

VEU VANGUARD INTL EQUITY INDEX F8.6K shares-0.19%2025-12-312026-01-22

VUSB VANGUARD BD INDEX FDS12.6K shares3.09%2025-12-312026-01-22

GME GAMESTOP CORP NEW31.2K shares0.41%2025-12-312026-01-22

PGX INVESCO EXCH TRADED FD TR II55.3K shares0.05%2025-12-312026-01-22

SCHI SCHWAB STRATEGIC TR24.7K shares1.02%2025-12-312026-01-22

VUG VANGUARD INDEX FDS1.1K shares8.78%2025-12-312026-01-22

ANGL VANECK ETF TRUST18.2K shares-0.73%2025-12-312026-01-22

Sponsored

VCR VANGUARD WORLD FD1.3K shares-1.36%2025-12-312026-01-22

IVW ISHARES TR4.2K shares-0.14%2025-12-312026-01-22

BNDX VANGUARD CHARLOTTE FDS9.9K shares11.18%2025-12-312026-01-22

IWR ISHARES TR4.9K shares-0.94%2025-12-312026-01-22

ABBV ABBVIE INC2.1K shares-8.75%2025-12-312026-01-22

VB VANGUARD INDEX FDS1.8K shares-3.92%2025-12-312026-01-22

PFF ISHARES TR15.0K shares-0.39%2025-12-312026-01-22

MUNI PIMCO ETF TR8.4K shares0.00%2025-12-312026-01-22

Sponsored

ISHARES GOLD TR ISHARES GOLD TR5.3K shares-2.91%2025-12-312026-01-22

XOM EXXON MOBIL CORP3.6K shares-5.02%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW482 shares-3.98%2025-12-312026-01-22

SCHJ SCHWAB STRATEGIC TR16.6K shares-0.69%2025-12-312026-01-22

XT ISHARES TR5.8K shares5.46%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.3K shares-5.59%2025-12-312026-01-22

VTV VANGUARD INDEX FDS2.1K shares0.10%2025-12-312026-01-22

IUSV ISHARES TR3.6K shares0.14%2025-12-312026-01-22

Sponsored

XLU SELECT SECTOR SPDR TR8.2K shares111.61%2025-12-312026-01-22

AMD ADVANCED MICRO DEVICES INC1.6K shares0.00%2025-12-312026-01-22

MUB ISHARES TR3.2K shares-4.37%2025-12-312026-01-22

EWC ISHARES INC6.3K shares-0.57%2025-12-312026-01-22

IYH ISHARES TR5.1K shares0.00%2025-12-312026-01-22

ABT ABBOTT LABS2.6K shares0.04%2025-12-312026-01-22

LQD ISHARES TR3.0K shares0.78%2025-12-312026-01-22

ISCB ISHARES TR4.8K shares-16.14%2025-12-312026-01-22

Sponsored

ISTB ISHARES TR6.2K shares-7.56%2025-12-312026-01-22

MCD MCDONALDS CORP969 shares0.00%2025-12-312026-01-22

TSLA TESLA INC645 shares0.00%2025-12-312026-01-22

FXH FIRST TR EXCHANGE TRADED FD2.5K shares0.00%2025-12-312026-01-22

V VISA INC824 shares0.00%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS963 shares-24.88%2025-12-312026-01-22

NEAR ISHARES U S ETF TR5.6K shares0.74%2025-12-312026-01-22

ITW ILLINOIS TOOL WKS INC1.2K shares0.00%2025-12-312026-01-22

Sponsored

XLV SELECT SECTOR SPDR TR1.8K shares-0.45%2025-12-312026-01-22

IWD ISHARES TR1.3K shares-4.51%2025-12-312026-01-22

VTEB VANGUARD MUN BD FDS5.2K sharesnew addition2025-12-312026-01-22

IEFA ISHARES TR2.9K shares-0.55%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR372 shares0.00%2025-12-312026-01-22

VXUS VANGUARD STAR FDS3.3K shares0.00%2025-12-312026-01-22

IDV ISHARES TR6.2K shares0.16%2025-12-312026-01-22

WMT WALMART INC2.1K shares0.00%2025-12-312026-01-22

Sponsored

IJJ ISHARES TR1.7K shares-0.53%2025-12-312026-01-22

EFAV ISHARES TR2.5K shares0.87%2025-12-312026-01-22

IXUS ISHARES TR2.5K shares-1.34%2025-12-312026-01-22

FNDX SCHWAB STRATEGIC TR7.8K shares0.40%2025-12-312026-01-22

WSM WILLIAMS SONOMA INC1.2K shares-4.27%2025-12-312026-01-22

VWO VANGUARD INTL EQUITY INDEX F3.9K shares0.21%2025-12-312026-01-22

IYE ISHARES TR4.3K sharesnew addition2025-12-312026-01-22

EFA ISHARES TR2.1K sharesnew addition2025-12-312026-01-22

Sponsored

CAT CATERPILLAR INC350 sharesnew addition2025-12-312026-01-22

OUTLOOK THERAPEUTICS INC OUTLOOK THERAPEUTICS INC28.3K shares4.11%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available