Christensen, King & Associates Investment Services, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Christensen, King & Associates Investment Services, Inc. reported 108 stock positions worth $251.7 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.4% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 6.8%) and Schwab US DVD Equity ETF (SCHD, 6.1%). Compared with Q1 2026, it opened 6 new positions, sold out of 3, added to 2 and reduced 32. The biggest buy was a new position in Micron Technology (MU) and the biggest sale Vanguard Info Tech ETF (VGT, shares −88%).

Most Recent 13F
Q2 2026
Location
RICHLAND, WA
CIK
0002032544
Portfolio Value
$251.7M (Q2 2026)
SEC Filing
0002032544-26-000004 ↗ filed Jul 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $200.2M Q1 2024 Q2 2024: $202.7M Q2 2024 Q3 2024: $212.5M Q3 2024 Q4 2024: $213.3M Q4 2024 Q1 2025: $210.8M Q1 2025 Q2 2025: $218.2M Q2 2025 Q3 2025: $232.7M Q3 2025 Q4 2025: $234.3M Q4 2025 Q1 2026: $233.1M Q1 2026 Q2 2026: $251.7M $251.7M Q2 2026

Holdings 108 stocks · $251.7M
SCHX Schwab US Large-Cap ETF 13.36% 1,142,534 $33.6M Reduce -0.6%
SCHB Schwab US Broad Market ETF 6.85% 595,154 $17.2M Reduce -3.2%
SCHD Schwab US DVD Equity ETF 6.11% 484,902 $15.4M Reduce -2.7%
SCHA Schwab US Small-Cap ETF 5.83% 406,286 $14.7M Reduce -2.3%
SCHG Schwab US Large-Cap Growth 5.63% 418,771 $14.2M Reduce -3.6%
SCHF Schwab Intl Equity ETF 5.30% 481,397 $13.3M Reduce -1.3%
SCHM Schwab US Mid Cap ETF 5.07% 345,912 $12.8M Reduce -2.6%
SCHZ Schwab US Aggregate Bond ETF 5.00% 544,016 $12.6M Reduce -0.4%
SCHV Schwab US Large-Cap Value 3.79% 273,806 $9.5M Reduce -3.2%
VOO Vanguard S&P 500 ETF 2.60% 9,526 $6.5M No change
SCHR Schwab Intermediate-Term US 2.14% 218,102 $5.4M Reduce -1.7%
SCHE Schwab Emrg Mrkts Eqty ETF 1.81% 125,546 $4.6M Reduce -0.3%
IOO iShares Global 100 ETF 1.80% 33,254 $4.5M Reduce -1.1%
IEI iShares 3-7 Year Treasury Bo 1.73% 36,995 $4.3M Reduce -1.1%
SCHO Schwab Short-Term US Treas 1.71% 178,348 $4.3M Reduce -1.9%
SCHP Schwab U.S. Tips ETF 1.59% 150,935 $4.0M Reduce -2.5%
VTI VG Morningstar TS MKT ETF-US 1.55% 10,574 $3.9M No change
IEF iShares 7-10 Year Treasury B 1.44% 38,287 $3.6M No change
AAPL Apple Inc. 1.36% 11,810 $3.4M Reduce -0.7%
QQQ Invesco QQQ Trust Series 1 1.23% 4,195 $3.1M No change
NVDA Nvidia Corp. 1.06% 13,338 $2.7M Add +0.0%
AGG iShares Core U.S. Aggregate 0.98% 24,905 $2.5M Reduce -0.4%
SHY iShares 1-3 Year Treasury Bo 0.95% 29,080 $2.4M No change
SCHC Schwab Intl Small-Cap Equity 0.80% 41,848 $2.0M No change
IVV iShares Core S&P 500 ETF 0.74% 2,481 $1.9M No change
TLT iShares 20+ Year Treasury BD 0.70% 20,245 $1.7M Reduce -0.9%
VCSH Vanguard S/T Corp. Bond ETF 0.69% 21,951 $1.7M Reduce -3.9%
VIG Vanguard Dividend Apprec ETF 0.66% 6,991 $1.7M No change
VCIT Vanguard Int-Term Corporate 0.63% 19,313 $1.6M Reduce -2.3%
IJR iShares Core S&P Small-Cap E 0.61% 10,367 $1.5M Reduce -0.9%
IJH iShares Core S&P Midcap ETF 0.53% 17,380 $1.3M No change
LLY Eli Lilly & Co. 0.53% 1,115 $1.3M No change
MSFT Microsoft Corp. 0.52% 3,495 $1.3M No change
GLD SPDR Gold Shares 0.49% 3,370 $1.2M No change
IJS iShares S&P Small-Cap 600 Va 0.46% 8,519 $1.2M No change
VYM Vanguard High DVD Yield ETF 0.46% 7,262 $1.1M Reduce -3.0%
BND Vanguard Total Bond Market 0.44% 15,250 $1.1M No change
VHT Vanguard Health Care ETF 0.44% 3,744 $1.1M No change
AMZN Amazon.com Inc. 0.40% 4,247 $1.0M No change
IJT iShares S&P Small-Cap 600 GR 0.40% 5,659 $1.0M No change
