Sponsored

The Analysis of Christensen, King & Associates Investment Services, Inc.'s Holdings & P&L

Currently, Christensen, King & Associates Investment Services, Inc. holds 105 types of securities in its portfolio with a total value $233.1M. In the most recent quarter, they have increased their positions in SCHZ (+15.8K shares, valued at $367.6K), AMAT (+683 shares, valued at $233.5K), HDV (+1.5K shares, valued at $201.9K); decreased their positions in IVV (-171 shares, valued at $111.7K), IJT (-695 shares, valued at $100.6K), N/A (-93 shares, valued at $53.7K); initiated new positions in AMAT (+683 shares, valued at $233.5K), HDV (+1.5K shares, valued at $201.9K).

1M P&L

+8.6M+3.60%

3M P&L

-8.3M-3.25%

HY P&L

-1.1M-0.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A209.0M

93.5%

2Consumer Electronics3.0M

1.4%

3Semiconductors2.7M

1.2%

Top Industries by Stock Count

1N/A78 stocks

78.8%

2Drug Manufacturers - General2 stocks

2.0%

3Semiconductors2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR1.1M shares0.65%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR614.7K shares-0.07%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR498.3K shares0.03%2026-03-312026-04-20

SCHZ SCHWAB STRATEGIC TR546.3K shares2.98%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR434.6K shares-0.25%2026-03-312026-04-20

SCHA SCHWAB STRATEGIC TR415.9K shares-0.40%2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR487.6K shares-0.03%2026-03-312026-04-20

SCHM SCHWAB STRATEGIC TR355.1K shares0.42%2026-03-312026-04-20

Sponsored

SCHV SCHWAB STRATEGIC TR282.8K shares0.00%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS9.5K shares1.05%2026-03-312026-04-20

SCHR SCHWAB STRATEGIC TR221.9K shares3.35%2026-03-312026-04-20

IEI ISHARES TR37.4K shares-0.79%2026-03-312026-04-20

SCHO SCHWAB STRATEGIC TR181.8K shares4.65%2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR125.9K shares-0.05%2026-03-312026-04-20

SCHP SCHWAB STRATEGIC TR154.8K shares0.93%2026-03-312026-04-20

IOO ISHARES TR33.6K shares4.83%2026-03-312026-04-20

Sponsored

IEF ISHARES TR38.3K shares1.05%2026-03-312026-04-20

VTI VANGUARD INDEX FDS10.6K shares-0.92%2026-03-312026-04-20

AAPL APPLE INC11.9K shares-0.13%2026-03-312026-04-20

VGT VANGUARD WORLD FD3.6K shares-0.72%2026-03-312026-04-20

AGG ISHARES TR25.0K shares3.19%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR4.2K shares-2.17%2026-03-312026-04-20

SHY ISHARES TR29.1K shares0.53%2026-03-312026-04-20

NVDA NVIDIA CORPORATION13.3K shares0.00%2026-03-312026-04-20

Sponsored

SCHC SCHWAB STRATEGIC TR41.8K shares-1.18%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS22.8K shares1.97%2026-03-312026-04-20

TLT ISHARES TR20.4K shares0.91%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS19.8K shares6.45%2026-03-312026-04-20

IVV ISHARES TR2.5K shares-6.45%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS7.0K shares8.32%2026-03-312026-04-20

GLD SPDR GOLD TR3.4K shares0.00%2026-03-312026-04-20

IJR ISHARES TR10.5K shares4.26%2026-03-312026-04-20

Sponsored

MSFT MICROSOFT CORP3.5K shares-0.40%2026-03-312026-04-20

IJH ISHARES TR17.4K shares-0.85%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS15.3K shares16.54%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS7.5K shares5.96%2026-03-312026-04-20

LLY ELI LILLY & CO1.1K shares0.00%2026-03-312026-04-20

VDC VANGUARD WORLD FD4.6K shares4.86%2026-03-312026-04-20

VHT VANGUARD WORLD FD3.7K shares0.05%2026-03-312026-04-20

IJS ISHARES TR8.5K shares3.90%2026-03-312026-04-20

Sponsored

TIP ISHARES TR8.3K shares-3.84%2026-03-312026-04-20

AMZN AMAZON COM INC4.2K shares0.00%2026-03-312026-04-20

VPU VANGUARD WORLD FD4.2K shares8.90%2026-03-312026-04-20

IJT ISHARES TR5.7K shares-10.94%2026-03-312026-04-20

GME GAMESTOP CORP33.7K shares8.02%2026-03-312026-04-20

SPGM SPDR INDEX SHS FDS9.9K shares-0.67%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F5.3K shares6.86%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC5.0K shares13.65%2026-03-312026-04-20

