Institutions / Kooman & Associates

Kooman & Associates

CIK 1961850 · Institution · as of Dec 31, 2025

Portfolio value

$338.08M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 52 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$132.42M	2,829,489	39.2%
Dimensional ETF Trust	—	$54.95M	1,594,640	16.3%
Dimensional ETF Trust	—	$33.44M	1,010,987	9.9%
Dimensional ETF Trust	—	$21.83M	468,453	6.5%
Dimensional ETF Trust	—	$21.02M	552,829	6.2%
iShares Tr	—	$14.26M	20,823	4.2%
Dimensional ETF Trust	—	$6.85M	98,309	2.0%
PIMCO ETF Tr	—	$6.82M	67,650	2.0%
iShares Tr	—	$6.46M	77,955	1.9%
iShares Tr	—	$6.22M	124,302	1.8%
Dimensional ETF Trust	—	$5.95M	124,126	1.8%
Apple Inc.	—	$2.32M	8,538	0.7%
Microsoft Corp	—	$1.69M	3,505	0.5%
J P Morgan Exchange Traded F	—	$1.69M	33,169	0.5%
J P Morgan Exchange Traded F	—	$1.60M	31,759	0.5%
iShares Tr	—	$1.58M	17,620	0.5%
NVIDIA Corp	—	$1.58M	8,451	0.5%
Vanguard Index Fds	—	$1.50M	2,384	0.4%
Alphabet Inc.	—	$1.29M	4,111	0.4%
PIMCO ETF Tr	—	$1.06M	20,172	0.3%
iShares Tr	—	$978.5K	14,826	0.3%
Amazon.com Inc	—	$902.7K	3,911	0.3%
SPDR S&P 500 ETF Tr	—	$876.9K	1,286	0.3%
AbbVie Inc.	—	$751.3K	3,288	0.2%
Exxon Mobil Corp	—	$725.2K	6,026	0.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.