Christensen, King & Associates Investment Services, Inc.
CIK 2032544 · Holdings on Dec 31, 2023 · First reported Aug 8, 2024
Top ten holdings
Q4 2023- SCHX12.25%
- SCHD8.05%
- SCHB6.90%
- SCHZ6.22%
- SCHA5.25%
- SCHG4.84%
- SCHF4.82%
- SCHM4.75%
- SCHV3.52%
- SCHP2.71%
Share classes counted separately59.31%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $22.88M | 12.25% | 405.64K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $15.04M | 8.05% | 197.54K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $12.88M | 6.90% | 231.32K shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $11.62M | 6.22% | 249.32K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $9.80M | 5.25% | 207.40K shares | Prior unavailable — | — | ↗▾ |
| 06 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $9.04M | 4.84% | 109.00K shares | Prior unavailable — | — | ↗▾ |
| 07 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $9.01M | 4.82% | 243.74K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $8.87M | 4.75% | 117.82K shares | Prior unavailable — | — | ↗▾ |
| 09 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $6.58M | 3.52% | 93.84K shares | Prior unavailable — | — | ↗▾ |
| 10 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $5.06M | 2.71% | 96.90K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2032544 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-08-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 186767122
}Research all 93 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.