Christensen, King & Associates Investment Services

RICHLAND, WAfiles as Christensen, King & Associates Investment Services, Inc.

$252m in 108 US stocks at the end of 30 June 2026. The top 10 are 59.5% of the money. It changed about 4.5% of the portfolio this quarter.

Value

$252m

Stocks

108

Top 10 share

59.5%

Turnover

4.5%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.1% of the fund
IntelINTC
<0.1% of the fund
Vanguard Intl Equity Index FVWO
<0.1% of the fund
Ishares TREFA
<0.1% of the fund
State STR Spdr S&P 500 ETF TSPY
<0.1% of the fund
Ishares TRIJK
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard MUN BD FDSVTEB
0.1% of the fund
+39%

Cut

Sold some of their stake.

Schwab Strategic TRSCHB
6.8% of the fund
-3%
Schwab Strategic TRSCHD
6.1% of the fund
-3%
Schwab Strategic TRSCHA
5.8% of the fund
-2%
Schwab Strategic TRSCHG
5.6% of the fund
-4%
Schwab Strategic TRSCHM
5.1% of the fund
-3%
Schwab Strategic TRSCHV
3.8% of the fund
-3%
Schwab Strategic TRSCHP
1.6% of the fund
-3%
Vanguard Scottsdale FDSVCSH
0.7% of the fund
-4%
Vanguard Scottsdale FDSVCIT
0.6% of the fund
-2%
Vanguard Whitehall FDSVYM
0.5% of the fund
-3%
Spdr Index SHS FDSSPGM
0.3% of the fund
-5%
Schwab Strategic TRSCHH
0.3% of the fund
-10%
Schwab Strategic TRSCHJ
0.2% of the fund
-6%
ExxonMobil HoldingsXOM
0.2% of the fund
-11%
Vanguard World FDVGT
0.2% of the fund
-88%
IsharesEWC
0.1% of the fund
-28%
Ishares U S ETF TRNEAR
0.1% of the fund
-11%
WalmartWMT
<0.1% of the fund
-7%

Sold out

Sold their entire stake.

