Christensen, King & Associates Investment Services, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Christensen, King & Associates Investment Services, Inc. reported 99 stock positions worth $212.5 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 12.9% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.3%) and Schwab US Broad Market ETF (SCHB, 7.1%). Compared with Q2 2024, it opened 7 new positions, sold out of 1, added to 28 and reduced 57. The biggest buy was iShares Core S&P Small-Cap E (IJR, shares +35%) and the biggest sale Nvidia (NVDA, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- RICHLAND, WA
- CIK
- 0002032544
- Portfolio Value
- $212.5M (Q3 2024)
- SEC Filing
- 0002032544-24-000005 ↗ filed Oct 21, 2024
Holdings Value
Holdings 99 stocks · $212.5M
| SCHX Schwab US Large-Cap ETF | 12.85% | 402,426 | $27.3M | Reduce -0.6% |
| SCHD Schwab US DVD Equity ETF | 7.26% | 182,354 | $15.4M | Reduce -3.3% |
| SCHB Schwab US Broad Market ETF | 7.06% | 225,483 | $15.0M | Reduce -2.5% |
| SCHZ Schwab US Aggregate Bond ETF | 5.60% | 250,578 | $11.9M | Reduce -0.5% |
| SCHG Schwab US Large-Cap Growth | 5.55% | 113,128 | $11.8M | Reduce -0.8% |
| SCHA Schwab US Small-Cap ETF | 5.08% | 209,486 | $10.8M | Reduce -2.2% |
| SCHF Schwab Intl Equity ETF | 4.83% | 249,681 | $10.3M | Reduce -2.3% |
| SCHM Schwab US Mid Cap ETF | 4.61% | 117,867 | $9.8M | Reduce -1.9% |
| SCHV Schwab US Large-Cap Value | 3.52% | 93,080 | $7.5M | Reduce -1.3% |
| SCHP Schwab U.S. Tips ETF | 2.30% | 91,191 | $4.9M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 2.14% | 8,613 | $4.5M | Add +4.4% |
| SCHR Schwab Intermediate-Term US | 2.13% | 89,548 | $4.5M | Reduce -1.7% |
| IEI iShares 3-7 Year Treasury Bo | 2.11% | 37,407 | $4.5M | Add +3.2% |
| IEF iShares 7-10 Year Treasury B | 2.02% | 43,740 | $4.3M | Add +5.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.82% | 132,598 | $3.9M | Reduce -1.9% |
| SCHO Schwab Short-Term US Treas | 1.77% | 76,602 | $3.8M | Reduce -3.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.39% | 10,394 | $2.9M | Reduce -0.8% |
| AAPL Apple Inc. | 1.35% | 12,323 | $2.9M | Reduce -3.4% |
| IOO iShares Global 100 ETF | 1.31% | 28,173 | $2.8M | Add +3.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.24% | 5,415 | $2.6M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 1.09% | 22,814 | $2.3M | Reduce -5.7% |
| VGT Vanguard Info Tech ETF | 1.06% | 3,824 | $2.2M | Reduce -5.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.85% | 21,745 | $1.8M | Add +0.0% |
| TLT iShares 20+ Year Treasury BD | 0.84% | 18,149 | $1.8M | Add +2.6% |
| NVDA Nvidia Corp. | 0.83% | 14,576 | $1.8M | Reduce -13.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.81% | 44,624 | $1.7M | Reduce -3.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.80% | 21,296 | $1.7M | Reduce -2.0% |
| VCIT Vanguard Int-Term Corporate | 0.62% | 15,713 | $1.3M | Add +1.1% |
| MSFT Microsoft Corp. | 0.60% | 2,961 | $1.3M | Reduce -7.0% |
| IVV iShares Core S&P 500 ETF | 0.58% | 2,147 | $1.2M | Add +0.1% |
| VHT Vanguard Health Care ETF | 0.55% | 4,161 | $1.2M | Reduce -3.0% |
| IJR iShares Core S&P Small-Cap E | 0.55% | 9,907 | $1.2M | Add +34.6% |
| TIP iShares Tips Bond ETF | 0.51% | 9,748 | $1.1M | Reduce -4.8% |
| IJH iShares Core S&P Midcap ETF | 0.48% | 16,526 | $1.0M | Add +19.0% |
| LLY Eli Lilly & Co. | 0.48% | 1,152 | $1.0M | Reduce -5.2% |
| VDC Vanguard Consumer Staple ETF | 0.48% | 4,624 | $1.0M | Reduce -4.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.45% | 8,937 | $962K | Reduce -2.2% |
| BND Vanguard Total Bond Market | 0.45% | 12,706 | $954K | Add +19.8% |
| VIG Vanguard Dividend Apprec ETF | 0.44% | 4,766 | $944K | Add +2.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.43% | 6,497 | $906K | Reduce -4.7% |
| SCHH Schwab US REIT ETF | 0.41% | 37,625 | $872K | Reduce -3.5% |
| GLD SPDR Gold Shares | 0.40% | 3,478 | $845K | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.33% | 3,748 | $698K | Reduce -0.9% |
| SPGM State Street SPDR Portfolio | 0.32% | 10,419 | $675K | Reduce -8.7% |
| VYM Vanguard High DVD Yield ETF | 0.32% | 5,224 | $670K | Reduce -9.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 12,727 | $651K | Add +0.1% |
| VPU Vanguard Utilities ETF | 0.30% | 3,681 | $641K | Reduce -8.7% |
| PFF iShares Preferred & Income S | 0.30% | 19,024 | $632K | Reduce -3.5% |
| GME Gamestop Corp. Class A | 0.29% | 26,879 | $616K | Reduce -5.7% |
| HDV iShares Core High Dividend E | 0.29% | 5,213 | $613K | Add +0.5% |
