Christensen, King & Associates Investment Services, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Christensen, King & Associates Investment Services, Inc. 13F Holdings
CIK 0002032544 · RICHLAND, WA
As of Sep 30, 2025, Christensen, King & Associates Investment Services, Inc. reported
106 positions worth $232.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 1,174,731 | $30.9M | 13.29% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 620,086 |
|
5.9M6.85% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 439,155 |
4.0M | 6.02% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 511,354 |
4.0M | 6.00% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 511,189 |
2.0M | 5.15% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 417,100 |
1.6M | 5.00% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 496,185 |
1.6M | 4.96% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 353,420 |
0.5M | 4.50% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 280,898 | $8.2M | 3.51% |
| VANGUARD 500 INDEX FUND | VOO | — | 9,330 | $5.7M | 2.45% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 212,119 | $5.3M | 2.29% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 38,888 | $4.6M | 2.00% |
| SCHWAB US TIPS ETF | SCHP | — | 162,165 | $4.4M | 1.88% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 127,037 | $4.2M | 1.82% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 162,404 | $4.0M | 1.70% |
| ISHARES GLOBAL 100 ETF | IOO | — | 30,401 | $3.6M | 1.57% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 37,728 | $3.6M | 1.56% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 10,587 | $3.5M | 1.49% |
| APPLE INC | AAPL | Technology | 12,675 | $3.2M | 1.39% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,608 | $2.8M | 1.19% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 3,598 | $2.7M | 1.15% |
| NVIDIA CORP | NVDA | Technology | 14,225 | $2.7M | 1.14% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 24,675 | $2.5M | 1.06% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 28,946 | $2.4M | 1.03% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 43,669 | $2.0M | 0.85% |