Christensen, King & Associates Investment Services, Inc.

CIK 0002032544 • 6 13F filings • Apr 17, 2025 – Jul 14, 2026

Import this data to Google Sheets with:

=jivedata("christensen-king-associates-investment-services-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Christensen, King & Associates Investment Services, Inc., Chief Compliance Officer
Address: 1334 JADWIN AVENUE, RICHLAND, WA, 99354
Phone: (509) 943-1040
AUM: $234.3M

AUM over time

$251.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $234.3M106 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$331K	0.1%Prev: 0.2%	2,644 SH	Decreased+1 SH
ABBVIE INC	COM	$474K	0.2%Prev: 0.2%	2,074 SH	Decreased-199 SH
ADVANCED MICRO DEVICES INC	COM	$348K	0.1%Prev: 0.1%	1,624 SH	Increased
ALPHABET INC	CAP STK CL A	$396K	0.2%Prev: 0.1%	1,266 SH	Increased-75 SH
AMAZON COM INC	COM	$980K	0.4%Prev: 0.4%	4,247 SH	Increased-100 SH
APPLE INC	COM	$3.2M	1.4%Prev: 1.4%	11,912 SH	Increased-763 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$693K	0.3%Prev: 0.3%	1,378 SH	Increased+20 SH
CATERPILLAR INC	COM	$201K	0.1%	350 SH	New
COSTCO WHSL CORP NEW	COM	$416K	0.2%Prev: 0.2%	482 SH	Decreased-20 SH
ELI LILLY & CO	COM	$1.2M	0.5%Prev: 0.4%	1,115 SH	Increased-24 SH
EXXON MOBIL CORP	COM	$433K	0.2%Prev: 0.2%	3,594 SH	Increased-190 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$290K	0.1%Prev: 0.1%	2,546 SH	Increased
GAMESTOP CORP NEW	CL A	$626K	0.3%Prev: 0.4%	31,173 SH	Decreased+128 SH
ILLINOIS TOOL WKS INC	COM	$284K	0.1%Prev: 0.1%	1,155 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$285K	0.1%Prev: 0.2%	963 SH	Decreased-319 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$621K	0.3%Prev: 0.3%	55,279 SH	Decreased+26 SH
INVESCO QQQ TR	UNIT SER 1	$2.6M	1.1%Prev: 1.2%	4,288 SH	Decreased-320 SH
ISHARES GOLD TR	ISHARES NEW	$433K	0.2%Prev: 0.2%	5,337 SH	Increased-160 SH
ISHARES INC	MSCI CDA ETF	$337K	0.1%Prev: 0.1%	6,252 SH	Increased-36 SH
ISHARES TR	1 3 YR TREAS BD	$2.4M	1.0%Prev: 1.0%	28,927 SH	Decreased-19 SH
ISHARES TR	20 YR TR BD ETF	$1.8M	0.8%Prev: 0.8%	20,236 SH	Decreased-17 SH
ISHARES TR	3 7 YR TREAS BD	$4.5M	1.9%Prev: 2.0%	37,713 SH	Decreased-1,175 SH
ISHARES TR	7-10 YR TRSY BD	$3.6M	1.6%Prev: 1.6%	37,891 SH	Increased+163 SH
ISHARES TR	CORE 1 5 YR USD	$305K	0.1%Prev: 0.1%	6,248 SH	Decreased-511 SH
ISHARES TR	CORE MSCI EAFE	$261K	0.1%Prev: 0.1%	2,914 SH	Increased-16 SH
ISHARES TR	CORE MSCI TOTAL	$212K	0.1%Prev: 0.1%	2,510 SH	Increased-34 SH
ISHARES TR	CORE S&P MCP ETF	$1.2M	0.5%Prev: 0.5%	17,529 SH	Increased+247 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.5%Prev: 0.5%	10,036 SH	Increased+131 SH
ISHARES TR	CORE S&P US VLU	$368K	0.2%Prev: 0.2%	3,589 SH	Increased+5 SH
ISHARES TR	CORE S&P500 ETF	$1.8M	0.8%Prev: 0.8%	2,652 SH	Increased+26 SH
ISHARES TR	CORE US AGGBD ET	$2.4M	1.0%Prev: 1.1%	24,234 SH	Decreased-441 SH
ISHARES TR	FUTURE EXPONENTI	$406K	0.2%	5,815 SH	New
ISHARES TR	GLOBAL 100 ETF	$4.1M	1.7%Prev: 1.6%	32,069 SH	Increased+1,668 SH
ISHARES TR	IBOXX INV CP ETF	$329K	0.1%Prev: 0.1%	2,983 SH	Decreased+23 SH
ISHARES TR	INTL SEL DIV ETF	$245K	0.1%Prev: 0.1%	6,214 SH	Increased+10 SH