| VT Vanguard Tot World STK ETF | 0.29% | 5,085 | $609K | Reduce -2.5% |
| ANGL Vaneck Fallen Angel High YLD | 0.28% | 20,561 | $605K | Reduce -7.0% |
| PGX Invesco Preferred ETF | 0.24% | 41,447 | $512K | Reduce -3.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 2,116 | $502K | Reduce -1.8% |
| VCR Vanguard Consumer Discre ETF | 0.24% | 1,468 | $500K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.23% | 544 | $483K | Reduce -6.4% |
| XOM Exxon Mobil Corp. | 0.23% | 4,105 | $481K | Reduce -2.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 7,617 | $480K | Add +4.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 1,232 | $473K | Reduce -4.3% |
| SCHI Schwab 5-10 Year Corporate B | 0.21% | 9,543 | $440K | Reduce -2.2% |
| MUB iShares National Muni Bond E | 0.21% | 4,027 | $437K | Reduce -2.3% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 4,926 | $434K | Reduce -0.1% |
| VUSB Vanguard Ultra Short Bond Et | 0.20% | 8,591 | $429K | Add +1.2% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.20% | 7,017 | $427K | Reduce -11.5% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.20% | 8,517 | $423K | Reduce -0.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.20% | 8,345 | $420K | Add +4.7% |
| IUSV iShares Core S&P U.S. Value | 0.19% | 4,258 | $407K | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 4,194 | $402K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,205 | $385K | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 802 | $369K | Reduce -38.9% |
| IYH iShares U.S. Healthcare ETF | 0.16% | 5,261 | $342K | No change |
| ISCB iShares Morningstar SM Cap | 0.16% | 5,744 | $337K | Add +0.1% |
| ITW Illinois Tool Works | 0.16% | 1,280 | $335K | No change |
| ABBV Abbvie Inc. | 0.15% | 1,654 | $327K | Add +0.1% |
| MCD McDonald's Corp. | 0.15% | 1,071 | $326K | Add +0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 2,868 | $324K | Add +0.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.15% | 6,567 | $320K | Add +0.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.15% | 3,818 | $308K | Reduce -5.3% |
| AMD Advanced Micro Devices | 0.14% | 1,871 | $307K | Add +22.8% |
| FXH First Trust Health Care Alph | 0.14% | 2,665 | $298K | Reduce -0.5% |
| ABT Abbott Laboratories | 0.14% | 2,614 | $298K | Add +0.1% |
| XLV SS Health Care Select Sector | 0.14% | 1,923 | $296K | No change |
| IAU iShares Gold Trust | 0.14% | 5,799 | $288K | Reduce -4.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.13% | 5,417 | $278K | Add +0.6% |
| EWC iShares MSCI Canada ETF | 0.13% | 6,685 | $278K | No change |
| CVX Chevron Corp. | 0.12% | 1,795 | $264K | No change |
| HD Home Depot Inc. | 0.11% | 590 | $239K | Reduce -4.5% |
| IWD iShares Russell 1000 Value E | 0.11% | 1,223 | $232K | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 2,925 | $228K | Add +4.7% |
| IXUS iShares Core Intl Stock ETF | 0.11% | 3,088 | $224K | No change |
| PG The Procter & Gamble Co. | 0.10% | 1,273 | $220K | Reduce -9.2% |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,322 | $219K | Reduce -3.8% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 5,723 | $213K | New |
| WSM Williams-Sonoma Inc. | 0.10% | 1,362 | $211K | New |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 4,363 | $209K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 1,686 | $208K | New |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.10% | 2,689 | $206K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 778 | $205K | New |
| OTLK Outlook Therapeutics Inc. | 0.03% | 10,276 | $55K | New |
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -13.5% | 0.83% | −0.19 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.8% | 5.55% | −0.13 |
| SCHB Schwab US Broad Market ETF | Reduce -2.5% | 7.06% | −0.11 |
| SCHO Schwab Short-Term US Treas | Reduce -3.2% | 1.77% | −0.11 |
| MSFT Microsoft Corp. | Reduce -7.0% | 0.60% | −0.10 |
| IDV iShares International Select | Sold out | 0.00% | −0.10 |
| VGT Vanguard Info Tech ETF | Reduce -5.5% | 1.06% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -38.9% | 0.17% | −0.09 |
| AGG iShares Core U.S. Aggregate | Reduce -5.7% | 1.09% | −0.07 |
| SCHP Schwab U.S. Tips ETF | Reduce -1.3% | 2.30% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -5.2% | 0.48% | −0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.5% | 5.60% | −0.06 |
| SCHR Schwab Intermediate-Term US | Reduce -1.7% | 2.13% | −0.06 |
| GME Gamestop Corp. Class A | Reduce -5.7% | 0.29% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 1.24% | −0.05 |
