Portfolio (Quarterly) Guide ↗

Christensen, King & Associates Investment Services, Inc.

· CIK 0002032544

13F Portfolio $233M AUM 105 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 32 Added 27 Reduced 3 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	—	GAMESTOP CORP	—	33,673.0	$776K	0.33%	+2K	+8.0%	$23.04	—
22	VT	VANGUARD INTL EQUITY INDEX F	—	5,297.0	$733K	0.31%	+340.0	+6.9%	$138.32	+14.1%
23	PLTR	PALANTIR TECHNOLOGIES INC	Technology	4,962.0	$726K	0.31%	+596.0	+13.7%	$146.28	-4.4%
24	VUSB	VANGUARD BD INDEX FDS	—	13,931.0	$694K	0.30%	+1K	+10.3%	$49.79	+0.0%
25	VEU	VANGUARD INTL EQUITY INDEX F	—	9,070.0	$681K	0.29%	+449.0	+5.2%	$75.10	+11.9%
26	SCHI	SCHWAB STRATEGIC TR	—	27,921.0	$633K	0.27%	+3K	+13.2%	$22.68	-0.0%
27	ANGL	VANECK ETF TRUST	—	19,276.0	$554K	0.24%	+1K	+5.6%	$28.72	+1.6%
28	VUG	VANGUARD INDEX FDS	—	1,207.0	$527K	0.23%	+92.0	+8.2%	$436.79	-79.6%
29	BNDX	VANGUARD CHARLOTTE FDS	—	10,364.0	$498K	0.21%	+418.0	+4.2%	$48.05	+0.5%
30	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	489.0	$488K	0.21%	+7.0	+1.4%	$997.17	+0.0%
31	XT	ISHARES TR	—	7,031.0	$479K	0.21%	+1K	+20.9%	$68.15	+22.4%
32	SCHJ	SCHWAB STRATEGIC TR	—	19,349.0	$478K	0.20%	+3K	+16.7%	$24.72	-0.1%

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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 44.4%

Financial Services 24.9%

Healthcare 9.5%

Consumer Cyclical 8.9%

Consumer Defensive 4.1%

Energy 3.3%

Industrials 2.8%

Communication Services 1.9%