13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001961850
Total reported value
$372.4M
$372.4M
48 檔
54.9%
During the Q4 2024 filing period, Kooman & Associates (CIK: 0001961850) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $372.4M across 48 reported positions.
In Q4 2024, Kooman & Associates displayed an active expansion posture, initiating 5 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 39.48% | +1.14% | +2.33% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 14.05% | -1.27% | +6.69% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 8.93% | +0.12% | +5.30% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.42% | -4.80% | +3.53% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.08% | -4.36% | +2.37% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.57% | +0.15% | +0.25% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.90% | -0.13% | -0.01% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.37% | -0.16% | -1.02% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 2.22% | -0.14% | +2.84% | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 2.04% | — | +4.37% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.03% | -1.49% | +4.68% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.03% | -1.29% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.60% | -0.04% | +2.42% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.59% | -0.05% | +2.81% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.01% | -0.71% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.05% | +3.59% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | -0.02% | +4.59% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.01% | -4.87% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | — | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.40% | -0.02% | +2.41% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | — | -0.08% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | — | +2.16% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.03% | +0.82% | |
| 24 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.25% | -0.02% | +2.97% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.02% | +6.06% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.08% | +2.14% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.18% | -0.03% | -0.26% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | — | +2.41% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.17% | +0.01% | +0.10% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.16% | -0.05% | +0.61% | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 0.16% | — | — | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | -0.02% | +1.91% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | -0.01% | +0.25% | |
| 34 | CR | Crane Co | Stock-Industrials | 0.15% | +0.02% | -0.04% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.06% | -4.22% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.11% | -0.01% | — | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | — | -1.69% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.01% | -0.27% | |
| 39 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.10% | +0.03% | +0.10% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | -0.02% | +5.83% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.09% | -0.01% | -0.37% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.09% | — | -7.43% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.09% | — | -0.61% | |
| 44 | RJF | Raymond James Financial Inc | Stock-Financials | 0.08% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | +3.27% | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.08% | — | +0.53% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.08% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | +0.9% | +2.33% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | NEW | New buy |
| 3 | MBB | Ishares Mbs ETF | +0.2% | NEW | New buy |
| 4 | RJF | Raymond James Financial Inc | +0.1% | NEW | New buy |
| 5 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 7 | DFAS | Dimensional US Small Cap ETF | +0.1% | +4.68% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | +2.41% | Add |
| 9 | AMZN | Amazon.com Inc | 0% | +2.16% | Add |
| 10 | AAPL | Apple Inc | 0% | -1.29% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | 0% | +0.82% | Add |
| 12 | NFLX | Netflix Inc | 0% | +0.61% | Add |
| 13 | DIS | Walt Disney Co/the | 0% | +1.91% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | 0% | +0.25% | Add |
| 15 | NVDA | Nvidia CORP | 0% | -4.87% | Trim |
| 16 | META | Meta Platforms Inc-class A | 0% | +5.83% | Add |
| 17 | JMST | JPM Ultra-short Muni Income | — | +2.81% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | — | -0.71% | Trim |
| 19 | MSFT | Microsoft CORP | — | +3.59% | Add |
| 20 | ROK | Rockwell Automation Inc | — | +0.10% | Add |
| 21 | SMMU | Pimco Shrt Trm Muni Bnd ETF | — | +2.97% | Add |
| 22 | TT | Trane Technologies plc | — | +0.53% | Add |
| 23 | ORCL | Oracle CORP | — | -0.61% | Trim |
| 24 | IBM | Intl Business Machines CORP | — | -1.69% | Trim |
| 25 | IJR | Ishares Core S&p Small-cap E | — | +0.10% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | — | +3.27% | Add |
| 27 | IJH | Ishares Core S&p Midcap ETF | — | -0.08% | Trim |
| 28 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 29 | ABBV | Abbvie Inc | 0% | +6.06% | Add |
| 30 | CVX | Chevron CORP | 0% | -4.22% | Trim |
| 31 | CR | Crane Co | 0% | -0.04% | Trim |
| 32 | RTX | Rtx CORP | 0% | -0.37% | Trim |
| 33 | PG | Procter & Gamble Co/the | 0% | +0.25% | Add |
| 34 | T | At&t Inc | 0% | -7.43% | Trim |
| 35 | JMUB | Jpmorgan Municipal ETF | 0% | +2.42% | Add |
| 36 | DUHP | Dimensional US High Profi Et | 0% | +2.37% | Add |
| 37 | DFSD | Dimensional Short Duration | 0% | +2.84% | Add |
| 38 | LLY | Eli Lilly & Co | 0% | -0.27% | Trim |
| 39 | XOM | Exxon Mobil CORP | 0% | +2.14% | Add |
| 40 | DFUV | Dimensional US Marketwide Va | 0% | +3.53% | Add |
| 41 | VZ | Verizon Communications Inc | 0% | -0.26% | Trim |
| 42 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.59% | Add |
| 43 | KO | Coca-cola Co/the | -0.1% | EXIT | Sold out |
| 44 | GSK | Gsk Plc-spon Adr | -0.1% | EXIT | Sold out |
| 45 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -1.02% | Trim |
| 47 | REET | Ishares Global Reit ETF | -0.2% | +4.37% | Add |
| 48 | IAGG | Ishares Intl Aggregate Bond | -0.2% | -0.01% | Trim |
| 49 | DFEM | Dimensional Emrg Mrkt Core | -0.4% | +5.30% | Add |
| 50 | DFIC | Dimensional International Co | -0.6% | +6.69% | Add |
According to official SEC Form 13F filings, Kooman & Associates reported a total U.S. public equity portfolio value of $372.4M across 48 disclosed positions in Q4 2024.
During Q4 2024, Kooman & Associates's top holdings by market value included DFAU (39.5%)、DFIC (14.1%)、DFEM (8.9%). The largest single position, DFAU, represented 39.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFIC, DFEM) accounted for 54.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPY
市值: $1.2M
Top Position Liquidated / Trimmed
GSK
前期市值: $254.6K
In Q4 2024, Kooman & Associates made 49 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 14 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.