| TIP iShares Tips Bond ETF | Reduce -4.8% | 0.51% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.0% | 0.80% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.33% | −0.03 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -11.5% | 0.20% | −0.03 |
| SPGM State Street SPDR Portfolio | Reduce -8.7% | 0.32% | −0.02 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -7.0% | 0.28% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -9.3% | 0.32% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 0.10% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -6.4% | 0.23% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.3% | 0.22% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.23% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -2.3% | 4.83% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -2.3% | 0.21% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -9.2% | 0.10% | −0.01 |
| VDC Vanguard Consumer Staple ETF | Reduce -4.6% | 0.48% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -3.0% | 0.55% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -3.5% | 0.30% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -4.7% | 0.43% | −0.01 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Reduce -0.6% | 0.20% | −0.01 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -2.2% | 0.21% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -3.6% | 0.24% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.9% | 4.61% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -2.5% | 0.29% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -3.5% | 0.81% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.3% | 0.18% | +0.00 |
| FXH First Trust Health Care Alph | Reduce -0.5% | 0.14% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 1.39% | +0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.7% | 0.11% | +0.00 |
| IAU iShares Gold Trust | Reduce -4.9% | 0.14% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.8% | 0.24% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.1% | 0.20% | +0.01 |
| VPU Vanguard Utilities ETF | Reduce -8.7% | 0.30% | +0.01 |
| HD Home Depot Inc. | Reduce -4.5% | 0.11% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -5.3% | 0.15% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.2% | 0.45% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| IJR iShares Core S&P Small-Cap E | Add +34.6% | 0.55% | +0.16 |
| VOO Vanguard S&P 500 ETF | Add +4.4% | 2.14% | +0.10 |
| IEF iShares 7-10 Year Treasury B | Add +5.3% | 2.02% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | New | 0.10% | +0.10 |
| WSM Williams-Sonoma Inc. | New | 0.10% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | New | 0.10% | +0.10 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.10% | +0.10 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.10% | +0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.10% | +0.10 |
| IJH iShares Core S&P Midcap ETF | Add +19.0% | 0.48% | +0.08 |
| BND Vanguard Total Bond Market | Add +19.8% | 0.45% | +0.07 |
| IEI iShares 3-7 Year Treasury Bo | Add +3.2% | 2.11% | +0.04 |
| TLT iShares 20+ Year Treasury BD | Add +2.6% | 0.84% | +0.04 |
| OTLK Outlook Therapeutics Inc. | New | 0.03% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +2.3% | 0.44% | +0.02 |
| AMD Advanced Micro Devices | Add +22.8% | 0.14% | +0.02 |
| MCD McDonald's Corp. | Add +0.1% | 0.15% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.9% | 0.23% | +0.02 |
| ABBV Abbvie Inc. | Add +0.1% | 0.15% | +0.01 |
| IOO iShares Global 100 ETF | Add +3.0% | 1.31% | +0.01 |
| HDV iShares Core High Dividend E | Add +0.5% | 0.29% | +0.01 |
| VCR Vanguard Consumer Discre ETF | Add +0.1% | 0.24% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.7% | 0.11% | +0.01 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 0.19% | +0.01 |
| ABT Abbott Laboratories | Add +0.1% | 0.14% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +1.1% | 0.62% | +0.01 |
| ISCB iShares Morningstar SM Cap | Add +0.1% | 0.16% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.7% | 0.20% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.58% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.5% | 0.15% | +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 +0.6% | 0.13% | −0.00 |
| VUSB Vanguard Ultra Short Bond Et | Add +1.2% | 0.20% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.1% | 0.31% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.0% | 0.85% | −0.02 |
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 |