Institutional
Christensen, King & Associates Investment Services, Inc.
CIK 0002032544
$251.7M
Reported AUM
108
Positions
Q2 2026
Period
2026-07-14
Filed
Editorial summary
Summary for Christensen, King & Associates Investment Services, Inc. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $29.13 | 1.11% | 19.85% | 71.32% | $33.6M | 13.36% | — | HELD |
| 2 | SCHB | SCHWAB STRATEGIC TR | $28.56 | 1.20% | 20.17% | 67.61% | $17.2M | 6.85% | — | HELD |
| 3 | SCHD | SCHWAB STRATEGIC TR | $33.24 | -1.73% | 32.95% | 56.13% | $15.4M | 6.11% | — | HELD |
| 4 | SCHA | SCHWAB STRATEGIC TR | $33.49 | 1.91% | 31.48% | 35.93% | $14.7M | 5.83% | — | HELD |
| 5 | SCHG | SCHWAB STRATEGIC TR | $33.67 | 1.31% | 14.36% | 75.82% | $14.2M | 5.63% | — | HELD |
| 6 | SCHF | SCHWAB STRATEGIC TR | $27.49 | 2.80% | 27.58% | 55.74% | $13.3M | 5.30% | — | HELD |
| 7 | SCHM | SCHWAB STRATEGIC TR | $34.53 | 1.14% | 24.62% | 39.94% | $12.8M | 5.07% | — | HELD |
| 8 | SCHZ | SCHWAB STRATEGIC TR | $22.83 | 0.04% | 2.05% | -1.73% | $12.6M | 5.00% | — | HELD |
| 9 | SCHV | SCHWAB STRATEGIC TR | $33.97 | 0.61% | 24.73% | 60.52% | $9.5M | 3.79% | — | HELD |
| 10 | VOO | VANGUARD INDEX FDS | $678.79 | 1.22% | 18.74% | 73.44% | $6.5M | 2.60% | — | HELD |
| 11 | SCHR | SCHWAB STRATEGIC TR | $24.48 | 0.10% | 1.45% | -0.67% | $5.4M | 2.14% | — | HELD |
| 12 | SCHE | SCHWAB STRATEGIC TR | $35.70 | 2.35% | 18.34% | 28.02% | $4.6M | 1.81% | — | HELD |
| 13 | IOO | ISHARES TR | $139.48 | 2.23% | 25.54% | 95.66% | $4.5M | 1.80% | — | HELD |
| 14 | IEI | ISHARES TR | $116.71 | 0.12% | 1.24% | 0.59% | $4.3M | 1.73% | — | HELD |
| 15 | SCHO | SCHWAB STRATEGIC TR | $24.10 | 0.06% | 2.58% | 9.69% | $4.3M | 1.71% | — | HELD |
| 16 | SCHP | SCHWAB STRATEGIC TR | $26.15 | 0.02% | 2.09% | 1.80% | $4.0M | 1.59% | — | HELD |
| 17 | VTI | VANGUARD INDEX FDS | $364.64 | 1.17% | 19.26% | 65.80% | $3.9M | 1.55% | — | HELD |
| 18 | IEF | ISHARES TR | $93.26 | 0.10% | 0.85% | -8.13% | $3.6M | 1.44% | — | HELD |
| 19 | AAPL | APPLE INC | $332.02 | -1.82% | 67.77% | 128.17% | $3.4M | 1.36% | — | HELD |
| 20 | QQQ | INVESCO QQQ TR | $680.91 | 2.90% | 20.05% | 79.46% | $3.1M | 1.23% | — | HELD |
| 21 | NVDA | NVIDIA CORPORATION | $193.63 | 1.91% | 9.52% | 751.61% | $2.7M | 1.06% | — | HELD |
| 22 | AGG | ISHARES TR | $97.64 | 0.10% | 2.12% | -1.50% | $2.5M | 0.98% | — | HELD |
| 23 | SHY | ISHARES TR | $82.03 | 0.04% | 2.51% | 9.23% | $2.4M | 0.95% | — | HELD |
