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

Currently, Kooman & Associates holds 56 types of securities in its portfolio with a total value $372.4M. In the most recent quarter, they have increased their positions in AVLV (+201.0K shares, valued at $18.3M), AVUQ (+231.4K shares, valued at $15.3M), AVUV (+56.1K shares, valued at $7.0M); decreased their positions in DFUV (-335.2K shares, valued at $18.4M), DUHP (-401.8K shares, valued at $16.8M), DFAS (-71.5K shares, valued at $5.9M); initiated new positions in AVLV (+201.0K shares, valued at $18.3M), AVUQ (+231.4K shares, valued at $15.3M), AVUV (+56.1K shares, valued at $7.0M).

1M P&L

+3.5M+0.96%

3M P&L

+16.2M+4.70%

HY P&L

+38.3M+11.82%

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/A337.6M

95.9%

2Consumer Electronics2.5M

0.7%

3Semiconductors2.0M

0.6%

Top Industries by Stock Count

1N/A24 stocks

50.0%

2Semiconductors2 stocks

4.2%

3Internet Content & Information2 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST2.9M shares-0.23%2026-06-302026-07-22

DFIC DIMENSIONAL ETF TRUST1.5M shares-2.17%2026-06-302026-07-22

DFEM DIMENSIONAL ETF TRUST954.9K shares-4.46%2026-06-302026-07-22

AVLV AMERICAN CENTY ETF TR201.0K sharesnew addition2026-06-302026-07-22

ISHARES TR ISHARES TR21.2K shares0.39%2026-06-302026-07-22

AVUQ AMERICAN CENTY ETF TR231.4K sharesnew addition2026-06-302026-07-22

DFUV DIMENSIONAL ETF TRUST134.1K shares-71.43%2026-06-302026-07-22

AVUV AMERICAN CENTY ETF TR56.1K sharesnew addition2026-06-302026-07-22

Sponsored

DUHP DIMENSIONAL ETF TRUST163.0K shares-71.14%2026-06-302026-07-22

SHY ISHARES TR82.2K shares2.88%2026-06-302026-07-22

BILZ PIMCO ETF TR65.1K shares2.30%2026-06-302026-07-22

IAGG ISHARES TR126.2K shares2.25%2026-06-302026-07-22

DFSD DIMENSIONAL ETF TRUST131.5K shares2.70%2026-06-302026-07-22

AAPL APPLE INC8.6K shares0.88%2026-06-302026-07-22

DFAS DIMENSIONAL ETF TRUST28.1K shares-71.77%2026-06-302026-07-22

JMST J P MORGAN EXCHANGE TRADED F35.0K shares1.32%2026-06-302026-07-22

Sponsored

NVDA NVIDIA CORPORATION8.5K shares0.59%2026-06-302026-07-22

ISHARES TR ISHARES TR17.4K shares-0.96%2026-06-302026-07-22

VOO VANGUARD INDEX FDS2.4K shares-0.42%2026-06-302026-07-22

JMUB J P MORGAN EXCHANGE TRADED F30.4K shares1.46%2026-06-302026-07-22

GOOG ALPHABET INC4.0K shares-2.17%2026-06-302026-07-22

MSFT MICROSOFT CORP3.4K shares-2.09%2026-06-302026-07-22

IJH ISHARES TR14.5K shares-2.63%2026-06-302026-07-22

MUNI PIMCO ETF TR19.4K shares2.51%2026-06-302026-07-22

Sponsored

AMZN AMAZON COM INC3.8K shares-2.98%2026-06-302026-07-22

ABBVIE INC ABBVIE INC3.4K shares4.88%2026-06-302026-07-22

SMMU PIMCO ETF TR14.9K shares1.52%2026-06-302026-07-22

AVDE AMERICAN CENTY ETF TR7.9K sharesnew addition2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP4.9K shares-6.71%2026-06-302026-07-22

CR CRANE COMPANY2.7K shares0.07%2026-06-302026-07-22

IJR ISHARES TR4.0K shares-2.95%2026-06-302026-07-22

FITB FIFTH THIRD BANCORP9.5K sharesnew addition2026-06-302026-07-22

Sponsored

AVUS AMERICAN CENTY ETF TR4.0K sharesnew addition2026-06-302026-07-22

ROK ROCKWELL AUTOMATION INC1.0K shares0.39%2026-06-302026-07-22

VZ VERIZON COMMUNICATIONS INC11.2K shares3.75%2026-06-302026-07-22

LLY ELI LILLY & CO386 shares-3.02%2026-06-302026-07-22

AVEM AMERICAN CENTY ETF TR4.7K sharesnew addition2026-06-302026-07-22

GOOGL ALPHABET INC1.2K shares-3.92%2026-06-302026-07-22

TSLA TESLA INC936 shares-4.59%2026-06-302026-07-22

CVX CHEVRON CORPORATION2.4K shares-10.02%2026-06-302026-07-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.4K shares1.70%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION1.9K shares-1.43%2026-06-302026-07-22

DIS DISNEY WALT CO3.5K shares-3.82%2026-06-302026-07-22

PG PROCTER & GAMBLE CO2.3K shares-0.17%2026-06-302026-07-22

NETFLIX INC. NETFLIX INC.4.4K shares-1.97%2026-06-302026-07-22

GSK PLC GSK PLC5.7K shares0.00%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC510 sharesnew addition2026-06-302026-07-22

