Christensen, King & Associates Investment Services, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Christensen, King & Associates Investment Services, Inc. reported 105 stock positions worth $233.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 12.6% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 6.6%) and Schwab US DVD Equity ETF (SCHD, 6.6%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 51 and reduced 36. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +0%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −0%).

Most Recent 13F
Q2 2026
Location
RICHLAND, WA
CIK
0002032544
Portfolio Value
$233.1M (Q1 2026)
SEC Filing
0002032544-26-000002 ↗ filed Apr 20, 2026

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 Q3 2025 Q4 2025: $234.3M Q4 2025 Q1 2026: $233.1M $233.1M Q1 2026 Q2 2026: $251.7M Q2 2026

Holdings 105 stocks · $233.1M
SCHX Schwab US Large-Cap ETF 12.64% 1,149,357 $29.5M Add +0.7%
SCHB Schwab US Broad Market ETF 6.62% 614,671 $15.4M Reduce -0.1%
SCHD Schwab US DVD Equity ETF 6.56% 498,253 $15.3M Add +0.0%
SCHZ Schwab US Aggregate Bond ETF 5.44% 546,284 $12.7M Add +3.0%
SCHG Schwab US Large-Cap Growth 5.43% 434,601 $12.7M Reduce -0.3%
SCHA Schwab US Small-Cap ETF 5.19% 415,889 $12.1M Reduce -0.4%
SCHF Schwab Intl Equity ETF 5.18% 487,587 $12.1M Reduce -0.0%
SCHM Schwab US Mid Cap ETF 4.72% 355,057 $11.0M Add +0.4%
SCHV Schwab US Large-Cap Value 3.70% 282,816 $8.6M Add +0.0%
VOO Vanguard S&P 500 ETF 2.44% 9,526 $5.7M Add +1.1%
SCHR Schwab Intermediate-Term US 2.37% 221,905 $5.5M Add +3.4%
IEI iShares 3-7 Year Treasury Bo 1.90% 37,415 $4.4M Reduce -0.8%
SCHO Schwab Short-Term US Treas 1.89% 181,762 $4.4M Add +4.7%
SCHE Schwab Emrg Mrkts Eqty ETF 1.78% 125,915 $4.1M Reduce -0.1%
SCHP Schwab U.S. Tips ETF 1.77% 154,831 $4.1M Add +0.9%
IOO iShares Global 100 ETF 1.74% 33,617 $4.1M Add +4.8%
IEF iShares 7-10 Year Treasury B 1.57% 38,287 $3.7M Add +1.1%
VTI VG Morningstar TS MKT ETF-US 1.46% 10,574 $3.4M Reduce -0.9%
AAPL Apple Inc. 1.30% 11,897 $3.0M Reduce -0.1%
VGT Vanguard Info Tech ETF 1.07% 3,577 $2.5M Reduce -0.7%
AGG iShares Core U.S. Aggregate 1.06% 25,006 $2.5M Add +3.2%
QQQ Invesco QQQ Trust Series 1 1.04% 4,195 $2.4M Reduce -2.2%
SHY iShares 1-3 Year Treasury Bo 1.03% 29,080 $2.4M Add +0.5%
NVDA Nvidia Corp. 1.00% 13,337 $2.3M No change
SCHC Schwab Intl Small-Cap Equity 0.84% 41,848 $2.0M Reduce -1.2%
VCSH Vanguard S/T Corp. Bond ETF 0.78% 22,843 $1.8M Add +2.0%
TLT iShares 20+ Year Treasury BD 0.76% 20,421 $1.8M Add +0.9%
VCIT Vanguard Int-Term Corporate 0.70% 19,758 $1.6M Add +6.5%
IVV iShares Core S&P 500 ETF 0.70% 2,481 $1.6M Reduce -6.5%
VIG Vanguard Dividend Apprec ETF 0.65% 6,991 $1.5M Add +8.3%
GLD SPDR Gold Shares 0.62% 3,370 $1.5M No change
IJR iShares Core S&P Small-Cap E 0.56% 10,464 $1.3M Add +4.3%
MSFT Microsoft Corp. 0.56% 3,495 $1.3M Reduce -0.4%
IJH iShares Core S&P Midcap ETF 0.50% 17,380 $1.2M Reduce -0.8%
BND Vanguard Total Bond Market 0.48% 15,250 $1.1M Add +16.5%
VYM Vanguard High DVD Yield ETF 0.48% 7,486 $1.1M Add +6.0%
