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☆Christensen, King & Associates Investment Services, Inc.

CIK 0002032544 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.584
AUM ($M)
252
Positions
108
Turnover
0.05
Top-10 wt
60%
Herfindahl
0.047
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 111 positions · portfolio value $252M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 13.4% +0.7% 33.6 1,142,534 -6,823 5 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 6.8% +0.2% 17.2 595,154 -19,517 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 6.1% -0.4% 15.4 484,902 -13,351 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 5.8% +0.6% 14.7 406,286 -9,603 5 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 5.6% +0.2% 14.2 418,771 -15,830 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 5.3% +0.1% 13.3 481,397 -6,190 5 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 5.1% +0.4% 12.8 345,912 -9,145 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR TRIM — 5.0% -0.4% 12.6 544,016 -2,268 5 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 3.8% +0.1% 9.5 273,806 -9,010 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 2.6% +0.2% 6.5 9,526 +0 5 —
☆SCHR funds › SCHWAB STRATEGIC TR TRIM — 2.1% -0.2% 5.4 218,102 -3,803 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 1.8% +0.0% 4.6 125,546 -369 5 —
☆IOO funds › ISHARES TR TRIM — 1.8% +0.1% 4.5 33,254 -363 5 —
☆IEI funds › ISHARES TR TRIM — 1.7% -0.2% 4.3 36,995 -420 5 —
☆SCHO funds › SCHWAB STRATEGIC TR TRIM — 1.7% -0.2% 4.3 178,348 -3,414 5 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 1.6% -0.2% 4.0 150,935 -3,896 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 1.6% +0.1% 3.9 10,574 +0 5 —
☆IEF funds › ISHARES TR HOLD — 1.4% -0.1% 3.6 38,287 +0 5 —
☆AAPL funds › APPLE INC TRIM — 1.4% +0.1% 3.4 11,810 -87 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 1.2% +0.2% 3.1 4,195 +0 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.1% +0.1% 2.7 13,338 +1 5 —
☆AGG funds › ISHARES TR TRIM — 1.0% -0.1% 2.5 24,905 -101 5 —
☆SHY funds › ISHARES TR HOLD — 0.9% -0.1% 2.4 29,080 +0 5 —
☆SCHC funds › SCHWAB STRATEGIC TR HOLD — 0.8% -0.0% 2.0 41,848 +0 5 —
☆IVV funds › ISHARES TR HOLD — 0.7% +0.0% 1.9 2,481 +0 5 —
☆TLT funds › ISHARES TR TRIM — 0.7% -0.1% 1.7 20,245 -176 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.7% -0.1% 1.7 21,951 -892 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.7% +0.0% 1.7 6,991 +0 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.6% -0.1% 1.6 19,313 -445 5 —
☆IJR funds › ISHARES TR TRIM — 0.6% +0.1% 1.5 10,367 -97 5 —
☆IJH funds › ISHARES TR HOLD — 0.5% +0.0% 1.3 17,380 +0 5 —
☆LLY funds › ELI LILLY & CO HOLD — 0.5% +0.1% 1.3 1,115 +0 5 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.5% -0.0% 1.3 3,495 +0 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.5% -0.1% 1.2 3,370 +0 5 —
☆IJS funds › ISHARES TR HOLD — 0.5% +0.0% 1.2 8,519 +0 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.5% -0.0% 1.1 7,262 -224 5 —
☆BND funds › VANGUARD BD INDEX FDS HOLD — 0.4% -0.0% 1.1 15,250 +0 5 —
☆VHT funds › VANGUARD WORLD FD HOLD — 0.4% +0.0% 1.1 3,744 +0 5 —
☆AMZN funds › AMAZON COM INC HOLD — 0.4% +0.0% 1.0 4,247 +0 5 —
☆IJT funds › ISHARES TR HOLD — 0.4% +0.1% 1.0 5,659 +0 5 —
☆VDC funds › VANGUARD WORLD FD TRIM — 0.4% -0.0% 1.0 4,479 -77 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC HOLD — 0.4% +0.2% 0.9 1,624 +0 5 —
☆TIP funds › ISHARES TR HOLD — 0.4% -0.0% 0.9 8,279 +0 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.3% +0.0% 0.8 5,297 +0 5 —
☆VPU funds › VANGUARD WORLD FD HOLD — 0.3% -0.0% 0.8 4,174 +0 5 —
☆SPGM funds › SPDR INDEX SHS FDS TRIM — 0.3% -0.0% 0.8 9,408 -539 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.3% +0.0% 0.8 9,070 +0 5 —
☆GME funds › GAMESTOP CORP HOLD — 0.3% -0.0% 0.7 33,673 +0 5 —
☆SCHH funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.0% 0.7 29,878 -3,283 5 —
☆VUSB funds › VANGUARD BD INDEX FDS HOLD — 0.3% -0.0% 0.7 13,931 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.3% -0.0% 0.7 1,378 +0 5 —
☆SCHI funds › SCHWAB STRATEGIC TR HOLD — 0.3% -0.0% 0.6 27,921 +0 5 —
☆XT funds › ISHARES TR HOLD — 0.2% +0.0% 0.6 7,031 +0 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC HOLD — 0.2% -0.1% 0.6 4,962 +0 5 —
☆PGX funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% -0.0% 0.6 53,075 -1,064 5 —
