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CIK: 0002032544
Total reported value
$251.7M
$251.7M
101 檔
32.7%
During the Q2 2025 filing period, Christensen, King & Associates Investment Services, Inc. (CIK: 0002032544) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $251.7M across 101 reported positions.
Christensen, King & Associates Investment Services, Inc. executed strategic sector rebalancing during Q2 2025, establishing 6 new positions while fully exiting 2 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.34% | +0.72% | -1.19% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.82% | +0.23% | -2.57% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.33% | -0.45% | -2.45% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.91% | +0.20% | -0.26% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.30% | -0.44% | +0.00% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.08% | +0.12% | -2.27% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.87% | +0.64% | -1.10% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.53% | +0.35% | -0.78% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.58% | +0.09% | -1.18% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.44% | -0.23% | -1.21% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | +0.16% | +2.36% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.22% | -0.17% | -0.03% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.03% | -0.18% | -4.11% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.79% | +0.03% | -2.35% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.77% | -0.18% | -0.73% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.67% | -0.13% | -1.40% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.54% | +0.09% | +0.35% | |
| 18 | IOO | Ishares Global 100 ETF | ETF-Other | 1.50% | +0.06% | +1.15% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | +0.19% | -2.67% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.11% | -0.08% | -2.77% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.09% | -0.90% | -1.53% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.09% | -0.08% | +2.51% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.06% | -3.64% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.06% | -3.10% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.87% | -0.04% | -1.90% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.83% | -0.09% | +0.55% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.79% | -0.06% | +2.99% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.04% | +3.66% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.04% | +1.81% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.66% | -0.07% | +0.90% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | +0.02% | +1.36% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | +0.03% | +0.70% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.13% | -0.92% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | +0.05% | +0.68% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.47% | -0.04% | +1.41% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.46% | -0.03% | -2.94% | |
| 37 | VHT | Vanguard Health Care ETF | ETF-Other | 0.43% | — | -4.59% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.09% | — | |
| 39 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.39% | +0.05% | +1.74% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.38% | +0.03% | +0.65% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.38% | -0.04% | +1.39% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.36% | -0.02% | -0.73% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.02% | — | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.34% | -0.08% | +1.33% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-Other | 0.33% | -0.03% | -0.67% | |
| 46 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.32% | — | -0.36% | |
| 47 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 0.32% | -0.03% | +4.61% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.31% | -0.03% | +2.61% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.01% | — | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.29% | +0.02% | -2.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +0.4% | -0.26% | Trim |
| 2 | SCHX | Schwab US Large-cap ETF | +0.3% | -1.19% | Trim |
| 3 | NVDA | Nvidia CORP | +0.2% | -3.10% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.36% | Add |
| 5 | MSFT | Microsoft CORP | +0.1% | +1.81% | Add |
| 6 | SCHF | Schwab Intl Equity ETF | +0.1% | -2.27% | Trim |
| 7 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 8 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 9 | IDV | Ishares International Select | +0.1% | NEW | New buy |
| 10 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 11 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 12 | VGT | Vanguard Info Tech ETF | +0.1% | -1.53% | Trim |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.33% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 15 | IOO | Ishares Global 100 ETF | +0.1% | +1.15% | Add |
| 16 | SCHC | Schwab Intl Small-cap Equity | +0.1% | -1.90% | Trim |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -2.67% | Trim |
| 18 | SCHB | Schwab US Broad Market ETF | +0.1% | -2.57% | Trim |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.35% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.66% | Add |
| 21 | PGX | Invesco Preferred ETF | 0% | +24.62% | Add |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -2.35% | Trim |
| 23 | GLD | Spdr Gold Shares | 0% | -0.92% | Trim |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.36% | Add |
| 25 | VPU | Vanguard Utilities ETF | 0% | +2.61% | Add |
| 26 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.02% | Add |
| 27 | VDC | Vanguard Consumer Staple ETF | 0% | +1.41% | Add |
| 28 | V | Visa Inc-class A Shares | 0% | +16.38% | Add |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +1.74% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 31 | SPGM | State Street Spdr Portfolio | 0% | -0.36% | Trim |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +2.51% | Add |
| 33 | SCHM | Schwab US Mid Cap ETF | 0% | -0.78% | Trim |
| 34 | XOM | Exxon Mobil CORP | 0% | -3.50% | Trim |
| 35 | MCD | Mcdonald's CORP | 0% | -9.70% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 37 | SCHA | Schwab US Small-cap ETF | -0.1% | -1.10% | Trim |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | -0.03% | Trim |
| 39 | SCHV | Schwab US Large-cap Value | -0.1% | -1.18% | Trim |
| 40 | VHT | Vanguard Health Care ETF | -0.1% | -4.59% | Trim |
| 41 | PFF | Ishares Preferred & Income S | -0.1% | -16.35% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.1% | -2.77% | Trim |
| 44 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 45 | HD | Home Depot Inc | -0.1% | EXIT | Sold out |
| 46 | HDV | Ishares Core High Dividend E | -0.1% | -45.27% | Trim |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | -0.2% | +0.00% | Add |
| 48 | SCHP | Schwab U.s. Tips ETF | -0.2% | -4.11% | Trim |
| 49 | AAPL | Apple Inc | -0.2% | -3.64% | Trim |
| 50 | SCHD | Schwab US Dvd Equity ETF | -0.7% | -2.45% | 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 101 disclosed positions in Q2 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, SCHB, SCHD) accounted for 32.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMD
市值: $216.3K
Top Position Liquidated / Trimmed
CVX
前期市值: $213.1K
During Q2 2025, Christensen, King & Associates Investment Services, Inc.'s top holdings by market value included SCHX (13.3%)、SCHB (6.8%)、SCHD (6.3%). The largest single position, SCHX, represented 13.3% of total portfolio value.
In Q2 2025, Christensen, King & Associates Investment Services, Inc. made 47 total portfolio adjustments, initiating 6 new buys, adding to 15 positions, trimming 24 holdings, and fully liquidating 2 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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