The Analysis of Kooman & Associates's Holdings
Currently, Kooman & Associates holds 52 types of securities in its portfolio with a total value $338.1M. In the most recent quarter, they have increased their positions in DFAU (+44.1K shares, valued at $2.1M), DUHP (+25.0K shares, valued at $951.1K), SPY (+1.3K shares, valued at $876.9K); decreased their positions in N/A (-410 shares, valued at $257.1K), CVX (-799 shares, valued at $121.8K), NVDA (-584 shares, valued at $108.9K); initiated new positions in SPY (+1.3K shares, valued at $876.9K), N/A (+2.6K shares, valued at $207.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST2.8M shares1.58%2025-12-312026-01-23
DFIC DIMENSIONAL ETF TRUST1.6M shares0.99%2025-12-312026-01-23 DFEM DIMENSIONAL ETF TRUST1.0M shares1.09%2025-12-312026-01-23 DFUV DIMENSIONAL ETF TRUST468.5K shares2.52%2025-12-312026-01-23 DUHP DIMENSIONAL ETF TRUST552.8K shares4.74%2025-12-312026-01-23 IVV ISHARES TR20.8K shares0.19%2025-12-312026-01-23 DFAS DIMENSIONAL ETF TRUST98.3K shares2.97%2025-12-312026-01-23 BILZ PIMCO ETF TR67.7K shares14.42%2025-12-312026-01-23 SHY ISHARES TR78.0K shares4.63%2025-12-312026-01-23 IAGG ISHARES TR124.3K shares1.62%2025-12-312026-01-23 DFSD DIMENSIONAL ETF TRUST124.1K shares5.06%2025-12-312026-01-23 AAPL APPLE INC8.5K shares0.32%2025-12-312026-01-23 MSFT MICROSOFT CORP3.5K shares-2.56%2025-12-312026-01-23 JMST J P MORGAN EXCHANGE TRADED F33.2K shares8.17%2025-12-312026-01-23 JMUB J P MORGAN EXCHANGE TRADED F31.8K shares-3.15%2025-12-312026-01-23 IEFA ISHARES TR17.6K shares-6.25%2025-12-312026-01-23 NVDA NVIDIA CORPORATION8.5K shares-6.46%2025-12-312026-01-23 ALPHABET INC ALPHABET INC4.1K shares-2.17%2025-12-312026-01-23 MUNI PIMCO ETF TR20.2K shares-3.28%2025-12-312026-01-23 IJH ISHARES TR14.8K shares-3.95%2025-12-312026-01-23 AMZN AMAZON COM INC3.9K shares-2.81%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR1.3K sharesnew addition2025-12-312026-01-23 ABBV ABBVIE INC3.3K shares-5.38%2025-12-312026-01-23 XOM EXXON MOBIL CORP6.0K shares-1.34%2025-12-312026-01-23 SMMU PIMCO ETF TR14.2K shares7.54%2025-12-312026-01-23 IJR ISHARES TR4.1K shares-3.60%2025-12-312026-01-23 CR CRANE COMPANY2.7K shares0.15%2025-12-312026-01-23 TSLA TESLA INC992 shares-10.31%2025-12-312026-01-23 LLY ELI LILLY & CO409 shares5.14%2025-12-312026-01-23 NFLX NETFLIX INC4.6K shares821.83%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS1.4K shares-0.22%2025-12-312026-01-23 DIS DISNEY WALT CO3.5K shares-8.81%2025-12-312026-01-23 ROK ROCKWELL AUTOMATION INC1.0K shares0.20%2025-12-312026-01-23 ALPHABET INC ALPHABET INC1.2K shares-8.12%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC9.4K shares-17.74%2025-12-312026-01-23 RTX RTX CORPORATION2.0K shares-2.25%2025-12-312026-01-23 GSK PLC GSK PLC7.3K shares-7.18%2025-12-312026-01-23 KTOS KRATOS DEFENSE & SEC SOLUTIO4.5K shares0.00%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO2.2K shares-3.64%2025-12-312026-01-23 META META PLATFORMS INC464 shares-16.55%2025-12-312026-01-23 IEMG ISHARES INC4.5K shares-22.82%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON1.4K shares-18.68%2025-12-312026-01-23 CVX CHEVRON CORP NEW1.8K shares-30.71%2025-12-312026-01-23 BK BANK NEW YORK MELLON CORP2.0K shares-1.08%2025-12-312026-01-23 RJF RAYMOND JAMES FINL INC1.4K shares0.00%2025-12-312026-01-23 BA BOEING CO1.0K shares13.16%2025-12-312026-01-23 TT TRANE TECHNOLOGIES PLC574 shares-0.52%2025-12-312026-01-23 ORCL ORACLE CORP1.1K shares-12.28%2025-12-312026-01-23 BROADCOM INC BROADCOM INC591 shares-10.73%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available