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CIK: 0002032544
Total reported value
$251.7M
$251.7M
99 檔
32.3%
As reported in its official Q3 2024 Form 13F filing, Christensen, King & Associates Investment Services, Inc.'s tracked investment portfolio stood at $251.7M with 99 total positions.
Christensen, King & Associates Investment Services, Inc. executed strategic sector rebalancing during Q3 2024, establishing 7 new positions while fully exiting 1 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.85% | +0.72% | -0.57% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.26% | -0.45% | -3.32% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 7.06% | +0.23% | -2.51% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.60% | -0.44% | -0.49% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.55% | +0.20% | -0.82% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.08% | +0.64% | -2.19% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.83% | +0.12% | -2.31% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.61% | +0.35% | -1.89% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.52% | +0.09% | -1.30% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.30% | -0.18% | -1.26% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.16% | +4.40% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.13% | -0.23% | -1.66% | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.11% | -0.17% | +3.22% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.02% | -0.13% | +5.34% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.82% | +0.03% | -1.93% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.77% | -0.18% | -3.23% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.39% | +0.09% | -0.78% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.06% | -3.35% | |
| 19 | IOO | Ishares Global 100 ETF | ETF-Other | 1.31% | +0.06% | +3.03% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | +0.19% | -0.84% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.09% | -0.08% | -5.65% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.06% | -0.90% | -5.49% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.85% | -0.08% | +0.04% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.84% | -0.06% | +2.64% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.06% | -13.53% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.81% | -0.04% | -3.47% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.80% | -0.09% | -1.97% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.62% | -0.07% | +1.07% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.04% | -7.00% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.04% | +0.05% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-Other | 0.55% | — | -2.96% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.05% | +34.62% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.51% | -0.03% | -4.80% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.03% | +18.98% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.09% | -5.19% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.48% | -0.04% | -4.62% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.45% | +0.03% | -2.16% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | -0.04% | +19.82% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | +0.02% | +2.25% | |
| 40 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.43% | +0.05% | -4.71% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-Other | 0.41% | -0.03% | -3.47% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.13% | -1.42% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.02% | -0.90% | |
| 44 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.32% | — | -8.73% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.32% | -0.02% | -9.29% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.31% | +0.03% | +0.06% | |
| 47 | VPU | Vanguard Utilities ETF | ETF-Other | 0.30% | -0.03% | -8.68% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-Other | 0.30% | -0.01% | -3.53% | |
| 49 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 0.29% | -0.03% | -5.74% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-Other | 0.29% | -0.09% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +0.2% | +34.62% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.40% | Add |
| 3 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +5.34% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 5 | WSM | Williams-sonoma Inc | +0.1% | NEW | New buy |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | NEW | New buy |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | NEW | New buy |
| 9 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +18.98% | Add |
| 11 | SCHA | Schwab US Small-cap ETF | +0.1% | -2.19% | Trim |
| 12 | SCHV | Schwab US Large-cap Value | +0.1% | -1.30% | Trim |
| 13 | BND | Vanguard Total Bond Market | +0.1% | +19.82% | Add |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +3.22% | Add |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | -1.93% | Trim |
| 16 | TLT | Ishares 20+ Year Treasury Bd | 0% | +2.64% | Add |
| 17 | AAPL | Apple Inc | 0% | -3.35% | Trim |
| 18 | SCHH | Schwab US Reit ETF | 0% | -3.47% | Trim |
| 19 | GLD | Spdr Gold Shares | 0% | -1.42% | Trim |
| 20 | OTLK | Outlook Therapeutics Inc | 0% | NEW | New buy |
| 21 | SCHX | Schwab US Large-cap ETF | 0% | -0.57% | Trim |
| 22 | SCHD | Schwab US Dvd Equity ETF | 0% | -3.32% | Trim |
| 23 | VIG | Vanguard Dividend Apprec ETF | 0% | +2.25% | Add |
| 24 | AMD | Advanced Micro Devices | 0% | +22.77% | Add |
| 25 | VEU | Vanguard Ftse All-world Ex-u | 0% | +4.92% | Add |
| 26 | MCD | Mcdonald's CORP | 0% | +0.09% | Add |
| 27 | IOO | Ishares Global 100 ETF | 0% | +3.03% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.78% | Trim |
| 29 | IJS | Ishares S&p Small-cap 600 Va | 0% | -2.16% | Trim |
| 30 | VCIT | Vanguard Int-term Corporate | 0% | +1.07% | Add |
| 31 | HDV | Ishares Core High Dividend E | 0% | +0.46% | Add |
| 32 | VPU | Vanguard Utilities ETF | 0% | -8.68% | Trim |
| 33 | ABBV | Abbvie Inc | 0% | +0.06% | Add |
| 34 | SCHM | Schwab US Mid Cap ETF | — | -1.89% | Trim |
| 35 | SCHC | Schwab Intl Small-cap Equity | — | -3.47% | Trim |
| 36 | IVV | Ishares Core S&p 500 ETF | — | +0.05% | Add |
| 37 | SCHF | Schwab Intl Equity ETF | 0% | -2.31% | Trim |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | -0.49% | Trim |
| 39 | SCHR | Schwab Intermediate-term US | -0.1% | -1.66% | Trim |
| 40 | GME | Gamestop Corp-class A | -0.1% | -5.74% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.1% | -5.19% | Trim |
| 42 | SCHP | Schwab U.s. Tips ETF | -0.1% | -1.26% | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -38.87% | Trim |
| 44 | VGT | Vanguard Info Tech ETF | -0.1% | -5.49% | Trim |
| 45 | IDV | Ishares International Select | -0.1% | EXIT | Sold out |
| 46 | MSFT | Microsoft CORP | -0.1% | -7.00% | Trim |
| 47 | SCHB | Schwab US Broad Market ETF | -0.1% | -2.51% | Trim |
| 48 | SCHO | Schwab Short-term US Treas | -0.1% | -3.23% | Trim |
| 49 | SCHG | Schwab US Large-cap Growth | -0.1% | -0.82% | Trim |
| 50 | NVDA | Nvidia CORP | -0.2% | -13.53% | Trim |
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 99 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHD, SCHB) accounted for 32.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
PLTR
市值: $212.9K
Top Position Liquidated / Trimmed
IDV
前期市值: $200.4K
During Q3 2024, Christensen, King & Associates Investment Services, Inc.'s top holdings by market value included SCHX (12.8%)、SCHD (7.3%)、SCHB (7.1%). The largest single position, SCHX, represented 12.8% of total portfolio value.
In Q3 2024, Christensen, King & Associates Investment Services, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 26 holdings, and fully liquidating 1 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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