Christensen, King & Associates Investment Services, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed August 8, 2024), Christensen, King & Associates Investment Services, Inc. reported 97 stock positions worth $200.2 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 12.7% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.8%) and Schwab US Broad Market ETF (SCHB, 7.1%). Compared with Q4 2023, it opened 6 new positions, sold out of 2, added to 44 and reduced 42. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +1%) and the biggest sale Schwab U.S. Tips ETF (SCHP, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- RICHLAND, WA
- CIK
- 0002032544
- Portfolio Value
- $200.2M (Q1 2024)
- SEC Filing
- 0002032544-24-000002 ↗ filed Aug 8, 2024
Holdings Value
Holdings 97 stocks · $200.2M
| SCHX Schwab US Large-Cap ETF | 12.72% | 410,366 | $25.5M | Add +1.2% |
| SCHD Schwab US DVD Equity ETF | 7.85% | 194,862 | $15.7M | Reduce -1.4% |
| SCHB Schwab US Broad Market ETF | 7.15% | 234,386 | $14.3M | Add +1.3% |
| SCHZ Schwab US Aggregate Bond ETF | 5.79% | 251,873 | $11.6M | Add +1.0% |
| SCHG Schwab US Large-Cap Growth | 5.23% | 112,995 | $10.5M | Add +3.7% |
| SCHA Schwab US Small-Cap ETF | 5.16% | 209,640 | $10.3M | Add +1.1% |
| SCHM Schwab US Mid Cap ETF | 4.89% | 120,107 | $9.8M | Add +1.9% |
| SCHF Schwab Intl Equity ETF | 4.81% | 246,945 | $9.6M | Add +1.3% |
| SCHV Schwab US Large-Cap Value | 3.55% | 93,600 | $7.1M | Reduce -0.3% |
| SCHP Schwab U.S. Tips ETF | 2.42% | 92,979 | $4.8M | Reduce -4.0% |
| SCHR Schwab Intermediate-Term US | 2.29% | 93,501 | $4.6M | Add +1.3% |
| IEF iShares 7-10 Year Treasury B | 1.90% | 40,124 | $3.8M | Add +18.2% |
| SCHO Schwab Short-Term US Treas | 1.89% | 78,525 | $3.8M | Reduce -3.2% |
| IEI iShares 3-7 Year Treasury Bo | 1.88% | 32,548 | $3.8M | Add +17.9% |
| VOO Vanguard S&P 500 ETF | 1.80% | 7,491 | $3.6M | Add +0.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.71% | 135,394 | $3.4M | Reduce -2.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.36% | 10,442 | $2.7M | Reduce -0.3% |
| AGG iShares Core U.S. Aggregate | 1.25% | 25,464 | $2.5M | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.21% | 5,445 | $2.4M | Add +1.7% |
| IOO iShares Global 100 ETF | 1.14% | 25,533 | $2.3M | Add +10.9% |
| AAPL Apple Inc. | 1.13% | 13,207 | $2.3M | Reduce -3.4% |
| VGT Vanguard Info Tech ETF | 1.06% | 4,032 | $2.1M | Add +2.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.90% | 22,023 | $1.8M | Reduce -9.7% |
| SCHC Schwab Intl Small-Cap Equity | 0.83% | 46,484 | $1.7M | Reduce -1.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.82% | 21,248 | $1.6M | Add +3.2% |
| TLT iShares 20+ Year Treasury BD | 0.82% | 17,326 | $1.6M | Add +12.8% |
| NVDA Nvidia Corp. | 0.70% | 1,559 | $1.4M | Reduce -31.7% |
| MSFT Microsoft Corp. | 0.68% | 3,222 | $1.4M | Reduce -2.0% |
| VHT Vanguard Health Care ETF | 0.63% | 4,673 | $1.3M | Reduce -0.3% |
| TIP iShares Tips Bond ETF | 0.61% | 11,312 | $1.2M | Reduce -7.7% |
| VCIT Vanguard Int-Term Corporate | 0.59% | 14,668 | $1.2M | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 0.56% | 2,142 | $1.1M | Reduce -3.5% |
| VDC Vanguard Consumer Staple ETF | 0.49% | 4,765 | $973K | Reduce -2.9% |
| LLY Eli Lilly & Co. | 0.47% | 1,215 | $945K | Reduce -4.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.46% | 8,937 | $918K | Reduce -1.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.44% | 6,721 | $879K | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 13,886 | $843K | Reduce -1.2% |
| SCHH Schwab US REIT ETF | 0.40% | 39,236 | $796K | Add +0.9% |
