Portfolio (Quarterly)
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Christensen, King & Associates Investment Services, Inc.
· CIK 0002032544| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VDC | VANGUARD WORLD FD | — | 4,479.0 | $1.0M | 0.40% | -77.0 | -1.7% | $225.47 | +1.3% |
| 42 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,624.0 | $943K | 0.38% | — | — | $580.91 | -17.8% |
| 43 | TIP | ISHARES TR | — | 8,279.0 | $906K | 0.36% | — | — | $109.44 | -2.3% |
| 44 | VT | VANGUARD INTL EQUITY INDEX F | — | 5,297.0 | $831K | 0.33% | — | — | $156.95 | +3.0% |
| 45 | VPU | VANGUARD WORLD FD | — | 4,174.0 | $817K | 0.33% | — | — | $195.73 | -4.8% |
| 46 | SPGM | SPDR INDEX SHS FDS | — | 9,408.0 | $806K | 0.32% | -539.0 | -5.4% | $85.67 | +3.0% |
| 47 | VEU | VANGUARD INTL EQUITY INDEX F | — | 9,070.0 | $760K | 0.30% | — | — | $83.75 | +3.2% |
| 48 | — | GAMESTOP CORP | — | 33,673.0 | $744K | 0.29% | — | — | $22.08 | — |
| 49 | SCHH | SCHWAB STRATEGIC TR | — | 29,878.0 | $708K | 0.28% | -3K | -9.9% | $23.68 | -1.0% |
| 50 | VUSB | VANGUARD BD INDEX FDS | — | 13,931.0 | $693K | 0.28% | — | — | $49.78 | -0.4% |
| 51 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,378.0 | $690K | 0.27% | — | — | $500.39 | — |
| 52 | SCHI | SCHWAB STRATEGIC TR | — | 27,921.0 | $632K | 0.25% | — | — | $22.64 | -2.6% |
| 53 | XT | ISHARES TR | — | 7,031.0 | $581K | 0.23% | — | — | $82.63 | -0.3% |
| 54 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,962.0 | $579K | 0.23% | — | — | $116.67 | +49.4% |
| 55 | PGX | INVESCO EXCH TRADED FD TR II | — | 53,075.0 | $575K | 0.23% | -1K | -2.0% | $10.84 | -3.2% |
| 56 | ANGL | VANECK ETF TRUST | — | 19,276.0 | $564K | 0.22% | — | — | $29.24 | -1.5% |
| 57 | VB | VANGUARD INDEX FDS | — | 1,816.0 | $550K | 0.22% | — | — | $303.11 | -1.0% |
| 58 | IVW | ISHARES TR | — | 3,978.0 | $547K | 0.22% | — | — | $137.54 | +2.2% |
| 59 | ABBV | ABBVIE INC | Healthcare | 2,075.0 | $522K | 0.21% | — | — | $251.63 | +1.9% |
| 60 | VCR | VANGUARD WORLD FD | — | 1,306.0 | $518K | 0.21% | — | — | $396.65 | -2.3% |
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
47.5%
Financial Services
24.1%
Healthcare
9.7%
Consumer Cyclical
8.4%
Consumer Defensive
3.2%
Industrials
3.0%
Communication Services
2.0%
Energy
2.0%