Portfolio (Quarterly)
Guide ↗
Christensen, King & Associates Investment Services, Inc.
· CIK 0002032544| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IJS | ISHARES TR | — | 8,199.0 | $932K | 0.40% | NEW | — | $113.72 | +20.8% |
| 42 | VDC | VANGUARD WORLD FD | — | 4,345.0 | $918K | 0.39% | NEW | — | $211.23 | +7.7% |
| 43 | IJT | ISHARES TR | — | 6,354.0 | $897K | 0.38% | NEW | — | $141.16 | +23.1% |
| 44 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,366.0 | $776K | 0.33% | NEW | — | $177.75 | -25.4% |
| 45 | SPGM | SPDR INDEX SHS FDS | — | 10,014.0 | $768K | 0.33% | NEW | — | $76.71 | +11.3% |
| 46 | VPU | VANGUARD WORLD FD | — | 3,833.0 | $709K | 0.30% | NEW | — | $185.04 | +5.0% |
| 47 | SCHH | SCHWAB STRATEGIC TR | — | 33,918.0 | $709K | 0.30% | NEW | — | $20.89 | +17.4% |
| 48 | VT | VANGUARD INTL EQUITY INDEX F | — | 4,957.0 | $699K | 0.30% | NEW | — | $141.07 | +10.7% |
| 49 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,378.0 | $693K | 0.30% | NEW | — | $502.65 | — |
| 50 | VEU | VANGUARD INTL EQUITY INDEX F | — | 8,621.0 | $634K | 0.27% | NEW | — | $73.56 | +12.3% |
| 51 | VUSB | VANGUARD BD INDEX FDS | — | 12,625.0 | $629K | 0.27% | NEW | — | $49.84 | -0.3% |
| 52 | — | GAMESTOP CORP NEW | — | 31,173.0 | $626K | 0.27% | NEW | — | $20.08 | — |
| 53 | PGX | INVESCO EXCH TRADED FD TR II | — | 55,279.0 | $621K | 0.27% | NEW | — | $11.24 | -4.0% |
| 54 | SCHI | SCHWAB STRATEGIC TR | — | 24,668.0 | $567K | 0.24% | NEW | — | $22.97 | -2.7% |
| 55 | VUG | VANGUARD INDEX FDS | — | 1,115.0 | $544K | 0.23% | NEW | — | $487.86 | -82.3% |
| 56 | ANGL | VANECK ETF TRUST | — | 18,248.0 | $536K | 0.23% | NEW | — | $29.37 | -1.3% |
| 57 | VCR | VANGUARD WORLD FD | — | 1,305.0 | $514K | 0.22% | NEW | — | $394.07 | -1.3% |
| 58 | IVW | ISHARES TR | — | 4,166.0 | $513K | 0.22% | NEW | — | $123.25 | +10.6% |
| 59 | BNDX | VANGUARD CHARLOTTE FDS | — | 9,946.0 | $481K | 0.20% | NEW | — | $48.32 | -1.0% |
| 60 | IWR | ISHARES TR | — | 4,944.0 | $476K | 0.20% | NEW | — | $96.27 | +13.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
45.2%
Financial Services
25.3%
Healthcare
10.3%
Consumer Cyclical
9.1%
Consumer Defensive
3.4%
Industrials
2.5%
Energy
2.2%
Communication Services
2.0%