Christensen, King & Associates Investment Services, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), Christensen, King & Associates Investment Services, Inc. reported 92 stock positions worth $213.3 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.6% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 7.2%) and Schwab US DVD Equity ETF (SCHD, 7.0%). Compared with Q3 2024, it opened 1 new position, sold out of 8, added to 50 and reduced 35. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +146%) and the biggest sale an exit from Vanguard S/T Corp. Bond ETF (VCSH).
- Most Recent 13F
- Q2 2026
- Location
- RICHLAND, WA
- CIK
- 0002032544
- Portfolio Value
- $213.3M (Q4 2024)
- SEC Filing
- 0002032544-25-000001 ↗ filed Jan 13, 2025
Holdings Value
Holdings 92 stocks · $213.3M
| SCHX Schwab US Large-Cap ETF | 13.57% | 1,216,255 | $28.9M | Add +0.7% |
| SCHB Schwab US Broad Market ETF | 7.19% | 659,273 | $15.3M | Reduce -2.5% |
| SCHD Schwab US DVD Equity ETF | 6.96% | 538,250 | $14.8M | Reduce -1.6% |
| SCHG Schwab US Large-Cap Growth | 6.09% | 449,211 | $13.0M | Reduce -0.7% |
| SCHZ Schwab US Aggregate Bond ETF | 5.29% | 498,094 | $11.3M | Reduce -0.6% |
| SCHA Schwab US Small-Cap ETF | 5.22% | 424,716 | $11.1M | Add +1.4% |
| SCHM Schwab US Mid Cap ETF | 4.71% | 357,674 | $10.0M | Add +1.1% |
| SCHF Schwab Intl Equity ETF | 4.41% | 506,370 | $9.4M | Add +1.4% |
| SCHV Schwab US Large-Cap Value | 3.47% | 281,130 | $7.4M | Add +0.7% |
| SCHR Schwab Intermediate-Term US | 2.37% | 208,804 | $5.1M | Add +16.6% |
| VOO Vanguard S&P 500 ETF | 2.31% | 8,900 | $4.9M | Add +3.3% |
| SCHP Schwab U.S. Tips ETF | 2.12% | 175,178 | $4.5M | Reduce -4.0% |
| IEI iShares 3-7 Year Treasury Bo | 2.06% | 38,117 | $4.4M | Add +1.9% |
| SCHO Schwab Short-Term US Treas | 1.75% | 155,151 | $3.7M | Add +1.3% |
| IEF iShares 7-10 Year Treasury B | 1.73% | 40,007 | $3.7M | Reduce -8.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.72% | 135,004 | $3.7M | Add +1.8% |
| AAPL Apple Inc. | 1.47% | 12,135 | $3.1M | Reduce -1.5% |
| VCIT Vanguard Int-Term Corporate | 1.43% | 38,729 | $3.1M | Add +146.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.43% | 10,280 | $3.1M | Reduce -1.1% |
| IOO iShares Global 100 ETF | 1.39% | 28,790 | $3.0M | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.31% | 5,263 | $2.8M | Reduce -2.8% |
| AGG iShares Core U.S. Aggregate | 1.14% | 25,088 | $2.4M | Add +10.0% |
| VGT Vanguard Info Tech ETF | 1.11% | 3,676 | $2.4M | Reduce -3.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.98% | 25,565 | $2.1M | Add +17.6% |
| NVDA Nvidia Corp. | 0.96% | 14,581 | $2.0M | Add +0.0% |
| TLT iShares 20+ Year Treasury BD | 0.78% | 19,023 | $1.7M | Add +4.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.71% | 44,084 | $1.5M | Reduce -1.2% |
| MSFT Microsoft Corp. | 0.61% | 2,939 | $1.3M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.60% | 2,130 | $1.3M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.56% | 10,179 | $1.2M | Add +2.8% |
| IJH iShares Core S&P Midcap ETF | 0.51% | 17,416 | $1.1M | Add +5.4% |
| VIG Vanguard Dividend Apprec ETF | 0.49% | 5,298 | $1.1M | Add +11.2% |
| VHT Vanguard Health Care ETF | 0.49% | 4,033 | $1.0M | Reduce -3.1% |
| TIP iShares Tips Bond ETF | 0.47% | 9,461 | $1.0M | Reduce -2.9% |
| VDC Vanguard Consumer Staple ETF | 0.46% | 4,587 | $983K | Reduce -0.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.42% | 8,214 | $898K | Reduce -8.1% |
| LLY Eli Lilly & Co. | 0.42% | 1,126 | $896K | Reduce -2.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.42% | 6,447 | $888K | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.40% | 3,538 | $854K | Add +1.7% |
| GME Gamestop Corp. Class A | 0.40% | 27,397 | $853K | Add +1.9% |
| AMZN Amazon.com Inc. | 0.38% | 3,575 | $819K | Reduce -4.6% |
| BND Vanguard Total Bond Market | 0.38% | 11,323 | $814K | Reduce -10.9% |
| SCHH Schwab US REIT ETF | 0.36% | 36,063 | $761K | Reduce -4.2% |
| VYM Vanguard High DVD Yield ETF | 0.34% | 5,628 | $726K | Add +7.7% |
| SPGM State Street SPDR Portfolio | 0.31% | 10,338 | $668K | Reduce -0.8% |
| VPU Vanguard Utilities ETF | 0.29% | 3,704 | $611K | Add +0.6% |
| VT Vanguard Tot World STK ETF | 0.29% | 5,090 | $609K | Add +0.1% |
| PFF iShares Preferred & Income S | 0.28% | 19,252 | $606K | Add +1.2% |
| HDV iShares Core High Dividend E | 0.27% | 5,182 | $584K | Reduce -0.6% |
| VCR Vanguard Consumer Discre ETF | 0.25% | 1,381 | $542K | Reduce -5.9% |
