Christensen, King & Associates Investment Services, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Christensen, King & Associates Investment Services, Inc. reported 106 stock positions worth $232.7 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 Large-Cap Growth (SCHG, 6.0%). Compared with Q2 2025, it opened 6 new positions, sold out of 1, added to 49 and reduced 35. The biggest buy was Apple (AAPL, shares +11%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −2%).

Most Recent 13F
Q2 2026
Location
RICHLAND, WA
CIK
0002032544
Portfolio Value
$232.7M (Q3 2025)
SEC Filing
0002032544-25-000006 ↗ filed Oct 21, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $200.2M Q1 2024 Q2 2024: $202.7M Q2 2024 Q3 2024: $212.5M Q3 2024 Q4 2024: $213.3M Q4 2024 Q1 2025: $210.8M Q1 2025 Q2 2025: $218.2M Q2 2025 Q3 2025: $232.7M $232.7M Q3 2025 Q4 2025: $234.3M Q4 2025 Q1 2026: $233.1M Q1 2026 Q2 2026: $251.7M Q2 2026

Holdings 106 stocks · $232.7M
SCHX Schwab US Large-Cap ETF 13.29% 1,174,731 $30.9M Reduce -1.3%
SCHB Schwab US Broad Market ETF 6.85% 620,086 $15.9M Reduce -0.7%
SCHG Schwab US Large-Cap Growth 6.02% 439,155 $14.0M Reduce -0.5%
SCHD Schwab US DVD Equity ETF 6.00% 511,354 $14.0M Reduce -1.9%
SCHZ Schwab US Aggregate Bond ETF 5.15% 511,189 $12.0M Add +2.7%
SCHA Schwab US Small-Cap ETF 5.00% 417,100 $11.6M Reduce -0.7%
SCHF Schwab Intl Equity ETF 4.96% 496,185 $11.6M Reduce -1.1%
SCHM Schwab US Mid Cap ETF 4.50% 353,420 $10.5M Add +0.4%
SCHV Schwab US Large-Cap Value 3.51% 280,898 $8.2M Reduce -0.6%
VOO Vanguard S&P 500 ETF 2.46% 9,330 $5.7M Add +0.6%
SCHR Schwab Intermediate-Term US 2.29% 212,119 $5.3M Reduce -0.1%
IEI iShares 3-7 Year Treasury Bo 2.00% 38,888 $4.6M Reduce -4.5%
SCHP Schwab U.S. Tips ETF 1.88% 162,165 $4.4M Reduce -2.6%
SCHE Schwab Emrg Mrkts Eqty ETF 1.82% 127,037 $4.2M Reduce -1.7%
SCHO Schwab Short-Term US Treas 1.70% 162,404 $4.0M Add +2.7%
IOO iShares Global 100 ETF 1.57% 30,401 $3.6M Add +0.4%
IEF iShares 7-10 Year Treasury B 1.56% 37,728 $3.6M Reduce -0.8%
VTI VG Morningstar TS MKT ETF-US 1.49% 10,587 $3.5M Reduce -4.2%
AAPL Apple Inc. 1.39% 12,675 $3.2M Add +11.0%
QQQ Invesco QQQ Trust Series 1 1.19% 4,608 $2.8M Reduce -9.2%
VGT Vanguard Info Tech ETF 1.15% 3,598 $2.7M No change
NVDA Nvidia Corp. 1.14% 14,225 $2.7M Add +5.8%
AGG iShares Core U.S. Aggregate 1.06% 24,675 $2.5M Add +0.8%
SHY iShares 1-3 Year Treasury Bo 1.03% 28,946 $2.4M Add +0.6%
SCHC Schwab Intl Small-Cap Equity 0.85% 43,669 $2.0M Reduce -1.5%
MSFT Microsoft Corp. 0.82% 3,666 $1.9M Add +23.0%
TLT iShares 20+ Year Treasury BD 0.78% 20,253 $1.8M Add +3.6%
VCSH Vanguard S/T Corp. Bond ETF 0.76% 22,030 $1.8M Reduce -3.0%
IVV iShares Core S&P 500 ETF 0.76% 2,626 $1.8M Reduce -0.3%
VCIT Vanguard Int-Term Corporate 0.64% 17,745 $1.5M Add +2.5%
VIG Vanguard Dividend Apprec ETF 0.58% 6,224 $1.3M Add +13.1%
GLD SPDR Gold Shares 0.52% 3,385 $1.2M Reduce -2.3%
IJR iShares Core S&P Small-Cap E 0.51% 9,905 $1.2M Add +3.3%
IJH iShares Core S&P Midcap ETF 0.48% 17,282 $1.1M Add +1.2%