Sponsored

SCHH SCHWAB STRATEGIC TR33.2K shares-2.23%2026-03-312026-04-20

VUSB VANGUARD BD INDEX FDS13.9K shares10.34%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F9.1K shares5.21%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2026-03-312026-04-20

SCHI SCHWAB STRATEGIC TR27.9K shares13.19%2026-03-312026-04-20

XOM EXXON MOBIL CORP3.5K shares-1.75%2026-03-312026-04-20

PGX INVESCO EXCH TRADED FD TR II54.1K shares-2.06%2026-03-312026-04-20

ANGL VANECK ETF TRUST19.3K shares5.63%2026-03-312026-04-20

Sponsored

VUG VANGUARD INDEX FDS1.2K shares8.25%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS10.4K shares4.20%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION489 shares1.45%2026-03-312026-04-20

XT ISHARES TR7.0K shares20.91%2026-03-312026-04-20

SCHJ SCHWAB STRATEGIC TR19.3K shares16.68%2026-03-312026-04-20

VB VANGUARD INDEX FDS1.8K shares0.06%2026-03-312026-04-20

VCR VANGUARD WORLD FD1.3K shares0.08%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR5.2K shares-2.40%2026-03-312026-04-20

Sponsored

ABBV ABBVIE INC2.1K shares0.05%2026-03-312026-04-20

IVW ISHARES TR4.0K shares-4.51%2026-03-312026-04-20

IWR ISHARES TR4.6K shares-7.50%2026-03-312026-04-20

MUNI PIMCO ETF TR8.4K shares0.00%2026-03-312026-04-20

PFF ISHARES TR13.7K shares-8.46%2026-03-312026-04-20

VTV VANGUARD INDEX FDS2.1K shares0.05%2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR8.2K shares0.00%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.2K shares-2.05%2026-03-312026-04-20

Sponsored

IUSV ISHARES TR3.4K shares-5.74%2026-03-312026-04-20

MUB ISHARES TR3.2K shares0.06%2026-03-312026-04-20

EWC ISHARES INC6.2K shares-1.20%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC1.6K shares0.00%2026-03-312026-04-20

IYH ISHARES TR5.1K shares0.00%2026-03-312026-04-20

ISCB ISHARES TR4.8K shares0.04%2026-03-312026-04-20

LQD ISHARES TR2.8K shares-6.67%2026-03-312026-04-20

MCD MCDONALDS CORP970 shares0.10%2026-03-312026-04-20

Sponsored

ISTB ISHARES TR6.1K shares-2.82%2026-03-312026-04-20

NEAR ISHARES U S ETF TR5.6K shares0.32%2026-03-312026-04-20

IYE ISHARES TR4.3K shares0.28%2026-03-312026-04-20

FXH FIRST TR EXCHANGE-TRADED FD2.5K shares0.04%2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC1.1K shares-9.00%2026-03-312026-04-20

ABT ABBOTT LABORATORIES2.6K shares0.11%2026-03-312026-04-20

IWD ISHARES TR1.3K shares-0.31%2026-03-312026-04-20

WMT WALMART INC2.1K shares0.05%2026-03-312026-04-20

Sponsored

IEFA ISHARES TR2.9K shares-0.48%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS5.2K shares0.12%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-04-20

IDV ISHARES TR6.0K shares-3.73%2026-03-312026-04-20

VXUS VANGUARD STAR FDS3.3K shares-1.48%2026-03-312026-04-20

V VISA INC824 shares0.00%2026-03-312026-04-20

CAT CATERPILLAR INC350 shares0.00%2026-03-312026-04-20

TSLA TESLA INC646 shares0.16%2026-03-312026-04-20

Sponsored

AMAT APPLIED MATLS INC683 sharesnew addition2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS963 shares0.00%2026-03-312026-04-20

