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CIK: 0002032544
Total reported value
$251.7M
$251.7M
106 檔
34.6%
In Q4 2025, Christensen, King & Associates Investment Services, Inc.'s U.S. equity holdings reached a combined market value of $251.7M, distributed across 106 disclosed stock positions.
Christensen, King & Associates Investment Services, Inc. executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.11% | +0.72% | -2.79% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.88% | +0.23% | -0.80% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.06% | +0.20% | -0.79% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.83% | -0.45% | -2.60% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.29% | -0.44% | +3.77% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.07% | +0.64% | +0.11% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.00% | +0.12% | -1.70% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.54% | +0.35% | +0.05% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.57% | +0.09% | +0.68% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.52% | +0.16% | +1.04% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.30% | -0.23% | +1.22% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.92% | -0.17% | -3.02% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.81% | -0.18% | +6.95% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.76% | +0.03% | -0.84% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.73% | -0.18% | -5.41% | |
| 16 | IOO | Ishares Global 100 ETF | ETF-Other | 1.73% | +0.06% | +5.49% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.55% | -0.13% | +0.43% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.53% | +0.09% | +0.80% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.06% | -6.02% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.16% | -0.90% | +0.14% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | +0.19% | -6.94% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.06% | -6.24% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.03% | -0.08% | -1.79% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.02% | -0.08% | -0.07% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.82% | -0.04% | -3.02% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.04% | +0.99% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.76% | -0.09% | +1.68% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.75% | -0.06% | -0.08% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.04% | -4.28% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.66% | -0.07% | +4.59% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | +0.02% | +3.70% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.13% | -0.44% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.05% | +1.32% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.09% | -2.11% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | +0.03% | +1.43% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-Other | 0.46% | — | +0.27% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.43% | -0.02% | +18.40% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.02% | -2.30% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.41% | -0.04% | +15.71% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.40% | -0.03% | -1.05% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.40% | +0.03% | -2.15% | |
| 42 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.39% | -0.04% | -7.26% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.38% | +0.05% | -0.53% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.33% | -0.08% | -11.30% | |
| 45 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.33% | — | -1.78% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.30% | -0.03% | +0.29% | |
| 47 | SCHH | Schwab US Reit ETF | ETF-Other | 0.30% | -0.03% | -1.29% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.30% | +0.02% | +0.14% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.01% | +1.47% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | +0.01% | -0.19% |
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 Q4 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 34.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VTEB
市值: $261.4K
Top Position Liquidated / Trimmed
HDV
前期市值: $348.6K
During Q4 2025, Christensen, King & Associates Investment Services, Inc.'s top holdings by market value included SCHX (13.1%)、SCHB (6.9%)、SCHG (6.1%). The largest single position, SCHX, represented 13.1% of total portfolio value.
In Q4 2025, Christensen, King & Associates Investment Services, Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 18 positions, trimming 23 holdings, and fully liquidating 4 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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