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CIK: 0002032544
Total reported value
$251.7M
$251.7M
92 檔
33.1%
The Q4 2024 SEC filing reveals that Christensen, King & Associates Investment Services, Inc. held a total portfolio value of $251.7M, covering 92 public equity positions.
Christensen, King & Associates Investment Services, Inc. executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 8 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.57% | +0.72% | +202.23% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 7.19% | +0.23% | +192.38% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.96% | -0.45% | +195.17% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.09% | +0.20% | +297.08% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.29% | -0.44% | +98.78% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.22% | +0.64% | +102.74% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.71% | +0.35% | +203.46% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.41% | +0.12% | +102.81% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.47% | +0.09% | +202.03% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.37% | -0.23% | +133.18% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.31% | +0.16% | +3.33% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.12% | -0.18% | +92.10% | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.06% | -0.17% | +1.90% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.75% | -0.18% | +102.54% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.73% | -0.13% | -8.53% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.72% | +0.03% | +1.81% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.47% | +0.06% | -1.53% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.43% | -0.07% | +146.48% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | +0.09% | -1.10% | |
| 20 | IOO | Ishares Global 100 ETF | ETF-Other | 1.39% | +0.06% | +2.19% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | +0.19% | -2.81% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | -0.08% | +9.97% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.11% | -0.90% | -3.87% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.98% | -0.08% | +17.57% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.06% | +0.03% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.78% | -0.06% | +4.82% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.71% | -0.04% | -1.21% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.04% | -0.74% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.04% | -0.79% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | +0.05% | +2.75% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | +0.03% | +5.39% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | +0.02% | +11.16% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-Other | 0.49% | — | -3.08% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.47% | -0.03% | -2.94% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.46% | -0.04% | -0.80% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.42% | +0.03% | -8.09% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.09% | -2.26% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.42% | +0.05% | -0.77% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.13% | +1.73% | |
| 40 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 0.40% | -0.03% | +1.93% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.02% | -4.62% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | -0.04% | -10.88% | |
| 43 | SCHH | Schwab US Reit ETF | ETF-Other | 0.36% | -0.03% | -4.15% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.02% | +7.73% | |
| 45 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.31% | — | -0.78% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.29% | -0.03% | +0.62% | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.29% | +0.02% | +0.10% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-Other | 0.28% | -0.01% | +1.20% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-Other | 0.27% | -0.09% | EXIT | |
| 50 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.25% | +0.01% | -5.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +0.8% | +146.48% | Add |
| 2 | SCHX | Schwab US Large-cap ETF | +0.7% | +202.23% | Add |
| 3 | SCHG | Schwab US Large-cap Growth | +0.5% | +297.08% | Add |
| 4 | SCHR | Schwab Intermediate-term US | +0.2% | +133.18% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +3.33% | Add |
| 6 | SCHA | Schwab US Small-cap ETF | +0.1% | +102.74% | Add |
| 7 | SCHB | Schwab US Broad Market ETF | +0.1% | +192.38% | Add |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +17.57% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | +0.03% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.04% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -1.53% | Trim |
| 12 | GME | Gamestop Corp-class A | +0.1% | +1.93% | Add |
| 13 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 14 | SCHM | Schwab US Mid Cap ETF | +0.1% | +203.46% | Add |
| 15 | IOO | Ishares Global 100 ETF | +0.1% | +2.19% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -2.81% | Trim |
| 17 | VGT | Vanguard Info Tech ETF | +0.1% | -3.87% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | -4.62% | Trim |
| 19 | AGG | Ishares Core U.s. Aggregate | +0.1% | +9.97% | Add |
| 20 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +11.16% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.10% | Trim |
| 22 | SCHI | Schwab 5-10 Year Corporate B | 0% | +146.09% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.39% | Add |
| 24 | VYM | Vanguard High Dvd Yield ETF | 0% | +7.73% | Add |
| 25 | ANGL | Vaneck Fallen Angel High Yld | 0% | -11.13% | Trim |
| 26 | IJS | Ishares S&p Small-cap 600 Va | 0% | -8.09% | Trim |
| 27 | XOM | Exxon Mobil CORP | 0% | -2.92% | Trim |
| 28 | TIP | Ishares Tips Bond ETF | 0% | -2.94% | Trim |
| 29 | SCHH | Schwab US Reit ETF | -0.1% | -4.15% | Trim |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | +1.90% | Add |
| 31 | SCHV | Schwab US Large-cap Value | -0.1% | +202.03% | Add |
| 32 | VHT | Vanguard Health Care ETF | -0.1% | -3.08% | Trim |
| 33 | LLY | Eli Lilly & Co | -0.1% | -2.26% | Trim |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +4.82% | Add |
| 35 | BND | Vanguard Total Bond Market | -0.1% | -10.88% | Trim |
| 36 | VWO | Vanguard Ftse Emerging Marke | -0.1% | EXIT | Sold out |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | +1.81% | Add |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.1% | EXIT | Sold out |
| 39 | VO | Vanguard Mid-cap ETF | -0.1% | EXIT | Sold out |
| 40 | SCHC | Schwab Intl Small-cap Equity | -0.1% | -1.21% | Trim |
| 41 | IXUS | Ishares Core Intl Stock ETF | -0.1% | EXIT | Sold out |
| 42 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 43 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 44 | SCHP | Schwab U.s. Tips ETF | -0.2% | +92.10% | Add |
| 45 | IEF | Ishares 7-10 Year Treasury B | -0.3% | -8.53% | Trim |
| 46 | SCHD | Schwab US Dvd Equity ETF | -0.3% | +195.17% | Add |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | EXIT | Sold out |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | -0.3% | +98.78% | Add |
| 49 | SCHF | Schwab Intl Equity ETF | -0.4% | +102.81% | Add |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | -0.8% | EXIT | Sold out |
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 92 disclosed positions in Q4 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, SCHB, SCHD) accounted for 33.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
V
市值: $227.1K
Top Position Liquidated / Trimmed
VCSH
前期市值: $1.7M
During Q4 2024, Christensen, King & Associates Investment Services, Inc.'s top holdings by market value included SCHX (13.6%)、SCHB (7.2%)、SCHD (7.0%). The largest single position, SCHX, represented 13.6% of total portfolio value.
In Q4 2024, Christensen, King & Associates Investment Services, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 15 holdings, and fully liquidating 8 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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