Christensen, King & Associates Investment Services, Inc.

Est. AUM

$233.1M

13F long equity, this entity only

Positions

105

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$29.5M	1149357	12.64%	SOLE
2	SCHWAB STRATEGIC TR	US BRD MKT ETF	$15.4M	614671	6.62%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$15.3M	498253	6.56%	SOLE
4	SCHWAB STRATEGIC TR	US AGGREGATE B	$12.7M	546284	5.44%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP GR ETF	$12.7M	434601	5.43%	SOLE
6	SCHWAB STRATEGIC TR	US SML CAP ETF	$12.1M	415889	5.19%	SOLE
7	SCHWAB STRATEGIC TR	INTL EQTY ETF	$12.1M	487587	5.18%	SOLE
8	SCHWAB STRATEGIC TR	US MID-CAP ETF	$11.0M	355057	4.72%	SOLE
9	SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.6M	282816	3.70%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.7M	9526	2.44%	SOLE
11	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$5.5M	221905	2.37%	SOLE
12	ISHARES TR	3 7 YR TREAS BD	$4.4M	37415	1.90%	SOLE
13	SCHWAB STRATEGIC TR	SHT TM US TRES	$4.4M	181762	1.89%	SOLE
14	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.1M	125915	1.78%	SOLE
15	SCHWAB STRATEGIC TR	US TIPS ETF	$4.1M	154831	1.77%	SOLE
16	ISHARES TR	GLOBAL 100 ETF	$4.1M	33617	1.74%	SOLE
17	ISHARES TR	7-10 YR TRSY BD	$3.7M	38287	1.57%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$3.4M	10574	1.46%	SOLE
19	APPLE INC	COM	$3.0M	11897	1.30%	SOLE
20	VANGUARD WORLD FD	INF TECH ETF	$2.5M	3577	1.07%	SOLE
21	ISHARES TR	CORE US AGGBD ET	$2.5M	25006	1.06%	SOLE
22	INVESCO QQQ TR	UNIT SER 1	$2.4M	4195	1.04%	SOLE
23	ISHARES TR	1 3 YR TREAS BD	$2.4M	29080	1.03%	SOLE
24	NVIDIA CORPORATION	COM	$2.3M	13337	1.00%	SOLE
25	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.0M	41848	0.84%	SOLE
26	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.8M	22843	0.78%	SOLE
27	ISHARES TR	20 YR TR BD ETF	$1.8M	20421	0.76%	SOLE
28	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.6M	19758	0.70%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$1.6M	2481	0.70%	SOLE
30	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.5M	6991	0.64%	SOLE
31	SPDR GOLD TR	GOLD SHS	$1.4M	3370	0.62%	SOLE
32	ISHARES TR	CORE S&P SCP ETF	$1.3M	10464	0.56%	SOLE
33	MICROSOFT CORP	COM	$1.3M	3495	0.56%	SOLE
34	ISHARES TR	CORE S&P MCP ETF	$1.2M	17380	0.50%	SOLE
35	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	15250	0.48%	SOLE
36	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.1M	7486	0.48%	SOLE
37	ELI LILLY & CO	COM	$1.0M	1115	0.44%	SOLE
38	VANGUARD WORLD FD	CONSUM STP ETF	$1.0M	4556	0.44%	SOLE
39	VANGUARD WORLD FD	HEALTH CAR ETF	$1.0M	3744	0.44%	SOLE
40	ISHARES TR	SP SMCP600VL ETF	$1.0M	8519	0.43%	SOLE
41	ISHARES TR	TIPS BD ETF	$914K	8279	0.39%	SOLE
42	AMAZON COM INC	COM	$885K	4247	0.38%	SOLE
43	VANGUARD WORLD FD	UTILITIES ETF	$827K	4174	0.35%	SOLE
44	ISHARES TR	S&P SML 600 GWT	$819K	5659	0.35%	SOLE
45	GAMESTOP CORP	CL A	$776K	33673	0.33%	SOLE
46	SPDR INDEX SHS FDS	STATE STREET SPD	$753K	9947	0.32%	SOLE
47	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$733K	5297	0.31%	SOLE
48	PALANTIR TECHNOLOGIES INC	CL A	$726K	4962	0.31%	SOLE
49	SCHWAB STRATEGIC TR	US REIT ETF	$713K	33161	0.31%	SOLE
50	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$694K	13931	0.30%	SOLE

1–50 of 105

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.