Christensen, King & Associates Investment Services, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Christensen, King & Associates Investment Services, Inc. reported 101 stock positions worth $218.2 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.3% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 6.8%) and Schwab US DVD Equity ETF (SCHD, 6.3%). Compared with Q1 2025, it opened 6 new positions, sold out of 2, added to 42 and reduced 41. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +2%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- RICHLAND, WA
- CIK
- 0002032544
- Portfolio Value
- $218.2M (Q2 2025)
- SEC Filing
- 0002032544-25-000004 ↗ filed Jul 15, 2025
Holdings Value
Holdings 101 stocks · $218.2M
| SCHX Schwab US Large-Cap ETF | 13.34% | 1,190,600 | $29.1M | Reduce -1.2% |
| SCHB Schwab US Broad Market ETF | 6.82% | 624,335 | $14.9M | Reduce -2.6% |
| SCHD Schwab US DVD Equity ETF | 6.33% | 521,382 | $13.8M | Reduce -2.5% |
| SCHG Schwab US Large-Cap Growth | 5.91% | 441,341 | $12.9M | Reduce -0.3% |
| SCHZ Schwab US Aggregate Bond ETF | 5.30% | 497,739 | $11.6M | Add +0.0% |
| SCHF Schwab Intl Equity ETF | 5.08% | 501,441 | $11.1M | Reduce -2.3% |
| SCHA Schwab US Small-Cap ETF | 4.87% | 420,054 | $10.6M | Reduce -1.1% |
| SCHM Schwab US Mid Cap ETF | 4.53% | 352,121 | $9.9M | Reduce -0.8% |
| SCHV Schwab US Large-Cap Value | 3.58% | 282,533 | $7.8M | Reduce -1.2% |
| SCHR Schwab Intermediate-Term US | 2.44% | 212,328 | $5.3M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 2.41% | 9,276 | $5.3M | Add +2.4% |
| IEI iShares 3-7 Year Treasury Bo | 2.22% | 40,743 | $4.9M | Reduce -0.0% |
| SCHP Schwab U.S. Tips ETF | 2.03% | 166,424 | $4.4M | Reduce -4.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.79% | 129,259 | $3.9M | Reduce -2.4% |
| SCHO Schwab Short-Term US Treas | 1.77% | 158,117 | $3.9M | Reduce -0.7% |
| IEF iShares 7-10 Year Treasury B | 1.67% | 38,050 | $3.6M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.54% | 11,053 | $3.4M | Add +0.3% |
| IOO iShares Global 100 ETF | 1.50% | 30,276 | $3.3M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.28% | 5,072 | $2.8M | Reduce -2.7% |
| AGG iShares Core U.S. Aggregate | 1.11% | 24,476 | $2.4M | Reduce -2.8% |
| VGT Vanguard Info Tech ETF | 1.09% | 3,598 | $2.4M | Reduce -1.5% |
| SHY iShares 1-3 Year Treasury Bo | 1.09% | 28,786 | $2.4M | Add +2.5% |
| AAPL Apple Inc. | 1.07% | 11,420 | $2.3M | Reduce -3.6% |
| NVDA Nvidia Corp. | 0.97% | 13,451 | $2.1M | Reduce -3.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.87% | 44,333 | $1.9M | Reduce -1.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.83% | 22,715 | $1.8M | Add +0.6% |
| TLT iShares 20+ Year Treasury BD | 0.79% | 19,555 | $1.7M | Add +3.0% |
| IVV iShares Core S&P 500 ETF | 0.75% | 2,633 | $1.6M | Add +3.7% |
| MSFT Microsoft Corp. | 0.68% | 2,981 | $1.5M | Add +1.8% |
| VCIT Vanguard Int-Term Corporate | 0.66% | 17,307 | $1.4M | Add +0.9% |
| VIG Vanguard Dividend Apprec ETF | 0.52% | 5,501 | $1.1M | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 0.49% | 17,081 | $1.1M | Add +0.7% |
| GLD SPDR Gold Shares | 0.48% | 3,465 | $1.1M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 0.48% | 9,589 | $1.0M | Add +0.7% |
| VDC Vanguard Consumer Staple ETF | 0.47% | 4,669 | $1.0M | Add +1.4% |
| TIP iShares Tips Bond ETF | 0.46% | 9,027 | $993K | Reduce -2.9% |
| VHT Vanguard Health Care ETF | 0.43% | 3,744 | $930K | Reduce -4.6% |
| LLY Eli Lilly & Co. | 0.40% | 1,126 | $878K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.39% | 6,434 | $856K | Add +1.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.38% | 8,411 | $837K | Add +0.7% |
| BND Vanguard Total Bond Market | 0.38% | 11,294 | $832K | Add +1.4% |
| VYM Vanguard High DVD Yield ETF | 0.36% | 5,969 | $796K | Reduce -0.7% |
| AMZN Amazon.com Inc. | 0.35% | 3,520 | $772K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 5,477 | $747K | Add +1.3% |
| SCHH Schwab US REIT ETF | 0.33% | 34,318 | $726K | Reduce -0.7% |
| SPGM State Street SPDR Portfolio | 0.32% | 10,195 | $703K | Reduce -0.4% |
| GME Gamestop Corp. Class A | 0.32% | 28,669 | $699K | Add +4.6% |
| VPU Vanguard Utilities ETF | 0.31% | 3,812 | $673K | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,358 | $660K | No change |
| VT Vanguard Tot World STK ETF | 0.29% | 4,948 | $636K | Reduce -2.8% |
| PGX Invesco Preferred ETF | 0.28% | 55,874 | $622K | Add +24.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.26% | 8,515 | $572K | Reduce -0.1% |
| SCHI Schwab 5-10 Year Corporate B | 0.25% | 24,239 | $552K | Add +2.8% |
| ANGL Vaneck Fallen Angel High YLD | 0.24% | 18,251 | $534K | Add +0.5% |
| VUSB Vanguard Ultra Short Bond Et | 0.22% | 9,733 | $485K | Add +2.5% |
| PFF iShares Preferred & Income S | 0.22% | 15,702 | $482K | Reduce -16.4% |
| VCR Vanguard Consumer Discre ETF | 0.22% | 1,322 | $479K | Reduce -4.3% |
| COST Costco Wholesale Corp. | 0.22% | 481 | $477K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 1,051 | $461K | Reduce -14.0% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 4,172 | $459K | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 1,889 | $448K | Reduce -7.9% |
| MUNI PIMCO Intermediate Municipal | 0.20% | 8,370 | $430K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 4,619 | $425K | Add +0.0% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.19% | 17,015 | $422K | Reduce -1.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.19% | 8,447 | $418K | No change |
| XOM Exxon Mobil Corp. | 0.19% | 3,781 | $408K | Reduce -3.5% |
| IUSV iShares Core S&P U.S. Value | 0.18% | 4,241 | $401K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 2,188 | $387K | No change |
| XT Ishar Fture Exp Tech ETF-Usd | 0.17% | 5,553 | $362K | Add +0.3% |
| MUB iShares National Muni Bond E | 0.17% | 3,447 | $360K | Reduce -8.0% |
| ABT Abbott Laboratories | 0.16% | 2,641 | $359K | Add +0.1% |
| IAU iShares Gold Trust | 0.16% | 5,597 | $349K | Reduce -4.8% |
| ABBV Abbvie Inc. | 0.16% | 1,872 | $347K | Add +13.0% |
| HDV iShares Core High Dividend E | 0.15% | 2,845 | $333K | Reduce -45.3% |
| ISCB iShares Morningstar SM Cap | 0.15% | 5,688 | $331K | Add +0.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.15% | 6,709 | $326K | Add +0.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.15% | 3,951 | $323K | Add +3.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 2,943 | $323K | Add +0.6% |
| V Visa Inc. Class A | 0.13% | 824 | $292K | Add +16.4% |
| EWC iShares MSCI Canada ETF | 0.13% | 6,288 | $291K | Reduce -4.9% |
| IYH iShares U.S. Healthcare ETF | 0.13% | 5,111 | $289K | No change |
| ITW Illinois Tool Works | 0.13% | 1,155 | $286K | No change |
| MCD McDonald's Corp. | 0.13% | 968 | $283K | Reduce -9.7% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.13% | 5,508 | $281K | Add +0.5% |
| FXH First Trust Health Care Alph | 0.12% | 2,544 | $264K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 2,930 | $245K | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.11% | 1,227 | $238K | Add +0.2% |
| XLV SS Health Care Select Sector | 0.11% | 1,763 | $238K | Reduce -8.3% |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,310 | $231K | Add +3.6% |
| VXUS Vanguard Total Intl Stock | 0.10% | 3,305 | $228K | No change |
| AMD Advanced Micro Devices | 0.10% | 1,524 | $216K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.10% | 2,517 | $214K | New |
| IDV iShares International Select | 0.10% | 6,166 | $213K | New |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.10% | 2,526 | $212K | Reduce -3.4% |
| WMT Walmart Inc. | 0.10% | 2,144 | $210K | New |
| ORCL Oracle Corp. | 0.10% | 958 | $209K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 1,680 | $208K | Add +0.2% |
| PG The Procter & Gamble Co. | 0.09% | 1,277 | $204K | Add +0.1% |
| TSLA Tesla Inc. | 0.09% | 638 | $203K | New |
| WSM Williams-Sonoma Inc. | 0.09% | 1,240 | $203K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SCHD Schwab US DVD Equity ETF | Reduce -2.5% | 6.33% | −0.73 |
| AAPL Apple Inc. | Reduce -3.6% | 1.07% | −0.18 |
| SCHP Schwab U.S. Tips ETF | Reduce -4.1% | 2.03% | −0.16 |
| HDV iShares Core High Dividend E | Reduce -45.3% | 0.15% | −0.14 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.10 |
| SCHR Schwab Intermediate-Term US | Reduce -1.2% | 2.44% | −0.08 |
| SCHO Schwab Short-Term US Treas | Reduce -0.7% | 1.77% | −0.07 |
| VHT Vanguard Health Care ETF | Reduce -4.6% | 0.43% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -2.8% | 1.11% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Reduce -1.4% | 1.67% | −0.06 |
| PFF iShares Preferred & Income S | Reduce -16.4% | 0.22% | −0.06 |
| SCHV Schwab US Large-Cap Value | Reduce -1.2% | 3.58% | −0.06 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.0% | 2.22% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.1% | 4.87% | −0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.8% | 4.53% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -2.9% | 0.46% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -3.5% | 0.19% | −0.03 |