LLY Eli Lilly & Co. 0.44% 1,115 $1.0M No change
VDC Vanguard Consumer Staple ETF 0.44% 4,556 $1.0M Add +4.9%
VHT Vanguard Health Care ETF 0.44% 3,744 $1.0M Add +0.1%
IJS iShares S&P Small-Cap 600 Va 0.43% 8,519 $1.0M Add +3.9%
TIP iShares Tips Bond ETF 0.39% 8,279 $914K Reduce -3.8%
AMZN Amazon.com Inc. 0.38% 4,247 $885K No change
VPU Vanguard Utilities ETF 0.35% 4,174 $827K Add +8.9%
IJT iShares S&P Small-Cap 600 GR 0.35% 5,659 $819K Reduce -10.9%
GME Gamestop Corp. Class A 0.33% 33,673 $776K Add +8.0%
SPGM State Street SPDR Portfolio 0.32% 9,947 $753K Reduce -0.7%
VT Vanguard Tot World STK ETF 0.31% 5,297 $733K Add +6.9%
PLTR Palantir Technologies Inc. Class A 0.31% 4,962 $726K Add +13.7%
SCHH Schwab US REIT ETF 0.31% 33,161 $713K Reduce -2.2%
VUSB Vanguard Ultra Short Bond Et 0.30% 13,931 $694K Add +10.3%
VEU Vanguard Ftse All-World Ex-U 0.29% 9,070 $681K Add +5.2%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 1,378 $660K No change
SCHI Schwab 5-10 Year Corporate B 0.27% 27,921 $633K Add +13.2%
XOM Exxon Mobil Corp. 0.26% 3,531 $599K Reduce -1.8%
PGX Invesco Preferred ETF 0.25% 54,139 $589K Reduce -2.1%
ANGL Vaneck Fallen Angel High YLD 0.24% 19,276 $554K Add +5.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.23% 1,207 $527K Add +8.3%
BNDX Vanguard Total Intl Bond ETF 0.21% 10,364 $498K Add +4.2%
COST Costco Wholesale Corp. 0.21% 489 $488K Add +1.4%
XT Ishar Fture Exp Tech ETF-Usd 0.21% 7,031 $479K Add +20.9%
SCHJ Schwab 1-5 YR Corp. BND ETF 0.21% 19,349 $478K Add +16.7%
VB Vanguard Most SM-Cap ETF-Usd 0.20% 1,816 $476K Add +0.1%
VCR Vanguard Consumer Discre ETF 0.20% 1,306 $469K Add +0.1%
IAU iShares Gold Trust 0.20% 5,209 $459K Reduce -2.4%
ABBV Abbvie Inc. 0.19% 2,075 $451K Add +0.1%
IVW iShares S&P 500 Growth ETF 0.19% 3,978 $450K Reduce -4.5%
IWR iShares Russell Mid-Cap ETF 0.19% 4,573 $445K Reduce -7.5%
MUNI PIMCO Intermediate Municipal 0.19% 8,370 $437K No change
PFF iShares Preferred & Income S 0.18% 13,701 $415K Reduce -8.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 2,070 $406K Add +0.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.16% 8,236 $378K No change
GOOGL Alphabet Inc. Class A 0.15% 1,240 $356K Reduce -2.0%
IUSV iShares Core S&P U.S. Value 0.15% 3,383 $346K Reduce -5.7%
MUB iShares National Muni Bond E 0.15% 3,220 $342K Add +0.1%
EWC iShares MSCI Canada ETF 0.15% 6,177 $338K Reduce -1.2%
AMD Advanced Micro Devices 0.14% 1,624 $330K No change
IYH iShares U.S. Healthcare ETF 0.14% 5,111 $315K No change
ISCB iShares Morningstar SM Cap 0.13% 4,777 $311K Add +0.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.13% 2,784 $303K Reduce -6.7%
MCD McDonald's Corp. 0.13% 970 $301K Add +0.1%
ISTB iShares Core 1-5 Year Usd Bo 0.13% 6,072 $294K Reduce -2.8%
NEAR iShares SH Dba ETF Usd Inc. 0.12% 5,595 $284K Add +0.3%
IYE iShares U.S. Energy ETF 0.12% 4,319 $280K Add +0.3%
FXH First Trust Health Care Alph 0.12% 2,547 $280K Add +0.0%
ITW Illinois Tool Works 0.12% 1,051 $274K Reduce -9.0%
ABT Abbott Laboratories 0.12% 2,647 $272K Add +0.1%