VDC Vanguard Consumer Staple ETF 0.40% 4,479 $1.0M Reduce -1.7%
AMD Advanced Micro Devices 0.37% 1,624 $943K No change
TIP iShares Tips Bond ETF 0.36% 8,279 $906K No change
VT Vanguard Tot World STK ETF 0.33% 5,297 $831K No change
VPU Vanguard Utilities ETF 0.32% 4,174 $817K No change
SPGM State Street SPDR Portfolio 0.32% 9,408 $806K Reduce -5.4%
VEU Vanguard Ftse All-World Ex-U 0.30% 9,070 $760K No change
GME Gamestop Corp. Class A 0.30% 33,673 $744K No change
SCHH Schwab US REIT ETF 0.28% 29,878 $708K Reduce -9.9%
VUSB Vanguard Ultra Short Bond Et 0.28% 13,931 $693K No change
BRK.B Berkshire Hathaway Inc. Class B 0.27% 1,378 $690K No change
SCHI Schwab 5-10 Year Corporate B 0.25% 27,921 $632K No change
XT Ishar Fture Exp Tech ETF-Usd 0.23% 7,031 $581K No change
PLTR Palantir Technologies Inc. Class A 0.23% 4,962 $579K No change
PGX Invesco Preferred ETF 0.23% 53,075 $575K Reduce -2.0%
ANGL Vaneck Fallen Angel High YLD 0.22% 19,276 $564K No change
VB Vanguard Most SM-Cap ETF-Usd 0.22% 1,816 $550K No change
IVW iShares S&P 500 Growth ETF 0.22% 3,978 $547K No change
ABBV Abbvie Inc. 0.21% 2,075 $522K No change
VCR Vanguard Consumer Discre ETF 0.21% 1,306 $518K No change
IWR iShares Russell Mid-Cap ETF 0.20% 4,573 $504K No change
BNDX Vanguard Total Intl Bond ETF 0.20% 10,364 $502K No change
AMAT Applied Materials Inc. 0.20% 683 $494K No change
COST Costco Wholesale Corp. 0.18% 489 $458K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.18% 2,070 $451K No change
SCHJ Schwab 1-5 YR Corp. BND ETF 0.18% 18,203 $449K Reduce -5.9%
GOOGL Alphabet Inc. Class A 0.18% 1,240 $443K No change
MUNI PIMCO Intermediate Municipal 0.17% 8,370 $440K No change
XOM Exxon Mobil Corp. 0.17% 3,132 $428K Reduce -11.3%
VGT Vanguard Info Tech ETF 0.17% 3,559 $425K Reduce -87.6%
PFF iShares Preferred & Income S 0.17% 13,701 $418K No change
IAU iShares Gold Trust 0.16% 5,209 $393K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.15% 8,236 $373K No change
CAT Caterpillar Inc. 0.15% 350 $373K No change
IUSV iShares Core S&P U.S. Value 0.15% 3,383 $373K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.14% 7,208 $365K Add +38.5%
ISCB iShares Morningstar SM Cap 0.14% 4,777 $361K No change
MUB iShares National Muni Bond E 0.14% 3,220 $347K No change
MU Micron Technology Inc. 0.14% 299 $345K New
IYH iShares U.S. Healthcare ETF 0.14% 5,111 $343K No change
FXH First Trust Health Care Alph 0.12% 2,547 $312K No change
IWD iShares Russell 1000 Value E 0.12% 1,266 $307K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.12% 2,784 $304K No change
ISTB iShares Core 1-5 Year Usd Bo 0.12% 6,072 $293K No change
ITW Illinois Tool Works 0.11% 1,051 $284K No change
V Visa Inc. Class A 0.11% 824 $283K No change
IEFA iShares Core MSCI Eafe ETF 0.11% 2,900 $280K No change
XLV SS Health Care Select Sector 0.11% 1,755 $278K No change
VXUS Vanguard Total Intl Stock 0.11% 3,256 $278K No change
WSM Williams-Sonoma Inc. 0.11% 1,187 $277K No change
TSLA Tesla Inc. 0.11% 646 $272K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 963 $271K No change
MCD McDonald's Corp. 0.10% 970 $262K No change
EWC iShares MSCI Canada ETF 0.10% 4,426 $255K Reduce -28.4%
NEAR iShares SH Dba ETF Usd Inc. 0.10% 4,998 $253K Reduce -10.7%
INTC Intel Corp. 0.10% 1,777 $248K New
IDV iShares International Select 0.10% 5,982 $248K No change
IYE iShares U.S. Energy ETF 0.10% 4,319 $244K No change
ABT Abbott Laboratories 0.10% 2,647 $240K No change
IXUS iShares Core Intl Stock ETF 0.09% 2,413 $230K No change

