# Christensen, King & Associates Investment Services, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2032544. Source: https://holderbook.com/funds/2032544-christensen-king-associates-investment-services-inc/

- Reported value: $251.7M
- Positions: 108
- Weight of the ten largest: 59.5%
- Filed: 2026-07-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $33.6M | 1,142,534 | 13.4% | 11 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $17.2M | 595,154 | 6.8% | 11 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $15.4M | 484,902 | 6.1% | 11 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $14.7M | 406,286 | 5.8% | 11 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $14.2M | 418,771 | 5.6% | 11 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $13.3M | 481,397 | 5.3% | 11 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $12.8M | 345,912 | 5.1% | 11 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $12.6M | 544,016 | 5.0% | 11 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $9.5M | 273,806 | 3.8% | 11 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $6.5M | 9,526 | 2.6% | 11 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $5.4M | 218,102 | 2.1% | 11 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $4.6M | 125,546 | 1.8% | 11 |
| ISHARES TR | [IOO](https://holderbook.com/stocks/IOO/) | $4.5M | 33,254 | 1.8% | 11 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $4.3M | 36,995 | 1.7% | 11 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $4.3M | 178,348 | 1.7% | 11 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $4.0M | 150,935 | 1.6% | 11 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.9M | 10,574 | 1.6% | 11 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $3.6M | 38,287 | 1.4% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.4M | 11,810 | 1.4% | 11 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $3.1M | 4,195 | 1.2% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.7M | 13,338 | 1.1% | 11 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $2.5M | 24,905 | 1.0% | 11 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $2.4M | 29,080 | 0.9% | 11 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $2.0M | 41,848 | 0.8% | 11 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.9M | 2,481 | 0.7% | 11 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $1.7M | 20,245 | 0.7% | 11 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $1.7M | 21,951 | 0.7% | 6 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.7M | 6,991 | 0.7% | 11 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $1.6M | 19,313 | 0.6% | 11 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.5M | 10,367 | 0.6% | 11 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.3M | 17,380 | 0.5% | 11 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.3M | 1,115 | 0.5% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.3M | 3,495 | 0.5% | 11 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.2M | 3,370 | 0.5% | 11 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $1.2M | 8,519 | 0.5% | 11 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $1.1M | 7,262 | 0.5% | 11 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.1M | 15,250 | 0.4% | 11 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $1.1M | 3,744 | 0.4% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.0M | 4,247 | 0.4% | 11 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $1.0M | 5,659 | 0.4% | 11 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $1.0M | 4,479 | 0.4% | 11 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $943.4K | 1,624 | 0.4% | 5 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $906.0K | 8,279 | 0.4% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $831.3K | 5,297 | 0.3% | 11 |
| VANGUARD WORLD FD | [VPU](https://holderbook.com/stocks/VPU/) | $817.0K | 4,174 | 0.3% | 11 |
| SPDR INDEX SHS FDS | [SPGM](https://holderbook.com/stocks/SPGM/) | $806.0K | 9,408 | 0.3% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $759.6K | 9,070 | 0.3% | 11 |
| GAMESTOP CORP | [GME](https://holderbook.com/stocks/GME/) | $743.5K | 33,673 | 0.3% | 11 |
| SCHWAB STRATEGIC TR | [SCHH](https://holderbook.com/stocks/SCHH/) | $707.5K | 29,878 | 0.3% | 11 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $693.5K | 13,931 | 0.3% | 11 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $689.5K | 1,378 | 0.3% | 11 |
| SCHWAB STRATEGIC TR | [SCHI](https://holderbook.com/stocks/SCHI/) | $632.1K | 27,921 | 0.3% | 11 |
| ISHARES TR | [XT](https://holderbook.com/stocks/XT/) | $581.0K | 7,031 | 0.2% | 11 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $578.9K | 4,962 | 0.2% | 8 |