VDC Vanguard Consumer Staple ETF 0.43% 4,685 $1.0M Add +0.3%
VHT Vanguard Health Care ETF 0.42% 3,732 $969K Reduce -0.3%
TIP iShares Tips Bond ETF 0.42% 8,701 $968K Reduce -3.6%
AMZN Amazon.com Inc. 0.41% 4,347 $954K Add +23.5%
IJS iShares S&P Small-Cap 600 Va 0.40% 8,379 $927K Reduce -0.4%
IJT iShares S&P Small-Cap 600 GR 0.39% 6,388 $904K Reduce -0.7%
PLTR Palantir Technologies Inc. Class A 0.39% 4,922 $898K Reduce -10.1%
LLY Eli Lilly & Co. 0.37% 1,139 $869K Add +1.1%
GME Gamestop Corp. Class A 0.36% 31,045 $847K Add +8.3%
VYM Vanguard High DVD Yield ETF 0.36% 5,967 $841K Reduce -0.0%
BND Vanguard Total Bond Market 0.36% 11,309 $841K Add +0.1%
SPGM State Street SPDR Portfolio 0.33% 10,195 $764K No change
SCHH Schwab US REIT ETF 0.32% 34,360 $741K Add +0.1%
VPU Vanguard Utilities ETF 0.31% 3,822 $724K Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.29% 1,358 $683K No change
VT Vanguard Tot World STK ETF 0.29% 4,950 $682K Add +0.0%
PGX Invesco Preferred ETF 0.28% 55,253 $641K Reduce -1.1%
VEU Vanguard Ftse All-World Ex-U 0.26% 8,637 $616K Add +1.4%
VUSB Vanguard Ultra Short Bond Et 0.26% 12,246 $612K Add +25.8%
SCHI Schwab 5-10 Year Corporate B 0.24% 24,419 $564K Add +0.7%
ANGL Vaneck Fallen Angel High YLD 0.23% 18,383 $547K Add +0.7%
ABBV Abbvie Inc. 0.23% 2,273 $526K Add +21.4%
VCR Vanguard Consumer Discre ETF 0.23% 1,323 $524K Add +0.1%
IVW iShares S&P 500 Growth ETF 0.22% 4,172 $504K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.21% 1,025 $492K Reduce -2.5%
IWR iShares Russell Mid-Cap ETF 0.21% 4,991 $482K Add +8.1%
VB Vanguard Most SM-Cap ETF-Usd 0.21% 1,889 $480K No change
PFF iShares Preferred & Income S 0.20% 15,027 $475K Reduce -4.3%
COST Costco Wholesale Corp. 0.20% 502 $464K Add +4.4%
BNDX Vanguard Total Intl Bond ETF 0.19% 8,946 $442K Add +5.9%
MUNI PIMCO Intermediate Municipal 0.19% 8,370 $438K No change
XOM Exxon Mobil Corp. 0.18% 3,784 $427K Add +0.1%
SCHJ Schwab 1-5 YR Corp. BND ETF 0.18% 16,699 $417K Reduce -1.9%
IAU iShares Gold Trust 0.17% 5,497 $400K Reduce -1.8%
XT Ishar Fture Exp Tech ETF-Usd 0.17% 5,514 $397K Reduce -0.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 2,067 $386K Reduce -5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 1,282 $362K New
ISCB iShares Morningstar SM Cap 0.16% 5,694 $361K Add +0.1%
MUB iShares National Muni Bond E 0.15% 3,365 $358K Reduce -2.4%
IUSV iShares Core S&P U.S. Value 0.15% 3,584 $358K Reduce -15.5%
ABT Abbott Laboratories 0.15% 2,643 $354K Add +0.1%
HDV iShares Core High Dividend E 0.15% 2,846 $349K Add +0.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.15% 3,892 $339K Reduce -1.5%
ISTB iShares Core 1-5 Year Usd Bo 0.14% 6,759 $330K Add +0.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.14% 2,960 $330K Add +0.6%
GOOGL Alphabet Inc. Class A 0.14% 1,341 $326K Add +2.4%
EWC iShares MSCI Canada ETF 0.14% 6,288 $318K No change
ITW Illinois Tool Works 0.13% 1,155 $301K No change
IYH iShares U.S. Healthcare ETF 0.13% 5,111 $300K No change
MCD McDonald's Corp. 0.13% 969 $294K Add +0.1%
TSLA Tesla Inc. 0.12% 645 $287K Add +1.1%
NEAR iShares SH Dba ETF Usd Inc. 0.12% 5,536 $284K Add +0.5%
V Visa Inc. Class A 0.12% 824 $281K No change
FXH First Trust Health Care Alph 0.12% 2,546 $279K Add +0.1%
IWD iShares Russell 1000 Value E 0.12% 1,330 $271K Add +8.4%
ORCL Oracle Corp. 0.12% 958 $269K No change
AMD Advanced Micro Devices 0.11% 1,624 $263K Add +6.6%
IEFA iShares Core MSCI Eafe ETF 0.11% 2,930 $256K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 372 $248K New
XLV SS Health Care Select Sector 0.11% 1,763 $245K No change
VXUS Vanguard Total Intl Stock 0.10% 3,305 $243K No change
WSM Williams-Sonoma Inc. 0.10% 1,240 $242K No change
IDV iShares International Select 0.10% 6,204 $227K Add +0.6%
WMT Walmart Inc. 0.10% 2,145 $221K Add +0.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.09% 1,685 $219K Add +0.3%
EFAV iShares MSCI Eafe Min Vol Fa 0.09% 2,526 $214K No change

Show all 106 holdings

Portfolio Sells Q2 2025 → Q3 2025
SCHD Schwab US DVD Equity ETF Reduce -1.9% 6.00% −0.33
IEI iShares 3-7 Year Treasury Bo Reduce -4.5% 2.00% −0.23
SCHP Schwab U.S. Tips ETF Reduce -2.6% 1.88% −0.16
SCHR Schwab Intermediate-Term US Reduce -0.1% 2.29% −0.15
SCHF Schwab Intl Equity ETF Reduce -1.1% 4.96% −0.12
IEF iShares 7-10 Year Treasury B Reduce -0.8% 1.56% −0.11
QQQ Invesco QQQ Trust Series 1 Reduce -9.2% 1.19% −0.09
PG The Procter & Gamble Co. Sold out 0.00% −0.09
VCSH Vanguard S/T Corp. Bond ETF Reduce -3.0% 0.76% −0.07
SCHV Schwab US Large-Cap Value Reduce -0.6% 3.51% −0.07
VTI VG Morningstar TS MKT ETF-US Reduce -4.2% 1.49% −0.05
SCHX Schwab US Large-Cap ETF Reduce -1.3% 13.29% −0.04
TIP iShares Tips Bond ETF Reduce -3.6% 0.42% −0.04
IUSV iShares Core S&P U.S. Value Reduce -15.5% 0.15% −0.03
PFF iShares Preferred & Income S Reduce -4.3% 0.20% −0.02
SCHJ Schwab 1-5 YR Corp. BND ETF Reduce -1.9% 0.18% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -5.5% 0.17% −0.01
SCHC Schwab Intl Small-Cap Equity Reduce -1.5% 0.85% −0.01
MUB iShares National Muni Bond E Reduce -2.4% 0.15% −0.01
VHT Vanguard Health Care ETF Reduce -0.3% 0.42% −0.01
PGX Invesco Preferred ETF Reduce -1.1% 0.28% −0.01
GBTC Grayscale Bitcoin Trust ETF Reduce -6.0% 0.09% −0.01
IJT iShares S&P Small-Cap 600 GR Reduce -0.7% 0.39% −0.00
VYM Vanguard High DVD Yield ETF Reduce -0.0% 0.36% −0.00
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -1.5% 0.15% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.5% 0.21% +0.00
XT Ishar Fture Exp Tech ETF-Usd Reduce -0.7% 0.17% +0.00
IVV iShares Core S&P 500 ETF Reduce -0.3% 0.76% +0.01
IAU iShares Gold Trust Reduce -1.8% 0.17% +0.01
IJS iShares S&P Small-Cap 600 Va Reduce -0.4% 0.40% +0.01
SCHB Schwab US Broad Market ETF Reduce -0.7% 6.85% +0.03
GLD SPDR Gold Shares Reduce -2.3% 0.52% +0.03
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.7% 1.82% +0.04
PLTR Palantir Technologies Inc. Class A Reduce -10.1% 0.39% +0.04
SCHG Schwab US Large-Cap Growth Reduce -0.5% 6.02% +0.11
SCHA Schwab US Small-Cap ETF Reduce -0.7% 5.00% +0.13

Portfolio Buys Q2 2025 → Q3 2025
