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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
COSTCostco Whsl Corp New
Recent Activity
Increased 0.19%
0.25%
$522,318
545 shares@ $958.39 avg price
SCHISchwab Strategic Tr
Recent Activity
Increased 146.09%
0.25%
$518,293
23,484 shares@ $22.08 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.05%
0.25%
$516,331
2,117 shares@ $243.9 avg price
PGXInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 7.38%
0.24%
$511,809
44,505 shares@ $11.51 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 11.76%
0.24%
$492,508
8,512 shares@ $57.87 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 3.05%
0.23%
$485,795
5,897 shares@ $82.39 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Increased 5.86%
0.22%
$450,608
9,094 shares@ $49.56 avg price
IWRIshares Tr
Recent Activity
Increased 0.05%
0.21%
$443,435
4,928 shares@ $89.99 avg price
IVWIshares Tr
Recent Activity
Increased 0.03%
0.21%
$441,334
4,195 shares@ $105.21 avg price
SCHJSchwab Strategic Tr
Recent Activity
Increased 101.51%
0.2%
$417,462
17,162 shares@ $24.33 avg price