Kooman & Associates

CIK 0001961850 • 7 13F filings • May 2, 2025 – Oct 21, 2026

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Filer information

Filed by: Kooman & Associates, Chief Compliance Officer
Address: 517 S. LOGAN BLVD., ALTOONA, PA, 16602
Phone: 814-941-4800
AUM: $338.1M

AUM over time

$374.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $324.3M53 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$805K	0.2%Prev: 0.2%	3,475 SH	Decreased+58 SH
ALPHABET INC	CAP STK CL A	$326K	0.1%Prev: 0.1%	1,343 SH	Decreased+165 SH
ALPHABET INC	CAP STK CL C	$1.0M	0.3%Prev: 0.4%	4,202 SH	Decreased+188 SH
AMAZON COM INC	COM	$884K	0.3%Prev: 0.2%	4,024 SH	Decreased+242 SH
AMCOR PLC	ORD	$85K	0.0%	10,364 SH	New
APPLE INC	COM	$2.2M	0.7%Prev: 0.7%	8,511 SH	Decreased-58 SH
BANK NEW YORK MELLON CORP	COM	$222K	0.1%	2,037 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$207K	0.1%Prev: 0.1%	412 SH	Decreased-46 SH
BOEING CO	COM	$200K	0.1%Prev: 0.1%	927 SH	Decreased-5 SH
BROADCOM INC	COM	$218K	0.1%	662 SH	New
CHEVRON CORP NEW	COM	$404K	0.1%	2,602 SH	New
CRANE COMPANY	COMMON STOCK	$496K	0.2%Prev: 0.2%	2,696 SH	Decreased-11 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$32.1M	9.9%Prev: 10.4%	1,000,108 SH	Decreased+45,174 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$51.8M	16.0%Prev: 15.4%	1,579,027 SH	Decreased+42,521 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$5.7M	1.8%	118,153 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$127.5M	39.3%Prev: 39.8%	2,785,357 SH	Decreased-79,120 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$19.9M	6.1%	527,821 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$20.4M	6.3%Prev: 2.0%	456,957 SH	Increased+322,859 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$6.5M	2.0%Prev: 0.6%	95,471 SH	Increased+67,345 SH
DISNEY WALT CO	COM	$441K	0.1%Prev: 0.1%	3,849 SH	Increased+328 SH
ELI LILLY & CO	COM	$297K	0.1%Prev: 0.1%	389 SH	Decreased+3 SH
EXXON MOBIL CORP	COM	$689K	0.2%Prev: 0.2%	6,108 SH	Increased+1,243 SH
GSK PLC	SPONSORED ADR	$337K	0.1%Prev: 0.1%	7,815 SH	Increased+2,123 SH
INTERNATIONAL BUSINESS MACHS	COM	$386K	0.1%Prev: 0.1%	1,367 SH	Decreased-9 SH
ISHARES INC	CORE MSCI EMKT	$386K	0.1%Prev: 0.1%	5,858 SH	Increased+2,302 SH
ISHARES TR	1 3 YR TREAS BD	$6.2M	1.9%Prev: 1.8%	74,506 SH	Decreased-7,739 SH
ISHARES TR	CORE INTL AGGR	$6.3M	1.9%Prev: 1.7%	122,326 SH	Decreased-3,856 SH
ISHARES TR	CORE MSCI EAFE	$1.6M	0.5%Prev: 0.5%	18,794 SH	Decreased+1,428 SH
ISHARES TR	CORE S&P MCP ETF	$1.0M	0.3%Prev: 0.3%	15,436 SH	Decreased+973 SH
ISHARES TR	CORE S&P SCP ETF	$511K	0.2%Prev: 0.2%	4,300 SH	Decreased+255 SH
ISHARES TR	CORE S&P500 ETF	$13.9M	4.3%Prev: 4.3%	20,783 SH	Decreased-465 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.7M	0.5%Prev: 0.4%	32,791 SH	Increased+2,438 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.6M	0.5%Prev: 0.5%	30,663 SH	Decreased-4,367 SH
JOHNSON & JOHNSON	COM	$331K	0.1%Prev: 0.1%	1,783 SH	Increased+785 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$412K	0.1%Prev: 0.1%	4,507 SH	Increased-7 SH
META PLATFORMS INC	CL A	$408K	0.1%Prev: 0.1%	556 SH	Increased+137 SH
MICROSOFT CORP	COM	$1.9M	0.6%Prev: 0.3%	3,597 SH	Increased+173 SH
NETFLIX INC	COM	$604K	0.2%	504 SH	New
NORFOLK SOUTHN CORP	COM	$205K	0.1%Prev: 0.1%	681 SH	Decreased+17 SH
NVIDIA CORPORATION	COM	$1.7M	0.5%Prev: 0.5%	9,035 SH	Decreased+571 SH
ORACLE CORP	COM	$360K	0.1%	1,279 SH	New
PIMCO ETF TR	INTER MUN BD ACT	$1.1M	0.3%Prev: 0.3%	20,857 SH	Increased+1,481 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$667K	0.2%Prev: 0.2%	13,196 SH	Decreased-1,740 SH
PIMCO ETF TR	ULTRA SHORT GOVT	$6.0M	1.8%	59,122 SH	New
PROCTER AND GAMBLE CO	COM	$358K	0.1%	2,332 SH	New
RAYMOND JAMES FINL INC	COM	$250K	0.1%Prev: 0.1%	1,448 SH	Increased-6 SH
ROCKWELL AUTOMATION INC	COM	$354K	0.1%Prev: 0.1%	1,014 SH	Decreased-6 SH
RTX CORPORATION	COM	$335K	0.1%Prev: 0.1%	2,004 SH	Decreased+140 SH
TESLA INC	COM	$492K	0.2%Prev: 0.1%	1,106 SH	Increased+170 SH
TRANE TECHNOLOGIES PLC	SHS	$243K	0.1%	577 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	0.5%Prev: 0.4%	2,794 SH	Increased+412 SH
VERIZON COMMUNICATIONS INC	COM	$501K	0.2%Prev: 0.1%	11,403 SH	Increased+248 SH
VISA INC	COM CL A	$206K	0.1%	603 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $296K
AMERICAN CENTY ETF TR — $15.3M
AMERICAN CENTY ETF TR — $449K
AMERICAN CENTY ETF TR — $702K
AMERICAN CENTY ETF TR — $519K
AMERICAN CENTY ETF TR — $18.3M
AMERICAN CENTY ETF TR — $7.0M
CHEVRON CORPORATION — $390K
CSX CORP — $214K
DIMENSIONAL ETF TRUST — $6.3M
DIMENSIONAL ETF TRUST — $6.8M
FIFTH THIRD BANCORP — $538K
NETFLIX INC. — $316K
PIMCO ETF TR — $6.6M
PROCTER & GAMBLE CO — $335K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001961850-26-000001	$338.1M	View
Oct 21, 2026	Q3 2026	13F-HR	0001961850-26-000006	$374.7M	View
Oct 21, 2025	Q3 2025