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CIK: 0001961850
Total reported value
$372.4M
$372.4M
46 檔
55.6%
At the close of Q1 2025, Kooman & Associates disclosed equity holdings valued at approximately $372.4M, spread across 46 reported holdings.
In Q1 2025, Kooman & Associates displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFIC, DFEM) accounted for 55.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 38.04% | +1.14% | +0.13% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 15.91% | -1.27% | +3.97% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 9.46% | +0.12% | +3.42% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.58% | -4.80% | +0.29% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.01% | -4.36% | +19.03% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.35% | +0.15% | -1.65% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.47% | -0.13% | -37.62% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.39% | -0.16% | -1.49% | |
| 9 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 2.32% | -0.15% | — | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 2.18% | -0.14% | -4.15% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.94% | -1.49% | +2.53% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.03% | +6.20% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.62% | -0.04% | +2.54% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.61% | -0.05% | +0.92% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.01% | -0.18% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | -0.02% | +2.46% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.05% | +6.57% | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.40% | -0.02% | +1.01% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.01% | -2.39% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | — | +1.13% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | — | +6.42% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.02% | +0.73% | |
| 23 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.26% | -0.02% | +0.64% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.08% | +17.77% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.03% | +3.40% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | -0.03% | -9.57% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.17% | -0.05% | +1.41% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.16% | +0.01% | +3.66% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.06% | +13.73% | |
| 30 | CR | Crane Co | Stock-Industrials | 0.15% | +0.02% | -0.04% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | -0.01% | -3.97% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | -0.02% | +2.35% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.13% | — | +2.84% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.01% | +7.49% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.01% | — | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.12% | -0.01% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | -0.02% | +16.52% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | — | -4.97% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.10% | -0.01% | -3.54% | |
| 40 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.10% | +0.03% | +0.89% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.09% | — | -23.48% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | -6.75% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.08% | — | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | — | — | |
| 45 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.08% | -0.01% | — | |
| 46 | RJF | Raymond James Financial Inc | Stock-Financials | 0.07% | — | +0.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BILZ | Pimco Ultra Shrt Govt Active | +2.3% | NEW | New buy |
| 2 | DFIC | Dimensional International Co | +1.9% | +3.97% | Add |
| 3 | DUHP | Dimensional US High Profi Et | +0.9% | +19.03% | Add |
| 4 | DFEM | Dimensional Emrg Mrkt Core | +0.5% | +3.42% | Add |
| 5 | DFUV | Dimensional US Marketwide Va | +0.2% | +0.29% | Add |
| 6 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 7 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 9 | GSK | Gsk Plc-spon Adr | +0.1% | NEW | New buy |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +17.77% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.46% | Add |
| 12 | ABBV | Abbvie Inc | 0% | +0.73% | Add |
| 13 | CVX | Chevron CORP | 0% | +13.73% | Add |
| 14 | IBM | Intl Business Machines CORP | 0% | +2.84% | Add |
| 15 | LLY | Eli Lilly & Co | 0% | +7.49% | Add |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | 0% | -1.49% | Trim |
| 17 | JMUB | Jpmorgan Municipal ETF | 0% | +2.54% | Add |
| 18 | JMST | JPM Ultra-short Muni Income | 0% | +0.92% | Add |
| 19 | META | Meta Platforms Inc-class A | 0% | +16.52% | Add |
| 20 | NFLX | Netflix Inc | 0% | +1.41% | Add |
| 21 | RTX | Rtx CORP | 0% | -3.54% | Trim |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -6.75% | Trim |
| 23 | VZ | Verizon Communications Inc | 0% | -9.57% | Trim |
| 24 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 25 | ROK | Rockwell Automation Inc | — | +0.89% | Add |
| 26 | T | At&t Inc | — | -23.48% | Trim |
| 27 | PG | Procter & Gamble Co/the | — | -3.97% | Trim |
| 28 | DIS | Walt Disney Co/the | 0% | +2.35% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | 0% | +3.66% | Add |
| 30 | RJF | Raymond James Financial Inc | 0% | +0.98% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | -0.18% | Trim |
| 32 | MSFT | Microsoft CORP | 0% | +6.57% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | +6.42% | Add |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.13% | Add |
| 35 | AAPL | Apple Inc | 0% | +6.20% | Add |
| 36 | DFSD | Dimensional Short Duration | 0% | -4.15% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | 0% | +3.40% | Add |
| 38 | TSLA | Tesla Inc | -0.1% | -4.97% | Trim |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | EXIT | Sold out |
| 40 | TT | Trane Technologies plc | -0.1% | EXIT | Sold out |
| 41 | BMY | Bristol-myers Squibb Co | -0.1% | EXIT | Sold out |
| 42 | DFAS | Dimensional US Small Cap ETF | -0.1% | +2.53% | Add |
| 43 | NVDA | Nvidia CORP | -0.1% | -2.39% | Trim |
| 44 | ORCL | Oracle CORP | -0.1% | EXIT | Sold out |
| 45 | MBB | Ishares Mbs ETF | -0.2% | EXIT | Sold out |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.2% | -1.65% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | EXIT | Sold out |
| 48 | IAGG | Ishares Intl Aggregate Bond | -1.4% | -37.62% | Trim |
| 49 | DFAU | Dimensional US Core Equity M | -1.4% | +0.13% | Add |
| 50 | REET | Ishares Global Reit ETF | -2% | EXIT | Sold out |
According to official SEC Form 13F filings, Kooman & Associates reported a total U.S. public equity portfolio value of $372.4M across 46 disclosed positions in Q1 2025.
During Q1 2025, Kooman & Associates's top holdings by market value included DFAU (38.0%)、DFIC (15.9%)、DFEM (9.5%). The largest single position, DFAU, represented 38.0% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BILZ
市值: $6.3M
Top Position Liquidated / Trimmed
REET
前期市值: $5.6M
In Q1 2025, Kooman & Associates made 49 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 12 holdings, and fully liquidating 7 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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