IWD iShares Russell 1000 Value E 0.12% 1,266 $270K Reduce -0.3%
WMT Walmart Inc. 0.11% 2,146 $267K Add +0.1%
IEFA iShares Core MSCI Eafe ETF 0.11% 2,900 $262K Reduce -0.5%
VTEB Vanguard Tax-Exempt Bond ETF 0.11% 5,204 $260K Add +0.1%
XLV SS Health Care Select Sector 0.11% 1,755 $257K No change
IDV iShares International Select 0.11% 5,982 $255K Reduce -3.7%
VXUS Vanguard Total Intl Stock 0.11% 3,256 $251K Reduce -1.5%
V Visa Inc. Class A 0.11% 824 $249K No change
CAT Caterpillar Inc. 0.11% 350 $248K No change
TSLA Tesla Inc. 0.10% 646 $240K Add +0.2%
AMAT Applied Materials Inc. 0.10% 683 $234K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 963 $233K No change
EFAV iShares MSCI Eafe Min Vol Fa 0.10% 2,548 $233K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.09% 7,826 $218K Add +0.4%
WSM Williams-Sonoma Inc. 0.09% 1,187 $216K No change
IXUS iShares Core Intl Stock ETF 0.09% 2,413 $209K Reduce -3.9%
IJJ iShares S&P Mid-Cap 400 Valu 0.09% 1,535 $203K Reduce -8.4%
HDV iShares Core High Dividend E 0.09% 1,488 $202K New
OTLK Outlook Therapeutics Inc. 0.00% 28,327 $6K No change

Portfolio Sells Q4 2025 → Q1 2026
SCHG Schwab US Large-Cap Growth Reduce -0.3% 5.43% −0.63
SCHB Schwab US Broad Market ETF Reduce -0.1% 6.62% −0.27
MSFT Microsoft Corp. Reduce -0.4% 0.56% −0.17
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.11
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.09
VGT Vanguard Info Tech ETF Reduce -0.7% 1.07% −0.09
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.09
AAPL Apple Inc. Reduce -0.1% 1.30% −0.09
QQQ Invesco QQQ Trust Series 1 Reduce -2.2% 1.04% −0.09
IVV iShares Core S&P 500 ETF Reduce -6.5% 0.70% −0.08
VTI VG Morningstar TS MKT ETF-US Reduce -0.9% 1.46% −0.07
IJT iShares S&P Small-Cap 600 GR Reduce -10.9% 0.35% −0.03
IVW iShares S&P 500 Growth ETF Reduce -4.5% 0.19% −0.03
PFF iShares Preferred & Income S Reduce -8.5% 0.18% −0.02
IEI iShares 3-7 Year Treasury Bo Reduce -0.8% 1.90% −0.02
GOOGL Alphabet Inc. Class A Reduce -2.0% 0.15% −0.02
PGX Invesco Preferred ETF Reduce -2.1% 0.25% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -7.5% 0.19% −0.01
TIP iShares Tips Bond ETF Reduce -3.8% 0.39% −0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -6.7% 0.13% −0.01
IUSV iShares Core S&P U.S. Value Reduce -5.7% 0.15% −0.01
IJJ iShares S&P Mid-Cap 400 Valu Reduce -8.4% 0.09% −0.01
SPGM State Street SPDR Portfolio Reduce -0.7% 0.32% −0.00
ITW Illinois Tool Works Reduce -9.0% 0.12% −0.00
ISTB iShares Core 1-5 Year Usd Bo Reduce -2.8% 0.13% −0.00
IXUS iShares Core Intl Stock ETF Reduce -3.9% 0.09% −0.00
EWC iShares MSCI Canada ETF Reduce -1.2% 0.15% +0.00
VXUS Vanguard Total Intl Stock Reduce -1.5% 0.11% +0.00
IEFA iShares Core MSCI Eafe ETF Reduce -0.5% 0.11% +0.00
IWD iShares Russell 1000 Value E Reduce -0.3% 0.12% +0.00
SCHH Schwab US REIT ETF Reduce -2.2% 0.31% +0.00
IDV iShares International Select Reduce -3.7% 0.11% +0.00
IJH iShares Core S&P Midcap ETF Reduce -0.8% 0.50% +0.01
IAU iShares Gold Trust Reduce -2.4% 0.20% +0.01