☆ANGL funds › VANECK ETF TRUST HOLD — 0.2% -0.0% 0.6 19,276 +0 5 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.2% +0.0% 0.6 1,816 +0 5 —
☆IVW funds › ISHARES TR HOLD — 0.2% +0.0% 0.5 3,978 +0 5 —
☆ABBV funds › ABBVIE INC HOLD — 0.2% +0.0% 0.5 2,075 +0 5 —
☆VCR funds › VANGUARD WORLD FD HOLD — 0.2% +0.0% 0.5 1,306 +0 5 —
☆IWR funds › ISHARES TR HOLD — 0.2% +0.0% 0.5 4,573 +0 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS HOLD — 0.2% -0.0% 0.5 10,364 +0 5 —
☆AMAT funds › APPLIED MATLS INC HOLD — 0.2% +0.1% 0.5 683 +0 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.2% -0.0% 0.5 489 +0 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.2% +0.0% 0.5 2,070 +0 5 —
☆SCHJ funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 0.4 18,203 -1,146 5 —
☆GOOGL funds › ALPHABET INC HOLD — 0.2% +0.0% 0.4 1,240 +0 5 —
☆MUNI funds › PIMCO ETF TR HOLD — 0.2% -0.0% 0.4 8,370 +0 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.1% 0.4 3,132 -399 5 —
☆VGT funds › VANGUARD WORLD FD TRIM — 0.2% -0.9% 0.4 3,559 -18 5 —
☆PFF funds › ISHARES TR HOLD — 0.2% -0.0% 0.4 13,701 +0 5 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.2% -0.0% 0.4 5,209 +0 5 —
☆XLU funds › SELECT SECTOR SPDR TR HOLD — 0.1% -0.0% 0.4 8,236 +0 5 —
☆CAT funds › CATERPILLAR INC HOLD — 0.1% +0.0% 0.4 350 +0 3 —
☆IUSV funds › ISHARES TR HOLD — 0.1% -0.0% 0.4 3,383 +0 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% +0.0% 0.4 7,208 +2,004 3 —
☆ISCB funds › ISHARES TR HOLD — 0.1% +0.0% 0.4 4,777 +0 5 —
☆MUB funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 3,220 +0 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.3 299 +299 1 —
☆IYH funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 5,111 +0 5 —
☆FXH funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.1% +0.0% 0.3 2,547 +0 5 —
☆IWD funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 1,266 +0 5 —
☆LQD funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 2,784 +0 5 —
☆ISTB funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 6,072 +0 5 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.1% -0.0% 0.3 1,051 +0 5 —
☆V funds › VISA INC HOLD — 0.1% +0.0% 0.3 824 +0 5 —
☆IEFA funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 2,900 +0 5 —
☆XLV funds › SELECT SECTOR SPDR TR HOLD — 0.1% +0.0% 0.3 1,755 +0 5 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.1% +0.0% 0.3 3,256 +0 5 —
☆WSM funds › WILLIAMS SONOMA INC HOLD — 0.1% +0.0% 0.3 1,187 +0 5 —
☆TSLA funds › TESLA INC HOLD — 0.1% +0.0% 0.3 646 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.1% +0.0% 0.3 963 +0 4 —
☆MCD funds › MCDONALDS CORP HOLD — 0.1% -0.0% 0.3 970 +0 5 —
☆EWC funds › ISHARES INC TRIM — 0.1% -0.0% 0.3 4,426 -1,751 5 —
☆NEAR funds › ISHARES U S ETF TR TRIM — 0.1% -0.0% 0.3 4,998 -597 5 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.2 1,777 +1,777 1 —
☆IDV funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 5,982 +0 5 —
☆IYE funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 4,319 +0 3 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.1% -0.0% 0.2 2,647 +0 5 —
☆IXUS funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 2,413 +0 4 —
☆IJJ funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 1,535 +0 5 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 0.2 1,990 -156 5 —
☆EFAV funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 2,548 +0 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F NEW — 0.1% +0.1% 0.2 3,684 +3,684 1 —
☆EFA funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,050 +2,050 1 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T NEW — 0.1% +0.1% 0.2 282 +282 1 —
☆IJK funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,716 +1,716 1 —
☆OTLK funds › OUTLOOK THERAPEUTICS INC HOLD — 0.0% +0.0% 0.0 28,327 +0 5 —
☆VUG funds › VANGUARD INDEX FDS EXIT — 0.0% -0.2% 0.0 0 -1,207 0 —
☆HDV funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -1,488 0 —
☆FNDX funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -7,826 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 252 108 0.05 60% 0.047 0.583 — in
2026Q1 233 105 0.03 58% 0.044 0.595 — in
2025Q4 234 106 0.02 58% 0.045 0.571 — in
2025Q3 233 106 0.02 58% 0.045 0.565 — in
2025Q2 218 101 0.03 58% 0.046 0.597 — entered
2025Q1 211 97 0.00 58% 0.046 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status