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

Page 3 of 5

Sort by:

464287887

IJT|464287887

Shares:6.3K

Value:$807.8K

% of Portfolio:0.4% ($807.8K/$210.8M)

921946406

VYM|921946406

Shares:6.0K

Value:$776.7K

% of Portfolio:0.4% ($776.7K/$210.8M)

808524847

SCHH|808524847

Shares:34.5K

Value:$736.6K

% of Portfolio:0.3% ($736.6K/$210.8M)

AMAZON COM INC

AMZN|023135106

Shares:3.5K

Value:$724.1K

% of Portfolio:0.3% ($724.1K/$210.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.4K

Value:$718.2K

% of Portfolio:0.3% ($718.2K/$210.8M)

GameStop Corp.

GME|36467W109

Shares:27.4K

Value:$696.1K

% of Portfolio:0.3% ($696.1K/$210.8M)

78463X475

Shares:10.2K

Value:$657.8K

% of Portfolio:0.3% ($657.8K/$210.8M)

92204A876

Shares:3.7K

Value:$619.4K

% of Portfolio:0.3% ($619.4K/$210.8M)

46429B663

Shares:5.2K

Value:$615.7K

% of Portfolio:0.3% ($615.7K/$210.8M)

922042742

VT|922042742

Shares:5.1K

Value:$607.6K

% of Portfolio:0.3% ($607.6K/$210.8M)

464288687

Shares:18.8K

Value:$587.9K

% of Portfolio:0.3% ($587.9K/$210.8M)

922042775

VEU|922042775

Shares:8.5K

Value:$530.8K

% of Portfolio:0.3% ($530.8K/$210.8M)

808524698

Shares:23.6K

Value:$527.5K

% of Portfolio:0.3% ($527.5K/$210.8M)

92189F437

Shares:18.2K

Value:$526.6K

% of Portfolio:0.2% ($526.6K/$210.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:5.4K

Value:$521.6K

% of Portfolio:0.2% ($521.6K/$210.8M)

46138E511

Shares:44.8K

Value:$514.7K

% of Portfolio:0.2% ($514.7K/$210.8M)

922908736

VUG|922908736

Shares:1.2K

Value:$478.7K

% of Portfolio:0.2% ($478.7K/$210.8M)

92203C303

VUSB|92203C303

Shares:9.5K

Value:$472.9K

% of Portfolio:0.2% ($472.9K/$210.8M)

922908751

VB|922908751

Shares:2.1K

Value:$472.2K

% of Portfolio:0.2% ($472.2K/$210.8M)