Vanguard Index FDSVUG
-100%
Schwab Strategic TRFNDX
-100%
Ishares TRHDV
-100%

Holdings

Schwab Strategic TRSCHX
Share
13.4%
Value
$34m
Shares
1,142,534
Held
Schwab Strategic TRSCHB
Share
6.8%
Value
$17m
Shares
595,154
-3%
Schwab Strategic TRSCHD
Share
6.1%
Value
$15m
Shares
484,902
-3%
Schwab Strategic TRSCHA
Share
5.8%
Value
$15m
Shares
406,286
-2%
Schwab Strategic TRSCHG
Share
5.6%
Value
$14m
Shares
418,771
-4%
Schwab Strategic TRSCHF
Share
5.3%
Value
$13m
Shares
481,397
Held
Schwab Strategic TRSCHM
Share
5.1%
Value
$13m
Shares
345,912
-3%
Schwab Strategic TRSCHZ
Share
5.0%
Value
$13m
Shares
544,016
Held
Schwab Strategic TRSCHV
Share
3.8%
Value
$10m
Shares
273,806
-3%
Vanguard Index FDSVOO
Share
2.6%
Value
$7m
Shares
9,526
Held
Schwab Strategic TRSCHR
Share
2.1%
Value
$5m
Shares
218,102
Held
Schwab Strategic TRSCHE
Share
1.8%
Value
$5m
Shares
125,546
Held
Ishares TRIOO
Share
1.8%
Value
$5m
Shares
33,254
Held
Ishares TRIEI
Share
1.7%
Value
$4m
Shares
36,995
Held
Schwab Strategic TRSCHO
Share
1.7%
Value
$4m
Shares
178,348
Held
Schwab Strategic TRSCHP
Share
1.6%
Value
$4m
Shares
150,935
-3%
Vanguard Index FDSVTI
Share
1.6%
Value
$4m
Shares
10,574
Held
Ishares TRIEF
Share
1.4%
Value
$4m
Shares
38,287
Held
AppleAAPL
Share
1.4%
Value
$3m
Shares
11,810
Held
Invesco QQQ TRQQQ
Share
1.2%
Value
$3m
Shares
4,195
Held
NvidiaNVDA
Share
1.1%
Value
$3m
Shares
13,338
Held
Ishares TRAGG
Share
1.0%
Value
$2m
Shares
24,905
Held
Ishares TRSHY
Share
0.9%
Value
$2m
Shares
29,080
Held
Schwab Strategic TRSCHC
Share
0.8%
Value
$2m
Shares
41,848
Held
Ishares TRIVV
Share
0.7%
Value
$2m
Shares
2,481
Held
Ishares TRTLT
Share
0.7%
Value
$2m
Shares
20,245
Held
Vanguard Scottsdale FDSVCSH
Share
0.7%
Value
$2m
Shares
21,951
-4%
Vanguard Specialized FundsVIG
Share
0.7%
Value
$2m
Shares
6,991
Held
Vanguard Scottsdale FDSVCIT
Share
0.6%
Value
$2m
Shares
19,313
-2%
Ishares TRIJR
Share
0.6%
Value
$2m
Shares
10,367
Held
Ishares TRIJH
Share
0.5%
Value
$1m
Shares
17,380
Held
Eli LillyLLY
Share
0.5%
Value
$1m
Shares
1,115
Held
MicrosoftMSFT
Share
0.5%
Value
$1m
Shares
3,495
Held
Spdr Gold TRGLD
Share
0.5%
Value
$1m
Shares
3,370
Held
Ishares TRIJS
Share
0.5%
Value
$1m
Shares
8,519
Held
Vanguard Whitehall FDSVYM
Share
0.5%
Value
$1m
Shares
7,262
-3%
Vanguard BD Index FDSBND
Share
0.4%
Value
$1m
Shares
15,250
Held
Vanguard World FDVHT
Share
0.4%
Value
$1m
Shares
3,744
Held
Amazon.comAMZN
Share
0.4%
Value
$1m
Shares
4,247
Held
Ishares TRIJT
Share
0.4%
Value
$1m
Shares
5,659
Held
Vanguard World FDVDC
Share
0.4%
Value
$1m
Shares
4,479
Held
Advanced Micro DevicesAMD
Share
0.4%
Value
$943,398
Shares
1,624
Held
Ishares TRTIP
Share
0.4%
Value
$906,018
Shares
8,279
Held
Vanguard Intl Equity Index FVT
Share
0.3%
Value
$831,342
Shares
5,297
Held
Vanguard World FDVPU
Share
0.3%
Value
$816,971
Shares
4,174
Held
Spdr Index SHS FDSSPGM
Share
0.3%
Value
$805,974
Shares
9,408
-5%
Vanguard Intl Equity Index FVEU
Share
0.3%
Value
$759,581
Shares
9,070
Held
GameStopGME
Share
0.3%
Value
$743,500
Shares
33,673
Held
Schwab Strategic TRSCHH
Share
0.3%
Value
$707,512
Shares
29,878
-10%
Vanguard BD Index FDSVUSB
Share
0.3%
Value
$693,485
Shares
13,931