Show all 108 holdings

Portfolio Sells Q1 2026 → Q2 2026
VGT Vanguard Info Tech ETF Reduce -87.6% 0.17% −0.90
SCHD Schwab US DVD Equity ETF Reduce -2.7% 6.11% −0.45
SCHZ Schwab US Aggregate Bond ETF Reduce -0.4% 5.00% −0.44
SCHR Schwab Intermediate-Term US Reduce -1.7% 2.14% −0.23
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.23
SCHO Schwab Short-Term US Treas Reduce -1.9% 1.71% −0.18
SCHP Schwab U.S. Tips ETF Reduce -2.5% 1.59% −0.18
IEI iShares 3-7 Year Treasury Bo Reduce -1.1% 1.73% −0.18
FNDX Schwab Fndmntl US LRG Co. ETF Sold out 0.00% −0.09
VCSH Vanguard S/T Corp. Bond ETF Reduce -3.9% 0.69% −0.09
XOM Exxon Mobil Corp. Reduce -11.3% 0.17% −0.09
HDV iShares Core High Dividend E Sold out 0.00% −0.09
AGG iShares Core U.S. Aggregate Reduce -0.4% 0.98% −0.09
VCIT Vanguard Int-Term Corporate Reduce -2.3% 0.63% −0.07
TLT iShares 20+ Year Treasury BD Reduce -0.9% 0.70% −0.06
EWC iShares MSCI Canada ETF Reduce -28.4% 0.10% −0.04
VDC Vanguard Consumer Staple ETF Reduce -1.7% 0.40% −0.04
SCHJ Schwab 1-5 YR Corp. BND ETF Reduce -5.9% 0.18% −0.03
WMT Walmart Inc. Reduce -7.3% 0.09% −0.02
SCHH Schwab US REIT ETF Reduce -9.9% 0.28% −0.02
PGX Invesco Preferred ETF Reduce -2.0% 0.23% −0.02
NEAR iShares SH Dba ETF Usd Inc. Reduce -10.7% 0.10% −0.02
VYM Vanguard High DVD Yield ETF Reduce -3.0% 0.46% −0.02
SPGM State Street SPDR Portfolio Reduce -5.4% 0.32% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -0.3% 1.81% +0.03
IJR iShares Core S&P Small-Cap E Reduce -0.9% 0.61% +0.05
IOO iShares Global 100 ETF Reduce -1.1% 1.80% +0.06
AAPL Apple Inc. Reduce -0.7% 1.36% +0.06
SCHV Schwab US Large-Cap Value Reduce -3.2% 3.79% +0.09
SCHF Schwab Intl Equity ETF Reduce -1.3% 5.30% +0.12
SCHG Schwab US Large-Cap Growth Reduce -3.6% 5.63% +0.20
SCHB Schwab US Broad Market ETF Reduce -3.2% 6.85% +0.23
SCHM Schwab US Mid Cap ETF Reduce -2.6% 5.07% +0.35
SCHA Schwab US Small-Cap ETF Reduce -2.3% 5.83% +0.64
SCHX Schwab US Large-Cap ETF Reduce -0.6% 13.36% +0.72

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. New 0.14% +0.14
INTC Intel Corp. New 0.10% +0.10
VWO Vanguard Ftse Emerging Marke New 0.09% +0.09
EFA iShares MSCI Eafe ETF New 0.08% +0.08
SPY SS SPDR S&P 500 ETF Trust-US New 0.08% +0.08
IJK iShares S&P Mid-Cap 400 Grow New 0.08% +0.08
NVDA Nvidia Corp. Add +0.0% 1.06% +0.06
VTEB Vanguard Tax-Exempt Bond ETF Add +38.5% 0.14% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 108$251.7MSCHX, SCHB, SCHD, SCHA, SCHG
Q1 2026 105$233.1MSCHX, SCHB, SCHD, SCHZ, SCHG
Q4 2025 106$234.3MSCHX, SCHB, SCHG, SCHD, SCHZ
Q3 2025 106$232.7MSCHX, SCHB, SCHG, SCHD, SCHZ
Q2 2025 101$218.2MSCHX, SCHB, SCHD, SCHG, SCHZ
Q1 2025 97$210.8MSCHX, SCHD, SCHB, SCHG, SCHZ
Q4 2024 92$213.3MSCHX, SCHB, SCHD, SCHG, SCHZ
Q3 2024 99$212.5MSCHX, SCHD, SCHB, SCHZ, SCHG
Q2 2024 93$202.7MSCHX, SCHD, SCHB, SCHG, SCHZ
Q1 2024 97$200.2MSCHX, SCHD, SCHB, SCHZ, SCHG