Christensen, King & Associates Investment Services, Inc.

RIA/Wealth

Christensen, King & Associates Investment Services, Inc. is a RIA/Wealth based in Richland, WA led by Robert Arpke Mcbride, reporting $273.7M in AUM as of Q3 2025 with 91% ETF concentration, 58% concentrated in top 10 holdings, and minimal technology exposure.

PresidentRobert Arpke Mcbride

Portfolio Value: $232.7M
Positions: 106
Top Holding: SCHX at 13.29%
Last Reported: Q3 2025

Address1334 Jadwin Avenue, Richland, WA, 99354, United States

Top Holdings

Largest long holdings in Christensen, King & Associates Investment Services, Inc.'s portfolio (57.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$30.9M	13.29%	-$418.0K Sold	— 1.2M shares	Q4 2023 Held for 1y 11m
2 Schwab U.S. Broad Market SCHB	ETF ETF	$15.9M	6.85%	-$109.2K Sold	— 620.1K shares	Q4 2023 Held for 1y 11m
3 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$14.0M	6.02%	-$69.8K Sold	— 439.2K shares	Q4 2023 Held for 1y 11m
4 Schwab US Dividend Equity SCHD	ETF ETF	$14.0M	6.00%	-$273.8K Sold	— 511.4K shares	Q4 2023 Held for 1y 11m
5 SCHZ Schwab US Aggregate Bond SCHZ	ETF ETF	$12.0M	5.15%	+$315.7K Bought	— 511.2K shares	Q4 2023 Held for 1y 11m
6 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$11.6M	5.00%	-$82.4K Sold	— 417.1K shares	Q4 2023 Held for 1y 11m
7 Schwab International Equity SCHF	ETF ETF	$11.6M	4.96%	-$122.4K Sold	— 496.2K shares	Q4 2023 Held for 1y 11m
8 Schwab U.S. Mid-Cap ETF SCHM	ETF ETF	$10.5M	4.50%	+$38.5K Bought	— 353.4K shares	Q4 2023 Held for 1y 11m
9 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$8.2M	3.51%	-$47.6K Sold	— 280.9K shares	Q4 2023 Held for 1y 11m
10 Vanguard S&P 500 ETF VOO	ETF ETF	$5.7M	2.45%	+$33.1K Bought	— 9.3K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Christensen, King & Associates Investment Services, Inc.'s latest filing

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Market Value

$232.7M

Prior: $218.2M

Q/Q Change

+6.66%

+$14.5M

Net Flows % of MV

+0.202%

Turnover Ratio

1.37%

New Purchases

3 stocks

$813.7K

Added To

49 stocks

+$2.3M

Sold Out Of

1 stocks

$203.5K

Reduced Holdings

35 stocks

-$2.4M

Increased Positions

Position	Shares Δ	Change
1 International Business Machines IBM	New	0 → 1.3K +$361.7K
2 SPDR S&P 500 ETF Trust SPY	New	0 → 372.0 +$247.7K
3 Schwab Fundamental U.S. Large Company FNDX	New	0 → 7.8K +$204.3K
4 Vanguard Ultra-Short Bond VUSB	+25.82%	9.7K → 12.2K +$125.6K
5 Amazon AMZN	+23.49%	3.5K → 4.3K +$181.6K

Decreased Positions

Position	Shares Δ	Change
1 Procter & Gamble PG	Sold	1.3K → 0 −$203.5K
2 iShares Core S&P U.S. Value IUSV	-15.49%	4.2K → 3.6K −$65.7K
3 Palantir Technologies Inc. PLTR	-10.13%	5.5K → 4.9K −$101.2K
4 Invesco QQQ Trust QQQ	-9.15%	5.1K → 4.6K −$278.5K
5 GBTC Grayscale Bitcoin Trust GBTC	-5.96%	2.5K → 2.4K −$13.5K