Christensen, King & Associates Investment Services, Inc. Portfolio Stock Holdings
Christensen, King & Associates Investment Services, Inc. disclosed 105 stock positions valued at approximately $233.1 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 105
- Portfolio Value
- $233.1M
Holdings by Sector
Christensen, King & Associates Investment Services, Inc. Portfolio Holdings in Q1 2026
105 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 12.64% | 1,149,357 | +7,393 | +0.65% | $29,469,504 |
| SCHWAB STRATEGIC TR | SCHB | Other | 6.62% | 614,671 | -442 | -0.07% | $15,428,235 |
| SCHWAB STRATEGIC TR | SCHD | Other | 6.56% | 498,253 | +171 | +0.03% | $15,286,400 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 5.44% | 546,284 | +15,833 | +2.98% | $12,684,704 |
| SCHWAB STRATEGIC TR | SCHG | Other | 5.43% | 434,601 | -1,074 | -0.25% | $12,659,926 |
| SCHWAB STRATEGIC TR | SCHA | Other | 5.19% | 415,889 | -1,681 | -0.40% | $12,094,066 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.18% | 487,587 | -148 | -0.03% | $12,067,777 |
| SCHWAB STRATEGIC TR | SCHM | Other | 4.72% | 355,057 | +1,476 | +0.42% | $10,992,556 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.70% | 282,816 | +12 | +0.00% | $8,625,899 |
| VANGUARD INDEX FDS | VOO | Other | 2.44% | 9,526 | +99 | +1.05% | $5,692,091 |
| SCHWAB STRATEGIC TR | SCHR | Other | 2.37% | 221,905 | +7,197 | +3.35% | $5,527,645 |
| ISHARES TR | IEI | Other | 1.90% | 37,415 | -298 | -0.79% | $4,437,419 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.89% | 181,762 | +8,072 | +4.65% | $4,411,359 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.78% | 125,915 | -58 | -0.05% | $4,148,898 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.77% | 154,831 | +1,432 | +0.93% | $4,120,058 |
| ISHARES TR | IOO | Other | 1.74% | 33,617 | +1,548 | +4.83% | $4,066,649 |
| ISHARES TR | IEF | Other | 1.57% | 38,287 | +396 | +1.05% | $3,654,107 |
| VANGUARD INDEX FDS | VTI | Other | 1.46% | 10,574 | -98 | -0.92% | $3,392,248 |
| APPLE INC | AAPL | Technology | 1.30% | 11,897 | -15 | -0.13% | $3,019,320 |
| VANGUARD WORLD FD | VGT | Other | 1.07% | 3,577 | -26 | -0.72% | $2,495,692 |
| ISHARES TR | AGG | Other | 1.07% | 25,006 | +772 | +3.19% | $2,482,377 |
| INVESCO QQQ TR | QQQ | Other | 1.04% | 4,195 | -93 | -2.17% | $2,421,078 |
| ISHARES TR | SHY | Other | 1.03% | 29,080 | +153 | +0.53% | $2,401,165 |
| NVIDIA CORPORATION | NVDA | Technology | 1.00% | 13,337 | - | - | $2,326,051 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.84% | 41,848 | -500 | -1.18% | $1,955,974 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.78% | 22,843 | +442 | +1.97% | $1,810,728 |
| ISHARES TR | TLT | Other | 0.76% | 20,421 | +185 | +0.91% | $1,770,281 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.70% | 19,758 | +1,198 | +6.45% | $1,634,961 |
| ISHARES TR | IVV | Other | 0.70% | 2,481 | -171 | -6.45% | $1,620,468 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.65% | 6,991 | +537 | +8.32% | $1,503,404 |
| SPDR GOLD TR | GLD | Other | 0.62% | 3,370 | - | - | $1,450,077 |
| ISHARES TR | IJR | Other | 0.56% | 10,464 | +428 | +4.26% | $1,300,795 |
| MICROSOFT CORP | MSFT | Technology | 0.56% | 3,495 | -14 | -0.40% | $1,293,597 |
| ISHARES TR | IJH | Other | 0.50% | 17,380 | -149 | -0.85% | $1,173,668 |
| VANGUARD BD INDEX FDS | BND | Other | 0.48% | 15,250 | +2,164 | +16.54% | $1,123,000 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.48% | 7,486 | +421 | +5.96% | $1,108,710 |
| ELI LILLY & CO | LLY | Healthcare | 0.44% | 1,115 | - | - | $1,025,544 |
| VANGUARD WORLD FD | VDC | Other | 0.44% | 4,556 | +211 | +4.86% | $1,023,122 |
| VANGUARD WORLD FD | VHT | Other | 0.44% | 3,744 | +2 | +0.05% | $1,019,560 |
| ISHARES TR | IJS | Other | 0.43% | 8,519 | +320 | +3.90% | $1,009,119 |
| ISHARES TR | TIP | Other | 0.39% | 8,279 | -331 | -3.84% | $913,718 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.38% | 4,247 | - | - | $884,523 |
| VANGUARD WORLD FD | VPU | Other | 0.35% | 4,174 | +341 | +8.90% | $827,030 |
| ISHARES TR | IJT | Other | 0.35% | 5,659 | -695 | -10.94% | $818,973 |
| GAMESTOP CORP | GME | Consumer Cyclical | 0.33% | 33,673 | +2,500 | +8.02% | $775,826 |