| 24 | SCHC | SCHWAB STRATEGIC TR | $48.38 | 2.25% | 17.95% | 29.15% | $2.0M | 0.80% | — | HELD |
| 25 | IVV | ISHARES TR | $742.05 | 1.22% | 20.00% | 75.17% | $1.9M | 0.74% | — | HELD |
| 26 | TLT | ISHARES TR | $82.80 | -0.06% | -1.74% | -34.03% | $1.7M | 0.70% | — | HELD |
| 27 | VCSH | VANGUARD SCOTTSDALE FDS | $78.71 | 0.12% | 3.06% | 12.13% | $1.7M | 0.69% | — | HELD |
| 28 | VIG | VANGUARD SPECIALIZED FUNDS | $239.34 | 0.33% | 18.96% | 61.34% | $1.7M | 0.66% | — | HELD |
| 29 | VCIT | VANGUARD SCOTTSDALE FDS | $81.43 | 0.20% | 2.20% | 3.60% | $1.6M | 0.63% | — | HELD |
| 30 | IJR | ISHARES TR | $144.86 | 0.37% | 34.80% | 39.06% | $1.5M | 0.61% | — | HELD |
| 31 | IJH | ISHARES TR | $74.93 | 0.27% | — | — | $1.3M | 0.53% | — | HELD |
| 32 | LLY | ELI LILLY & CO | $1164.70 | -3.75% | — | — | $1.3M | 0.53% | — | HELD |
| 33 | MSFT | MICROSOFT CORP | $454.63 | 16.41% | — | — | $1.3M | 0.52% | — | HELD |
| 34 | GLD | SPDR GOLD TR | $377.40 | 1.70% | — | — | $1.2M | 0.49% | — | HELD |
| 35 | IJS | ISHARES TR | $135.49 | -0.27% | — | — | $1.2M | 0.46% | — | HELD |
| 36 | VYM | VANGUARD WHITEHALL FDS | $161.27 | -0.25% | — | — | $1.1M | 0.46% | — | HELD |
| 37 | BND | VANGUARD BD INDEX FDS | $72.46 | 0.10% | — | — | $1.1M | 0.44% | — | HELD |
| 38 | VHT | VANGUARD WORLD FD | $306.24 | -1.63% | — | — | $1.1M | 0.44% | — | HELD |
| 39 | AMZN | AMAZON COM INC | $238.51 | 5.23% | — | — | $1.0M | 0.40% | — | HELD |
| 40 | IJT | ISHARES TR | $172.12 | 1.18% | — | — | $1.0M | 0.40% | — | HELD |
| 41 | VDC | VANGUARD WORLD FD | $230.79 | -2.24% | — | — | $1.0M | 0.40% | — | HELD |
| 42 | AMD | ADVANCED MICRO DEVICES INC | $485.62 | 13.05% | — | — | $943K | 0.37% | — | HELD |
| 43 | TIP | ISHARES TR | $107.79 | 0.01% | — | — | $906K | 0.36% | — | HELD |
| 44 | VT | VANGUARD INTL EQUITY INDEX F | $154.90 | 1.76% | — | — | $831K | 0.33% | — | HELD |
| 45 | VPU | VANGUARD WORLD FD | $192.26 | -0.63% | — | — | $817K | 0.32% | — | HELD |
| 46 | SPGM | SPDR INDEX SHS FDS | $84.52 | 1.65% | — | — | $806K | 0.32% | — | HELD |
| 47 | VEU | VANGUARD INTL EQUITY INDEX F | $82.81 | 2.70% | — | — | $760K | 0.30% | — | HELD |
| 48 | GME | GAMESTOP CORP | $21.83 | -0.05% | — | — | $744K | 0.30% | — | HELD |
| 49 | SCHH | SCHWAB STRATEGIC TR | $24.25 | -2.06% | — | — | $708K | 0.28% | — | HELD |
| 50 | VUSB | VANGUARD BD INDEX FDS | $49.76 | 0.03% | — | — | $693K | 0.28% | — | HELD |
| 51 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $690K | 0.27% | — | HELD |