EFAV ISHARES TR2.5K shares0.00%2026-03-312026-04-20

FNDX SCHWAB STRATEGIC TR7.8K shares0.36%2026-03-312026-04-20

WSM WILLIAMS SONOMA INC1.2K shares0.00%2026-03-312026-04-20

IXUS ISHARES TR2.4K shares-3.86%2026-03-312026-04-20

IJJ ISHARES TR1.5K shares-8.41%2026-03-312026-04-20

HDV ISHARES TR1.5K sharesnew addition2026-03-312026-04-20

Sponsored

OUTLOOK THERAPEUTICS INC OUTLOOK THERAPEUTICS INC28.3K shares0.00%2026-03-312026-04-20

SCHX

SCHWAB STRATEGIC TR

0.65%

Shares1.1M

Event2026-03-31

Filed2026-04-20

SCHB

SCHWAB STRATEGIC TR

-0.07%

Shares614.7K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB STRATEGIC TR

0.03%

Shares498.3K

Event2026-03-31

Filed2026-04-20

SCHZ

SCHWAB STRATEGIC TR

2.98%

Shares546.3K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

-0.25%

Shares434.6K

Event2026-03-31

Filed2026-04-20

SCHA

SCHWAB STRATEGIC TR

-0.40%

Shares415.9K

Event2026-03-31

Filed2026-04-20

SCHF

SCHWAB STRATEGIC TR

-0.03%

Shares487.6K

Event2026-03-31

Filed2026-04-20

SCHM

SCHWAB STRATEGIC TR

0.42%

Shares355.1K

Event2026-03-31

Filed2026-04-20

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares282.8K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

