CK
| |
Christensen, King & Associates Investment Services, Inc.13F | |
| Christensen, King & Associates Investment Services, Inc. | |
| Last update 2025-07-15 | 101 Stocks (6 new) |
| Value $218.00 Mil | Turnover 1 % |
Christensen, King & Associates... Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 1,190,600 | 29,098.3 | -1.19% | 13.340 | -0.15% | 0.050 | +19.93% | +7.89% | 56,889.6 | ||
SCHB | Schwab U.S. Broad Market ETF | 624,335 | 14,877.9 | -2.57% | 6.820 | -0.17% | 0.040 | +20.01% | +7.37% | 34,940.9 | ||
SCHD | Schwab US Dividend Equity ETF | 521,382 | 13,816.6 | -2.45% | 6.330 | -0.17% | 0.020 | +7.34% | +0.77% | 70,469.5 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 441,341 | 12,891.6 | -0.26% | 5.910 | -0.01% | 0.030 | +25.66% | +6.92% | 45,305.9 | ||
SCHZ | Schwab US Aggregate Bond ETF | 497,739 | 11,567.5 | 0% | 5.300 | 0% | 0.130 | +1.25% | +3.34% | 8,562.3 | ||
SCHF | Schwab International Equity ETF | 501,441 | 11,081.8 | -2.27% | 5.080 | -0.11% | 0.020 | +11.99% | +19.38% | 48,597.1 | ||
SCHA | Schwab U.S. Small-Cap ETF | 420,054 | 10,627.4 | -1.10% | 4.870 | -0.05% | 0.060 | +19.86% | +1.41% | 17,752.7 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 352,121 | 9,877.0 | -0.78% | 4.530 | -0.04% | 0.090 | +17.81% | +4.47% | 11,876.4 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 282,533 | 7,817.7 | -1.18% | 3.580 | -0.04% | 0.060 | +12.60% | +8.50% | 12,794.2 | ||
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 212,328 | 5,314.6 | -1.21% | 2.440 | -0.03% | 0.050 | +0.85% | +4.06% | 10,853.1 |
Christensen, King & Associates Investment Services, Inc.'s Historical Top Holdings Breakdowns
Christensen, King & Associates Investment Services, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Reduce Reduce | -0.17% | 24.32 ($26.14) 27.96 | $27.02 | 3.37% | Reduce -2.45% | 521,382 | -13,099 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-06-30 | Reduce Reduce | -0.17% | 19.1 ($22.02) 23.83 | $24.23 | 10.04% | Reduce -2.57% | 624,335 | -16,448 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-06-30 | Reduce Reduce | -0.15% | 19.6 ($22.6) 24.44 | $24.86 | 10.00% | Reduce -1.19% | 1,190,600 | -14,279 | |
HDV | iShares Core High Dividend ETF | 2025-06-30 | Reduce Reduce | -0.13% | 108.41 ($115.31) 121.12 | $118.89 | 3.10% | Reduce -45.27% | 2,845 | -2,353 | |
SCHF | Schwab International Equity ETF | 2025-06-30 | Reduce Reduce | -0.11% | 17.76 ($20.8) 22.1 | $21.94 | 5.48% | Reduce -2.27% | 501,441 | -11,658 | |
AMD | Advanced Micro Devices Inc | 2025-06-30 | New Buy New Buy | +0.10% | 78.21 ($108.77) 143.81 | $156.99 | 44.33% | New holding | 1,524 | 1,524 | |
GBTC | Grayscale Bitcoin Trust | 2025-06-30 | New Buy New Buy | +0.10% | 60.61 ($77.56) 87.72 | $92.36 | 19.08% | New holding | 2,517 | 2,517 | |
IDV |
iShares International Select Dividend ETF
iShares International Select Dividend ETF
| 2025-06-30 | New Buy New Buy | +0.10% | 27.79 ($32.62) 34.84 | $34.86 | 6.87% | New holding | 6,166 | 6,166 | |
ORCL | Oracle Corp | 2025-06-30 | New Buy New Buy | +0.10% | 122.82 ($161.13) 218.63 | $245.45 | 52.33% | New holding | 958 | 958 | |
WMT | Walmart Inc | 2025-06-30 | New Buy New Buy | +0.10% | 81.79 ($95.16) 99.98 | $95.05 | -0.12% | New holding | 2,144 | 2,144 |
Christensen, King & Associates Investment Services, Inc. Total Holding History ($B)
Christensen, King & Associates Investment Services, Inc.'s Asset Allocation
Christensen, King & Associates Investment Services, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Christensen, King & Associates Investment Services, Inc.'s Hypothetical Growth since 2025-06-30
Christensen, King & Associates Investment Services, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Christensen, King & Associates Investment Services, Inc.'s Holdings Heat Map
Size field:
Christensen, King & Associates Investment Services, Inc.'s Holdings Bubble Chart
Christensen, King & Associates Investment Services, Inc. News
- 1
Discussions on Christensen, King & Associates Investment Services, Inc.
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers