Christensen, King & Associates Investment Services, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Christensen, King & Associates Investment Services, Inc. reported 97 stock positions worth $210.8 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.0% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.1%) and Schwab US Broad Market ETF (SCHB, 6.8%). Compared with Q4 2024, it opened 5 new positions, added to 37 and reduced 45. The biggest buy was a new position in Vanguard S/T Corp. Bond ETF (VCSH) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- RICHLAND, WA
- CIK
- 0002032544
- Portfolio Value
- $210.8M (Q1 2025)
- SEC Filing
- 0002032544-25-000003 ↗ filed Apr 17, 2025
Holdings Value
Holdings 97 stocks · $210.8M
| SCHX Schwab US Large-Cap ETF | 13.05% | 1,204,879 | $27.5M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 7.06% | 534,481 | $14.9M | Reduce -0.7% |
| SCHB Schwab US Broad Market ETF | 6.77% | 640,783 | $14.3M | Reduce -2.8% |
| SCHG Schwab US Large-Cap Growth | 5.55% | 442,496 | $11.7M | Reduce -1.5% |
| SCHZ Schwab US Aggregate Bond ETF | 5.45% | 497,736 | $11.5M | Reduce -0.1% |
| SCHF Schwab Intl Equity ETF | 4.96% | 513,099 | $10.5M | Add +1.3% |
| SCHA Schwab US Small-Cap ETF | 4.92% | 424,723 | $10.4M | Add +0.0% |
| SCHM Schwab US Mid Cap ETF | 4.56% | 354,897 | $9.6M | Reduce -0.8% |
| SCHV Schwab US Large-Cap Value | 3.64% | 285,908 | $7.7M | Add +1.7% |
| SCHR Schwab Intermediate-Term US | 2.52% | 214,920 | $5.3M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 2.28% | 9,062 | $4.8M | Add +1.8% |
| IEI iShares 3-7 Year Treasury Bo | 2.27% | 40,757 | $4.8M | Add +6.9% |
| SCHP Schwab U.S. Tips ETF | 2.19% | 173,564 | $4.6M | Reduce -0.9% |
| SCHO Schwab Short-Term US Treas | 1.84% | 159,283 | $3.9M | Add +2.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.76% | 132,369 | $3.7M | Reduce -1.9% |
| IEF iShares 7-10 Year Treasury B | 1.73% | 38,590 | $3.7M | Reduce -3.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.49% | 11,014 | $3.1M | Add +7.1% |
| IOO iShares Global 100 ETF | 1.42% | 29,932 | $3.0M | Add +4.0% |
| AAPL Apple Inc. | 1.26% | 11,851 | $2.7M | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.22% | 5,211 | $2.6M | Reduce -1.0% |
| AGG iShares Core U.S. Aggregate | 1.18% | 25,174 | $2.5M | Add +0.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.10% | 28,081 | $2.3M | Add +9.8% |
| VGT Vanguard Info Tech ETF | 1.00% | 3,654 | $2.1M | Reduce -0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.84% | 22,590 | $1.8M | New |
| TLT iShares 20+ Year Treasury BD | 0.81% | 18,987 | $1.7M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.79% | 13,882 | $1.7M | Reduce -4.8% |
| SCHC Schwab Intl Small-Cap Equity | 0.79% | 45,192 | $1.7M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 0.70% | 2,540 | $1.5M | Add +19.3% |
| VCIT Vanguard Int-Term Corporate | 0.66% | 17,153 | $1.4M | Reduce -55.7% |
| MSFT Microsoft Corp. | 0.55% | 2,928 | $1.2M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.50% | 5,427 | $1.1M | Add +2.4% |
| VHT Vanguard Health Care ETF | 0.49% | 3,924 | $1.0M | Reduce -2.7% |
| TIP iShares Tips Bond ETF | 0.49% | 9,300 | $1.0M | Reduce -1.7% |
| IJR iShares Core S&P Small-Cap E | 0.48% | 9,524 | $1.0M | Reduce -6.4% |
| IJH iShares Core S&P Midcap ETF | 0.48% | 16,962 | $1.0M | Reduce -2.6% |
| VDC Vanguard Consumer Staple ETF | 0.46% | 4,604 | $974K | Add +0.4% |
| GLD SPDR Gold Shares | 0.46% | 3,497 | $974K | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.46% | 1,126 | $960K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.40% | 8,357 | $836K | Add +1.7% |
| BND Vanguard Total Bond Market | 0.39% | 11,139 | $814K | Reduce -1.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.38% | 6,324 | $808K | Reduce -1.9% |
| VYM Vanguard High DVD Yield ETF | 0.37% | 6,013 | $777K | Add +6.8% |
| SCHH Schwab US REIT ETF | 0.35% | 34,549 | $737K | Reduce -4.2% |
| AMZN Amazon.com Inc. | 0.34% | 3,520 | $724K | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 1,358 | $718K | Add +68.9% |
| GME Gamestop Corp. Class A | 0.33% | 27,405 | $696K | Add +0.0% |
| SPGM State Street SPDR Portfolio | 0.31% | 10,232 | $658K | Reduce -1.0% |
| VPU Vanguard Utilities ETF | 0.29% | 3,715 | $619K | Add +0.3% |
| HDV iShares Core High Dividend E | 0.29% | 5,198 | $616K | Add +0.3% |
| VT Vanguard Tot World STK ETF | 0.29% | 5,092 | $608K | Add +0.0% |
| PFF iShares Preferred & Income S | 0.28% | 18,770 | $588K | Reduce -2.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.25% | 8,521 | $531K | Add +0.1% |
| SCHI Schwab 5-10 Year Corporate B | 0.25% | 23,572 | $528K | Add +0.4% |
| ANGL Vaneck Fallen Angel High YLD | 0.25% | 18,166 | $527K | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 5,405 | $522K | Reduce -8.3% |
| PGX Invesco Preferred ETF | 0.24% | 44,835 | $515K | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 1,222 | $479K | Reduce -0.8% |
| VUSB Vanguard Ultra Short Bond Et | 0.22% | 9,495 | $473K | Add +4.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 2,051 | $472K | Reduce -3.1% |
| VCR Vanguard Consumer Discre ETF | 0.22% | 1,382 | $472K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.22% | 3,918 | $457K | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.21% | 481 | $447K | Reduce -11.7% |
| MUNI PIMCO Intermediate Municipal | 0.20% | 8,370 | $432K | New |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.20% | 17,187 | $423K | Add +0.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.19% | 8,447 | $411K | Add +2.1% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 4,171 | $407K | Reduce -0.6% |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 4,617 | $403K | Reduce -6.3% |
| MUB iShares National Muni Bond E | 0.19% | 3,747 | $395K | Reduce -2.6% |
| IUSV iShares Core S&P U.S. Value | 0.19% | 4,237 | $393K | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,188 | $381K | Reduce -0.8% |
| IAU iShares Gold Trust | 0.16% | 5,879 | $335K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.16% | 5,538 | $335K | Reduce -17.0% |
| ABBV Abbvie Inc. | 0.16% | 1,656 | $333K | Add +0.1% |
| ABT Abbott Laboratories | 0.16% | 2,639 | $331K | Add +0.9% |
| MCD McDonald's Corp. | 0.16% | 1,072 | $329K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.15% | 6,660 | $321K | Add +0.5% |
| ISCB iShares Morningstar SM Cap | 0.15% | 5,683 | $319K | Add +0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 2,926 | $317K | Add +0.4% |
| IYH iShares U.S. Healthcare ETF | 0.15% | 5,111 | $311K | Reduce -2.9% |
| ITW Illinois Tool Works | 0.14% | 1,155 | $295K | Reduce -9.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.14% | 3,818 | $294K | No change |
| XLV SS Health Care Select Sector | 0.13% | 1,923 | $279K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.13% | 5,479 | $278K | Add +0.3% |
| EWC iShares MSCI Canada ETF | 0.13% | 6,613 | $276K | No change |
| FXH First Trust Health Care Alph | 0.13% | 2,544 | $267K | No change |
| V Visa Inc. Class A | 0.12% | 708 | $244K | No change |
| IWD iShares Russell 1000 Value E | 0.11% | 1,225 | $232K | Reduce -8.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 2,927 | $228K | No change |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,265 | $216K | Reduce -7.5% |
| CVX Chevron Corp. | 0.10% | 1,284 | $213K | New |
| HD Home Depot Inc. | 0.10% | 590 | $213K | No change |
| VXUS Vanguard Total Intl Stock | 0.10% | 3,305 | $211K | New |
| WSM Williams-Sonoma Inc. | 0.10% | 1,240 | $210K | Reduce -9.0% |
| PG The Procter & Gamble Co. | 0.10% | 1,276 | $208K | Add +0.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.10% | 2,615 | $204K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 1,676 | $204K | Reduce -8.2% |
| OTLK Outlook Therapeutics Inc. | 0.01% | 11,910 | $17K | Add +12.6% |
Portfolio Sells Q4 2024 → Q1 2025
| VCIT Vanguard Int-Term Corporate | Reduce -55.7% | 0.66% | −0.77 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.5% | 5.55% | −0.54 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.9% | 13.05% | −0.52 |
| SCHB Schwab US Broad Market ETF | Reduce -2.8% | 6.77% | −0.42 |
| AAPL Apple Inc. | Reduce -2.3% | 1.26% | −0.21 |
| NVDA Nvidia Corp. | Reduce -4.8% | 0.79% | −0.16 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.8% | 4.56% | −0.15 |
| VGT Vanguard Info Tech ETF | Reduce -0.6% | 1.00% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 1.22% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.4% | 0.48% | −0.07 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.55% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 0.34% | −0.04 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -1.9% | 0.38% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -11.7% | 0.21% | −0.03 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -17.0% | 0.16% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.6% | 0.48% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -7.5% | 0.10% | −0.02 |
