Kooman & Associates Top Holdings and 13F Report (2026) About Kooman & AssociatesInvestment ActivityKooman & Associates has $335.41 million in total holdings as of March 31, 2026.Kooman & Associates owns shares of 50 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.14% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Kooman & Associates has purchased 52 new stocks and bought additional shares in 20 stocks.Kooman & Associates sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $129,536,853Dimensional International Core Equity 2 ETF $55,805,313Dimensional Emerging Markets Core Equity 2 ETF $34,533,084Dimensional US Marketwide Value ETF $22,742,747Dimensional US High Profitability ETF $20,760,816 Largest New Holdings this Quarter F92124100 - TOTALENERGIES SE $219,626 Holding931142103 - WALMART INC $204,316 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 41,452 shares (about $1.87M)Dimensional US High Profitability ETF 11,937 shares (about $438.80K)iShares Core S&P 500 ETF 342 shares (about $223.40K)TOTALENERGIES SE 2,414 shares (about $219.63K)WALMART INC 1,644 shares (about $204.32K) Largest Sales this Quarter Dimensional International Core Equity 2 ETF 23,987 shares (about $852.26K)PIMCO Ultra Short Government Active ETF 4,057 shares (about $409.64K)Dimensional Emerging Markets Core Equity 2 ETF 11,477 shares (about $396.53K)ExxonMobil 811 shares (about $137.60K)Johnson & Johnson 420 shares (about $102.66K) 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$129,536,853$1,870,314 ▲1.5%2,870,94138.6%ETFDFICDimensional International Core Equity 2 ETF$55,805,313$852,258 ▼-1.5%1,570,65316.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$34,533,084$396,531 ▼-1.1%999,51010.3%ETFDFUVDimensional US Marketwide Value ETF$22,742,747$41,530 ▲0.2%469,3106.8%ETFDUHPDimensional US High Profitability ETF$20,760,816$438,804 ▲2.2%564,7666.2%ETFIVViShares Core S&P 500 ETF$13,825,318$223,400 ▲1.6%21,1654.1%ETFDFASDimensional U.S. Small Cap ETF$7,086,546$93,821 ▲1.3%99,6282.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$6,600,563$163,819 ▲2.5%79,9392.0%ManufacturingBILZPIMCO Ultra Short Government Active ETF$6,420,985$409,635 ▼-6.0%63,5931.9%ETFIAGGiShares Core International Aggregate Bond ETF$6,175,157$44,936 ▼-0.7%123,4041.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$6,129,741$186,588 ▲3.1%128,0231.8%ETFAAPLApple$2,155,665$11,167 ▼-0.5%8,4940.6%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$1,762,532$71,576 ▲4.2%34,5730.5%ETFIEFAiShares Core MSCI EAFE ETF$1,587,444$7,695 ▼-0.5%17,5350.5%ETFJMUBJPMorgan Municipal ETF$1,495,451$92,182 ▼-5.8%29,9150.4%ETFNVDANVIDIA$1,467,402$6,453 ▼-0.4%8,4140.4%Computer and TechnologyVOOVanguard S&P 500 ETF$1,429,340$4,780 ▲0.3%2,3920.4%ETFMSFTMicrosoft$1,294,389$2,961 ▼-0.2%3,4970.4%Computer and TechnologyGOOGAlphabet$1,176,987$2,295 ▼-0.2%4,1030.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,003,023$1,823 ▲0.2%14,8530.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$986,443$66,333 ▼-6.3%18,9010.3%ETFXOMExxonMobil$884,803$137,598 ▼-13.5%5,2150.3%EnergyAMZNAmazon.com$811,836$2,708 ▼-0.3%3,8980.2%Retail/WholesaleSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$742,271$26,335 ▲3.7%14,7130.2%ETFABBVAbbVie$708,582$6,525 ▼-0.9%3,2580.2%MedicalCVXChevron$540,837$167,796 ▲45.0%2,6140.2%EnergyVZVerizon Communications$539,750$68,874 ▲14.6%10,7520.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$518,124$2,859 ▲0.6%4,1680.2%ETFCRCrane$462,555$855 ▲0.2%2,7050.1%IndustrialsNFLXNetflix$434,694$12,019 ▼-2.7%4,5210.1%Consumer DiscretionaryLLYEli Lilly and Company$366,068$10,117 ▼-2.7%3980.1%MedicalRTXRTX$364,774$13,117 ▼-3.5%1,8910.1%AerospaceTSLATesla$364,687$4,089 ▼-1.1%9810.1%Auto/Tires/TrucksROKRockwell Automation$364,6220.0%1,0160.1%Computer and TechnologyDISWalt Disney$352,890$14,555 ▲4.3%3,6610.1%Consumer DiscretionaryGOOGLAlphabet$352,549$2,300 ▼-0.6%1,2260.1%Computer and TechnologyPGProcter & Gamble$330,623$6,066 ▲1.9%2,2890.1%Consumer StaplesIBMInternational Business Machines$327,954$2,666 ▼-0.8%1,3530.1%Computer and TechnologyKTOSKratos Defense & Security Solutions$317,7890.0%4,5070.1%AerospaceGSKGSK$314,141$86,207 ▼-21.5%5,6920.1%MedicalIEMGiShares Core MSCI Emerging Markets ETF$298,391$16,949 ▼-5.4%4,2780.1%ETFMETAMeta Platforms$276,339$10,870 ▲4.1%4830.1%Computer and TechnologyJNJJohnson & Johnson$251,773$102,665 ▼-29.0%1,0300.1%MedicalBKBNY$239,0390.0%2,0150.1%FinanceIAUiShares Gold Trust$224,544$353 ▼-0.2%2,5470.1%FinanceTOTALENERGIES SE$219,626$219,626 ▲New Holding2,4140.1%ACTRJFRaymond James Financial$209,222$434 ▼-0.2%1,4450.1%FinanceBABoeing$209,181$398 ▲0.2%1,0510.1%AerospaceWALMART INC$204,316$204,316 ▲New Holding1,6440.1%COMBRK.BBerkshire Hathaway$201,743$3,834 ▲1.9%4210.1%FinanceSPYSPDR S&P 500 ETF Trust$0$876,949 ▼-100.0%00.0%FinanceTTTrane Technologies$0$223,401 ▼-100.0%00.0%ConstructionORCLOracle$0$218,689 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$204,545 ▼-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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