test

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
VCSHVanguard Scottsdale Fds
Recent Activity
Exited
0%
$1.691M
21,296 shares@ $79.42 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Exited
0%
$650,603
12,727 shares@ $51.12 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$306,994
1,871 shares@ $164.09 avg price
CVXChevron Corp New
Recent Activity
Exited
0%
$264,350
1,795 shares@ $147.28 avg price
IXUSIshares Tr
Recent Activity
Exited
0%
$224,290
3,088 shares@ $72.64 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Exited
0%
$208,769
4,363 shares@ $47.85 avg price
EFAVIshares Tr
Recent Activity
Exited
0%
$206,210
2,689 shares@ $76.69 avg price
VOVanguard Index Fds
Recent Activity
Exited
0%
$205,141
778 shares@ $263.68 avg price