| ANGL Vaneck Fallen Angel High YLD | 0.25% | 18,272 | $526K | Reduce -11.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 1,232 | $525K | No change |
| COST Costco Wholesale Corp. | 0.24% | 545 | $522K | Add +0.2% |
| SCHI Schwab 5-10 Year Corporate B | 0.24% | 23,484 | $518K | Add +23.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 2,117 | $516K | Add +0.1% |
| PGX Invesco Preferred ETF | 0.24% | 44,505 | $512K | Add +7.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 8,512 | $493K | Add +11.8% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 5,897 | $486K | Add +3.0% |
| VUSB Vanguard Ultra Short Bond Et | 0.21% | 9,094 | $451K | Add +5.8% |
| IWR iShares Russell Mid-Cap ETF | 0.21% | 4,928 | $443K | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 4,195 | $441K | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.20% | 3,985 | $424K | Reduce -2.9% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.20% | 17,162 | $417K | Add +0.8% |
| MUB iShares National Muni Bond E | 0.19% | 3,848 | $408K | Reduce -4.4% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.19% | 6,675 | $408K | Reduce -4.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.19% | 8,273 | $406K | Reduce -0.9% |
| IUSV iShares Core S&P U.S. Value | 0.19% | 4,243 | $399K | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,206 | $378K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 804 | $369K | Add +0.3% |
| ISCB iShares Morningstar SM Cap | 0.16% | 5,678 | $338K | Reduce -1.1% |
| ITW Illinois Tool Works | 0.15% | 1,269 | $329K | Reduce -0.9% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.15% | 6,629 | $316K | Add +0.9% |
| MCD McDonald's Corp. | 0.15% | 1,072 | $315K | Add +0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 2,915 | $312K | Add +1.6% |
| IYH iShares U.S. Healthcare ETF | 0.15% | 5,261 | $311K | No change |
| ABT Abbott Laboratories | 0.14% | 2,615 | $300K | Add +0.0% |
| ABBV Abbvie Inc. | 0.14% | 1,655 | $298K | Add +0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.14% | 3,818 | $292K | No change |
| IAU iShares Gold Trust | 0.14% | 5,879 | $290K | Add +1.4% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.13% | 5,460 | $275K | Add +0.8% |
| FXH First Trust Health Care Alph | 0.13% | 2,544 | $269K | Reduce -4.5% |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,368 | $268K | Add +3.5% |
| XLV SS Health Care Select Sector | 0.13% | 1,923 | $268K | No change |
| EWC iShares MSCI Canada ETF | 0.13% | 6,613 | $268K | Reduce -1.1% |
| WSM Williams-Sonoma Inc. | 0.12% | 1,362 | $256K | No change |
| IWD iShares Russell 1000 Value E | 0.12% | 1,339 | $251K | Add +9.5% |
| HD Home Depot Inc. | 0.11% | 590 | $234K | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.11% | 1,826 | $230K | Add +8.3% |
| V Visa Inc. Class A | 0.11% | 708 | $227K | New |
| PG The Procter & Gamble Co. | 0.10% | 1,274 | $215K | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 2,927 | $207K | Add +0.1% |
| OTLK Outlook Therapeutics Inc. | 0.01% | 10,576 | $16K | Add +2.9% |
Portfolio Sells Q3 2024 → Q4 2024
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.80 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.6% | 5.29% | −0.31 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.31 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.6% | 6.96% | −0.30 |
| IEF iShares 7-10 Year Treasury B | Reduce -8.5% | 1.73% | −0.29 |
| SCHP Schwab U.S. Tips ETF | Reduce -4.0% | 2.12% | −0.18 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.14 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.12 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.11 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.2% | 0.71% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.10 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.10 |
| BND Vanguard Total Bond Market | Reduce -10.9% | 0.38% | −0.07 |
| VHT Vanguard Health Care ETF | Reduce -3.1% | 0.49% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -2.3% | 0.42% | −0.06 |
| SCHH Schwab US REIT ETF | Reduce -4.2% | 0.36% | −0.05 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -11.1% | 0.25% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -2.9% | 0.47% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -8.1% | 0.42% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.20% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -0.6% | 0.27% | −0.01 |
| VDC Vanguard Consumer Staple ETF | Reduce -0.8% | 0.46% | −0.01 |
