Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kooman & Associates (CIK 1961850) reported $372.4M across 56 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAU ($148.1M, 39.76%), DFIC ($57.3M, 15.37%), DFEM ($38.8M, 10.42%), AVLV ($18.3M, 4.92%), IVV ($15.9M, 4.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $148.1M | 39.76% | 2.9M | Trimmed |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $57.3M | 15.37% | 1.5M | Trimmed |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $38.8M | 10.42% | 954,934 | Trimmed |
| 4 | AVLV | AMERICAN CENTY ETF TR | $18.3M | 4.92% | 201,011 | New |
| 5 | IVV | ISHARES TR | $15.9M | 4.27% | 21,248 | Added |
| 6 | AVUQ | AMERICAN CENTY ETF TR | $15.3M | 4.10% | 231,427 | New |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $7.4M | 1.98% | 134,098 | Trimmed |
| 8 | AVUV | AMERICAN CENTY ETF TR | $7.0M | 1.88% | 56,122 | New |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $6.8M | 1.83% | 162,967 | Trimmed |
| 10 | SHY | ISHARES TR | $6.8M | 1.81% | 82,245 | Added |
| 11 | BILZ | PIMCO ETF TR | $6.6M | 1.76% | 65,055 | Added |
| 12 | IAGG | ISHARES TR | $6.4M | 1.71% | 126,182 | Added |
| 13 | DFSD | DIMENSIONAL ETF TRUST | $6.3M | 1.69% | 131,485 | Added |
| 14 | AAPL | APPLE INC | $2.5M | 0.67% | 8,569 | Added |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $2.3M | 0.62% | 28,126 | Trimmed |
| 16 | JMST | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.48% | 35,030 | Added |
| 17 | IEFA | ISHARES TR | $1.7M | 0.45% | 17,366 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $1.7M | 0.45% | 8,464 | Added |
| 19 | VOO | VANGUARD INDEX FDS | $1.6M | 0.44% | 2,382 | Trimmed |
| 20 | JMUB | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.41% | 30,353 | Added |
| 21 | GOOG | ALPHABET INC | $1.4M | 0.38% | 4,014 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.3M | 0.34% | 3,424 | Trimmed |
| 23 | IJH | ISHARES TR | $1.1M | 0.30% | 14,463 | Trimmed |
| 24 | MUNI | PIMCO ETF TR | $1.0M | 0.27% | 19,376 | Added |
| 25 | AMZN | AMAZON COM INC | $901,402 | 0.24% | 3,782 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30