| SPDR INDEX SHS FDS | SPGM | Other | 0.32% | 9,947 | -67 | -0.67% | $753,079 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.31% | 5,297 | +340 | +6.86% | $732,662 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.31% | 4,962 | +596 | +13.65% | $725,841 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.31% | 33,161 | -757 | -2.23% | $712,631 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.30% | 13,931 | +1,306 | +10.34% | $693,555 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.29% | 9,070 | +449 | +5.21% | $681,129 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.28% | 1,378 | - | - | $660,338 |
| SCHWAB STRATEGIC TR | SCHI | Other | 0.27% | 27,921 | +3,253 | +13.19% | $633,238 |
| EXXON MOBIL CORP | XOM | Energy | 0.26% | 3,531 | -63 | -1.75% | $599,107 |
| INVESCO EXCH TRADED FD TR II | PGX | Other | 0.25% | 54,139 | -1,140 | -2.06% | $589,032 |
| VANECK ETF TRUST | ANGL | Other | 0.24% | 19,276 | +1,028 | +5.63% | $553,615 |
| VANGUARD INDEX FDS | VUG | Other | 0.23% | 1,207 | +92 | +8.25% | $527,206 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.21% | 10,364 | +418 | +4.20% | $497,982 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.21% | 489 | +7 | +1.45% | $487,614 |
| ISHARES TR | XT | Other | 0.21% | 7,031 | +1,216 | +20.91% | $479,175 |
| SCHWAB STRATEGIC TR | SCHJ | Other | 0.21% | 19,349 | +2,766 | +16.68% | $478,394 |
| VANGUARD INDEX FDS | VB | Other | 0.20% | 1,816 | +1 | +0.06% | $475,632 |
| VANGUARD WORLD FD | VCR | Other | 0.20% | 1,306 | +1 | +0.08% | $468,939 |
| ISHARES GOLD TR | IAU | Other | 0.20% | 5,209 | -128 | -2.40% | $459,225 |
| ABBVIE INC | ABBV | Healthcare | 0.19% | 2,075 | +1 | +0.05% | $451,271 |
| ISHARES TR | IVW | Other | 0.19% | 3,978 | -188 | -4.51% | $449,984 |
| ISHARES TR | IWR | Other | 0.19% | 4,573 | -371 | -7.50% | $444,594 |
| PIMCO ETF TR | MUNI | Other | 0.19% | 8,370 | - | - | $436,830 |
| ISHARES TR | PFF | Other | 0.18% | 13,701 | -1,267 | -8.46% | $415,419 |
| VANGUARD INDEX FDS | VTV | Other | 0.17% | 2,070 | +1 | +0.05% | $406,109 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.16% | 8,236 | - | - | $377,950 |
| ALPHABET INC | GOOGL | Communication Services | 0.15% | 1,240 | -26 | -2.05% | $356,484 |
| ISHARES TR | IUSV | Other | 0.15% | 3,383 | -206 | -5.74% | $345,873 |
| ISHARES TR | MUB | Other | 0.15% | 3,220 | +2 | +0.06% | $341,850 |
| ISHARES INC | EWC | Other | 0.15% | 6,177 | -75 | -1.20% | $338,451 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.14% | 1,624 | - | - | $330,370 |
| ISHARES TR | IYH | Other | 0.14% | 5,111 | - | - | $315,066 |
| ISHARES TR | ISCB | Other | 0.13% | 4,777 | +2 | +0.04% | $310,924 |
| ISHARES TR | LQD | Other | 0.13% | 2,784 | -199 | -6.67% | $303,444 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.13% | 970 | +1 | +0.10% | $301,399 |
| ISHARES TR | ISTB | Other | 0.13% | 6,072 | -176 | -2.82% | $294,262 |
| ISHARES U S ETF TR | NEAR | Other | 0.12% | 5,595 | +18 | +0.32% | $284,425 |
| ISHARES TR | IYE | Other | 0.12% | 4,319 | +12 | +0.28% | $279,762 |
| FIRST TR EXCHANGE-TRADED FD | FXH | Other | 0.12% | 2,547 | +1 | +0.04% | $279,572 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.12% | 1,051 | -104 | -9.00% | $273,565 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.12% | 2,647 | +3 | +0.11% | $271,729 |
| ISHARES TR | IWD | Other | 0.12% | 1,266 | -4 | -0.31% | $270,434 |
| WALMART INC | WMT | Consumer Defensive | 0.11% | 2,146 | +1 | +0.05% | $266,653 |
| ISHARES TR | IEFA | Other | 0.11% | 2,900 | -14 | -0.48% | $262,497 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.11% | 5,204 | +6 | +0.12% | $259,607 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.11% | 1,755 | - | - | $257,301 |
| ISHARES TR | IDV | Other | 0.11% | 5,982 | -232 | -3.73% | $254,608 |
| VANGUARD STAR FDS | VXUS | Other | 0.11% | 3,256 | -49 | -1.48% | $251,070 |
| VISA INC | V | Financial Services | 0.11% | 824 | - | - | $249,183 |
| CATERPILLAR INC | CAT | Industrials | 0.11% | 350 | - | - | $247,961 |
| TESLA INC | TSLA | Consumer Cyclical | 0.10% | 646 | +1 | +0.16% | $240,151 |
| APPLIED MATLS INC | AMAT | Technology | 0.10% | 683 | +683 | +100.00% | $233,528 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.10% | 963 | - | - | $233,422 |
| ISHARES TR | EFAV | Other | 0.10% | 2,548 | - | - | $232,828 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.09% | 7,826 | +28 | +0.36% | $217,948 |