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The Analysis of Kooman & Associates's Holdings & P&L

Currently, Kooman & Associates holds 50 types of securities in its portfolio with a total value $335.4M. In the most recent quarter, they have increased their positions in DFAU (+41.5K shares, valued at $1.9M), DUHP (+11.9K shares, valued at $438.8K), IVV (+342 shares, valued at $223.4K); decreased their positions in DFIC (-24.0K shares, valued at $852.3K), BILZ (-4.1K shares, valued at $409.6K), DFEM (-11.5K shares, valued at $396.5K); initiated new positions in N/A (+2.4K shares, valued at $219.6K), WMT (+1.6K shares, valued at $204.3K).

1M P&L

-541.9K-0.15%

3M P&L

+24.2M+7.10%

HY P&L

+27.9M+8.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A318.0M

95.9%

2Consumer Electronics2.2M

0.7%

3Semiconductors1.5M

0.4%

Top Industries by Stock Count

1N/A19 stocks

44.2%

2Drug Manufacturers - General3 stocks

7.0%

3Aerospace & Defense3 stocks

7.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST2.9M shares1.46%2026-03-312026-04-21

DFIC DIMENSIONAL ETF TRUST1.6M shares-1.50%2026-03-312026-04-21

DFEM DIMENSIONAL ETF TRUST999.5K shares-1.14%2026-03-312026-04-21

DFUV DIMENSIONAL ETF TRUST469.3K shares0.18%2026-03-312026-04-21

DUHP DIMENSIONAL ETF TRUST564.8K shares2.16%2026-03-312026-04-21

IVV ISHARES TR21.2K shares1.64%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST99.6K shares1.34%2026-03-312026-04-21

SHY ISHARES TR79.9K shares2.55%2026-03-312026-04-21

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BILZ PIMCO ETF TR63.6K shares-6.00%2026-03-312026-04-21

IAGG ISHARES TR123.4K shares-0.72%2026-03-312026-04-21

DFSD DIMENSIONAL ETF TRUST128.0K shares3.14%2026-03-312026-04-21

AAPL APPLE INC8.5K shares-0.52%2026-03-312026-04-21

JMST J P MORGAN EXCHANGE TRADED F34.6K shares4.23%2026-03-312026-04-21

IEFA ISHARES TR17.5K shares-0.48%2026-03-312026-04-21

JMUB J P MORGAN EXCHANGE TRADED F29.9K shares-5.81%2026-03-312026-04-21

NVDA NVIDIA CORPORATION8.4K shares-0.44%2026-03-312026-04-21

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VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares0.34%2026-03-312026-04-21

MSFT MICROSOFT CORP3.5K shares-0.23%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.1K shares-0.19%2026-03-312026-04-21

IJH ISHARES TR14.9K shares0.18%2026-03-312026-04-21

MUNI PIMCO ETF TR18.9K shares-6.30%2026-03-312026-04-21

XOM EXXON MOBIL CORP5.2K shares-13.46%2026-03-312026-04-21

AMZN AMAZON COM INC3.9K shares-0.33%2026-03-312026-04-21

SMMU PIMCO ETF TR14.7K shares3.68%2026-03-312026-04-21

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ABBV ABBVIE INC3.3K shares-0.91%2026-03-312026-04-21

CVX CHEVRON CORPORATION2.6K shares44.98%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC10.8K shares14.63%2026-03-312026-04-21

IJR ISHARES TR4.2K shares0.55%2026-03-312026-04-21

CR CRANE COMPANY2.7K shares0.19%2026-03-312026-04-21

NFLX NETFLIX INC.4.5K shares-2.69%2026-03-312026-04-21

LLY ELI LILLY & CO398 shares-2.69%2026-03-312026-04-21

RTX RTX CORPORATION1.9K shares-3.47%2026-03-312026-04-21

Sponsored

TSLA TESLA INC981 shares-1.11%2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INC1.0K shares0.00%2026-03-312026-04-21

