Christensen, King & Associates Investment Services, Inc. - Portfolio overview

Christensen, King & Associates Investment Services, Inc. has 110 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. SCHX - SCHWAB STRATEGIC TR, 12.58%
  2. SCHB - SCHWAB STRATEGIC TR, 6.59%
  3. SCHD - SCHWAB STRATEGIC TR, 6.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.