Institutional Fund
Christensen, King & Associates Investment Services, Inc.
Richland, WACIK 20325445 filings on record
Portfolio Value
$233.08M
Q1 2026
Holdings
105
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-0.5%
from $234.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr12.6%
- Schwab Strategic Tr6.6%
- Schwab Strategic Tr6.6%
- Schwab Strategic Tr5.4%
- Schwab Strategic Tr5.4%
- Schwab Strategic Tr5.2%
- Other58.1%
Portfolio Holdings
105 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.15M | $29.47M | 12.6% | +7.4K | Added |
| 2 | Schwab Strategic Tr | 614.7K | $15.43M | 6.6% | −442 | Reduced |
| 3 | Schwab Strategic Tr | 498.3K | $15.29M | 6.6% | +171 | Added |
| 4 | Schwab Strategic Tr | 546.3K | $12.68M | 5.4% | +15.8K | Added |
| 5 | Schwab Strategic Tr | 434.6K | $12.66M | 5.4% | −1.1K | Reduced |
| 6 | Schwab Strategic Tr | 415.9K | $12.09M | 5.2% | −1.7K | Reduced |
| 7 | Schwab Strategic Tr | 487.6K | $12.07M | 5.2% | −148 | Reduced |
| 8 | Schwab Strategic Tr | 355.1K | $10.99M | 4.7% | +1.5K | Added |
| 9 | Schwab Strategic Tr | 282.8K | $8.63M | 3.7% | +12 | Added |
| 10 | Vanguard Index Fds | 9.5K | $5.69M | 2.4% | +99 | Added |
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