1.05%

Shares9.5K

Event2026-03-31

Filed2026-04-20

SCHR

SCHWAB STRATEGIC TR

3.35%

Shares221.9K

Event2026-03-31

Filed2026-04-20

IEI

ISHARES TR

-0.79%

Shares37.4K

Event2026-03-31

Filed2026-04-20

SCHO

SCHWAB STRATEGIC TR

4.65%

Shares181.8K

Event2026-03-31

Filed2026-04-20

SCHE

SCHWAB STRATEGIC TR

-0.05%

Shares125.9K

Event2026-03-31

Filed2026-04-20

SCHP

SCHWAB STRATEGIC TR

0.93%

Shares154.8K

Event2026-03-31

Filed2026-04-20

IOO

ISHARES TR

4.83%

Shares33.6K

Event2026-03-31

Filed2026-04-20

IEF

ISHARES TR

1.05%

Shares38.3K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

-0.92%

Shares10.6K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-0.13%

Shares11.9K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

-0.72%

Shares3.6K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

3.19%

Shares25.0K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

-2.17%

Shares4.2K

Event2026-03-31

Filed2026-04-20

SHY

ISHARES TR

0.53%

Shares29.1K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-20

SCHC

SCHWAB STRATEGIC TR

-1.18%

Shares41.8K

Event2026-03-31

Filed2026-04-20

VCSH

VANGUARD SCOTTSDALE FDS

1.97%

Shares22.8K

Event2026-03-31

Filed2026-04-20

TLT

ISHARES TR

0.91%

Shares20.4K

Event2026-03-31

Filed2026-04-20

VCIT

VANGUARD SCOTTSDALE FDS

6.45%

Shares19.8K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

-6.45%

Shares2.5K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

8.32%

Shares7.0K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

4.26%

Shares10.5K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-0.40%

Shares3.5K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

-0.85%

Shares17.4K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

16.54%

Shares15.3K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS

5.96%

Shares7.5K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20

VDC

VANGUARD WORLD FD

4.86%

Shares4.6K

Event2026-03-31

Filed2026-04-20

VHT

VANGUARD WORLD FD

0.05%

Shares3.7K

Event2026-03-31

Filed2026-04-20

IJS

ISHARES TR

3.90%

Shares8.5K

Event2026-03-31

Filed2026-04-20

TIP

ISHARES TR

-3.84%

Shares8.3K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-20

VPU

VANGUARD WORLD FD

8.90%

Shares4.2K

Event2026-03-31

Filed2026-04-20

IJT

ISHARES TR

-10.94%

Shares5.7K

Event2026-03-31

Filed2026-04-20

GME

GAMESTOP CORP

8.02%

Shares33.7K

Event2026-03-31

Filed2026-04-20

SPGM

SPDR INDEX SHS FDS

-0.67%

Shares9.9K

Event2026-03-31

Filed2026-04-20

VANGUARD INTL EQUITY INDEX F

6.86%

Shares5.3K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC

13.65%

Shares5.0K

Event2026-03-31

Filed2026-04-20

SCHH

SCHWAB STRATEGIC TR

-2.23%

Shares33.2K

Event2026-03-31

Filed2026-04-20

VUSB

VANGUARD BD INDEX FDS

10.34%

Shares13.9K

Event2026-03-31

Filed2026-04-20

VEU

VANGUARD INTL EQUITY INDEX F

5.21%

Shares9.1K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-20

SCHI

SCHWAB STRATEGIC TR

13.19%

Shares27.9K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-1.75%

Shares3.5K

Event2026-03-31

Filed2026-04-20

PGX

INVESCO EXCH TRADED FD TR II

-2.06%

Shares54.1K

Event2026-03-31

Filed2026-04-20

ANGL

VANECK ETF TRUST

5.63%

Shares19.3K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

8.25%

Shares1.2K

Event2026-03-31

Filed2026-04-20

BNDX

VANGUARD CHARLOTTE FDS

4.20%

Shares10.4K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

1.45%

Shares489

Event2026-03-31

Filed2026-04-20

ISHARES TR

20.91%

Shares7.0K

Event2026-03-31

Filed2026-04-20

SCHJ

SCHWAB STRATEGIC TR

16.68%

Shares19.3K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.06%

Shares1.8K

Event2026-03-31

Filed2026-04-20

VCR

VANGUARD WORLD FD

0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TR

-2.40%

Shares5.2K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

-4.51%

Shares4.0K

Event2026-03-31

Filed2026-04-20

IWR

ISHARES TR

-7.50%

Shares4.6K

Event2026-03-31

Filed2026-04-20

MUNI

PIMCO ETF TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-20

PFF

ISHARES TR

-8.46%

Shares13.7K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-20

XLU

SELECT SECTOR SPDR TR

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-2.05%

Shares1.2K

Event2026-03-31

Filed2026-04-20

IUSV

ISHARES TR

-5.74%

Shares3.4K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

0.06%

Shares3.2K

Event2026-03-31

Filed2026-04-20

EWC

ISHARES INC

-1.20%

Shares6.2K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-20

IYH

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-20

ISCB

ISHARES TR

0.04%

Shares4.8K

Event2026-03-31

Filed2026-04-20

LQD

ISHARES TR

-6.67%

Shares2.8K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

0.10%

Shares970

Event2026-03-31

Filed2026-04-20

ISTB

ISHARES TR

-2.82%

Shares6.1K

Event2026-03-31

Filed2026-04-20

NEAR

ISHARES U S ETF TR

0.32%

Shares5.6K

Event2026-03-31

Filed2026-04-20

IYE

ISHARES TR

0.28%

Shares4.3K

Event2026-03-31

Filed2026-04-20

FXH

FIRST TR EXCHANGE-TRADED FD

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-20

ITW

ILLINOIS TOOL WKS INC

-9.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

0.11%

Shares2.6K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

-0.31%

Shares1.3K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

-0.48%

Shares2.9K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

0.12%

Shares5.2K

Event2026-03-31

Filed2026-04-20

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-20

IDV

ISHARES TR

-3.73%

Shares6.0K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

-1.48%

Shares3.3K

Event2026-03-31

Filed2026-04-20

VISA INC

0.00%

Shares824

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

0.00%

Shares350

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

0.16%

Shares646

Event2026-03-31

Filed2026-04-20

AMAT

APPLIED MATLS INC

New

Shares683

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares963

Event2026-03-31

Filed2026-04-20

EFAV

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-20

FNDX

SCHWAB STRATEGIC TR

0.36%

Shares7.8K

Event2026-03-31

Filed2026-04-20

WSM

WILLIAMS SONOMA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-20

IXUS

ISHARES TR

-3.86%

Shares2.4K

Event2026-03-31

Filed2026-04-20

IJJ

ISHARES TR

-8.41%

Shares1.5K

Event2026-03-31

Filed2026-04-20

HDV

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-20

OUTLOOK THERAPEUTICS INC

0.00%

Shares28.3K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available