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Robin Gould

Christensen, King & Associates Investment Services, Inc.

Assets Managed
$251.703M
Holdings
108
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
8%(2Q avg: 3.73%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Christensen, King & Associates Investment Services, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 108 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 251.703M in assets, with a quarterly growth rate of 8% and a 2-quarter average growth rate of 3.73%. The portfolio is managed by Robin Gould, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.59%
13.36%
$33.625M
1.143M shares@ $29.43 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -3.17%
6.85%
$17.236M
595,154 shares@ $28.96 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -2.67%
6.11%
$15.376M
484,902 shares@ $31.71 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -2.3%
5.84%
$14.679M
406,286 shares@ $36.13 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -3.64%
5.64%
$14.171M
418,771 shares@ $33.85 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -1.26%
5.3%
$13.335M
481,397 shares@ $27.71 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -2.57%
5.07%
$12.754M
345,912 shares@ $36.88 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Decreased -0.41%
5%
$12.583M
544,016 shares@ $23.14 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -3.18%
3.79%
$9.531M
273,806 shares@ $34.82 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
2.6%
$6.542M
9,526 shares@ $686.79 avg price

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