92204A108

Shares:1.4K

Value:$472.0K

% of Portfolio:0.2% ($472.0K/$210.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJTcusip464287887)	6.3K	QoQ -1.90% (-123) YoY -5.90% (-397)	All Managers (Combined)	$807.8K	0.4% ($807.8K/$210.8M)	QoQ -9.06% (-$80.5K) YoY -8.05% (-$70.8K)
(VYMcusip921946406)	6.0K	QoQ +6.84% (+385) YoY +18.48% (+938)	All Managers (Combined)	$776.7K	0.4% ($776.7K/$210.8M)	QoQ +6.98% (+$50.7K) YoY +26.50% (+$162.8K)
(SCHHcusip808524847)	34.5K	QoQ -4.19% (-1.5K) YoY -11.94% (-4.7K)	All Managers (Combined)	$736.6K	0.3% ($736.6K/$210.8M)	QoQ -3.19% (-$24.3K) YoY -7.52% (-$59.9K)
AMAZON COM INC(AMZNcusip023135106)	3.5K	QoQ -1.53% (-55) YoY -7.27% (-276)	All Managers (Combined)	$724.1K	0.3% ($724.1K/$210.8M)	QoQ -11.57% (-$94.8K) YoY +5.75% (-$39.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.4K	QoQ +68.90% (+554) YoY +2.41% (+32)	All Managers (Combined)	$718.2K	0.3% ($718.2K/$210.8M)	QoQ +94.76% (+$349.4K) YoY +28.80% (+$160.6K)
GameStop Corp.(GMEcusip36467W109)	27.4K	QoQ +0.02% (-8) YoY -6.65% (-2.0K)	All Managers (Combined)	$696.1K	0.3% ($696.1K/$210.8M)	QoQ -18.40% (-$157.1K) YoY +89.36% (-$328.5K)
(cusip78463X475)✕	10.2K	QoQ -1.02% (-106) YoY -8.91% (-1.0K)	All Managers (Combined)	$657.8K	0.3% ($657.8K/$210.8M)	QoQ -1.48% (-$9.9K) YoY -1.88% (-$12.7K)
(cusip92204A876)✕	3.7K	QoQ +0.29% (+11) YoY -7.83% (-316)	All Managers (Combined)	$619.4K	0.3% ($619.4K/$210.8M)	QoQ +1.33% (+$8.1K) YoY +7.77% (-$44.7K)
(cusip46429B663)✕	5.2K	QoQ +0.30% (+16) YoY +0.56% (+29)	All Managers (Combined)	$615.7K	0.3% ($615.7K/$210.8M)	QoQ +5.42% (+$31.7K) YoY +8.06% (+$46.0K)
(VTcusip922042742)	5.1K	QoQ +0.03% (-2) YoY -16.11% (-978)	All Managers (Combined)	$607.6K	0.3% ($607.6K/$210.8M)	QoQ -0.27% (-$1.7K) YoY -9.40% (-$63.1K)
(cusip464288687)✕	18.8K	QoQ -2.50% (-482) YoY -8.00% (-1.6K)	All Managers (Combined)	$587.9K	0.3% ($587.9K/$210.8M)	QoQ -2.93% (-$17.8K) YoY -10.59% (-$69.7K)
(VEUcusip922042775)	8.5K	QoQ +0.10% (+9) YoY +18.72% (+1.3K)	All Managers (Combined)	$530.8K	0.3% ($530.8K/$210.8M)	QoQ +7.77% (+$38.3K) YoY +26.10% (+$109.9K)
(cusip808524698)✕	23.6K	QoQ +0.37% (+88) YoY +149.83% (+14.1K)	All Managers (Combined)	$527.5K	0.3% ($527.5K/$210.8M)	QoQ +1.78% (+$9.3K) YoY +25.68% (+$107.8K)
(cusip92189F437)✕	18.2K	QoQ -0.58% (-106) YoY -16.98% (-3.7K)	All Managers (Combined)	$526.6K	0.2% ($526.6K/$210.8M)	QoQ +0.11% (-$590) YoY -17.06% (-$108.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	5.4K	QoQ -8.34% (-492) YoY NEW(+5.4K)	All Managers (Combined)	$521.6K	0.2% ($521.6K/$210.8M)	QoQ +7.36% (-$35.8K) YoY NEW(+$521.6K)
(cusip46138E511)✕	44.8K	QoQ +0.74% (+330) YoY +3.30% (-1.4K)	All Managers (Combined)	$514.7K	0.2% ($514.7K/$210.8M)	QoQ +0.56% (+$2.9K) YoY -0.16% (-$876)
(VUGcusip922908736)	1.2K	QoQ -0.81% (-10) YoY -14.42% (-206)	All Managers (Combined)	$478.7K	0.2% ($478.7K/$210.8M)	QoQ -8.84% (-$46.4K) YoY -2.64% (-$13.0K)
(VUSBcusip92203C303)	9.5K	QoQ +4.40% (+401) YoY +20.41% (+1.6K)	All Managers (Combined)	$472.9K	0.2% ($472.9K/$210.8M)	QoQ +4.93% (+$22.2K) YoY +21.02% (+$82.1K)
(VBcusip922908751)	2.1K	QoQ -3.11% (-66) YoY -4.82% (-104)	All Managers (Combined)	$472.2K	0.2% ($472.2K/$210.8M)	QoQ -8.55% (-$44.2K) YoY -4.14% (-$20.4K)
(cusip92204A108)✕	1.4K	QoQ +0.07% (-1) YoY -10.25% (-158)	All Managers (Combined)	$472.0K	0.2% ($472.0K/$210.8M)	QoQ -12.87% (-$69.8K) YoY -3.52% (-$17.2K)