ISHARES TR	MRGSTR SM CP ETF	$310K	0.1%Prev: 0.2%	4,775 SH	Decreased-919 SH
ISHARES TR	MSCI EAFE ETF	$204K	0.1%	2,122 SH	New
ISHARES TR	MSCI EAFE MIN VL	$220K	0.1%Prev: 0.1%	2,548 SH	Increased+22 SH
ISHARES TR	NATIONAL MUN ETF	$345K	0.1%Prev: 0.2%	3,218 SH	Decreased-147 SH
ISHARES TR	PFD AND INCM SEC	$463K	0.2%Prev: 0.2%	14,968 SH	Decreased-59 SH
ISHARES TR	RUS 1000 VAL ETF	$267K	0.1%Prev: 0.1%	1,270 SH	Decreased-60 SH
ISHARES TR	RUS MID CAP ETF	$476K	0.2%Prev: 0.2%	4,944 SH	Decreased-47 SH
ISHARES TR	S&P 500 GRWT ETF	$513K	0.2%Prev: 0.2%	4,166 SH	Increased-6 SH
ISHARES TR	S&P MC 400VL ETF	$221K	0.1%Prev: 0.1%	1,676 SH	Increased-9 SH
ISHARES TR	S&P SML 600 GWT	$897K	0.4%Prev: 0.4%	6,354 SH	Decreased-34 SH
ISHARES TR	SP SMCP600VL ETF	$932K	0.4%Prev: 0.4%	8,199 SH	Increased-180 SH
ISHARES TR	TIPS BD ETF	$946K	0.4%Prev: 0.4%	8,610 SH	Decreased-91 SH
ISHARES TR	U.S. ENERGY ETF	$205K	0.1%	4,307 SH	New
ISHARES TR	US HLTHCARE ETF	$333K	0.1%Prev: 0.1%	5,111 SH	Increased
ISHARES U S ETF TR	SHORT DURATION B	$285K	0.1%Prev: 0.1%	5,577 SH	Increased+41 SH
MCDONALDS CORP	COM	$296K	0.1%Prev: 0.1%	969 SH	Increased
MICROSOFT CORP	COM	$1.7M	0.7%Prev: 0.8%	3,509 SH	Decreased-157 SH
NVIDIA CORPORATION	COM	$2.5M	1.1%Prev: 1.1%	13,337 SH	Decreased-888 SH
OUTLOOK THERAPEUTICS INC	COM	$45K	0.0%Prev: 0.0%	28,327 SH	Increased+1,119 SH
PALANTIR TECHNOLOGIES INC	CL A	$776K	0.3%Prev: 0.4%	4,366 SH	Decreased-556 SH
PIMCO ETF TR	INTER MUN BD ACT	$439K	0.2%Prev: 0.2%	8,370 SH	Increased
SCHWAB STRATEGIC TR	1 5YR CORP BD	$413K	0.2%Prev: 0.2%	16,583 SH	Decreased-116 SH
SCHWAB STRATEGIC TR	5 10YR CORP BD	$567K	0.2%Prev: 0.2%	24,668 SH	Increased+249 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.1M	1.8%Prev: 1.8%	125,973 SH	Decreased-1,064 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$212K	0.1%Prev: 0.1%	7,798 SH	Increased+31 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$5.4M	2.3%Prev: 2.3%	214,708 SH	Increased+2,589 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$11.7M	5.0%Prev: 5.0%	487,735 SH	Increased-8,450 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$1.9M	0.8%Prev: 0.9%	42,348 SH	Decreased-1,321 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$4.2M	1.8%Prev: 1.7%	173,690 SH	Increased+11,286 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$12.4M	5.3%Prev: 5.2%	530,451 SH	Increased+19,262 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$16.1M	6.9%Prev: 6.8%	615,113 SH	Increased-4,973 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$13.7M	5.8%Prev: 6.0%	498,082 SH	Decreased-13,272 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$14.2M	6.1%Prev: 6.0%	435,675 SH	Increased-3,480 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.4M	3.6%Prev: 3.5%	282,804 SH	Increased+1,906 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$30.7M	13.1%Prev: 13.3%	1,141,964 SH	Decreased-32,767 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$10.6M	4.5%Prev: 4.5%	353,581 SH	Increased+161 SH