IEMG ISHARES INC3.6K shares-16.88%2026-06-302026-07-22

Sponsored

JNJ JOHNSON & JOHNSON998 shares-3.11%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC419 shares-13.25%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL458 shares8.79%2026-06-302026-07-22

KTOS KRATOS DEFENSE & SEC SOLUTIO4.5K shares0.16%2026-06-302026-07-22

RJF RAYMOND JAMES FINL INC1.5K shares0.62%2026-06-302026-07-22

CSX CSX CORP4.5K sharesnew addition2026-06-302026-07-22

NSC NORFOLK SOUTHN CORP664 sharesnew addition2026-06-302026-07-22

BA BOEING CO932 shares-11.32%2026-06-302026-07-22

Sponsored

DFAU

DIMENSIONAL ETF TRUST

-0.23%

Shares2.9M

Event2026-06-30

Filed2026-07-22

DFIC

DIMENSIONAL ETF TRUST

-2.17%

Shares1.5M

Event2026-06-30

Filed2026-07-22

DFEM

DIMENSIONAL ETF TRUST

-4.46%

Shares954.9K

Event2026-06-30

Filed2026-07-22

AVLV

AMERICAN CENTY ETF TR

New

Shares201.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

0.39%

Shares21.2K

Event2026-06-30

Filed2026-07-22

AVUQ

AMERICAN CENTY ETF TR

New

Shares231.4K

Event2026-06-30

Filed2026-07-22

DFUV

DIMENSIONAL ETF TRUST

-71.43%

Shares134.1K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

New

Shares56.1K

Event2026-06-30

Filed2026-07-22

DUHP

DIMENSIONAL ETF TRUST

-71.14%

Shares163.0K

Event2026-06-30

Filed2026-07-22

SHY

ISHARES TR

2.88%

Shares82.2K

Event2026-06-30

Filed2026-07-22

BILZ

PIMCO ETF TR

2.30%

Shares65.1K

Event2026-06-30

Filed2026-07-22

IAGG

ISHARES TR

2.25%

Shares126.2K

Event2026-06-30

Filed2026-07-22

DFSD

DIMENSIONAL ETF TRUST

2.70%

Shares131.5K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.88%

Shares8.6K

Event2026-06-30

Filed2026-07-22

DFAS

DIMENSIONAL ETF TRUST

-71.77%

Shares28.1K

Event2026-06-30

Filed2026-07-22

JMST

J P MORGAN EXCHANGE TRADED F

1.32%

Shares35.0K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

0.59%

Shares8.5K

Event2026-06-30

Filed2026-07-22

ISHARES TR

-0.96%

Shares17.4K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

-0.42%

Shares2.4K

Event2026-06-30

Filed2026-07-22

JMUB

J P MORGAN EXCHANGE TRADED F

1.46%

Shares30.4K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-2.17%

Shares4.0K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-2.09%

Shares3.4K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

-2.63%

Shares14.5K

Event2026-06-30

Filed2026-07-22

MUNI

PIMCO ETF TR

2.51%

Shares19.4K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

-2.98%

Shares3.8K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

4.88%

Shares3.4K

Event2026-06-30

Filed2026-07-22

SMMU

PIMCO ETF TR

1.52%

Shares14.9K

Event2026-06-30

Filed2026-07-22

AVDE

AMERICAN CENTY ETF TR

New

Shares7.9K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

-6.71%

Shares4.9K

Event2026-06-30

Filed2026-07-22

CRANE COMPANY

0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-2.95%

Shares4.0K

Event2026-06-30

Filed2026-07-22

FITB

FIFTH THIRD BANCORP

New

Shares9.5K

Event2026-06-30

Filed2026-07-22

AVUS

AMERICAN CENTY ETF TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-22

ROK

ROCKWELL AUTOMATION INC

0.39%

Shares1.0K

Event2026-06-30

Filed2026-07-22

VERIZON COMMUNICATIONS INC

3.75%

Shares11.2K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

-3.02%

Shares386

Event2026-06-30

Filed2026-07-22

AVEM

AMERICAN CENTY ETF TR

New

Shares4.7K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-3.92%

Shares1.2K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-4.59%

Shares936

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

-10.02%

Shares2.4K

Event2026-06-30

Filed2026-07-22

IBM

INTERNATIONAL BUSINESS MACHS

1.70%

Shares1.4K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

-1.43%

Shares1.9K

Event2026-06-30

Filed2026-07-22

DIS

DISNEY WALT CO

-3.82%

Shares3.5K

Event2026-06-30

Filed2026-07-22

PROCTER & GAMBLE CO

-0.17%

Shares2.3K

Event2026-06-30

Filed2026-07-22

NETFLIX INC.

-1.97%

Shares4.4K

Event2026-06-30

Filed2026-07-22

GSK PLC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

New

Shares510

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-16.88%

Shares3.6K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

-3.11%

Shares998

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-13.25%

Shares419

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

8.79%

Shares458

Event2026-06-30

Filed2026-07-22

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.16%

Shares4.5K

Event2026-06-30

Filed2026-07-22

RJF

RAYMOND JAMES FINL INC

0.62%

Shares1.5K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

New

Shares4.5K

Event2026-06-30

Filed2026-07-22

NSC

NORFOLK SOUTHN CORP

New

Shares664

Event2026-06-30

Filed2026-07-22

BOEING CO

-11.32%

Shares932

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available