account_balance

Investment manager · 13F filer · SEC CIK 2032544

Christensen, King & Associates Investment Services, Inc.

Reported value$276Mas of Sep 30, 2026
Positions121 16 new, 3 sold out
Top 10 weight55.2%SCHX alone is 13%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHX Schwab Strategic Tr 12.6% Held
SCHB Schwab Strategic Tr 6.5% Added +2%
SCHD Schwab Strategic Tr 6.1% Added +6%
SCHG Schwab Strategic Tr 5.5% Held
SCHF Schwab Strategic Tr 5.0% Added +4%
SCHA Schwab Strategic Tr 4.8% Held
SCHZ Schwab Strategic Tr 4.6% Added +6%
SCHM Schwab Strategic Tr 4.3% Held
SCHV Schwab Strategic Tr 3.5% Added +7%
VOO Vanguard Index FDS 2.4% Held
IOO iShares Tr 1.9% Added +11%
SCHR Schwab Strategic Tr 1.9% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • GE $4.93M
  • DELL $1.26M
  • IVE $827K
  • VUG $652K
arrow_upwardAdded
  • VGT +753%
  • EWC +189%
  • IJJ +165%
  • VUSB +96%
arrow_downwardTrimmed
remove_circleSold out
  • IBM $271K
  • EFAV $224K
  • IJK $202K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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