| FXH First Trust Health Care Alph | Reduce -4.5% | 0.13% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -4.4% | 0.19% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.8% | 0.42% | −0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -4.9% | 0.19% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.9% | 0.19% | −0.01 |
| EWC iShares MSCI Canada ETF | Reduce -1.1% | 0.13% | −0.01 |
| SPGM State Street SPDR Portfolio | Reduce -0.8% | 0.31% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.3% | 0.19% | −0.00 |
| ITW Illinois Tool Works | Reduce -0.9% | 0.15% | −0.00 |
| ISCB iShares Morningstar SM Cap | Reduce -1.1% | 0.16% | −0.00 |
| MSFT Microsoft Corp. | Reduce -0.7% | 0.61% | +0.01 |
| VCR Vanguard Consumer Discre ETF | Reduce -5.9% | 0.25% | +0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 0.60% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.1% | 1.43% | +0.05 |
| VGT Vanguard Info Tech ETF | Reduce -3.9% | 1.11% | +0.06 |
| AMZN Amazon.com Inc. | Reduce -4.6% | 0.38% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.8% | 1.31% | +0.06 |
| AAPL Apple Inc. | Reduce -1.5% | 1.47% | +0.12 |
| SCHB Schwab US Broad Market ETF | Reduce -2.5% | 7.19% | +0.13 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.7% | 6.09% | +0.55 |
Portfolio Buys Q3 2024 → Q4 2024
| VCIT Vanguard Int-Term Corporate | Add +146.5% | 1.43% | +0.81 |
| SCHX Schwab US Large-Cap ETF | Add +0.7% | 13.57% | +0.72 |
| SCHR Schwab Intermediate-Term US | Add +16.6% | 2.37% | +0.24 |
| VOO Vanguard S&P 500 ETF | Add +3.3% | 2.31% | +0.17 |
| SCHA Schwab US Small-Cap ETF | Add +1.4% | 5.22% | +0.14 |
| SHY iShares 1-3 Year Treasury Bo | Add +17.6% | 0.98% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +3.0% | 0.23% | +0.13 |
| NVDA Nvidia Corp. | Add +0.0% | 0.96% | +0.13 |
| GME Gamestop Corp. Class A | Add +1.9% | 0.40% | +0.11 |
| V Visa Inc. Class A | New | 0.11% | +0.11 |
| SCHM Schwab US Mid Cap ETF | Add +1.1% | 4.71% | +0.10 |
| IOO iShares Global 100 ETF | Add +2.2% | 1.39% | +0.08 |
| AGG iShares Core U.S. Aggregate | Add +10.0% | 1.14% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +11.2% | 0.49% | +0.05 |
| SCHI Schwab 5-10 Year Corporate B | Add +23.0% | 0.24% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +5.4% | 0.51% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +7.7% | 0.34% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 0.13% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 0.21% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.24% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +2.8% | 0.56% | +0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +8.3% | 0.11% | +0.01 |
| VUSB Vanguard Ultra Short Bond Et | Add +5.8% | 0.21% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +9.5% | 0.12% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.24% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +11.8% | 0.23% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +0.0% | 0.21% | +0.00 |
| GLD SPDR Gold Shares | Add +1.7% | 0.40% | +0.00 |
| ABT Abbott Laboratories | Add +0.0% | 0.14% | +0.00 |
| IAU iShares Gold Trust | Add +1.4% | 0.14% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.17% | −0.00 |
| VT Vanguard Tot World STK ETF | Add +0.1% | 0.29% | −0.00 |
| PGX Invesco Preferred ETF | Add +7.4% | 0.24% | −0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.8% | 0.13% | −0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +0.9% | 0.15% | −0.00 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.10% | −0.00 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +0.8% | 0.20% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.18% | −0.00 |
| MCD McDonald's Corp. | Add +0.1% | 0.15% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +1.6% | 0.15% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 0.10% | −0.01 |
| PFF iShares Preferred & Income S | Add +1.2% | 0.28% | −0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 0.14% | −0.01 |
| SCHO Schwab Short-Term US Treas | Add +1.3% | 1.75% | −0.01 |
| VPU Vanguard Utilities ETF | Add +0.6% | 0.29% | −0.01 |
| OTLK Outlook Therapeutics Inc. | Add +2.9% | 0.01% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Add +1.9% | 2.06% | −0.05 |
| SCHV Schwab US Large-Cap Value | Add +0.7% | 3.47% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Add +4.8% | 0.78% | −0.05 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +1.8% | 1.72% | −0.10 |
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 |