Kooman & Associates - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Kooman & Associates held in its portfolio 52 assets valued at $338,075,433 (i.e. $338.08M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($132.42M), DIMENSIONAL ETF TRUST ($54.95M), and DIMENSIONAL ETF TRUST ($33.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Kooman & Associates - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2829489 | 132420095 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 1594640 | 54951294 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 1010987 | 33443458 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 468453 | 21825203 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 552829 | 21024101 | US HIGH PROFITAB |
| ISHARES TR | 20823 | 14262242 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 98309 | 6849193 | US SMALL CAP ETF |
| PIMCO ETF TR | 67650 | 6816752 | ULTRA SHORT GOVT |
| ISHARES TR | 77955 | 6456233 | 1 3 YR TREAS BD |
| ISHARES TR | 124302 | 6216359 | CORE INTL AGGR |
| DIMENSIONAL ETF TRUST | 124126 | 5951842 | SHORT DURATION F |
| APPLE INC | 8538 | 2321111 | COM |
| MICROSOFT CORP | 3505 | 1694964 | COM |
| J P MORGAN EXCHANGE TRADED F | 33169 | 1689629 | ULTRA SHT MUNCPL |
| J P MORGAN EXCHANGE TRADED F | 31759 | 1603830 | MUNICIPAL ETF |
| ISHARES TR | 17620 | 1576285 | CORE MSCI EAFE |
| NVIDIA CORPORATION | 8451 | 1576112 | COM |
| VANGUARD INDEX FDS | 2384 | 1495078 | S&P 500 ETF SHS |
| ALPHABET INC | 4111 | 1290032 | CAP STK CL C |
| PIMCO ETF TR | 20172 | 1057215 | INTER MUN BD ACT |
| ISHARES TR | 14826 | 978516 | CORE S&P MCP ETF |
| AMAZON COM INC | 3911 | 902737 | COM |
| SPDR S&P 500 ETF TR | 1286 | 876949 | TR UNIT |
| ABBVIE INC | 3288 | 751275 | COM |
| EXXON MOBIL CORP | 6026 | 725171 | COM |
| PIMCO ETF TR | 14191 | 715652 | SHTRM MUN BD ACT |
| ISHARES TR | 4145 | 498146 | CORE S&P SCP ETF |
| CRANE COMPANY | 2700 | 497961 | COMMON STOCK |
| TESLA INC | 992 | 446122 | COM |
| ELI LILLY & CO | 409 | 439544 | COM |
| NETFLIX INC | 4646 | 435609 | COM |
| INTERNATIONAL BUSINESS MACHS | 1364 | 404030 | COM |
| DISNEY WALT CO | 3510 | 399383 | COM |
| ROCKWELL AUTOMATION INC | 1016 | 395295 | COM |
| ALPHABET INC | 1234 | 386242 | CAP STK CL A |
| VERIZON COMMUNICATIONS INC | 9380 | 382047 | COM |
| RTX CORPORATION | 1959 | 359281 | COM |
| GSK PLC | 7254 | 355736 | SPONSORED ADR |
| KRATOS DEFENSE & SEC SOLUTIO | 4507 | 342126 | COM NEW |
| PROCTER AND GAMBLE CO | 2247 | 322018 | COM |
| META PLATFORMS INC | 464 | 306282 | CL A |
| ISHARES INC | 4521 | 303902 | CORE MSCI EMKT |
| JOHNSON & JOHNSON | 1450 | 300078 | COM |
| CHEVRON CORP NEW | 1803 | 274795 | COM |
| BANK NEW YORK MELLON CORP | 2015 | 233921 | COM |
| RAYMOND JAMES FINL INC | 1448 | 232534 | COM |
| BOEING CO | 1049 | 227759 | COM |
| TRANE TECHNOLOGIES PLC | 574 | 223401 | SHS |
| ORACLE CORP | 1122 | 218689 | COM |
| BERKSHIRE HATHAWAY INC DEL | 413 | 207594 | CL B NEW |
| ISHARES GOLD TR | 2551 | 207065 | ISHARES NEW |
| BROADCOM INC | 591 | 204545 | COM |
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