| BND Vanguard Total Bond Market | 0.40% | 10,906 | $792K | Add +17.9% |
| VIG Vanguard Dividend Apprec ETF | 0.37% | 4,086 | $746K | Add +9.8% |
| GLD SPDR Gold Shares | 0.37% | 3,578 | $736K | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.34% | 3,796 | $685K | Add +1.2% |
| VT Vanguard Tot World STK ETF | 0.34% | 6,070 | $671K | Add +0.0% |
| SPGM State Street SPDR Portfolio | 0.33% | 11,234 | $670K | No change |
| PFF iShares Preferred & Income S | 0.33% | 20,403 | $658K | Reduce -3.7% |
| ANGL Vaneck Fallen Angel High YLD | 0.32% | 21,883 | $635K | Reduce -2.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 12,308 | $623K | Reduce -2.3% |
| VYM Vanguard High DVD Yield ETF | 0.31% | 5,075 | $614K | Add +42.4% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 5,223 | $577K | Add +12.0% |
| VPU Vanguard Utilities ETF | 0.29% | 4,031 | $575K | Reduce -1.9% |
| HDV iShares Core High Dividend E | 0.28% | 5,169 | $570K | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,326 | $558K | No change |
| XOM Exxon Mobil Corp. | 0.26% | 4,500 | $523K | Add +1.8% |
| PGX Invesco Preferred ETF | 0.26% | 43,399 | $516K | Reduce -10.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 2,155 | $493K | Reduce -1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 1,428 | $492K | Add +3.3% |
| VCR Vanguard Consumer Discre ETF | 0.24% | 1,540 | $489K | Add +0.1% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.23% | 7,621 | $454K | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.21% | 582 | $426K | Reduce -7.6% |
| MUB iShares National Muni Bond E | 0.21% | 3,927 | $423K | Reduce -3.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.21% | 7,177 | $421K | Reduce -0.2% |
| SCHI Schwab 5-10 Year Corporate B | 0.21% | 9,435 | $420K | Reduce -1.1% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.21% | 8,582 | $415K | Reduce -2.9% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 4,852 | $408K | Reduce -2.6% |
| VUSB Vanguard Ultra Short Bond Et | 0.20% | 7,885 | $391K | No change |
| ITW Illinois Tool Works | 0.19% | 1,452 | $390K | Add +6.3% |
| IUSV iShares Core S&P U.S. Value | 0.19% | 4,249 | $384K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 4,393 | $371K | Reduce -2.2% |
| GME Gamestop Corp. Class A | 0.18% | 29,360 | $368K | Add +3.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,225 | $362K | Add +0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.18% | 7,352 | $362K | Add +5.9% |
| IYH iShares U.S. Healthcare ETF | 0.16% | 5,261 | $326K | No change |
| XLV SS Health Care Select Sector | 0.16% | 2,187 | $323K | No change |
| ISCB iShares Morningstar SM Cap | 0.16% | 5,732 | $322K | Add +0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 2,836 | $309K | Add +0.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.15% | 6,479 | $307K | Add +0.4% |
| MCD McDonald's Corp. | 0.15% | 1,070 | $302K | Add +3.0% |
| ABBV Abbvie Inc. | 0.15% | 1,651 | $301K | Add +0.9% |
| ABT Abbott Laboratories | 0.15% | 2,610 | $297K | Add +0.1% |
| CVX Chevron Corp. | 0.15% | 1,880 | $297K | Reduce -0.6% |
| FXH First Trust Health Care Alph | 0.14% | 2,608 | $286K | Add +0.0% |
| EWC iShares MSCI Canada ETF | 0.14% | 7,247 | $277K | Reduce -3.8% |
| IWD iShares Russell 1000 Value E | 0.14% | 1,514 | $271K | Reduce -7.4% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.14% | 5,357 | $270K | Add +0.4% |
| AMD Advanced Micro Devices | 0.13% | 1,483 | $268K | Add +3.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.13% | 4,033 | $265K | Add +1.9% |
| IAU iShares Gold Trust | 0.13% | 6,099 | $256K | Reduce -3.2% |
