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CIK: 0002032544
Total reported value
$251.7M
$251.7M
97 檔
31.7%
In Q1 2025, Christensen, King & Associates Investment Services, Inc.'s U.S. equity holdings reached a combined market value of $251.7M, distributed across 97 disclosed stock positions.
During Q1 2025, Christensen, King & Associates Investment Services, Inc. performed routine portfolio adjustments (5 new buys, 17 additions, 26 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.05% | +0.72% | -0.94% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.06% | -0.45% | -0.70% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.77% | +0.23% | -2.80% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.55% | +0.20% | -1.49% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.45% | -0.44% | -0.07% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.96% | +0.12% | +1.33% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.92% | +0.64% | +0.00% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.56% | +0.35% | -0.78% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.64% | +0.09% | +1.70% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.52% | -0.23% | +2.93% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | +0.16% | +1.82% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.27% | -0.17% | +6.93% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.19% | -0.18% | -0.92% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.84% | -0.18% | +2.66% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.76% | +0.03% | -1.95% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.73% | -0.13% | -3.54% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | +0.09% | +7.14% | |
| 18 | IOO | Ishares Global 100 ETF | ETF-Other | 1.42% | +0.06% | +3.97% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.26% | +0.06% | -2.34% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | +0.19% | -0.99% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.18% | -0.08% | +0.34% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.10% | -0.08% | +9.84% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.00% | -0.90% | -0.60% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.84% | -0.09% | — | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.81% | -0.06% | -0.19% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.06% | -4.79% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.79% | -0.04% | +2.51% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.04% | +19.25% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.66% | -0.07% | -55.71% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.04% | -0.37% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | +0.02% | +2.43% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-Other | 0.49% | — | -2.70% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.49% | -0.03% | -1.70% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | +0.05% | -6.43% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.03% | -2.61% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.46% | -0.04% | +0.37% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.13% | -1.16% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.09% | — | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.40% | +0.03% | +1.74% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.39% | -0.04% | -1.63% | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.38% | +0.05% | -1.91% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | -0.02% | +6.84% | |
| 43 | SCHH | Schwab US Reit ETF | ETF-Other | 0.35% | -0.03% | -4.20% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.02% | -1.54% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.01% | +68.91% | |
| 46 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 0.33% | -0.03% | +0.03% | |
| 47 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.31% | — | -1.03% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.29% | -0.03% | +0.30% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-Other | 0.29% | -0.09% | EXIT | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.29% | +0.02% | +0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +0.8% | NEW | New buy |
| 2 | SCHF | Schwab Intl Equity ETF | +0.6% | +1.33% | Add |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | +6.93% | Add |
| 4 | MUNI | Pimco Intermediate Municipal | +0.2% | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +68.91% | Add |
| 6 | SCHV | Schwab US Large-cap Value | +0.2% | +1.70% | Add |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | -0.07% | Trim |
| 8 | SCHR | Schwab Intermediate-term US | +0.2% | +2.93% | Add |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +9.84% | Add |
| 10 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 11 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | New buy |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | NEW | New buy |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +19.25% | Add |
| 14 | SCHO | Schwab Short-term US Treas | +0.1% | +2.66% | Add |
| 15 | SCHC | Schwab Intl Small-cap Equity | +0.1% | +2.51% | Add |
| 16 | SCHP | Schwab U.s. Tips ETF | +0.1% | -0.92% | Trim |
| 17 | GLD | Spdr Gold Shares | +0.1% | -1.16% | Trim |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.14% | Add |
| 19 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -1.95% | Trim |
| 21 | AGG | Ishares Core U.s. Aggregate | 0% | +0.34% | Add |
| 22 | VYM | Vanguard High Dvd Yield ETF | 0% | +6.84% | Add |
| 23 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 24 | IEF | Ishares 7-10 Year Treasury B | — | -3.54% | Trim |
| 25 | IJS | Ishares S&p Small-cap 600 Va | 0% | +1.74% | Add |
| 26 | VUG | Vanguard Growth ETF | 0% | -0.81% | Trim |
| 27 | WSM | Williams-sonoma Inc | 0% | -8.96% | Trim |
| 28 | VB | Vanguard Small-cap ETF | 0% | -3.12% | Trim |
| 29 | IWR | Ishares Russell Mid-cap ETF | 0% | -6.31% | Trim |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +1.82% | Add |
| 31 | IJH | Ishares Core S&p Midcap ETF | 0% | -2.61% | Trim |
| 32 | COST | Costco Wholesale CORP | 0% | -11.74% | Trim |
| 33 | XT | Ishar Fture Exp Tech Etf-usd | 0% | -17.03% | Trim |
| 34 | VCR | Vanguard Consumer Discre ETF | 0% | +0.07% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -7.53% | Trim |
| 36 | AMZN | Amazon.com Inc | 0% | -1.54% | Trim |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -1.91% | Trim |
| 38 | MSFT | Microsoft CORP | -0.1% | -0.37% | Trim |
| 39 | GME | Gamestop Corp-class A | -0.1% | +0.03% | Add |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.1% | -6.43% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.99% | Trim |
| 42 | VGT | Vanguard Info Tech ETF | -0.1% | -0.60% | Trim |
| 43 | SCHM | Schwab US Mid Cap ETF | -0.2% | -0.78% | Trim |
| 44 | NVDA | Nvidia CORP | -0.2% | -4.79% | Trim |
| 45 | AAPL | Apple Inc | -0.2% | -2.34% | Trim |
| 46 | SCHA | Schwab US Small-cap ETF | -0.3% | +0.00% | Add |
| 47 | SCHB | Schwab US Broad Market ETF | -0.4% | -2.80% | Trim |
| 48 | SCHX | Schwab US Large-cap ETF | -0.5% | -0.94% | Trim |
| 49 | SCHG | Schwab US Large-cap Growth | -0.5% | -1.49% | Trim |
| 50 | VCIT | Vanguard Int-term Corporate | -0.8% | -55.71% | 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 97 disclosed positions in Q1 2025.
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 31.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VCSH
市值: $1.8M
Top Position Liquidated / Trimmed
SCHX
前期市值: $28.9M
During Q1 2025, Christensen, King & Associates Investment Services, Inc.'s top holdings by market value included SCHX (13.1%)、SCHD (7.1%)、SCHB (6.8%). The largest single position, SCHX, represented 13.1% of total portfolio value.
In Q1 2025, Christensen, King & Associates Investment Services, Inc. made 48 total portfolio adjustments, initiating 5 new buys, adding to 17 positions, trimming 26 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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