account_balance

Investment manager · 13F filer · SEC CIK 1961850

Kooman & Associates

Reported value$375Mas of Sep 30, 2026
Positions54 1 new, 3 sold out
Top 10 weight88.1%DFAU alone is 41%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAU Dimensional ETF Trust 40.8% Held
DFIC Dimensional ETF Trust 15.9% Added +3%
DFEM Dimensional ETF Trust 10.3% Added +2%
AVLV American Centy ETF Tr 5.0% Added +3%
IVV iShares Tr 4.3% Held
AVUQ American Centy ETF Tr 4.3% Added +4%
DFUV Dimensional ETF Trust 1.9% Trimmed −2%
SHY iShares Tr 1.9% Added +5%
BILZ Pimco ETF Tr 1.8% Added +5%
AVUV American Centy ETF Tr 1.8% Added +4%
DFSD Dimensional ETF Trust 1.7% Added +6%
IAGG iShares Tr 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 22, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VOO −13%
  • JMST −9%
  • ABBV −8%
  • MUNI −8%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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