§ 13F · FUND PROFILE
Christensen, King & Associates Investment Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $233M (13F)Positions · 106Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$435K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 1.15M | $29M | 12.6% | +1% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 615K | $15M | 6.6% | ±0% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 498K | $15M | 6.6% | ±0% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 546K | $13M | 5.4% | +3% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 435K | $13M | 5.4% | ±0% |
| 6 | SCHA | SCHWAB STRATEGIC TR | 416K | $12M | 5.2% | ±0% |
| 7 | SCHF | SCHWAB STRATEGIC TR | 488K | $12M | 5.2% | ±0% |
| 8 | SCHM | SCHWAB STRATEGIC TR | 355K | $11M | 4.7% | ±0% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 283K | $9M | 3.7% | ±0% |
| 10 | VOO | VANGUARD INDEX FDS | 10K | $6M | 2.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHRISTENSEN, SIGNAL
AC read
Christensen, King & Associates Investment Services, Inc. is a Other fund managing $233 million in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed