Christensen, King & Associates Investment Services, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Christensen, King & Associates Investment Services, Inc. reported 93 stock positions worth $202.7 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 12.8% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.2%) and Schwab US Broad Market ETF (SCHB, 7.2%). Compared with Q1 2024, it sold out of 4, added to 51 and reduced 35. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +1%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- RICHLAND, WA
- CIK
- 0002032544
- Portfolio Value
- $202.7M (Q2 2024)
- SEC Filing
- 0002032544-24-000003 ↗ filed Aug 8, 2024
Holdings Value
Holdings 93 stocks · $202.7M
| SCHX Schwab US Large-Cap ETF | 12.83% | 404,713 | $26.0M | Reduce -1.4% |
| SCHD Schwab US DVD Equity ETF | 7.24% | 188,622 | $14.7M | Reduce -3.2% |
| SCHB Schwab US Broad Market ETF | 7.17% | 231,288 | $14.5M | Reduce -1.3% |
| SCHG Schwab US Large-Cap Growth | 5.68% | 114,064 | $11.5M | Add +0.9% |
| SCHZ Schwab US Aggregate Bond ETF | 5.66% | 251,820 | $11.5M | Reduce -0.0% |
| SCHA Schwab US Small-Cap ETF | 5.01% | 214,185 | $10.2M | Add +2.2% |
| SCHF Schwab Intl Equity ETF | 4.84% | 255,581 | $9.8M | Add +3.5% |
| SCHM Schwab US Mid Cap ETF | 4.61% | 120,134 | $9.4M | Add +0.0% |
| SCHV Schwab US Large-Cap Value | 3.45% | 94,309 | $7.0M | Add +0.8% |
| SCHP Schwab U.S. Tips ETF | 2.37% | 92,351 | $4.8M | Reduce -0.7% |
| SCHR Schwab Intermediate-Term US | 2.19% | 91,063 | $4.4M | Reduce -2.6% |
| IEI iShares 3-7 Year Treasury Bo | 2.06% | 36,241 | $4.2M | Add +11.3% |
| VOO Vanguard S&P 500 ETF | 2.04% | 8,250 | $4.1M | Add +10.1% |
| IEF iShares 7-10 Year Treasury B | 1.92% | 41,522 | $3.9M | Add +3.5% |
| SCHO Schwab Short-Term US Treas | 1.88% | 79,156 | $3.8M | Add +0.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.77% | 135,206 | $3.6M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.38% | 10,476 | $2.8M | Add +0.3% |
| AAPL Apple Inc. | 1.32% | 12,750 | $2.7M | Reduce -3.5% |
| IOO iShares Global 100 ETF | 1.30% | 27,345 | $2.6M | Add +7.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.29% | 5,461 | $2.6M | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 1.16% | 24,179 | $2.3M | Reduce -5.0% |
| VGT Vanguard Info Tech ETF | 1.15% | 4,046 | $2.3M | Add +0.3% |
| NVDA Nvidia Corp. | 1.03% | 16,856 | $2.1M | Add +8.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.88% | 21,737 | $1.8M | Reduce -1.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.83% | 21,724 | $1.7M | Add +2.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.81% | 46,229 | $1.6M | Reduce -0.6% |
| TLT iShares 20+ Year Treasury BD | 0.80% | 17,682 | $1.6M | Add +2.0% |
| MSFT Microsoft Corp. | 0.70% | 3,184 | $1.4M | Reduce -1.2% |
| VCIT Vanguard Int-Term Corporate | 0.61% | 15,547 | $1.2M | Add +6.0% |
| IVV iShares Core S&P 500 ETF | 0.58% | 2,146 | $1.2M | Add +0.2% |
| VHT Vanguard Health Care ETF | 0.56% | 4,288 | $1.1M | Reduce -8.2% |
| LLY Eli Lilly & Co. | 0.54% | 1,215 | $1.1M | No change |
| TIP iShares Tips Bond ETF | 0.54% | 10,240 | $1.1M | Reduce -9.5% |
| VDC Vanguard Consumer Staple ETF | 0.49% | 4,848 | $984K | Add +1.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.44% | 9,134 | $888K | Add +2.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.43% | 6,818 | $876K | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 4,661 | $851K | Add +14.1% |
| IJH iShares Core S&P Midcap ETF | 0.40% | 13,890 | $813K | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.39% | 7,359 | $785K | Add +40.9% |
| SCHH Schwab US REIT ETF | 0.38% | 38,976 | $778K | Reduce -0.7% |
| BND Vanguard Total Bond Market | 0.38% | 10,604 | $764K | Reduce -2.8% |
| GLD SPDR Gold Shares | 0.37% | 3,528 | $759K | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.36% | 3,782 | $731K | Reduce -0.4% |
| GME Gamestop Corp. Class A | 0.35% | 28,515 | $704K | Reduce -2.9% |
| SPGM State Street SPDR Portfolio | 0.34% | 11,415 | $694K | Add +1.6% |
| VYM Vanguard High DVD Yield ETF | 0.34% | 5,759 | $683K | Add +13.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 12,719 | $637K | Add +3.3% |
| ANGL Vaneck Fallen Angel High YLD | 0.31% | 22,103 | $626K | Add +1.0% |
| PFF iShares Preferred & Income S | 0.31% | 19,721 | $622K | Reduce -3.3% |
| VPU Vanguard Utilities ETF | 0.29% | 4,031 | $596K | No change |
| VT Vanguard Tot World STK ETF | 0.29% | 5,213 | $587K | Reduce -14.1% |
| HDV iShares Core High Dividend E | 0.28% | 5,189 | $564K | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,312 | $534K | Reduce -1.1% |
| PGX Invesco Preferred ETF | 0.24% | 42,993 | $497K | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.24% | 581 | $494K | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.24% | 4,229 | $487K | Reduce -6.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 1,287 | $481K | Reduce -9.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 2,155 | $470K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.23% | 7,930 | $467K | Add +4.0% |
| VCR Vanguard Consumer Discre ETF | 0.23% | 1,467 | $458K | Reduce -4.7% |
| MUB iShares National Muni Bond E | 0.22% | 4,123 | $439K | Add +5.0% |
| SCHI Schwab 5-10 Year Corporate B | 0.21% | 9,762 | $431K | Add +3.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.21% | 7,260 | $426K | Add +1.2% |
| VUSB Vanguard Ultra Short Bond Et | 0.21% | 8,491 | $420K | Add +7.7% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.20% | 8,571 | $414K | Reduce -0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 4,933 | $400K | Add +1.7% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 4,194 | $388K | Reduce -4.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.19% | 7,968 | $388K | Add +8.4% |
| IUSV iShares Core S&P U.S. Value | 0.18% | 4,253 | $375K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,281 | $366K | Add +2.5% |
| IYH iShares U.S. Healthcare ETF | 0.16% | 5,261 | $322K | No change |
| ISCB iShares Morningstar SM Cap | 0.15% | 5,737 | $309K | Add +0.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.15% | 6,522 | $309K | Add +0.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 2,853 | $306K | Add +0.6% |
| ITW Illinois Tool Works | 0.15% | 1,280 | $303K | Reduce -11.8% |
| ABBV Abbvie Inc. | 0.14% | 1,653 | $283K | Add +0.1% |
| CVX Chevron Corp. | 0.14% | 1,795 | $281K | Reduce -4.5% |
| XLV SS Health Care Select Sector | 0.14% | 1,923 | $280K | Reduce -12.1% |
| FXH First Trust Health Care Alph | 0.14% | 2,677 | $280K | Add +2.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.14% | 4,033 | $275K | No change |
| MCD McDonald's Corp. | 0.13% | 1,070 | $273K | No change |
| ABT Abbott Laboratories | 0.13% | 2,612 | $271K | Add +0.1% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.13% | 5,386 | $271K | Add +0.5% |
| IAU iShares Gold Trust | 0.13% | 6,099 | $268K | No change |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,374 | $250K | Add +1.5% |
| EWC iShares MSCI Canada ETF | 0.12% | 6,685 | $248K | Reduce -7.8% |
| AMD Advanced Micro Devices | 0.12% | 1,524 | $247K | Add +2.8% |
| PG The Procter & Gamble Co. | 0.11% | 1,402 | $231K | Reduce -1.3% |
| IWD iShares Russell 1000 Value E | 0.11% | 1,232 | $215K | Reduce -18.6% |
| HD Home Depot Inc. | 0.10% | 618 | $213K | Add +0.2% |
| IXUS iShares Core Intl Stock ETF | 0.10% | 3,088 | $209K | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 2,795 | $203K | Add +0.0% |
| IDV iShares International Select | 0.10% | 7,243 | $200K | Add +1.1% |
Portfolio Sells Q1 2024 → Q2 2024
| SCHD Schwab US DVD Equity ETF | Reduce -3.2% | 7.24% | −0.61 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.0% | 5.66% | −0.13 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.11 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.11 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.10 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.10 |
| SCHR Schwab Intermediate-Term US | Reduce -2.6% | 2.19% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -5.0% | 1.16% | −0.09 |
| VHT Vanguard Health Care ETF | Reduce -8.2% | 0.56% | −0.07 |
| TIP iShares Tips Bond ETF | Reduce -9.5% | 0.54% | −0.07 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.7% | 2.37% | −0.05 |
| VT Vanguard Tot World STK ETF | Reduce -14.1% | 0.29% | −0.05 |
| ITW Illinois Tool Works | Reduce -11.8% | 0.15% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -18.6% | 0.11% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.3% | 0.88% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -12.1% | 0.14% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -3.3% | 0.31% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -6.0% | 0.24% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.6% | 0.81% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -2.8% | 0.38% | −0.02 |
| VCR Vanguard Consumer Discre ETF | Reduce -4.7% | 0.23% | −0.02 |
| EWC iShares MSCI Canada ETF | Reduce -7.8% | 0.12% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.26% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -0.7% | 0.38% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -0.9% | 0.24% | −0.01 |
| CVX Chevron Corp. | Reduce -4.5% | 0.14% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.9% | 0.24% | −0.01 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Reduce -0.1% | 0.20% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.11% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.5% | 0.19% | +0.01 |
| GLD SPDR Gold Shares | Reduce -1.4% | 0.37% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.36% | +0.02 |
| MSFT Microsoft Corp. | Reduce -1.2% | 0.70% | +0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -1.3% | 7.17% | +0.03 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.24% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.1% | 1.77% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.4% | 12.83% | +0.11 |
| GME Gamestop Corp. Class A | Reduce -2.9% | 0.35% | +0.16 |
| AAPL Apple Inc. | Reduce -3.5% | 1.32% | +0.19 |
Portfolio Buys Q1 2024 → Q2 2024
| SCHG Schwab US Large-Cap Growth | Add +0.9% | 5.68% | +0.44 |
| NVDA Nvidia Corp. | Add +8.1% | 1.03% | +0.32 |
| VOO Vanguard S&P 500 ETF | Add +10.1% | 2.04% | +0.24 |
| IEI iShares 3-7 Year Treasury Bo | Add +11.3% | 2.06% | +0.18 |
| IOO iShares Global 100 ETF | Add +7.1% | 1.30% | +0.16 |
| IJR iShares Core S&P Small-Cap E | Add +40.9% | 0.39% | +0.10 |
| VGT Vanguard Info Tech ETF | Add +0.3% | 1.15% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 1.29% | +0.08 |
| VIG Vanguard Dividend Apprec ETF | Add +14.1% | 0.42% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +3.5% | 4.84% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +13.5% | 0.34% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 1.38% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +6.0% | 0.61% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 0.12% | +0.02 |
| IEF iShares 7-10 Year Treasury B | Add +3.5% | 1.92% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.58% | +0.02 |
| VUSB Vanguard Ultra Short Bond Et | Add +7.7% | 0.21% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +8.4% | 0.19% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.2% | 0.83% | +0.01 |
| SPGM State Street SPDR Portfolio | Add +1.6% | 0.34% | +0.01 |
| MUB iShares National Muni Bond E | Add +5.0% | 0.22% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.3% | 0.31% | +0.00 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +4.0% | 0.23% | +0.00 |
| SCHI Schwab 5-10 Year Corporate B | Add +3.5% | 0.21% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.2% | 0.21% | −0.00 |
| VDC Vanguard Consumer Staple ETF | Add +1.7% | 0.49% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.5% | 0.18% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Add +0.7% | 0.10% | −0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +0.7% | 0.15% | −0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.5% | 0.13% | −0.00 |
| IDV iShares International Select | Add +1.1% | 0.10% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.0% | 0.10% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.6% | 0.15% | −0.00 |
| FXH First Trust Health Care Alph | Add +2.6% | 0.14% | −0.00 |
| HDV iShares Core High Dividend E | Add +0.4% | 0.28% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +1.7% | 0.20% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +1.4% | 0.43% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 0.18% | −0.01 |
| ISCB iShares Morningstar SM Cap | Add +0.1% | 0.15% | −0.01 |
| ANGL Vaneck Fallen Angel High YLD | Add +1.0% | 0.31% | −0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 0.14% | −0.01 |
| SCHO Schwab Short-Term US Treas | Add +0.8% | 1.88% | −0.01 |
| AMD Advanced Micro Devices | Add +2.8% | 0.12% | −0.01 |
| HD Home Depot Inc. | Add +0.2% | 0.10% | −0.01 |
| ABT Abbott Laboratories | Add +0.1% | 0.13% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Add +2.0% | 0.80% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Add +0.0% | 0.40% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Add +2.2% | 0.44% | −0.02 |
| SCHV Schwab US Large-Cap Value | Add +0.8% | 3.45% | −0.11 |
| SCHA Schwab US Small-Cap ETF | Add +2.2% | 5.01% | −0.14 |
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 |