Christensen-King--Associates-Investment-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  null,
  null,
  "GOOGL",
  null,
  "SCHH",
  "GME",
  null,
  null,
  null,
  null,
  "HD",
  "MCD",
  null,
  "ITW",
  "MUB",
  "OTLK",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  "IJR",
  "IWD",
  null,
  "VHT",
  null,
  "IVV",
  null,
  null,
  "AAPL",
  "EFAV",
  "NVDA",
  "PLTR",
  "PG",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  "GLD",
  "VCIT",
  null,
  "VIG",
  "IEF",
  null,
  "VYM",
  "IWR",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  "VUG",
  null,
  "VXUS",
  "BNDX",
  "BND",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "V",
  "WSM",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "IUSV",
  "BRK-B",
  "CVX",
  "COST",
  "IJT",
  null,
  "IJJ",
  "QQQ",
  "XOM",
  "LLY",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 97
Total Value: 210793237
Accession Number: 0002032544-25-000003
Form Type: 13F-HR
CIK: christensen-king--associates-investment-services
Manager Name: Christensen-King--Associates-Investment-Services

Data Enrichment

61% identified

59 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

97 positions • $210.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287226

Shares:25.2K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$210.8M)

464287457

Shares:28.1K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$210.8M)

92204A702

VGT|92204A702

Shares:3.7K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$210.8M)

92206C409

Shares:22.6K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$210.8M)

464287432

Shares:19.0K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$210.8M)

NVIDIA CORP

NVDA|67066G104

Shares:13.9K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$210.8M)

808524888

Shares:45.2K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$210.8M)

464287200

IVV|464287200

Shares:2.5K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$210.8M)

92206C870

VCIT|92206C870

Shares:17.2K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$210.8M)

MICROSOFT CORP

MSFT|594918104

Shares:2.9K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$210.8M)

921908844

VIG|921908844

Shares:5.4K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$210.8M)

92204A504

VHT|92204A504

Shares:3.9K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$210.8M)

464287176

Shares:9.3K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$210.8M)

464287804

IJR|464287804

Shares:9.5K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$210.8M)

464287507

IJH|464287507

Shares:17.0K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$210.8M)

92204A207

Shares:4.6K

Value:$974.1K

% of Portfolio:0.5% ($974.1K/$210.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.5K

Value:$973.8K

% of Portfolio:0.5% ($973.8K/$210.8M)

ELI LILLY & Co

LLY|532457108

Shares:1.1K

Value:$959.7K

% of Portfolio:0.5% ($959.7K/$210.8M)

464287879

Shares:8.4K

Value:$836.1K

% of Portfolio:0.4% ($836.1K/$210.8M)

921937835

BND|921937835

Shares:11.1K

Value:$814.1K

% of Portfolio:0.4% ($814.1K/$210.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	25.2K	QoQ +0.34% (+86) YoY -1.13% (-290)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$210.8M)	QoQ +2.08% (+$50.6K) YoY -0.62% (-$15.6K)
(cusip464287457)✕	28.1K	QoQ +9.84% (+2.5K) YoY +27.50% (+6.1K)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$210.8M)	QoQ +10.82% (+$226.2K) YoY +28.63% (+$515.7K)
(VGTcusip92204A702)	3.7K	QoQ -0.59% (-22) YoY -9.37% (-378)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$210.8M)	QoQ -10.98% (-$260.1K) YoY -0.25% (-$5.3K)
(cusip92206C409)✕	22.6K	QoQ NEW(+22.6K) YoY +6.31% (+1.3K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$210.8M)	QoQ NEW(+$1.8M) YoY +8.33% (+$137.0K)
(cusip464287432)✕	19.0K	QoQ -0.18% (-36) YoY +9.58% (+1.7K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$210.8M)	QoQ +1.95% (-$32.7K) YoY +3.95% (+$64.8K)
NVIDIA CORP(NVDAcusip67066G104)	13.9K	QoQ -4.79% (-699) YoY +790.44% (+12.3K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$210.8M)	QoQ -18.05% (-$369.1K) YoY +18.93% (+$266.8K)
(cusip808524888)✕	45.2K	QoQ +2.51% (+1.1K) YoY -2.77% (-1.3K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$210.8M)	QoQ +10.32% (+$156.5K) YoY +0.48% (-$8.0K)
(IVVcusip464287200)	2.5K	QoQ +19.24% (+410) YoY +18.58% (+398)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$210.8M)	QoQ +14.03% (+$180.7K) YoY +30.36% (+$341.9K)
(VCITcusip92206C870)	17.2K	QoQ -22.73% (-5.0K) YoY +16.94% (+2.5K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$210.8M)	QoQ -19.14% (-$330.9K) YoY +18.33% (+$216.5K)
MICROSOFT CORP(MSFTcusip594918104)	2.9K	QoQ -0.37% (-11) YoY -9.12% (-294)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$210.8M)	QoQ -10.37% (-$134.0K) YoY -14.63% (-$198.3K)
(VIGcusip921908844)	5.4K	QoQ +2.43% (+129) YoY +32.81% (+1.3K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$210.8M)	QoQ +0.81% (+$8.6K) YoY +42.56% (+$317.6K)
(VHTcusip92204A504)	3.9K	QoQ -2.70% (-109) YoY -16.02% (-749)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$210.8M)	QoQ +0.32% (-$3.4K) YoY -17.72% (-$224.1K)
(cusip464287176)✕	9.3K	QoQ -1.70% (-161) YoY -17.78% (-2.0K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$210.8M)	QoQ +1.39% (-$14.1K) YoY -15.80% (-$192.0K)
(IJRcusip464287804)	9.5K	QoQ -6.43% (-655) YoY +82.34% (+4.3K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$210.8M)	QoQ -13.85% (-$164.4K) YoY +77.11% (+$445.2K)
(IJHcusip464287507)	17.0K	QoQ -2.60% (-454) YoY +22.15% (+3.1K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$210.8M)	QoQ -7.05% (-$77.4K) YoY +20.89% (+$176.2K)
(cusip92204A207)✕	4.6K	QoQ +0.37% (-17) YoY -3.37% (-161)	All Managers (Combined)	$974.1K	0.5% ($974.1K/$210.8M)	QoQ -0.91% (-$9.0K) YoY +0.13% (-$1.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.5K	QoQ -1.15% (-41) YoY -2.26% (-81)	All Managers (Combined)	$973.8K	0.5% ($973.8K/$210.8M)	QoQ +14.00% (-$119.6K) YoY +32.29% (-$237.7K)
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ 0.00% (+0) YoY -7.32% (-89)	All Managers (Combined)	$959.7K	0.5% ($959.7K/$210.8M)	QoQ +7.12% (+$63.8K) YoY +1.53% (-$14.5K)
(cusip464287879)✕	8.4K	QoQ +1.74% (-143) YoY -6.48% (-580)	All Managers (Combined)	$836.1K	0.4% ($836.1K/$210.8M)	QoQ -6.94% (-$62.4K) YoY -8.96% (-$82.3K)
(BNDcusip921937835)	11.1K	QoQ -1.62% (-184) YoY +2.13% (+233)	All Managers (Combined)	$814.1K	0.4% ($814.1K/$210.8M)	QoQ +0.06% (-$549) YoY +2.78% (+$22.0K)