The Analysis of Kooman & Associates's Holdings
Currently, Kooman & Associates holds 53 types of securities in its portfolio with a total value $324.3M. In the most recent quarter, they have increased their positions in DFAU (+75.8K shares, valued at $3.5M), DFIC (+42.2K shares, valued at $1.4M), DUHP (+26.9K shares, valued at $1.0M); decreased their positions in IAGG (-5.3K shares, valued at $273.4K), DFSD (-602 shares, valued at $29.0K), ORCL (-103 shares, valued at $29.0K); initiated new positions in BK (+2.0K shares, valued at $222.0K), NSC (+681 shares, valued at $204.6K), BA (+927 shares, valued at $200.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST2.8M shares2.80%2025-09-302025-10-21
DFIC DIMENSIONAL ETF TRUST1.6M shares2.75%2025-09-302025-10-21 DFEM DIMENSIONAL ETF TRUST1.0M shares2.82%2025-09-302025-10-21 DFUV DIMENSIONAL ETF TRUST457.0K shares4.32%2025-09-302025-10-21 DUHP DIMENSIONAL ETF TRUST527.8K shares5.38%2025-09-302025-10-21 IVV ISHARES TR20.8K shares0.62%2025-09-302025-10-21 DFAS DIMENSIONAL ETF TRUST95.5K shares5.32%2025-09-302025-10-21 IAGG ISHARES TR122.3K shares-4.18%2025-09-302025-10-21 SHY ISHARES TR74.5K shares-0.30%2025-09-302025-10-21 BILZ PIMCO ETF TR59.1K shares-0.18%2025-09-302025-10-21 DFSD DIMENSIONAL ETF TRUST118.2K shares-0.51%2025-09-302025-10-21 AAPL APPLE INC8.5K shares-0.25%2025-09-302025-10-21 MSFT MICROSOFT CORP3.6K shares0.08%2025-09-302025-10-21 VOO VANGUARD INDEX FDS2.8K shares0.00%2025-09-302025-10-21 NVDA NVIDIA CORPORATION9.0K shares-1.33%2025-09-302025-10-21 JMUB J P MORGAN EXCHANGE TRADED F32.8K shares4.52%2025-09-302025-10-21 IEFA ISHARES TR18.8K shares-0.39%2025-09-302025-10-21 JMST J P MORGAN EXCHANGE TRADED F30.7K shares5.09%2025-09-302025-10-21 MUNI PIMCO ETF TR20.9K shares5.81%2025-09-302025-10-21 GOOG ALPHABET INC4.2K shares1.82%2025-09-302025-10-21 IJH ISHARES TR15.4K shares3.23%2025-09-302025-10-21 AMZN AMAZON COM INC4.0K shares2.63%2025-09-302025-10-21 ABBV ABBVIE INC3.5K shares-0.03%2025-09-302025-10-21 XOM EXXON MOBIL CORP6.1K shares-0.33%2025-09-302025-10-21 SMMU PIMCO ETF TR13.2K shares5.57%2025-09-302025-10-21 NFLX NETFLIX INC504 shares-0.59%2025-09-302025-10-21 IJR ISHARES TR4.3K shares1.06%2025-09-302025-10-21 VZ VERIZON COMMUNICATIONS INC11.4K shares1.72%2025-09-302025-10-21 CR CRANE COMPANY2.7K shares0.45%2025-09-302025-10-21 TSLA TESLA INC1.1K shares-2.38%2025-09-302025-10-21 DIS DISNEY WALT CO3.8K shares-0.16%2025-09-302025-10-21 KTOS KRATOS DEFENSE & SEC SOLUTIO4.5K shares0.00%2025-09-302025-10-21 META META PLATFORMS INC556 shares2.21%2025-09-302025-10-21 CVX CHEVRON CORP NEW2.6K shares2.32%2025-09-302025-10-21 IEMG ISHARES INC5.9K shares-0.10%2025-09-302025-10-21 IBM INTERNATIONAL BUSINESS MACHS1.4K shares-1.30%2025-09-302025-10-21 ORCL ORACLE CORP1.3K shares-7.45%2025-09-302025-10-21 PG PROCTER AND GAMBLE CO2.3K shares-0.93%2025-09-302025-10-21 ROK ROCKWELL AUTOMATION INC1.0K shares0.00%2025-09-302025-10-21 GSK GSK PLC7.8K shares-0.24%2025-09-302025-10-21 RTX RTX CORPORATION2.0K shares-4.43%2025-09-302025-10-21 JNJ JOHNSON & JOHNSON1.8K shares-5.16%2025-09-302025-10-21 GOOGL ALPHABET INC1.3K shares3.31%2025-09-302025-10-21 LLY ELI LILLY & CO389 shares-0.26%2025-09-302025-10-21 RJF RAYMOND JAMES FINL INC1.4K shares0.07%2025-09-302025-10-21 TT TRANE TECHNOLOGIES PLC577 shares-0.35%2025-09-302025-10-21 BK BANK NEW YORK MELLON CORP2.0K sharesnew addition2025-09-302025-10-21 AVGO BROADCOM INC662 shares-8.94%2025-09-302025-10-21 BRK.B BERKSHIRE HATHAWAY INC DEL412 shares-2.37%2025-09-302025-10-21 V VISA INC603 shares-3.83%2025-09-302025-10-21 NSC NORFOLK SOUTHN CORP681 sharesnew addition2025-09-302025-10-21 BA BOEING CO927 sharesnew addition2025-09-302025-10-21 AMCR AMCOR PLC10.4K sharesnew addition2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available