Christensen, King & Associates Investment Services, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Christensen, King & Associates Investment Services, Inc. disclosed 108 stock positions valued at approximately $251.70M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 108
- Portfolio Value
- $251.70M
Holdings by Sector
Christensen, King & Associates Investment Services, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 13.36% | 1,142,534 | -6,823 | -0.59% | $33,624,775 |
| SCHWAB STRATEGIC TR | SCHB | Other | 6.85% | 595,154 | -19,517 | -3.18% | $17,235,649 |
| SCHWAB STRATEGIC TR | SCHD | Other | 6.11% | 484,902 | -13,351 | -2.68% | $15,376,233 |
| SCHWAB STRATEGIC TR | SCHA | Other | 5.83% | 406,286 | -9,603 | -2.31% | $14,679,104 |
| SCHWAB STRATEGIC TR | SCHG | Other | 5.63% | 418,771 | -15,830 | -3.64% | $14,171,216 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.30% | 481,397 | -6,190 | -1.27% | $13,334,701 |
| SCHWAB STRATEGIC TR | SCHM | Other | 5.07% | 345,912 | -9,145 | -2.58% | $12,753,790 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 5.00% | 544,016 | -2,268 | -0.42% | $12,583,097 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.79% | 273,806 | -9,010 | -3.19% | $9,531,193 |
| VANGUARD INDEX FDS | VOO | Other | 2.60% | 9,526 | - | - | $6,542,357 |
| SCHWAB STRATEGIC TR | SCHR | Other | 2.14% | 218,102 | -3,803 | -1.71% | $5,378,389 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.81% | 125,546 | -369 | -0.29% | $4,552,311 |
| ISHARES TR | IOO | Other | 1.80% | 33,254 | -363 | -1.08% | $4,542,466 |
| ISHARES TR | IEI | Other | 1.73% | 36,995 | -420 | -1.12% | $4,345,063 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.71% | 178,348 | -3,414 | -1.88% | $4,305,329 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.59% | 150,935 | -3,896 | -2.52% | $3,999,767 |
| VANGUARD INDEX FDS | VTI | Other | 1.55% | 10,574 | - | - | $3,912,807 |
| ISHARES TR | IEF | Other | 1.44% | 38,287 | - | - | $3,620,797 |
| APPLE INC | AAPL | Technology | 1.36% | 11,810 | -87 | -0.73% | $3,417,319 |
| INVESCO QQQ TR | QQQ | Other | 1.23% | 4,195 | - | - | $3,088,952 |
| NVIDIA CORPORATION | NVDA | Technology | 1.06% | 13,338 | +1 | +0.01% | $2,668,705 |
| ISHARES TR | AGG | Other | 0.98% | 24,905 | -101 | -0.40% | $2,465,129 |
| ISHARES TR | SHY | Other | 0.95% | 29,080 | - | - | $2,387,788 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.80% | 41,848 | - | - | $2,013,724 |
| ISHARES TR | IVV | Other | 0.74% | 2,481 | - | - | $1,857,829 |
| ISHARES TR | TLT | Other | 0.70% | 20,245 | -176 | -0.86% | $1,749,557 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.69% | 21,951 | -892 | -3.90% | $1,734,810 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.66% | 6,991 | - | - | $1,654,122 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.63% | 19,313 | -445 | -2.25% | $1,596,202 |
| ISHARES TR | IJR | Other | 0.61% | 10,367 | -97 | -0.93% | $1,537,547 |
Showing 30 of 108 holdings in the latest reporting period.