SCHWAB STRATEGIC TR	US REIT ETF	$709K	0.3%Prev: 0.3%	33,918 SH	Decreased-442 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$11.9M	5.1%Prev: 5.0%	417,570 SH	Increased+470 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$4.1M	1.7%Prev: 1.9%	153,399 SH	Decreased-8,766 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$272K	0.1%	1,755 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$352K	0.2%	8,236 SH	New
SPDR GOLD TR	GOLD SHS	$1.3M	0.6%Prev: 0.5%	3,370 SH	Increased-15 SH
SPDR INDEX SHS FDS	PORTFLI MSCI GBL	$768K	0.3%Prev: 0.3%	10,014 SH	Increased-181 SH
SPDR S&P 500 ETF TR	TR UNIT	$254K	0.1%Prev: 0.1%	372 SH	Increased
TESLA INC	COM	$290K	0.1%Prev: 0.1%	645 SH	Increased
VANECK ETF TRUST	FALLEN ANGEL HG	$536K	0.2%Prev: 0.2%	18,248 SH	Decreased-135 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$969K	0.4%Prev: 0.4%	13,086 SH	Increased+1,777 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$629K	0.3%Prev: 0.3%	12,625 SH	Increased+379 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$481K	0.2%Prev: 0.2%	9,946 SH	Increased+1,000 SH
VANGUARD INDEX FDS	GROWTH ETF	$544K	0.2%Prev: 0.2%	1,115 SH	Increased+90 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.9M	2.5%Prev: 2.5%	9,427 SH	Increased+97 SH
VANGUARD INDEX FDS	SMALL CP ETF	$468K	0.2%Prev: 0.2%	1,815 SH	Decreased-74 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	1.5%Prev: 1.5%	10,672 SH	Increased+85 SH
VANGUARD INDEX FDS	VALUE ETF	$395K	0.2%Prev: 0.2%	2,069 SH	Increased+2 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$634K	0.3%Prev: 0.3%	8,621 SH	Increased-16 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$207K	0.1%Prev: 0.1%	3,859 SH	Decreased+8 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$699K	0.3%Prev: 0.3%	4,957 SH	Increased+7 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$261K	0.1%	5,198 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.6M	0.7%Prev: 0.6%	18,560 SH	Increased+815 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.8M	0.8%Prev: 0.8%	22,401 SH	Increased+371 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	0.6%Prev: 0.6%	6,454 SH	Increased+230 SH
VANGUARD STAR FDS	VG TL INTL STK F	$249K	0.1%Prev: 0.1%	3,305 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.0M	0.4%Prev: 0.4%	7,065 SH	Increased+1,098 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$514K	0.2%Prev: 0.2%	1,305 SH	Decreased-18 SH
VANGUARD WORLD FD	CONSUM STP ETF	$918K	0.4%Prev: 0.4%	4,345 SH	Decreased-340 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.1M	0.5%Prev: 0.4%	3,742 SH	Increased+10 SH
VANGUARD WORLD FD	INF TECH ETF	$2.7M	1.2%Prev: 1.2%	3,603 SH	Increased+5 SH
VANGUARD WORLD FD	UTILITIES ETF	$709K	0.3%Prev: 0.3%	3,833 SH	Decreased+11 SH
VISA INC	COM CL A	$289K	0.1%Prev: 0.1%	824 SH	Increased
WALMART INC	COM	$239K	0.1%Prev: 0.1%	2,145 SH	Increased
WILLIAMS SONOMA INC	COM	$212K	0.1%Prev: 0.1%	1,187 SH	Decreased-53 SH

Sold (vs prior filing)

GRAYSCALE BITCOIN TRUST ETF — $212K
HOME DEPOT INC — $212K
ISHARES TR — $349K
ISHARES TR — $397K
ORACLE CORP — $269K
SELECT SECTOR SPDR TR — $245K
SELECT SECTOR SPDR TR — $339K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0002032544-26-000001	$234.3M	View
Oct 21, 2025	Q3 2025	13F-HR	0002032544-25-000006	$232.7M	View
Jul 14, 2026