Held
Berkshire HathawayBRK-B
Share
0.3%
Value
$689,537
Shares
1,378
Held
Schwab Strategic TRSCHI
Share
0.3%
Value
$632,121
Shares
27,921
Held
Ishares TRXT
Share
0.2%
Value
$580,992
Shares
7,031
Held
Palantir TechnologiesPLTR
Share
0.2%
Value
$578,917
Shares
4,962
Held
Invesco Exch Traded FD TR IIPGX
Share
0.2%
Value
$575,328
Shares
53,075
Held
Vaneck ETF TrustANGL
Share
0.2%
Value
$563,639
Shares
19,276
Held
Vanguard Index FDSVB
Share
0.2%
Value
$550,449
Shares
1,816
Held
Ishares TRIVW
Share
0.2%
Value
$547,134
Shares
3,978
Held
AbbVieABBV
Share
0.2%
Value
$522,129
Shares
2,075
Held
Vanguard World FDVCR
Share
0.2%
Value
$518,024
Shares
1,306
Held
Ishares TRIWR
Share
0.2%
Value
$504,449
Shares
4,573
Held
Vanguard Charlotte FDSBNDX
Share
0.2%
Value
$501,921
Shares
10,364
Held
Applied MaterialsAMAT
Share
0.2%
Value
$493,991
Shares
683
Held
Costco WholesaleCOST
Share
0.2%
Value
$457,783
Shares
489
Held
Vanguard Index FDSVTV
Share
0.2%
Value
$451,087
Shares
2,070
Held
Schwab Strategic TRSCHJ
Share
0.2%
Value
$448,892
Shares
18,203
-6%
AlphabetGOOGL
Share
0.2%
Value
$443,026
Shares
1,240
Held
Pimco ETF TRMUNI
Share
0.2%
Value
$440,262
Shares
8,370
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$428,237
Shares
3,132
-11%
Vanguard World FDVGT
Share
0.2%
Value
$425,319
Shares
3,559
-88%
Ishares TRPFF
Share
0.2%
Value
$417,748
Shares
13,701
Held
Ishares Gold TRIAU
Share
0.2%
Value
$393,332
Shares
5,209
Held
Select Sector Spdr TRXLU
Share
0.1%
Value
$373,420
Shares
8,236
Held
CaterpillarCAT
Share
0.1%
Value
$372,715
Shares
350
Held
Ishares TRIUSV
Share
0.1%
Value
$372,596
Shares
3,383
Held
Vanguard MUN BD FDSVTEB
Share
0.1%
Value
$364,560
Shares
7,208
+39%
Ishares TRISCB
Share
0.1%
Value
$360,686
Shares
4,777
Held
Ishares TRMUB
Share
0.1%
Value
$346,585
Shares
3,220
Held
Micron TechnologyMU
Share
0.1%
Value
$345,312
Shares
299
New
Ishares TRIYH
Share
0.1%
Value
$342,514
Shares
5,111
Held
First TR Exchange-Traded FDFXH
Share
0.1%
Value
$311,739
Shares
2,547
Held
Ishares TRIWD
Share
0.1%
Value
$306,834
Shares
1,266
Held
Ishares TRLQD
Share
0.1%
Value
$303,667
Shares
2,784
Held
Ishares TRISTB
Share
0.1%
Value
$292,987
Shares
6,072
Held
Illinois Tool WorksITW
Share
0.1%
Value
$284,264
Shares
1,051
Held
VisaV
Share
0.1%
Value
$282,862
Shares
824
Held
Ishares TRIEFA
Share
0.1%
Value
$280,039
Shares
2,900
Held
Select Sector Spdr TRXLV
Share
0.1%
Value
$278,448
Shares
1,755
Held
Vanguard Star FDSVXUS
Share
0.1%
Value
$278,355
Shares
3,256
Held
Williams SonomaWSM
Share
0.1%
Value
$276,690
Shares
1,187
Held
TeslaTSLA
Share
0.1%
Value
$271,708
Shares
646
Held
International Business MachinesIBM
Share
0.1%
Value
$270,805
Shares
963
Held
McDonald'sMCD
Share
0.1%
Value
$262,142
Shares
970
Held
IsharesEWC
Share
0.1%
Value
$255,128
Shares
4,426
-28%
Ishares U S ETF TRNEAR
Share
0.1%
Value
$253,202
Shares
4,998
-11%
IntelINTC
Share
<0.1%
Value
$248,190
Shares
1,777
New
Ishares TRIDV
Share
<0.1%
Value
$247,848
Shares
5,982
Held
Ishares TRIYE
Share
<0.1%
Value
$244,430
Shares
4,319
Held
Abbott LaboratoriesABT
Share
<0.1%
Value
$240,155
Shares
2,647
Held
Ishares TRIXUS
Share
<0.1%
Value
$230,280
Shares
2,413
Held