| WSM Williams-Sonoma Inc. | Reduce -9.0% | 0.10% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 0.23% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.1% | 0.22% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -6.3% | 0.19% | −0.02 |
| ITW Illinois Tool Works | Reduce -9.0% | 0.14% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.6% | 0.19% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -8.2% | 0.10% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -8.5% | 0.11% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -4.2% | 0.35% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -2.5% | 0.28% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -2.6% | 0.19% | −0.00 |
| SPGM State Street SPDR Portfolio | Reduce -1.0% | 0.31% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.1% | 0.19% | −0.00 |
| IYH iShares U.S. Healthcare ETF | Reduce -2.9% | 0.15% | +0.00 |
| IEF iShares 7-10 Year Treasury B | Reduce -3.5% | 1.73% | +0.00 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -0.6% | 0.25% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.8% | 0.18% | +0.00 |
| BND Vanguard Total Bond Market | Reduce -1.6% | 0.39% | +0.00 |
| VHT Vanguard Health Care ETF | Reduce -2.7% | 0.49% | +0.01 |
| TIP iShares Tips Bond ETF | Reduce -1.7% | 0.49% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.7% | 0.22% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.3% | 0.25% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.2% | 0.81% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.9% | 1.76% | +0.05 |
| GLD SPDR Gold Shares | Reduce -1.2% | 0.46% | +0.06 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.9% | 2.19% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.7% | 7.06% | +0.10 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.1% | 5.45% | +0.15 |
Portfolio Buys Q4 2024 → Q1 2025
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.84% | +0.84 |
| SCHF Schwab Intl Equity ETF | Add +1.3% | 4.96% | +0.55 |
| IEI iShares 3-7 Year Treasury Bo | Add +6.9% | 2.27% | +0.21 |
| MUNI PIMCO Intermediate Municipal | New | 0.20% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +68.9% | 0.34% | +0.17 |
| SCHV Schwab US Large-Cap Value | Add +1.7% | 3.64% | +0.17 |
| SCHR Schwab Intermediate-Term US | Add +2.9% | 2.52% | +0.15 |
| SHY iShares 1-3 Year Treasury Bo | Add +9.8% | 1.10% | +0.12 |
| CVX Chevron Corp. | New | 0.10% | +0.10 |
| VXUS Vanguard Total Intl Stock | New | 0.10% | +0.10 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.10% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +19.3% | 0.70% | +0.09 |
| SCHO Schwab Short-Term US Treas | Add +2.7% | 1.84% | +0.08 |
| SCHC Schwab Intl Small-Cap Equity | Add +2.5% | 0.79% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.1% | 1.49% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +0.3% | 1.18% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +6.8% | 0.37% | +0.03 |
| IOO iShares Global 100 ETF | Add +4.0% | 1.42% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.1% | 0.25% | +0.02 |
| ABBV Abbvie Inc. | Add +0.1% | 0.16% | +0.02 |
| HDV iShares Core High Dividend E | Add +0.3% | 0.29% | +0.02 |
| ABT Abbott Laboratories | Add +0.9% | 0.16% | +0.02 |
| VUSB Vanguard Ultra Short Bond Et | Add +4.4% | 0.22% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +2.4% | 0.50% | +0.01 |
| SCHI Schwab 5-10 Year Corporate B | Add +0.4% | 0.25% | +0.01 |
| VPU Vanguard Utilities ETF | Add +0.3% | 0.29% | +0.01 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +0.1% | 0.20% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.1% | 0.19% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +0.5% | 0.15% | +0.00 |
| PGX Invesco Preferred ETF | Add +0.7% | 0.24% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.4% | 0.15% | +0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.3% | 0.13% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +0.0% | 0.29% | +0.00 |
| VDC Vanguard Consumer Staple ETF | Add +0.4% | 0.46% | +0.00 |
| OTLK Outlook Therapeutics Inc. | Add +12.6% | 0.01% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.2% | 0.10% | −0.00 |
| ISCB iShares Morningstar SM Cap | Add +0.1% | 0.15% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +1.7% | 0.40% | −0.02 |
| VOO Vanguard S&P 500 ETF | Add +1.8% | 2.28% | −0.03 |
| VCR Vanguard Consumer Discre ETF | Add +0.1% | 0.22% | −0.03 |
| GME Gamestop Corp. Class A | Add +0.0% | 0.33% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Add +0.0% | 4.92% | −0.30 |
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 |