Christensen, King & Associates Investment Services, Inc.
CIK 2032544 · Holdings on Mar 31, 2025 · First reported Apr 17, 2025
Top ten holdings
Q1 2025- SCHX13.05%
- SCHD7.06%
- SCHB6.77%
- SCHG5.55%
- SCHZ5.45%
- SCHF4.96%
- SCHA4.92%
- SCHM4.56%
- SCHV3.64%
- SCHR2.52%
Share classes counted separately58.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VCITWeight decreased · -0.77 pp1.43% → 0.66%Shares -21.58K (-55.71%)
- SCHFWeight increased · +0.55 pp4.41% → 4.96%Shares +6.73K (+1.33%)
- SCHGWeight decreased · -0.54 pp6.09% → 5.55%Shares -6.71K (-1.49%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $27.51M | 13.05% | 1.20M shares | 13.57% → 13.05%-0.52 pp -11.38K (-0.94%) | Reduced | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $14.88M | 7.06% | 534.48K shares | 6.96% → 7.06%+0.10 pp -3.77K (-0.70%) | Reduced | ↗▾ |
| 03 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $14.27M | 6.77% | 640.78K shares | 7.19% → 6.77%-0.42 pp -18.49K (-2.80%) | Reduced | ↗▾ |
| 04 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $11.71M | 5.55% | 442.50K shares | 6.09% → 5.55%-0.54 pp -6.71K (-1.49%) | Reduced | ↗▾ |
| 05 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $11.48M | 5.45% | 497.74K shares | 5.29% → 5.45%+0.16 pp -358 (-0.07%) | Reduced | ↗▾ |
| 06 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $10.46M | 4.96% | 513.10K shares | 4.41% → 4.96%+0.55 pp +6.73K (+1.33%) | Added | ↗▾ |
| 07 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $10.36M | 4.92% | 424.72K shares | 5.22% → 4.92%-0.30 pp +7 (+0.00%) | Added | ↗▾ |
| 08 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $9.62M | 4.56% | 354.90K shares | 4.71% → 4.56%-0.15 pp -2.78K (-0.78%) | Reduced | ↗▾ |
| 09 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $7.67M | 3.64% | 285.91K shares | 3.47% → 3.64%+0.17 pp +4.78K (+1.70%) | Added | ↗▾ |
| 10 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $5.31M | 2.52% | 214.92K shares | 2.37% → 2.52%+0.15 pp +6.12K (+2.93%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2032544 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 210793237
}Research all 97 reported holdings.
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