| INVESCO EXCH TRADED FD TR II | [PGX](https://holderbook.com/stocks/PGX/) | $575.3K | 53,075 | 0.2% | 11 |
| VANECK ETF TRUST | [ANGL](https://holderbook.com/stocks/ANGL/) | $563.6K | 19,276 | 0.2% | 11 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $550.4K | 1,816 | 0.2% | 11 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $547.1K | 3,978 | 0.2% | 11 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $522.1K | 2,075 | 0.2% | 11 |
| VANGUARD WORLD FD | [VCR](https://holderbook.com/stocks/VCR/) | $518.0K | 1,306 | 0.2% | 11 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $504.4K | 4,573 | 0.2% | 11 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $501.9K | 10,364 | 0.2% | 11 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $494.0K | 683 | 0.2% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $457.8K | 489 | 0.2% | 11 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $451.1K | 2,070 | 0.2% | 11 |
| SCHWAB STRATEGIC TR | [SCHJ](https://holderbook.com/stocks/SCHJ/) | $448.9K | 18,203 | 0.2% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $443.0K | 1,240 | 0.2% | 11 |
| PIMCO ETF TR | [MUNI](https://holderbook.com/stocks/MUNI/) | $440.3K | 8,370 | 0.2% | 6 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $428.2K | 3,132 | 0.2% | 11 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $425.3K | 3,559 | 0.2% | 11 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $417.7K | 13,701 | 0.2% | 11 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $393.3K | 5,209 | 0.2% | 11 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $373.4K | 8,236 | 0.1% | 11 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $372.7K | 350 | 0.1% | 3 |
| ISHARES TR | [IUSV](https://holderbook.com/stocks/IUSV/) | $372.6K | 3,383 | 0.1% | 11 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $364.6K | 7,208 | 0.1% | 3 |
| ISHARES TR | [ISCB](https://holderbook.com/stocks/ISCB/) | $360.7K | 4,777 | 0.1% | 11 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $346.6K | 3,220 | 0.1% | 11 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $345.3K | 299 | 0.1% | 1 |
| ISHARES TR | [IYH](https://holderbook.com/stocks/IYH/) | $342.5K | 5,111 | 0.1% | 11 |
| FIRST TR EXCHANGE TRADED FD | [FXH](https://holderbook.com/stocks/FXH/) | $311.7K | 2,547 | 0.1% | 11 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $306.8K | 1,266 | 0.1% | 11 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $303.7K | 2,784 | 0.1% | 11 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $293.0K | 6,072 | 0.1% | 11 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $284.3K | 1,051 | 0.1% | 11 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $282.9K | 824 | 0.1% | 7 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $280.0K | 2,900 | 0.1% | 10 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $278.4K | 1,755 | 0.1% | 11 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $278.4K | 3,256 | 0.1% | 6 |
| WILLIAMS SONOMA INC | [WSM](https://holderbook.com/stocks/WSM/) | $276.7K | 1,187 | 0.1% | 8 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $271.7K | 646 | 0.1% | 5 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $270.8K | 963 | 0.1% | 4 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $262.1K | 970 | 0.1% | 11 |
| ISHARES INC | [EWC](https://holderbook.com/stocks/EWC/) | $255.1K | 4,426 | 0.1% | 11 |
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $253.2K | 4,998 | 0.1% | 11 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $248.2K | 1,777 | 0.1% | 1 |
| ISHARES TR | [IDV](https://holderbook.com/stocks/IDV/) | $247.8K | 5,982 | 0.1% | 5 |
| ISHARES TR | [IYE](https://holderbook.com/stocks/IYE/) | $244.4K | 4,319 | 0.1% | 3 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $240.2K | 2,647 | 0.1% | 11 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $230.3K | 2,413 | 0.1% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.8% | +14.8% | -4.1% | 100% |
| Q1 2026 | -1.3% | -4.6% | +3.4% | 100% |
| Q4 2025 | +1.4% | +2.4% | -1.0% | 100% |
| Q3 2025 | +6.2% | +7.8% | -1.7% | 100% |
| Q2 2025 | +6.4% | +10.5% | -4.0% | 98% |
| Q1 2025 | -2.2% | -4.6% | +2.3% | 98% |
| Q4 2024 | -0.8% | +2.1% | -2.9% | 100% |
| Q3 2024 | +5.7% | +5.4% | +0.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $251.7M | 108 |
| Q1 2026 | $233.1M | 105 |
| Q4 2025 | $234.3M | 106 |
| Q3 2025 | $232.7M | 106 |
| Q2 2025 | $218.2M | 101 |
| Q1 2025 | $210.8M | 97 |
| Q4 2024 | $213.3M | 92 |
| Q3 2024 | $212.5M | 99 |
| Q2 2024 | $202.7M | 93 |
| Q1 2024 | $200.2M | 97 |
| Q4 2023 | $186.8M | 93 |