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Robin Gould

@Christensen, King & Associates Investment Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$213.3MTotal holdings92
Assets growth rate0.4%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Christensen, King & Associates Investment Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Christensen, King & Associates Investment Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 213.3M in assets, with a quarterly growth rate of 0.4% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Robin Gould, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IEFIshares Tr
Recent Activity
Decreased -8.53%
1.74%
$3.691M
40,007 shares@ $92.25 avg price
AAPLApple Inc
Recent Activity
Decreased -1.52%
1.47%
$3.133M
12,135 shares@ $258.21 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.09%
1.44%
$3.054M
10,280 shares@ $297.12 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -2.8%
1.31%
$2.789M
5,263 shares@ $530.0 avg price
VGTVanguard World Fd
Recent Activity
Decreased -3.87%
1.12%
$2.369M
3,676 shares@ $644.44 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -1.21%
0.72%
$1.516M
44,084 shares@ $34.38 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.74%
0.61%
$1.291M
2,939 shares@ $439.33 avg price
IVVIshares Tr
Recent Activity
Decreased -0.79%
0.61%
$1.287M
2,130 shares@ $604.39 avg price
VHTVanguard World Fd
Recent Activity
Decreased -3.07%
0.49%
$1.037M
4,033 shares@ $257.04 avg price
TIPIshares Tr
Recent Activity
Decreased -2.94%
0.48%
$1.009M
9,461 shares@ $106.65 avg price