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHX	13.4%	$34m	1,142,534	Held
Schwab Strategic TRSCHB	6.8%	$17m	595,154	-3%
Schwab Strategic TRSCHD	6.1%	$15m	484,902	-3%
Schwab Strategic TRSCHA	5.8%	$15m	406,286	-2%
Schwab Strategic TRSCHG	5.6%	$14m	418,771	-4%
Schwab Strategic TRSCHF	5.3%	$13m	481,397	Held
Schwab Strategic TRSCHM	5.1%	$13m	345,912	-3%
Schwab Strategic TRSCHZ	5.0%	$13m	544,016	Held
Schwab Strategic TRSCHV	3.8%	$10m	273,806	-3%
Vanguard Index FDSVOO	2.6%	$7m	9,526	Held
Schwab Strategic TRSCHR	2.1%	$5m	218,102	Held
Schwab Strategic TRSCHE	1.8%	$5m	125,546	Held
Ishares TRIOO	1.8%	$5m	33,254	Held
Ishares TRIEI	1.7%	$4m	36,995	Held
Schwab Strategic TRSCHO	1.7%	$4m	178,348	Held
Schwab Strategic TRSCHP	1.6%	$4m	150,935	-3%
Vanguard Index FDSVTI	1.6%	$4m	10,574	Held
Ishares TRIEF	1.4%	$4m	38,287	Held
AppleAAPL	1.4%	$3m	11,810	Held
Invesco QQQ TRQQQ	1.2%	$3m	4,195	Held
NvidiaNVDA	1.1%	$3m	13,338	Held
Ishares TRAGG	1.0%	$2m	24,905	Held
Ishares TRSHY	0.9%	$2m	29,080	Held
Schwab Strategic TRSCHC	0.8%	$2m	41,848	Held
Ishares TRIVV	0.7%	$2m	2,481	Held
Ishares TRTLT	0.7%	$2m	20,245	Held
Vanguard Scottsdale FDSVCSH	0.7%	$2m	21,951	-4%
Vanguard Specialized FundsVIG	0.7%	$2m	6,991	Held
Vanguard Scottsdale FDSVCIT	0.6%	$2m	19,313	-2%
Ishares TRIJR	0.6%	$2m	10,367	Held
Ishares TRIJH	0.5%	$1m	17,380	Held
Eli LillyLLY	0.5%	$1m	1,115	Held
MicrosoftMSFT	0.5%	$1m	3,495	Held
Spdr Gold TRGLD	0.5%	$1m	3,370	Held
Ishares TRIJS	0.5%	$1m	8,519	Held
Vanguard Whitehall FDSVYM	0.5%	$1m	7,262	-3%
Vanguard BD Index FDSBND	0.4%	$1m	15,250	Held
Vanguard World FDVHT	0.4%	$1m	3,744	Held
Amazon.comAMZN	0.4%	$1m	4,247	Held
Ishares TRIJT	0.4%	$1m	5,659	Held
Vanguard World FDVDC	0.4%	$1m	4,479	Held
Advanced Micro DevicesAMD	0.4%	$943,398	1,624	Held
Ishares TRTIP	0.4%	$906,018	8,279	Held
Vanguard Intl Equity Index FVT	0.3%	$831,342	5,297	Held
Vanguard World FDVPU	0.3%	$816,971	4,174	Held
Spdr Index SHS FDSSPGM	0.3%	$805,974	9,408	-5%
Vanguard Intl Equity Index FVEU	0.3%	$759,581	9,070	Held
GameStopGME	0.3%	$743,500	33,673	Held
Schwab Strategic TRSCHH	0.3%	$707,512	29,878	-10%
Vanguard BD Index FDSVUSB	0.3%	$693,485	13,931	Held
Berkshire HathawayBRK-B	0.3%	$689,537	1,378	Held
Schwab Strategic TRSCHI	0.3%	$632,121	27,921	Held
Ishares TRXT	0.2%	$580,992	7,031	Held
Palantir TechnologiesPLTR	0.2%	$578,917	4,962	Held