| 52 | SCHI | SCHWAB STRATEGIC TR | $22.31 | 0.22% | — | — | $632K | 0.25% | — | HELD |
| 53 | XT | ISHARES TR | $79.03 | 2.34% | — | — | $581K | 0.23% | — | HELD |
| 54 | PLTR | PALANTIR TECHNOLOGIES INC | $121.61 | -1.13% | — | — | $579K | 0.23% | — | HELD |
| 55 | PGX | INVESCO EXCH TRADED FD TR II | $10.73 | 0.51% | — | — | $575K | 0.23% | — | HELD |
| 56 | ANGL | VANECK ETF TRUST | $28.90 | 0.21% | — | — | $564K | 0.22% | — | HELD |
| 57 | VB | VANGUARD INDEX FDS | $293.95 | 0.32% | — | — | $550K | 0.22% | — | HELD |
| 58 | IVW | ISHARES TR | $132.81 | 2.73% | — | — | $547K | 0.22% | — | HELD |
| 59 | ABBV | ABBVIE INC | $258.12 | -1.97% | — | — | $522K | 0.21% | — | HELD |
| 60 | VCR | VANGUARD WORLD FD | $380.48 | 0.17% | — | — | $518K | 0.21% | — | HELD |
| 61 | IWR | ISHARES TR | $109.35 | -0.21% | — | — | $504K | 0.20% | — | HELD |
| 62 | BNDX | VANGUARD CHARLOTTE FDS | $47.90 | 0.18% | — | — | $502K | 0.20% | — | HELD |
| 63 | AMAT | APPLIED MATLS INC | $496.21 | 13.69% | — | — | $494K | 0.20% | — | HELD |
| 64 | COST | COSTCO WHOLESALE CORPORATION | $953.18 | -2.14% | — | — | $458K | 0.18% | — | HELD |
| 65 | VTV | VANGUARD INDEX FDS | $219.35 | -0.20% | — | — | $451K | 0.18% | — | HELD |
| 66 | SCHJ | SCHWAB STRATEGIC TR | $24.56 | 0.08% | — | — | $449K | 0.18% | — | HELD |
| 67 | GOOGL | ALPHABET INC | $334.76 | -0.58% | — | — | $443K | 0.18% | — | HELD |
| 68 | MUNI | PIMCO ETF TR | $51.74 | -0.18% | — | — | $440K | 0.17% | — | HELD |
| 69 | XOM | EXXON MOBIL CORP | $155.80 | -0.61% | — | — | $428K | 0.17% | — | HELD |
| 70 | VGT | VANGUARD WORLD FD | $113.06 | 4.49% | — | — | $425K | 0.17% | — | HELD |
| 71 | PFF | ISHARES TR | $30.35 | 0.83% | — | — | $418K | 0.17% | — | HELD |
| 72 | IAU | ISHARES GOLD TR | $77.36 | 1.73% | — | — | $393K | 0.16% | — | HELD |
| 73 | XLU | SELECT SECTOR SPDR TR | $44.56 | -0.77% | — | — | $373K | 0.15% | — | HELD |
| 74 | CAT | CATERPILLAR INC | $804.18 | 2.74% | — | — | $373K | 0.15% | — | HELD |
| 75 | IUSV | ISHARES TR | $112.04 | -0.52% | — | — | $373K | 0.15% | — | HELD |
| 76 | VTEB | VANGUARD MUN BD FDS | $49.62 | -0.17% | — | — | $365K | 0.14% | — | HELD |
| 77 | ISCB | ISHARES TR | $74.42 | 0.76% | — | — | $361K | 0.14% | — | HELD |
| 78 | MUB | ISHARES TR | $105.65 | -0.11% | — | — | $347K | 0.14% | — | HELD |
| 79 | MU | MICRON TECHNOLOGY INC | $854.26 | 15.60% | — | — | $345K | 0.14% | — | HELD |