| MCD McDonald's Corp. | Reduce -9.7% | 0.13% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -8.3% | 0.11% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -8.0% | 0.17% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.9% | 0.21% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -0.7% | 0.33% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -14.0% | 0.21% | −0.02 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Reduce -1.0% | 0.19% | −0.01 |
| VCR Vanguard Consumer Discre ETF | Reduce -4.3% | 0.22% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.7% | 0.36% | −0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -3.4% | 0.10% | +0.00 |
| IAU iShares Gold Trust | Reduce -4.8% | 0.16% | +0.00 |
| EWC iShares MSCI Canada ETF | Reduce -4.9% | 0.13% | +0.00 |
| VT Vanguard Tot World STK ETF | Reduce -2.8% | 0.29% | +0.00 |
| SPGM State Street SPDR Portfolio | Reduce -0.4% | 0.32% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.1% | 0.26% | +0.01 |
| GLD SPDR Gold Shares | Reduce -0.9% | 0.48% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.4% | 1.79% | +0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -2.6% | 6.82% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.7% | 1.28% | +0.06 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.9% | 0.87% | +0.07 |
| VGT Vanguard Info Tech ETF | Reduce -1.5% | 1.09% | +0.09 |
| SCHF Schwab Intl Equity ETF | Reduce -2.3% | 5.08% | +0.12 |
| NVDA Nvidia Corp. | Reduce -3.1% | 0.97% | +0.18 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.2% | 13.34% | +0.29 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.3% | 5.91% | +0.35 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +2.4% | 2.41% | +0.13 |
| MSFT Microsoft Corp. | Add +1.8% | 0.68% | +0.13 |
| AMD Advanced Micro Devices | New | 0.10% | +0.10 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.10% | +0.10 |
| IDV iShares International Select | New | 0.10% | +0.10 |
| WMT Walmart Inc. | New | 0.10% | +0.10 |
| ORCL Oracle Corp. | New | 0.10% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | Add +1.3% | 0.34% | +0.09 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| IOO iShares Global 100 ETF | Add +1.1% | 1.50% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 1.54% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +3.7% | 0.75% | +0.05 |
| PGX Invesco Preferred ETF | Add +24.6% | 0.28% | +0.04 |
| V Visa Inc. Class A | Add +16.4% | 0.13% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 0.21% | +0.02 |
| VPU Vanguard Utilities ETF | Add +2.6% | 0.31% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +1.4% | 0.52% | +0.01 |
| OTLK Outlook Therapeutics Inc. | Add +104.3% | 0.02% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +1.7% | 0.39% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +3.5% | 0.15% | +0.01 |
| ABT Abbott Laboratories | Add +0.1% | 0.16% | +0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +0.3% | 0.17% | +0.01 |
| VDC Vanguard Consumer Staple ETF | Add +1.4% | 0.47% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 0.11% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.0% | 0.19% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.11% | +0.00 |
| SCHI Schwab 5-10 Year Corporate B | Add +2.8% | 0.25% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.7% | 0.49% | +0.00 |
| ABBV Abbvie Inc. | Add +13.0% | 0.16% | +0.00 |
| ISCB iShares Morningstar SM Cap | Add +0.1% | 0.15% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +0.2% | 0.11% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.2% | 0.10% | −0.00 |
| VUSB Vanguard Ultra Short Bond Et | Add +2.5% | 0.22% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.6% | 0.15% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 0.18% | −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 |
| IJR iShares Core S&P Small-Cap E | Add +0.7% | 0.48% | −0.00 |
| ANGL Vaneck Fallen Angel High YLD | Add +0.5% | 0.24% | −0.00 |
| BND Vanguard Total Bond Market | Add +1.4% | 0.38% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.09% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Add +0.9% | 0.66% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +2.5% | 1.09% | −0.01 |
| GME Gamestop Corp. Class A | Add +4.6% | 0.32% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.7% | 0.38% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.6% | 0.83% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Add +3.0% | 0.79% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +0.0% | 5.30% | −0.15 |
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 |