Invesco Exch Traded FD TR IIPGX	0.2%	$575,328	53,075	Held
Vaneck ETF TrustANGL	0.2%	$563,639	19,276	Held
Vanguard Index FDSVB	0.2%	$550,449	1,816	Held
Ishares TRIVW	0.2%	$547,134	3,978	Held
AbbVieABBV	0.2%	$522,129	2,075	Held
Vanguard World FDVCR	0.2%	$518,024	1,306	Held
Ishares TRIWR	0.2%	$504,449	4,573	Held
Vanguard Charlotte FDSBNDX	0.2%	$501,921	10,364	Held
Applied MaterialsAMAT	0.2%	$493,991	683	Held
Costco WholesaleCOST	0.2%	$457,783	489	Held
Vanguard Index FDSVTV	0.2%	$451,087	2,070	Held
Schwab Strategic TRSCHJ	0.2%	$448,892	18,203	-6%
AlphabetGOOGL	0.2%	$443,026	1,240	Held
Pimco ETF TRMUNI	0.2%	$440,262	8,370	Held
ExxonMobil HoldingsXOM	0.2%	$428,237	3,132	-11%
Vanguard World FDVGT	0.2%	$425,319	3,559	-88%
Ishares TRPFF	0.2%	$417,748	13,701	Held
Ishares Gold TRIAU	0.2%	$393,332	5,209	Held
Select Sector Spdr TRXLU	0.1%	$373,420	8,236	Held
CaterpillarCAT	0.1%	$372,715	350	Held
Ishares TRIUSV	0.1%	$372,596	3,383	Held
Vanguard MUN BD FDSVTEB	0.1%	$364,560	7,208	+39%
Ishares TRISCB	0.1%	$360,686	4,777	Held
Ishares TRMUB	0.1%	$346,585	3,220	Held
Micron TechnologyMU	0.1%	$345,312	299	New
Ishares TRIYH	0.1%	$342,514	5,111	Held
First TR Exchange-Traded FDFXH	0.1%	$311,739	2,547	Held
Ishares TRIWD	0.1%	$306,834	1,266	Held
Ishares TRLQD	0.1%	$303,667	2,784	Held
Ishares TRISTB	0.1%	$292,987	6,072	Held
Illinois Tool WorksITW	0.1%	$284,264	1,051	Held
VisaV	0.1%	$282,862	824	Held
Ishares TRIEFA	0.1%	$280,039	2,900	Held
Select Sector Spdr TRXLV	0.1%	$278,448	1,755	Held
Vanguard Star FDSVXUS	0.1%	$278,355	3,256	Held
Williams SonomaWSM	0.1%	$276,690	1,187	Held
TeslaTSLA	0.1%	$271,708	646	Held
International Business MachinesIBM	0.1%	$270,805	963	Held
McDonald'sMCD	0.1%	$262,142	970	Held
IsharesEWC	0.1%	$255,128	4,426	-28%
Ishares U S ETF TRNEAR	0.1%	$253,202	4,998	-11%
IntelINTC	<0.1%	$248,190	1,777	New
Ishares TRIDV	<0.1%	$247,848	5,982	Held
Ishares TRIYE	<0.1%	$244,430	4,319	Held
Abbott LaboratoriesABT	<0.1%	$240,155	2,647	Held
Ishares TRIXUS	<0.1%	$230,280	2,413	Held

Showing the largest 100 of 108.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 15.4% since 30 June 2025.

Where the money is

Technology4.1%

Retail & consumer1.0%

Health care0.9%

Financial services0.4%

Everyday goods0.3%

Industrials0.3%

Media & telecom0.2%

Energy0.2%

Other92.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.