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CIK: 0002032544
Total reported value
$251.7M
$251.7M
93 檔
31.1%
At the close of Q2 2024, Christensen, King & Associates Investment Services, Inc. disclosed equity holdings valued at approximately $251.7M, spread across 93 reported holdings.
During Q2 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 | 12.83% | +0.72% | -1.38% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.24% | -0.45% | -3.20% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 7.17% | +0.23% | -1.32% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.68% | +0.20% | +0.95% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.66% | -0.44% | -0.02% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.01% | +0.64% | +2.17% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.84% | +0.12% | +3.50% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.61% | +0.35% | +0.02% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.45% | +0.09% | +0.76% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.37% | -0.18% | -0.68% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.19% | -0.23% | -2.61% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.06% | -0.17% | +11.35% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | +0.16% | +10.13% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.92% | -0.13% | +3.48% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.88% | -0.18% | +0.80% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.77% | +0.03% | -0.14% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.38% | +0.09% | +0.33% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.06% | -3.46% | |
| 19 | IOO | Ishares Global 100 ETF | ETF-Other | 1.30% | +0.06% | +7.10% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | +0.19% | +0.29% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.16% | -0.08% | -5.05% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.15% | -0.90% | +0.35% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.06% | +981.21% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.88% | -0.08% | -1.30% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.83% | -0.09% | +2.24% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.81% | -0.04% | -0.55% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.80% | -0.06% | +2.05% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.04% | -1.18% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.61% | -0.07% | +5.99% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.04% | +0.19% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-Other | 0.56% | — | -8.24% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.09% | — | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.54% | -0.03% | -9.48% | |
| 34 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.49% | -0.04% | +1.74% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.44% | +0.03% | +2.20% | |
| 36 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.43% | +0.05% | +1.44% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | +0.02% | +14.07% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | +0.03% | +0.03% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.39% | +0.05% | +40.90% | |
| 40 | SCHH | Schwab US Reit ETF | ETF-Other | 0.38% | -0.03% | -0.66% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | -0.04% | -2.77% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.37% | -0.13% | -1.40% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.02% | -0.37% | |
| 44 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 0.35% | -0.03% | -2.88% | |
| 45 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.34% | — | +1.61% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.02% | +13.48% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.31% | +0.03% | +3.34% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.31% | -0.02% | +1.01% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-Other | 0.31% | -0.01% | -3.34% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-Other | 0.29% | -0.03% | — |
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 93 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHD, SCHB) accounted for 31.1% of total reported equity market value during Q2 2024.
During Q2 2024, Christensen, King & Associates Investment Services, Inc.'s top holdings by market value included SCHX (12.8%)、SCHD (7.2%)、SCHB (7.2%). The largest single position, SCHX, represented 12.8% of total portfolio value.
In Q2 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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