| HD Home Depot Inc. | 0.12% | 617 | $237K | Add +1.1% |
| PG The Procter & Gamble Co. | 0.12% | 1,420 | $230K | Reduce -0.3% |
| IYE iShares U.S. Energy ETF | 0.11% | 4,419 | $218K | New |
| WSM Williams-Sonoma Inc. | 0.11% | 681 | $216K | New |
| IXUS iShares Core Intl Stock ETF | 0.10% | 3,068 | $208K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 2,794 | $207K | New |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,354 | $204K | Reduce -15.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.10% | 2,883 | $204K | New |
| V Visa Inc. Class A | 0.10% | 724 | $202K | New |
| IDV iShares International Select | 0.10% | 7,165 | $201K | Reduce -1.0% |
Portfolio Sells Q4 2023 → Q1 2024
| SCHP Schwab U.S. Tips ETF | Reduce -4.0% | 2.42% | −0.29 |
| AAPL Apple Inc. | Reduce -3.4% | 1.13% | −0.28 |
| SCHO Schwab Short-Term US Treas | Reduce -3.2% | 1.89% | −0.21 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.4% | 7.85% | −0.20 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -9.7% | 0.90% | −0.17 |
| AGG iShares Core U.S. Aggregate | Reduce -2.3% | 1.25% | −0.14 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.2% | 1.71% | −0.13 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.11 |
| TIP iShares Tips Bond ETF | Reduce -7.7% | 0.61% | −0.10 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.3% | 0.83% | −0.05 |
| PGX Invesco Preferred ETF | Reduce -10.7% | 0.26% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.1% | 0.46% | −0.04 |
| OTLK Outlook Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.3% | 0.31% | −0.03 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -2.2% | 0.32% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -3.7% | 0.33% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -3.3% | 0.21% | −0.02 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Reduce -2.9% | 0.21% | −0.02 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -1.1% | 0.21% | −0.02 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -0.9% | 0.23% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -15.4% | 0.10% | −0.02 |
| VDC Vanguard Consumer Staple ETF | Reduce -2.9% | 0.49% | −0.02 |
| VPU Vanguard Utilities ETF | Reduce -1.9% | 0.29% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.1% | 0.44% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -7.6% | 0.21% | −0.01 |
| EWC iShares MSCI Canada ETF | Reduce -3.8% | 0.14% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -7.4% | 0.14% | −0.01 |
| IDV iShares International Select | Reduce -1.0% | 0.10% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.2% | 0.21% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -3.5% | 0.56% | −0.00 |
| IAU iShares Gold Trust | Reduce -3.2% | 0.13% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.6% | 0.20% | −0.00 |
| GLD SPDR Gold Shares | Reduce -1.4% | 0.37% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.2% | 0.25% | −0.00 |
| CVX Chevron Corp. | Reduce -0.6% | 0.15% | −0.00 |
| VHT Vanguard Health Care ETF | Reduce -0.3% | 0.63% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.12% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.2% | 0.42% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.2% | 0.19% | +0.00 |
| MSFT Microsoft Corp. | Reduce -2.0% | 0.68% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 1.36% | +0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -0.3% | 3.55% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -4.8% | 0.47% | +0.07 |
| NVDA Nvidia Corp. | Reduce -31.7% | 0.70% | +0.10 |
Portfolio Buys Q4 2023 → Q1 2024
| SCHX Schwab US Large-Cap ETF | Add +1.2% | 12.72% | +0.47 |
