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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
VOOVanguard Index Fds
Recent Activity
Increased 3.34%
2.31%
$4.92M
8,900 shares@ $552.85 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 92.11%
2.12%
$4.52M
175,178 shares@ $25.81 avg price
IEIIshares Tr
Recent Activity
Increased 1.9%
2.06%
$4.388M
38,117 shares@ $115.13 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 102.55%
1.76%
$3.736M
155,151 shares@ $24.08 avg price
IEFIshares Tr
Recent Activity
Decreased -8.53%
1.74%
$3.691M
40,007 shares@ $92.25 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 1.82%
1.72%
$3.661M
135,004 shares@ $27.13 avg price
AAPLApple Inc
Recent Activity
Decreased -1.52%
1.47%
$3.133M
12,135 shares@ $258.21 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 146.48%
1.44%
$3.055M
38,729 shares@ $78.88 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.09%
1.44%
$3.054M
10,280 shares@ $297.12 avg price
IOOIshares Tr
Recent Activity
Increased 2.2%
1.4%
$2.974M
28,790 shares@ $103.3 avg price