Kooman & Associates Top Holdings and 13F Report (2025) About Kooman & AssociatesInvestment ActivityKooman & Associates has $272.66 million in total holdings as of March 31, 2025.Kooman & Associates owns shares of 46 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 4.91% of the portfolio was purchased this quarter.About 4.77% of the portfolio was sold this quarter.This quarter, Kooman & Associates has purchased 48 new stocks and bought additional shares in 27 stocks.Kooman & Associates sold shares of 13 stocks and completely divested from 7 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $103,719,577Dimensional International Core Equity 2 ETF $43,391,264Dimensional Emerging Markets Core Equity 2 ETF $25,799,267Dimensional US Marketwide Value ETF $17,928,987Dimensional US High Profitability ETF $16,378,616 Largest New Holdings this Quarter 72201R577 - PIMCO Ultra Short Government Active ETF $6,319,130 Holding478160104 - Johnson & Johnson $316,920 Holding191216100 - Coca-Cola $223,669 Holding92826C839 - Visa $220,790 Holding37733W204 - GSK $220,508 Holding Largest Purchases this Quarter PIMCO Ultra Short Government Active ETF 62,442 shares (about $6.32M)Dimensional US High Profitability ETF 79,014 shares (about $2.62M)Dimensional International Core Equity 2 ETF 59,619 shares (about $1.66M)Dimensional Emerging Markets Core Equity 2 ETF 32,242 shares (about $853.12K)Johnson & Johnson 1,911 shares (about $316.92K) Largest Sales this Quarter iShares Core International Aggregate Bond ETF 81,244 shares (about $4.06M)Dimensional Short-Duration Fixed Income ETF 5,414 shares (about $257.27K)iShares Core S&P 500 ETF 353 shares (about $198.35K)iShares 1-3 Year Treasury Bond ETF 1,195 shares (about $98.86K)AT&T 2,568 shares (about $72.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKooman & Associates Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$103,719,577$136,039 ▲0.1%2,698,22038.0%ETFDFICDimensional International Core Equity 2 ETF$43,391,264$1,655,620 ▲4.0%1,562,52315.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$25,799,267$853,123 ▲3.4%975,0299.5%ETFDFUVDimensional US Marketwide Value ETF$17,928,987$51,142 ▲0.3%435,0646.6%ETFDUHPDimensional US High Profitability ETF$16,378,616$2,618,524 ▲19.0%494,2256.0%ETFIVViShares Core S&P 500 ETF$11,849,570$198,354 ▼-1.6%21,0884.3%ETFIAGGiShares Core International Aggregate Bond ETF$6,733,603$4,061,388 ▼-37.6%134,6992.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$6,519,041$98,862 ▼-1.5%78,7992.4%ManufacturingBILZPIMCO Ultra Short Government Active ETF$6,319,130$6,319,130 ▲New Holding62,4422.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,947,983$257,273 ▼-4.1%125,1682.2%ETFDFASDimensional U.S. Small Cap ETF$5,279,689$130,374 ▲2.5%88,3631.9%ETFAAPLApple$1,951,832$113,951 ▲6.2%8,7870.7%Computer and TechnologyJMUBJPMorgan Municipal ETF$1,697,150$42,050 ▲2.5%33,9430.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,661,117$15,204 ▲0.9%32,6670.6%ETFVOOVanguard S&P 500 ETF$1,435,351$2,570 ▼-0.2%2,7930.5%ETFIEFAiShares Core MSCI EAFE ETF$1,424,943$34,194 ▲2.5%18,8360.5%ETFMSFTMicrosoft$1,339,295$82,580 ▲6.6%3,5680.5%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,103,479$11,083 ▲1.0%21,4060.4%ETFNVDANVIDIA$983,223$24,060 ▼-2.4%9,0720.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$855,703$9,569 ▲1.1%14,6650.3%ETFAMZNAmazon.com$775,880$46,804 ▲6.4%4,0780.3%Retail/WholesaleABBVAbbVie$719,911$5,238 ▲0.7%3,4360.3%MedicalSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$695,478$4,402 ▲0.6%13,9040.3%ETFXOMExxon Mobil$688,801$103,939 ▲17.8%5,7920.3%EnergyGOOGAlphabet$636,012$20,935 ▲3.4%4,0710.2%Computer and TechnologyVZVerizon Communications$510,527$54,024 ▼-9.6%11,2550.2%Computer and TechnologyNFLXNetflix$470,928$6,528 ▲1.4%5050.2%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$437,835$15,476 ▲3.7%4,1870.2%ETFCVXChevron$432,277$52,194 ▲13.7%2,5840.2%EnergyCRCrane$411,288$153 ▼0.0%2,6850.2%IndustrialsPGProcter & Gamble$400,146$16,531 ▼-4.0%2,3480.1%Consumer StaplesDISWalt Disney$382,506$8,785 ▲2.4%3,8750.1%Consumer DiscretionaryIBMInternational Business Machines$341,908$9,449 ▲2.8%1,3750.1%Computer and TechnologyLLYEli Lilly and Company$332,016$23,125 ▲7.5%4020.1%MedicalJNJJohnson & Johnson$316,920$316,920 ▲New Holding1,9110.1%MedicalIEMGiShares Core MSCI Emerging Markets ETF$315,4550.0%5,8450.1%ETFMETAMeta Platforms$304,894$43,227 ▲16.5%5290.1%Computer and TechnologyTSLATesla$292,592$15,290 ▼-5.0%1,1290.1%Auto/Tires/TrucksRTXRTX$278,298$10,199 ▼-3.5%2,1010.1%AerospaceROKRockwell Automation$262,256$2,325 ▲0.9%1,0150.1%Computer and TechnologyTAT&T$236,642$72,621 ▼-23.5%8,3680.1%Computer and TechnologyBRK.BBerkshire Hathaway$235,400$17,043 ▼-6.8%4420.1%FinanceKOCoca-Cola$223,669$223,669 ▲New Holding3,1230.1%Consumer StaplesVVisa$220,790$220,790 ▲New Holding6300.1%Business ServicesGSKGSK$220,508$220,508 ▲New Holding5,6920.1%MedicalRJFRaymond James$200,308$1,945 ▲1.0%1,4420.1%FinanceREETiShares Global REIT ETF$0$5,629,311 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$1,236,043 ▼-100.0%00.0%FinanceMBBiShares MBS ETF$0$440,064 ▼-100.0%00.0%ETFORCLOracle$0$242,794 ▼-100.0%00.0%Computer and TechnologyTTTrane Technologies$0$211,638 ▼-100.0%00.0%ConstructionBMYBristol-Myers Squibb$0$209,442 ▼-100.0%00.0%MedicalGOOGLAlphabet$0$200,469 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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