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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
SCHXSchwab Strategic Tr
Recent Activity
Increased 202.24%
13.58%
$28.947M
1.216M shares@ $23.81 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 192.39%
7.19%
$15.335M
659,273 shares@ $23.26 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 195.17%
6.96%
$14.845M
538,250 shares@ $27.58 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 297.09%
6.1%
$13M
449,211 shares@ $28.94 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 98.78%
5.3%
$11.292M
498,094 shares@ $22.68 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 102.75%
5.22%
$11.132M
424,716 shares@ $26.21 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 203.46%
4.72%
$10.047M
357,674 shares@ $28.09 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 102.81%
4.41%
$9.403M
506,370 shares@ $18.57 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 202.04%
3.48%
$7.402M
281,130 shares@ $26.33 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 133.18%
2.37%
$5.055M
208,804 shares@ $24.22 avg price