Christensen, King & Associates Investment Services, Inc.
CIK: 0002032544SEC EDGAR →
Portfolio Value
$234.3B
Holdings
106
As of
Q4 2025
New Positions
106
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 1,141,964 | $30.7B | 13.11% |
| 2 | SCHWAB STRATEGIC TR | 615,113 | $16.1B | 6.88% |
| 3 | SCHWAB STRATEGIC TR | 435,675 | $14.2B | 6.06% |
| 4 | SCHWAB STRATEGIC TR | 498,082 | $13.7B | 5.83% |
| 5 | SCHWAB STRATEGIC TR | 530,451 | $12.4B | 5.29% |
| 6 | SCHWAB STRATEGIC TR | 417,570 | $11.9B | 5.07% |
| 7 | SCHWAB STRATEGIC TR | 487,735 | $11.7B | 5.00% |
| 8 | SCHWAB STRATEGIC TR | 353,581 | $10.6B | 4.54% |
| 9 | SCHWAB STRATEGIC TR | 282,804 | $8.4B | 3.57% |
| 10 | VANGUARD INDEX FDS | 9,427 | $5.9B | 2.52% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (106)
$30.7B · 1.1M shares
$16.1B · 615K shares
$14.2B · 436K shares
$13.7B · 498K shares
$12.4B · 530K shares
$11.9B · 418K shares
$11.7B · 488K shares
$10.6B · 354K shares
$8.4B · 283K shares
$5.9B · 9K shares
$5.4B · 215K shares
$4.5B · 38K shares
$4.2B · 174K shares
$4.1B · 126K shares
$4.1B · 153K shares
$4.1B · 32K shares
$3.6B · 38K shares
$3.6B · 11K shares
$3.2B · 12K shares
$2.7B · 4K shares
$2.6B · 4K shares
$2.5B · 13K shares
$2.4B · 24K shares
$2.4B · 29K shares
$1.9B · 42K shares
$1.8B · 3K shares
$1.8B · 22K shares
$1.8B · 20K shares
$1.7B · 4K shares
$1.6B · 19K shares
$1.4B · 6K shares
$1.3B · 3K shares
$1.2B · 10K shares
$1.2B · 1K shares
$1.2B · 18K shares
$1.1B · 4K shares
$1.0B · 7K shares
$980.0M · 4K shares
$969.0M · 13K shares
$946.0M · 9K shares
$932.0M · 8K shares
$917.0M · 4K shares
$896.0M · 6K shares
$776.0M · 4K shares
$768.0M · 10K shares
$709.0M · 4K shares
$708.0M · 34K shares
$699.0M · 5K shares
$692.0M · 1K shares
$634.0M · 9K shares
$629.0M · 13K shares
$625.0M · 31K shares
$621.0M · 55K shares
$566.0M · 25K shares
$543.0M · 1K shares
$535.0M · 18K shares
$514.0M · 1K shares
$513.0M · 4K shares
$480.0M · 10K shares
$475.0M · 5K shares
$473.0M · 2K shares
$468.0M · 2K shares
$463.0M · 15K shares
$438.0M · 8K shares
$433.0M · 5K shares
$432.0M · 4K shares
$415.0M · 482 shares
$412.0M · 17K shares
$405.0M · 6K shares
$396.0M · 1K shares
$395.0M · 2K shares
$367.0M · 4K shares
$351.0M · 8K shares
$347.0M · 2K shares
$344.0M · 3K shares
$337.0M · 6K shares
$332.0M · 5K shares
$331.0M · 3K shares
$328.0M · 3K shares
$310.0M · 5K shares
$304.0M · 6K shares
$296.0M · 969 shares
$290.0M · 645 shares
$289.0M · 3K shares
$289.0M · 824 shares
$285.0M · 963 shares
$284.0M · 1K shares
$284.0M · 6K shares
$271.0M · 2K shares
$267.0M · 1K shares
$261.0M · 5K shares
$260.0M · 3K shares
$253.0M · 372 shares
$249.0M · 3K shares
$245.0M · 6K shares
$238.0M · 2K shares
$220.0M · 2K shares
$219.0M · 3K shares
$212.0M · 8K shares
$212.0M · 3K shares
$211.0M · 1K shares
$207.0M · 4K shares
$204.0M · 4K shares
$203.0M · 2K shares
$200.0M · 350 shares
$44.0M · 28K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 79 | $213.4B | 91.1% |
| Technology | 6 | $8.8B | 3.8% |
| Unknown | 6 | $5.6B | 2.4% |
| Consumer Cyclical | 5 | $2.4B | 1.0% |
| Healthcare | 4 | $2.0B | 0.9% |
| Consumer Defensive | 2 | $653.0M | 0.3% |
| Industrials | 2 | $484.0M | 0.2% |
| Energy | 1 | $432.0M | 0.2% |
| Communication Services | 1 | $396.0M | 0.2% |