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CIK: 0002032544
Total reported value
$251.7M
$251.7M
97 檔
30.8%
According to the latest 13F quarterly dataset, Christensen, King & Associates Investment Services, Inc. managed an equity portfolio of $251.7M at the end of Q1 2024, spanning 97 distinct U.S. exchange-listed positions.
During Q1 2024, Christensen, King & Associates Investment Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.72% | +0.72% | +1.17% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.85% | -0.45% | -1.35% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 7.15% | +0.23% | +1.32% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.79% | -0.44% | +1.02% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.23% | +0.20% | +3.67% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.16% | +0.64% | +1.08% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.89% | +0.35% | +1.94% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.81% | +0.12% | +1.31% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.55% | +0.09% | -0.25% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.42% | -0.18% | -4.05% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.29% | -0.23% | +1.31% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.90% | -0.13% | +18.20% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.89% | -0.18% | -3.24% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.88% | -0.17% | +17.91% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.16% | +0.20% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.71% | +0.03% | -2.16% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.36% | +0.09% | -0.32% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.25% | -0.08% | -2.29% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | +0.19% | +1.72% | |
| 20 | IOO | Ishares Global 100 ETF | ETF-Other | 1.14% | +0.06% | +10.95% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.06% | -3.37% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.06% | -0.90% | +2.70% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.90% | -0.08% | -9.72% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.83% | -0.04% | -1.34% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.82% | -0.09% | +3.17% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.82% | -0.06% | +12.77% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.06% | -31.71% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.04% | -1.98% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-Other | 0.63% | — | -0.34% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.61% | -0.03% | -7.67% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.59% | -0.07% | +2.70% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.04% | -3.47% | |
| 33 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.49% | -0.04% | -2.91% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.09% | -4.78% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.46% | +0.03% | -1.05% | |
| 36 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.44% | +0.05% | -0.13% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | +0.03% | +393.99% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-Other | 0.40% | -0.03% | +0.95% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | -0.04% | +17.85% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.37% | +0.02% | +9.78% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.37% | -0.13% | -1.38% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.02% | +1.23% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.34% | +0.02% | +0.03% | |
| 44 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.33% | — | — | |
| 45 | PFF | Ishares Preferred & Income S | ETF-Other | 0.33% | -0.01% | -3.73% | |
| 46 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.32% | -0.02% | -2.17% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.31% | +0.03% | -2.30% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | -0.02% | +42.36% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.05% | +11.96% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-Other | 0.29% | -0.03% | -1.87% |
According to official SEC Form 13F filings, Christensen, King & Associates Investment Services, Inc. reported a total U.S. public equity portfolio value of $251.7M across 97 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHD, SCHB) accounted for 30.8% of total reported equity market value during Q1 2024.
During Q1 2024, Christensen, King & Associates Investment Services, Inc.'s top holdings by market value included SCHX (12.7%)、SCHD (7.8%)、SCHB (7.2%). The largest single position, SCHX, represented 12.7% of total portfolio value.
In Q1 2024, Christensen, King & Associates Investment Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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