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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
QQQInvesco Qqq Tr
Recent Activity
Decreased -2.8%
1.31%
$2.789M
5,263 shares@ $530.0 avg price
AGGIshares Tr
Recent Activity
Increased 9.97%
1.14%
$2.428M
25,088 shares@ $96.77 avg price
VGTVanguard World Fd
Recent Activity
Decreased -3.87%
1.12%
$2.369M
3,676 shares@ $644.44 avg price
SHYIshares Tr
Recent Activity
Increased 17.57%
0.99%
$2.09M
25,565 shares@ $81.78 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.04%
0.96%
$2.045M
14,581 shares@ $140.23 avg price
TLTIshares Tr
Recent Activity
Increased 4.82%
0.79%
$1.672M
19,023 shares@ $87.88 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
IJRIshares Tr
Recent Activity
Increased 2.75%
0.56%
$1.187M
10,179 shares@ $116.6 avg price