Christensen, King & Associates Investment Services, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CK Christensen, King & Associates Investment Services, Inc. | Institutional Filer | ▼ 0.54% | $233.1M | 105 |
Current Portfolio Holdings
Showing all 105 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | — | 1.1M | $29.5M | 12.64% |
| 2 | SCHB | SCHWAB STRATEGIC TR | — | 615K | $15.4M | 6.62% |
| 3 | SCHD | SCHWAB STRATEGIC TR | — | 498K | $15.3M | 6.56% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | — | 546K | $12.7M | 5.44% |
| 5 | SCHG | SCHWAB STRATEGIC TR | — | 435K | $12.7M | 5.43% |
| 6 | SCHA | SCHWAB STRATEGIC TR | — | 416K | $12.1M | 5.19% |
| 7 | SCHF | SCHWAB STRATEGIC TR | — | 488K | $12.1M | 5.18% |
| 8 | SCHM | SCHWAB STRATEGIC TR | — | 355K | $11.0M | 4.72% |
| 9 | SCHV | SCHWAB STRATEGIC TR | — | 283K | $8.6M | 3.70% |
| 10 | VOO | VANGUARD INDEX FDS | — | 10K | $5.7M | 2.44% |
| 11 | SCHR | SCHWAB STRATEGIC TR | — | 222K | $5.5M | 2.37% |
| 12 | IEI | ISHARES TR | — | 37K | $4.4M | 1.90% |
| 13 | SCHO | SCHWAB STRATEGIC TR | — | 182K | $4.4M | 1.89% |
| 14 | SCHE | SCHWAB STRATEGIC TR | — | 126K | $4.1M | 1.78% |
| 15 | SCHP | SCHWAB STRATEGIC TR | — | 155K | $4.1M | 1.77% |
Showing 1 to 15 of 105 holdings