Kooman & Associates
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $132.42M | 39.2% |
| DIMENSIONAL ETF TRUST | $54.95M | 16.3% |
| DIMENSIONAL ETF TRUST | $33.44M | 9.9% |
| DIMENSIONAL ETF TRUST | $21.83M | 6.5% |
| DIMENSIONAL ETF TRUST | $21.02M | 6.2% |
| ISHARES TR | $14.26M | 4.2% |
| DIMENSIONAL ETF TRUST | $6.85M | 2.0% |
| PIMCO ETF TR | $6.82M | 2.0% |
| ISHARES TR | $6.46M | 1.9% |
| ISHARES TR | $6.22M | 1.8% |
| DIMENSIONAL ETF TRUST | $5.95M | 1.8% |
| Apple Inc. | $2.32M | 0.7% |
| MICROSOFT CORP | $1.69M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $1.69M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $1.60M | 0.5% |
| ISHARES TR | $1.58M | 0.5% |
| NVIDIA Corp | $1.58M | 0.5% |
| VANGUARD INDEX FDS | $1.50M | 0.4% |
| Alphabet Inc. | $1.29M | 0.4% |
| PIMCO ETF TR | $1.06M | 0.3% |
| ISHARES TR | $978.5K | 0.3% |
| Amazon.com, Inc. | $902.7K | 0.3% |
| SPDR S&P 500 ETF TR | $876.9K | 0.3% |
| AbbVie Inc. | $751.3K | 0.2% |
| EXXON MOBIL CORP | $725.2K | 0.2% |
| PIMCO ETF TR | $715.7K | 0.2% |
| ISHARES TR | $498.1K | 0.1% |
| Crane Co | $498.0K | 0.1% |
| Tesla Inc | $446.1K | 0.1% |
| ELI LILLY & Co | $439.5K | 0.1% |
| Netflix Inc | $435.6K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $404.0K | 0.1% |
| Walt Disney Co | $399.4K | 0.1% |
| ROCKWELL AUTOMATION INC | $395.3K | 0.1% |
| Alphabet Inc. | $386.2K | 0.1% |
| VERIZON COMMUNICATIONS INC | $382.0K | 0.1% |
| RTX Corp | $359.3K | 0.1% |
| GSK PLC | $355.7K | 0.1% |
| Kratos Defense & Security Solutions Inc | $342.1K | 0.1% |
| PROCTER & GAMBLE Co | $322.0K | 0.1% |
| Meta Platforms Inc | $306.3K | 0.1% |
| ISHARES INC | $303.9K | 0.1% |
| JOHNSON & JOHNSON | $300.1K | 0.1% |
| CHEVRON CORP | $274.8K | 0.1% |
| Bank of New York Mellon Corp/The | $233.9K | 0.1% |
| RAYMOND JAMES FINANCIAL INC | $232.5K | 0.1% |
| The Boeing Company | $227.8K | 0.1% |
| Trane Technologies plc | $223.4K | 0.1% |
| ORACLE CORP | $218.7K | 0.1% |
| Warren E. Buffett | $207.6K | 0.1% |