| SCHG Schwab US Large-Cap Growth | Add +3.7% | 5.23% | +0.39 |
| SCHB Schwab US Broad Market ETF | Add +1.3% | 7.15% | +0.25 |
| IEI iShares 3-7 Year Treasury Bo | Add +17.9% | 1.88% | +0.15 |
| IOO iShares Global 100 ETF | Add +10.9% | 1.14% | +0.15 |
| IEF iShares 7-10 Year Treasury B | Add +18.2% | 1.90% | +0.15 |
| SCHM Schwab US Mid Cap ETF | Add +1.9% | 4.89% | +0.13 |
| IYE iShares U.S. Energy ETF | New | 0.11% | +0.11 |
| WSM Williams-Sonoma Inc. | New | 0.11% | +0.11 |
| IXUS iShares Core Intl Stock ETF | New | 0.10% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.10% | +0.10 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.10% | +0.10 |
| V Visa Inc. Class A | New | 0.10% | +0.10 |
| VYM Vanguard High DVD Yield ETF | Add +42.4% | 0.31% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 1.80% | +0.05 |
| VGT Vanguard Info Tech ETF | Add +2.7% | 1.06% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.2% | 0.34% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 1.21% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +9.8% | 0.37% | +0.03 |
| BND Vanguard Total Bond Market | Add +17.9% | 0.40% | +0.03 |
| XOM Exxon Mobil Corp. | Add +1.8% | 0.26% | +0.02 |
| AMD Advanced Micro Devices | Add +3.2% | 0.13% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +12.0% | 0.29% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.3% | 0.25% | +0.02 |
| ABBV Abbvie Inc. | Add +0.9% | 0.15% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Add +12.8% | 0.82% | +0.01 |
| HD Home Depot Inc. | Add +1.1% | 0.12% | +0.01 |
| HDV iShares Core High Dividend E | Add +0.3% | 0.28% | +0.00 |
| ITW Illinois Tool Works | Add +6.3% | 0.19% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.18% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +0.0% | 0.34% | +0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 0.19% | +0.00 |
| FXH First Trust Health Care Alph | Add +0.0% | 0.14% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.9% | 0.13% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.9% | 0.18% | −0.00 |
| ISCB iShares Morningstar SM Cap | Add +0.1% | 0.16% | −0.00 |
| ABT Abbott Laboratories | Add +0.1% | 0.15% | −0.01 |
| VCR Vanguard Consumer Discre ETF | Add +0.1% | 0.24% | −0.01 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.4% | 0.14% | −0.01 |
| SCHF Schwab Intl Equity ETF | Add +1.3% | 4.81% | −0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +0.4% | 0.15% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.4% | 0.15% | −0.01 |
| MCD McDonald's Corp. | Add +3.0% | 0.15% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Add +2.7% | 0.59% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.2% | 0.82% | −0.03 |
| SCHH Schwab US REIT ETF | Add +0.9% | 0.40% | −0.03 |
| GME Gamestop Corp. Class A | Add +3.8% | 0.18% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Add +1.1% | 5.16% | −0.09 |
| SCHR Schwab Intermediate-Term US | Add +1.3% | 2.29% | −0.17 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.0% | 5.79% | −0.44 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 108 | $251.7M | SCHX, SCHB, SCHD, SCHA, SCHG |
| Q1 2026 | 105 | $233.1M | SCHX, SCHB, SCHD, SCHZ, SCHG |
| Q4 2025 | 106 | $234.3M | SCHX, SCHB, SCHG, SCHD, SCHZ |
| Q3 2025 | 106 | $232.7M | SCHX, SCHB, SCHG, SCHD, SCHZ |
| Q2 2025 | 101 | $218.2M | SCHX, SCHB, SCHD, SCHG, SCHZ |
| Q1 2025 | 97 | $210.8M | SCHX, SCHD, SCHB, SCHG, SCHZ |
| Q4 2024 | 92 | $213.3M | SCHX, SCHB, SCHD, SCHG, SCHZ |
| Q3 2024 | 99 | $212.5M | SCHX, SCHD, SCHB, SCHZ, SCHG |
| Q2 2024 | 93 | $202.7M | SCHX, SCHD, SCHB, SCHG, SCHZ |
| Q1 2024 | 97 | $200.2M | SCHX, SCHD, SCHB, SCHZ, SCHG |