AAPL Apple Inc. Add +11.0% 1.39% +0.31
NVDA Nvidia Corp. Add +5.8% 1.14% +0.17
IBM Intl Business Machines Corp. New 0.16% +0.16
MSFT Microsoft Corp. Add +23.0% 0.82% +0.14
SPY SS SPDR S&P 500 ETF Trust-US New 0.11% +0.11
HD Home Depot Inc. New 0.09% +0.09
IXUS iShares Core Intl Stock ETF New 0.09% +0.09
VWO Vanguard Ftse Emerging Marke New 0.09% +0.09
FNDX Schwab Fndmntl US LRG Co. ETF New 0.09% +0.09
IOO iShares Global 100 ETF Add +0.4% 1.57% +0.07
ABBV Abbvie Inc. Add +21.4% 0.23% +0.07
VIG Vanguard Dividend Apprec ETF Add +13.1% 0.58% +0.06
AMZN Amazon.com Inc. Add +23.5% 0.41% +0.06
GME Gamestop Corp. Class A Add +8.3% 0.36% +0.04
VUSB Vanguard Ultra Short Bond Et Add +25.8% 0.26% +0.04
VOO Vanguard S&P 500 ETF Add +0.6% 2.46% +0.04
GOOGL Alphabet Inc. Class A Add +2.4% 0.14% +0.03
TSLA Tesla Inc. Add +1.1% 0.12% +0.03
IJR iShares Core S&P Small-Cap E Add +3.3% 0.51% +0.03
AMD Advanced Micro Devices Add +6.6% 0.11% +0.01
IWR iShares Russell Mid-Cap ETF Add +8.1% 0.21% +0.01
IWD iShares Russell 1000 Value E Add +8.4% 0.12% +0.01
VCR Vanguard Consumer Discre ETF Add +0.1% 0.23% +0.01
ISCB iShares Morningstar SM Cap Add +0.1% 0.16% +0.00
VPU Vanguard Utilities ETF Add +0.3% 0.31% +0.00
VEU Vanguard Ftse All-World Ex-U Add +1.4% 0.26% +0.00
VT Vanguard Tot World STK ETF Add +0.0% 0.29% +0.00
IDV iShares International Select Add +0.6% 0.10% −0.00
FXH First Trust Health Care Alph Add +0.1% 0.12% −0.00
IJH iShares Core S&P Midcap ETF Add +1.2% 0.48% −0.00
WMT Walmart Inc. Add +0.1% 0.10% −0.00
IJJ iShares S&P Mid-Cap 400 Valu Add +0.3% 0.09% −0.00
BNDX Vanguard Total Intl Bond ETF Add +5.9% 0.19% −0.00
HDV iShares Core High Dividend E Add +0.0% 0.15% −0.00
MCD McDonald's Corp. Add +0.1% 0.13% −0.00
XOM Exxon Mobil Corp. Add +0.1% 0.18% −0.00
OTLK Outlook Therapeutics Inc. Add +11.8% 0.01% −0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +0.6% 0.14% −0.01
NEAR iShares SH Dba ETF Usd Inc. Add +0.5% 0.12% −0.01
ISTB iShares Core 1-5 Year Usd Bo Add +0.8% 0.14% −0.01
ANGL Vaneck Fallen Angel High YLD Add +0.7% 0.23% −0.01
SCHI Schwab 5-10 Year Corporate B Add +0.7% 0.24% −0.01
ABT Abbott Laboratories Add +0.1% 0.15% −0.01
TLT iShares 20+ Year Treasury BD Add +3.6% 0.78% −0.01
SCHH Schwab US REIT ETF Add +0.1% 0.32% −0.01
VCIT Vanguard Int-Term Corporate Add +2.5% 0.64% −0.02
COST Costco Wholesale Corp. Add +4.4% 0.20% −0.02
BND Vanguard Total Bond Market Add +0.1% 0.36% −0.02
SCHM Schwab US Mid Cap ETF Add +0.4% 4.50% −0.03
LLY Eli Lilly & Co. Add +1.1% 0.37% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 108$251.7MSCHX, SCHB, SCHD, SCHA, SCHG
Q1 2026 105$233.1MSCHX, SCHB, SCHD, SCHZ, SCHG
Q4 2025 106$234.3MSCHX, SCHB, SCHG, SCHD, SCHZ
Q3 2025 106$232.7MSCHX, SCHB, SCHG, SCHD, SCHZ
Q2 2025 101$218.2MSCHX, SCHB, SCHD, SCHG, SCHZ
Q1 2025 97$210.8MSCHX, SCHD, SCHB, SCHG, SCHZ
Q4 2024 92$213.3MSCHX, SCHB, SCHD, SCHG, SCHZ
Q3 2024 99$212.5MSCHX, SCHD, SCHB, SCHZ, SCHG
Q2 2024 93$202.7MSCHX, SCHD, SCHB, SCHG, SCHZ
Q1 2024 97$200.2MSCHX, SCHD, SCHB, SCHZ, SCHG