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CIK: 0001961850
Total reported value
$374.7M
$374.7M
48 檔
54.6%
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 $374.7M across 48 reported positions.
In Q4 2024, Kooman & Associates displayed an active expansion posture, initiating 5 new positions and adding to 28 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% | +1.01% | +2.33% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 14.05% | +0.51% | +6.69% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 8.93% | -0.09% | +5.30% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.42% | -0.05% | +3.53% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.08% | -1.83% | EXIT | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.57% | +0.07% | +0.25% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.90% | -0.08% | -0.01% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.37% | +0.06% | -1.02% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 2.22% | +0.04% | +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% | -0.05% | +4.68% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.13% | -1.29% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.60% | -0.05% | +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% | -0.05% | -0.71% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | +0.15% | +3.59% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.47% | -0.01% | +4.59% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.11% | -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% | -0.03% | +2.41% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | -0.02% | -0.08% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.03% | +2.16% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.04% | +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% | -0.01% | +6.06% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.18% | EXIT | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.18% | — | -0.26% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | -0.02% | +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% | — | +0.61% | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 0.16% | — | — | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | +0.01% | +1.91% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | — | +0.25% | |
| 34 | CR | Crane Co | Stock-Industrials | 0.15% | -0.01% | -0.04% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.12% | +0.03% | -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% | -0.02% | -1.69% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.01% | -0.27% | |
| 39 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.10% | -0.02% | +0.10% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | +0.03% | +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% | +0.01% | — |
| # | 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 | MUNI | Pimco Intermediate Municipal | — | +2.41% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 30 | ABBV | Abbvie Inc | 0% | +6.06% | Add |
| 31 | CVX | Chevron CORP | 0% | -4.22% | Trim |
| 32 | CR | Crane Co | 0% | -0.04% | Trim |
| 33 | RTX | Rtx CORP | 0% | -0.37% | Trim |
| 34 | PG | Procter & Gamble Co/the | 0% | +0.25% | Add |
| 35 | T | At&t Inc | 0% | -7.43% | Trim |
| 36 | JMUB | Jpmorgan Municipal ETF | 0% | +2.42% | Add |
| 37 | DUHP | Dimensional US High Profi Et | 0% | +2.37% | Add |
| 38 | DFSD | Dimensional Short Duration | 0% | +2.84% | Add |
| 39 | LLY | Eli Lilly & Co | 0% | -0.27% | Trim |
| 40 | XOM | Exxon Mobil CORP | 0% | +2.14% | Add |
| 41 | DFUV | Dimensional US Marketwide Va | 0% | +3.53% | Add |
| 42 | VZ | Verizon Communications Inc | 0% | -0.26% | Trim |
| 43 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.59% | Add |
| 44 | KO | Coca-cola Co/the | -0.1% | EXIT | Sold out |
| 45 | GSK | Gsk Plc-spon Adr | -0.1% | EXIT | Sold out |
| 46 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -1.02% | Trim |
| 48 | REET | Ishares Global Reit ETF | -0.2% | +4.37% | Add |
| 49 | IAGG | Ishares Intl Aggregate Bond | -0.2% | -0.01% | Trim |
| 50 | DFEM | Dimensional Emrg Mrkt Core | -0.4% | +5.30% | Add |
According to official SEC Form 13F filings, Kooman & Associates reported a total U.S. public equity portfolio value of $374.7M 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 54.6% 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 50 total portfolio adjustments, initiating 5 new buys, adding to 28 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.
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