SCHC Schwab Intl Small-Cap Equity Reduce -1.2% 0.84% +0.02
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -0.1% 1.78% +0.02
XOM Exxon Mobil Corp. Reduce -1.8% 0.26% +0.07
SCHA Schwab US Small-Cap ETF Reduce -0.4% 5.19% +0.11
SCHF Schwab Intl Equity ETF Reduce -0.0% 5.18% +0.17

Portfolio Buys Q4 2025 → Q1 2026
SCHD Schwab US DVD Equity ETF Add +0.0% 6.56% +0.73
SCHM Schwab US Mid Cap ETF Add +0.4% 4.72% +0.18
SCHZ Schwab US Aggregate Bond ETF Add +3.0% 5.44% +0.15
SCHV Schwab US Large-Cap Value Add +0.0% 3.70% +0.13
AMAT Applied Materials Inc. New 0.10% +0.10
HDV iShares Core High Dividend E New 0.09% +0.09
SCHO Schwab Short-Term US Treas Add +4.7% 1.89% +0.09
SCHR Schwab Intermediate-Term US Add +3.4% 2.37% +0.07
BND Vanguard Total Bond Market Add +16.5% 0.48% +0.07
GME Gamestop Corp. Class A Add +8.0% 0.33% +0.07
VPU Vanguard Utilities ETF Add +8.9% 0.35% +0.05
VDC Vanguard Consumer Staple ETF Add +4.9% 0.44% +0.05
IJR iShares Core S&P Small-Cap E Add +4.3% 0.56% +0.04
VYM Vanguard High DVD Yield ETF Add +6.0% 0.48% +0.04
VIG Vanguard Dividend Apprec ETF Add +8.3% 0.65% +0.04
VCIT Vanguard Int-Term Corporate Add +6.5% 0.70% +0.04
IJS iShares S&P Small-Cap 600 Va Add +3.9% 0.43% +0.04
SCHP Schwab U.S. Tips ETF Add +0.9% 1.77% +0.03
IYE iShares U.S. Energy ETF Add +0.3% 0.12% +0.03
XT Ishar Fture Exp Tech ETF-Usd Add +20.9% 0.21% +0.03
AGG iShares Core U.S. Aggregate Add +3.2% 1.06% +0.03
COST Costco Wholesale Corp. Add +1.4% 0.21% +0.03
SCHI Schwab 5-10 Year Corporate B Add +13.2% 0.27% +0.03
VUSB Vanguard Ultra Short Bond Et Add +10.3% 0.30% +0.03
SCHJ Schwab 1-5 YR Corp. BND ETF Add +16.7% 0.21% +0.03
VEU Vanguard Ftse All-World Ex-U Add +5.2% 0.29% +0.02
VT Vanguard Tot World STK ETF Add +6.9% 0.31% +0.02
VCSH Vanguard S/T Corp. Bond ETF Add +2.0% 0.78% +0.01
IEF iShares 7-10 Year Treasury B Add +1.1% 1.57% +0.01
WMT Walmart Inc. Add +0.1% 0.11% +0.01
IOO iShares Global 100 ETF Add +4.8% 1.74% +0.01
ANGL Vaneck Fallen Angel High YLD Add +5.6% 0.24% +0.01
BNDX Vanguard Total Intl Bond ETF Add +4.2% 0.21% +0.01
SHY iShares 1-3 Year Treasury Bo Add +0.5% 1.03% +0.01
TLT iShares 20+ Year Treasury BD Add +0.9% 0.76% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +0.1% 0.17% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +0.1% 0.20% +0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.4% 0.09% +0.00
MCD McDonald's Corp. Add +0.1% 0.13% +0.00
ISCB iShares Morningstar SM Cap Add +0.0% 0.13% +0.00
NEAR iShares SH Dba ETF Usd Inc. Add +0.3% 0.12% +0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +0.1% 0.11% −0.00
MUB iShares National Muni Bond E Add +0.1% 0.15% −0.00
FXH First Trust Health Care Alph Add +0.0% 0.12% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +8.3% 0.23% −0.01
ABBV Abbvie Inc. Add +0.1% 0.19% −0.01
VCR Vanguard Consumer Discre ETF Add +0.1% 0.20% −0.02
PLTR Palantir Technologies Inc. Class A Add +13.7% 0.31% −0.02
TSLA Tesla Inc. Add +0.2% 0.10% −0.02
VHT Vanguard Health Care ETF Add +0.1% 0.44% −0.02

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