Christensen, King & Associates Investment Services, Inc.: 13F holdings

CIK 20325442026Q2

Positions108
Reported value$251.7m
Filed2026-07-14

Change since last quarter

Positions108 (+3 vs prior quarter)
Reported value$251.7m (+8.0%)

Top 10 holdings

SecuritySharesValueWeight
SCHX SCHWAB STRATEGIC TR1,142,534$33.6m13.4%
SCHB SCHWAB STRATEGIC TR595,154$17.2m6.8%
SCHD SCHWAB STRATEGIC TR484,902$15.4m6.1%
SCHA SCHWAB STRATEGIC TR406,286$14.7m5.8%
SCHG SCHWAB STRATEGIC TR418,771$14.2m5.6%
SCHF SCHWAB STRATEGIC TR481,397$13.3m5.3%
SCHM SCHWAB STRATEGIC TR345,912$12.8m5.1%
SCHZ SCHWAB STRATEGIC TR544,016$12.6m5.0%
SCHV SCHWAB STRATEGIC TR273,806$9.5m3.8%
VOO VANGUARD INDEX FDS9,526$6.5m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2032544")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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