DIS DISNEY WALT CO3.7K shares4.30%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.2K shares-0.65%2026-03-312026-04-21

PG PROCTER & GAMBLE CO2.3K shares1.87%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-0.81%2026-03-312026-04-21

KTOS KRATOS DEFENSE & SEC SOLUTIO4.5K shares0.00%2026-03-312026-04-21

GSK PLC GSK PLC5.7K shares-21.53%2026-03-312026-04-21

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IEMG ISHARES INC4.3K shares-5.37%2026-03-312026-04-21

META META PLATFORMS INC483 shares4.09%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.0K shares-28.97%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP2.0K shares0.00%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR2.5K shares-0.16%2026-03-312026-04-21

TOTALENERGIES SE TOTALENERGIES SE2.4K sharesnew addition2026-03-312026-04-21

RJF RAYMOND JAMES FINL INC1.4K shares-0.21%2026-03-312026-04-21

BA BOEING CO1.1K shares0.19%2026-03-312026-04-21

Sponsored

WMT WALMART INC1.6K sharesnew addition2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL421 shares1.94%2026-03-312026-04-21

DFAU

DIMENSIONAL ETF TRUST

1.46%

Shares2.9M

Event2026-03-31

Filed2026-04-21

DFIC

DIMENSIONAL ETF TRUST

-1.50%

Shares1.6M

Event2026-03-31

Filed2026-04-21

DFEM

DIMENSIONAL ETF TRUST

-1.14%

Shares999.5K

Event2026-03-31

Filed2026-04-21

DFUV

DIMENSIONAL ETF TRUST

0.18%

Shares469.3K

Event2026-03-31

Filed2026-04-21

DUHP

DIMENSIONAL ETF TRUST

2.16%

Shares564.8K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

1.64%

Shares21.2K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

1.34%

Shares99.6K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

2.55%

Shares79.9K

Event2026-03-31

Filed2026-04-21

BILZ

PIMCO ETF TR

-6.00%

Shares63.6K

Event2026-03-31

Filed2026-04-21

IAGG

ISHARES TR

-0.72%

Shares123.4K

Event2026-03-31

Filed2026-04-21

DFSD

DIMENSIONAL ETF TRUST

3.14%

Shares128.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-0.52%

Shares8.5K

Event2026-03-31

Filed2026-04-21

JMST

J P MORGAN EXCHANGE TRADED F

4.23%

Shares34.6K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

-0.48%

Shares17.5K

Event2026-03-31

Filed2026-04-21

JMUB

J P MORGAN EXCHANGE TRADED F

-5.81%

Shares29.9K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-0.44%

Shares8.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.34%

Shares2.4K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-0.23%

Shares3.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-0.19%

Shares4.1K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

0.18%

Shares14.9K

Event2026-03-31

Filed2026-04-21

MUNI

PIMCO ETF TR

-6.30%

Shares18.9K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-13.46%

Shares5.2K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-0.33%

Shares3.9K

Event2026-03-31

Filed2026-04-21

SMMU

PIMCO ETF TR

3.68%

Shares14.7K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-0.91%

Shares3.3K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

44.98%

Shares2.6K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

14.63%

Shares10.8K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

0.55%

Shares4.2K

Event2026-03-31

Filed2026-04-21

CRANE COMPANY

0.19%

Shares2.7K

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INC.

-2.69%

Shares4.5K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-2.69%

Shares398

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

-3.47%

Shares1.9K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

-1.11%

Shares981

Event2026-03-31

Filed2026-04-21

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

4.30%

Shares3.7K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-0.65%

Shares1.2K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

1.87%

Shares2.3K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

-0.81%

Shares1.4K

Event2026-03-31

Filed2026-04-21

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-21

GSK PLC

-21.53%

Shares5.7K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

-5.37%

Shares4.3K

Event2026-03-31

Filed2026-04-21