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CIK: 0002032544
Total reported value
$251.7M
$251.7M
106 檔
34.5%
At the close of Q3 2025, Christensen, King & Associates Investment Services, Inc. disclosed equity holdings valued at approximately $251.7M, spread across 106 reported holdings.
In Q3 2025, Christensen, King & Associates Investment Services, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.29% | +0.72% | -1.33% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.85% | +0.23% | -0.68% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.02% | +0.20% | -0.50% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.00% | -0.45% | -1.92% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.15% | -0.44% | +2.70% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.00% | +0.64% | -0.70% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.96% | +0.12% | -1.05% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.50% | +0.35% | +0.37% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.51% | +0.09% | -0.58% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.45% | +0.16% | +0.58% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.29% | -0.23% | -0.10% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.00% | -0.17% | -4.55% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.88% | -0.18% | -2.56% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.82% | +0.03% | -1.72% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.70% | -0.18% | +2.71% | |
| 16 | IOO | Ishares Global 100 ETF | ETF-Other | 1.57% | +0.06% | +0.41% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.56% | -0.13% | -0.85% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | +0.09% | -4.22% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.39% | +0.06% | +10.99% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | +0.19% | -9.15% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.15% | -0.90% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.06% | +5.75% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | -0.08% | +0.81% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.03% | -0.08% | +0.56% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.85% | -0.04% | -1.50% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.04% | +22.98% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.78% | -0.06% | +3.57% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.76% | -0.09% | -3.02% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.04% | -0.27% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.64% | -0.07% | +2.53% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | +0.02% | +13.14% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.13% | -2.31% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.05% | +3.30% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.03% | +1.18% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.43% | -0.04% | +0.34% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-Other | 0.42% | — | -0.32% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.42% | -0.03% | -3.61% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.02% | +23.49% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.40% | +0.03% | -0.38% | |
| 40 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.39% | +0.05% | -0.71% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.08% | -10.13% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.09% | +1.15% | |
| 43 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 0.36% | -0.03% | +8.29% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.36% | -0.02% | -0.03% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | -0.04% | +0.13% | |
| 46 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.33% | — | — | |
| 47 | SCHH | Schwab US Reit ETF | ETF-Other | 0.32% | -0.03% | +0.12% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.31% | -0.03% | +0.26% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.01% | — | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.29% | +0.02% | +0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +0.5% | -0.50% | Trim |
| 2 | NVDA | Nvidia CORP | +0.4% | +5.75% | Add |
| 3 | MSFT | Microsoft CORP | +0.3% | +22.98% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | +0.2% | -1.33% | Trim |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +0.58% | Add |
| 6 | IOO | Ishares Global 100 ETF | +0.2% | +0.41% | Add |
| 7 | VGT | Vanguard Info Tech ETF | +0.2% | — | Trim |
| 8 | PLTR | Palantir Technologies Inc-a | +0.1% | -10.13% | Trim |
| 9 | AAPL | Apple Inc | +0.1% | +10.99% | Add |
| 10 | SCHB | Schwab US Broad Market ETF | +0.1% | -0.68% | Trim |
| 11 | SCHA | Schwab US Small-cap ETF | +0.1% | -0.70% | Trim |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +13.14% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +23.49% | Add |
| 14 | ABBV | Abbvie Inc | +0.1% | +21.42% | Add |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | -1.72% | Trim |
| 16 | SCHC | Schwab Intl Small-cap Equity | +0.1% | -1.50% | Trim |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.27% | Add |
| 18 | GLD | Spdr Gold Shares | +0.1% | -2.31% | Trim |
| 19 | VUSB | Vanguard Ultra Short Bond Et | 0% | +25.82% | Add |
| 20 | PGX | Invesco Preferred ETF | 0% | -1.11% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +2.37% | Add |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | +3.30% | Add |
| 23 | GME | Gamestop Corp-class A | 0% | +8.29% | Add |
| 24 | SPGM | State Street Spdr Portfolio | 0% | — | Trim |
| 25 | SCHF | Schwab Intl Equity ETF | — | -1.05% | Trim |
| 26 | VTI | Vanguard Total Stock Mkt ETF | — | -4.22% | Trim |
| 27 | IJH | Ishares Core S&p Midcap ETF | — | +1.18% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | -9.15% | Trim |
| 29 | TLT | Ishares 20+ Year Treasury Bd | 0% | +3.57% | Add |
| 30 | SCHM | Schwab US Mid Cap ETF | -0.1% | +0.37% | Trim |
| 31 | PFF | Ishares Preferred & Income S | -0.1% | -4.30% | Trim |
| 32 | SCHV | Schwab US Large-cap Value | -0.1% | -0.58% | Trim |
| 33 | HDV | Ishares Core High Dividend E | -0.1% | +0.04% | Trim |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | -4.55% | Trim |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | -0.3% | +2.70% | Add |
| 36 | SCHP | Schwab U.s. Tips ETF | -0.3% | -2.56% | Trim |
| 37 | SCHD | Schwab US Dvd Equity ETF | -1.1% | -1.92% | Trim |
| 38 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 39 | TSLA | Tesla Inc | — | NEW | New buy |
| 40 | ORCL | Oracle CORP | — | NEW | New buy |
| 41 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 43 | IDV | Ishares International Select | — | NEW | New buy |
| 44 | WMT | Walmart Inc | — | NEW | New buy |
| 45 | CVX | Chevron CORP | — | EXIT | Sold out |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | — | NEW | New buy |
| 47 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 48 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 49 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 50 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | New buy |
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 106 disclosed positions in Q3 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, SCHG) accounted for 34.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBM
市值: $361.7K
Top Position Liquidated / Trimmed
CVX
前期市值: $213.1K
During Q3 2025, Christensen, King & Associates Investment Services, Inc.'s top holdings by market value included SCHX (13.3%)、SCHB (6.8%)、SCHG (6.0%). The largest single position, SCHX, represented 13.3% of total portfolio value.
In Q3 2025, Christensen, King & Associates Investment Services, Inc. made 50 total portfolio adjustments, initiating 11 new buys, adding to 17 positions, trimming 20 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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