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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
TLTIshares Tr
Recent Activity
Increased 4.82%
0.79%
$1.672M
19,023 shares@ $87.88 avg price
IJRIshares Tr
Recent Activity
Increased 2.75%
0.56%
$1.187M
10,179 shares@ $116.6 avg price
IJHIshares Tr
Recent Activity
Increased 5.39%
0.52%
$1.097M
17,416 shares@ $63.0 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 11.17%
0.5%
$1.055M
5,298 shares@ $199.15 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.73%
0.41%
$854,215
3,538 shares@ $241.45 avg price
GMEGamestop Corp New
Recent Activity
Increased 1.93%
0.4%
$853,143
27,397 shares@ $31.15 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 7.74%
0.35%
$726,014
5,628 shares@ $129.01 avg price
VPUVanguard World Fd
Recent Activity
Increased 0.63%
0.29%
$611,250
3,704 shares@ $165.03 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 0.1%
0.29%
$609,313
5,090 shares@ $119.71 avg price
PFFIshares Tr
Recent Activity
Increased 1.2%
0.29%
$605,681
19,252 shares@ $31.47 avg price