Top 50 Christensen, King & Associates Investment Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 12.64% | 1.15M | $29.5M | +0.65%(+7.39K) | $17.95(+62.54%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 6.62% | 614.7K | $15.4M | -0.07%(-442) | $17.61(+62.17%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.56% | 498.3K | $15.3M | +0.03%(+171) | $24.48(+29.68%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 5.44% | 546.3K | $12.7M | +2.98%(+15.83K) | $22.77(+1.34%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 5.43% | 434.6K | $12.7M | -0.25%(-1.07K) | $19.59(+75.17%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 5.19% | 415.9K | $12.1M | -0.40%(-1.68K) | $22.28(+48.50%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.18% | 487.6K | $12.1M | -0.03%(-148) | $17.84(+53.06%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 4.72% | 355.1K | $11.0M | +0.42%(+1.48K) | $23.97(+43.81%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 3.7% | 282.8K | $8.6M | +0.00%(+12) | $22.58(+45.42%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.44% | 9.5K | $5.7M | +1.05%(+99) | $436.79(+56.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.95% | +32.93% |
| Top 20 Holdings Unweighted | +8.82% | +28.86% |
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