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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
VDCVanguard World Fd
Recent Activity
Decreased -0.8%
0.47%
$983,128
4,587 shares@ $214.33 avg price
IJSIshares Tr
Recent Activity
Decreased -8.08%
0.43%
$898,493
8,214 shares@ $109.39 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -2.25%
0.43%
$895,924
1,126 shares@ $795.67 avg price
IJTIshares Tr
Recent Activity
Decreased -0.76%
0.42%
$888,319
6,447 shares@ $137.79 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -4.61%
0.39%
$818,854
3,575 shares@ $229.06 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -10.88%
0.39%
$813,568
11,323 shares@ $71.86 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -4.15%
0.36%
$760,927
36,063 shares@ $21.1 avg price
SPGMSpdr Index Shs Fds
Recent Activity
Decreased -0.77%
0.32%
$667,739
10,338 shares@ $64.6 avg price
HDVIshares Tr
Recent Activity
Decreased -0.59%
0.28%
$584,014
5,182 shares@ $112.71 avg price
VCRVanguard World Fd
Recent Activity
Decreased -5.92%
0.26%
$541,784
1,381 shares@ $392.32 avg price