| 80 | IYH | ISHARES TR | $68.71 | -1.66% | — | — | $343K | 0.14% | — | HELD |
| 81 | FXH | FIRST TR EXCHANGE-TRADED FD | $127.42 | -0.64% | — | — | $312K | 0.12% | — | HELD |
| 82 | IWD | ISHARES TR | $249.86 | 0.14% | — | — | $307K | 0.12% | — | HELD |
| 83 | LQD | ISHARES TR | $106.45 | 0.22% | — | — | $304K | 0.12% | — | HELD |
| 84 | ISTB | ISHARES TR | $48.08 | 0.14% | — | — | $293K | 0.12% | — | HELD |
| 85 | ITW | ILLINOIS TOOL WKS INC | $283.67 | -3.00% | — | — | $284K | 0.11% | — | HELD |
| 86 | V | VISA INC | $363.24 | -1.49% | — | — | $283K | 0.11% | — | HELD |
| 87 | IEFA | ISHARES TR | $98.60 | 2.46% | — | — | $280K | 0.11% | — | HELD |
| 88 | XLV | SELECT SECTOR SPDR TR | $163.32 | -1.76% | — | — | $278K | 0.11% | — | HELD |
| 89 | VXUS | VANGUARD STAR FDS | $84.55 | 2.62% | — | — | $278K | 0.11% | — | HELD |
| 90 | WSM | WILLIAMS SONOMA INC | $232.90 | -0.39% | — | — | $277K | 0.11% | — | HELD |
| 91 | TSLA | TESLA INC | $306.83 | 2.85% | — | — | $272K | 0.11% | — | HELD |
| 92 | IBM | INTERNATIONAL BUSINESS MACHS | $222.12 | -1.91% | — | — | $271K | 0.11% | — | HELD |
| 93 | MCD | MCDONALDS CORP | $267.52 | -1.47% | — | — | $262K | 0.10% | — | HELD |
| 94 | EWC | ISHARES INC | $59.68 | 0.66% | — | — | $255K | 0.10% | — | HELD |
| 95 | NEAR | ISHARES U S ETF TR | $50.55 | 0.12% | — | — | $253K | 0.10% | — | HELD |
| 96 | INTC | INTEL CORP | $92.47 | 12.93% | — | — | $248K | 0.10% | — | HELD |
| 97 | IDV | ISHARES TR | $44.35 | 1.59% | — | — | $248K | 0.10% | — | HELD |
| 98 | IYE | ISHARES TR | $62.18 | -0.10% | — | — | $244K | 0.10% | — | HELD |
| 99 | ABT | ABBOTT LABORATORIES | $105.43 | -2.38% | — | — | $240K | 0.10% | — | HELD |
| 100 | IXUS | ISHARES TR | $94.48 | 2.70% | — | — | $230K | 0.09% | — | HELD |
| 101 | IJJ | ISHARES TR | — | — | — | — | $227K | 0.09% | — | HELD |
| 102 | WMT | WALMART INC | — | — | — | — | $225K | 0.09% | — | HELD |
| 103 | EFAV | ISHARES TR | — | — | — | — | $224K | 0.09% | — | HELD |
| 104 | VWO | VANGUARD INTL EQUITY INDEX F | — | — | — | — | $220K | 0.09% | — | HELD |
| 105 | EFA | ISHARES TR | — | — | — | — | $213K | 0.08% | — | HELD |
| 106 | SPY | STATE STR SPDR S&P 500 ETF T | — | — | — | — | $210K | 0.08% | — | HELD |
| 107 | IJK | ISHARES TR | — | — | — | — | $202K | 0.08% | — | HELD |
| 108 | OTLK | OUTLOOK THERAPEUTICS INC | — | — | — | — | $45K | 0.02% | — | HELD |
Source: SEC EDGAR · accession 0002032544-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.