Loading…
CIK 0001961850 • 7 13F filings • May 2, 2025 – Oct 21, 2026
Import this data to Google Sheets with:
=jivedata("kooman-associates","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $751K | 0.2%Prev: 0.2% | 3,288 SH | Decreased+155 SH |
| ALPHABET INC | CAP STK CL A | $386K | 0.1%Prev: 0.1% | 1,234 SH | Decreased-43 SH |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.4%Prev: 0.3% | 4,111 SH | Increased+349 SH |
| AMAZON COM INC | COM | $903K | 0.3%Prev: 0.3% | 3,911 SH | Decreased-137 SH |
| APPLE INC | COM | $2.3M | 0.7%Prev: 0.8% | 8,538 SH | Decreased-494 SH |
| BANK NEW YORK MELLON CORP | COM | $234K | 0.1% | 2,015 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $208K | 0.1%Prev: 0.1% | 413 SH | Decreased-64 SH |
| BOEING CO | COM | $228K | 0.1% | 1,049 SH | New |
| BROADCOM INC | COM | $205K | 0.1% | 591 SH | New |
| CHEVRON CORP NEW | COM | $275K | 0.1% | 1,803 SH | New |
| CRANE COMPANY | COMMON STOCK | $498K | 0.1%Prev: 0.1% | 2,700 SH | Decreased-9 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $33.4M | 9.9%Prev: 10.3% | 1,010,987 SH | Decreased+36,025 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $55.0M | 16.3%Prev: 15.9% | 1,594,640 SH | Decreased+12,659 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.0M | 1.8% | 124,126 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $132.4M | 39.2%Prev: 40.8% | 2,829,489 SH | Decreased-88,561 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $21.0M | 6.2% | 552,829 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $21.8M | 6.5%Prev: 1.9% | 468,453 SH | Increased+337,241 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.8M | 2.0%Prev: 0.6% | 98,309 SH | Increased+70,652 SH |
| DISNEY WALT CO | COM | $399K | 0.1%Prev: 0.1% | 3,510 SH | Increased-24 SH |
| ELI LILLY & CO | COM | $440K | 0.1%Prev: 0.1% | 409 SH | Decreased-2 SH |
| EXXON MOBIL CORP | COM | $725K | 0.2% | 6,026 SH | New |
| GSK PLC | SPONSORED ADR | $356K | 0.1%Prev: 0.1% | 7,254 SH | Increased+1,513 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $404K | 0.1%Prev: 0.1% | 1,364 SH | Increased-35 SH |
| ISHARES GOLD TR | ISHARES NEW | $207K | 0.1% | 2,551 SH | New |
| ISHARES INC | CORE MSCI EMKT | $304K | 0.1%Prev: 0.1% | 4,521 SH | Increased+1,072 SH |
| ISHARES TR | 1 3 YR TREAS BD | $6.5M | 1.9%Prev: 1.9% | 77,955 SH | Decreased-8,477 SH |
| ISHARES TR | CORE INTL AGGR | $6.2M | 1.8%Prev: 1.6% | 124,302 SH | Increased-77 SH |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 0.5%Prev: 0.4% | 17,620 SH | Decreased+592 SH |
| ISHARES TR | CORE S&P MCP ETF | $979K | 0.3%Prev: 0.3% | 14,826 SH | Decreased+310 SH |
| ISHARES TR | CORE S&P SCP ETF | $498K | 0.1%Prev: 0.1% | 4,145 SH | Decreased+107 SH |
| ISHARES TR | CORE S&P500 ETF | $14.3M | 4.2%Prev: 4.3% | 20,823 SH | Decreased-431 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.6M | 0.5%Prev: 0.4% | 31,759 SH | Increased+3,184 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.7M | 0.5%Prev: 0.4% | 33,169 SH | Increased+1,269 SH |
| JOHNSON & JOHNSON | COM | $300K | 0.1%Prev: 0.1% | 1,450 SH | Increased+399 SH |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $342K | 0.1% | 4,507 SH | New |
| META PLATFORMS INC | CL A | $306K | 0.1%Prev: 0.1% | 464 SH | Decreased+1 SH |
| MICROSOFT CORP | COM | $1.7M | 0.5%Prev: 0.5% | 3,505 SH | Decreased-48 SH |
| NETFLIX INC | COM | $436K | 0.1% | 4,646 SH | New |
| NVIDIA CORPORATION | COM | $1.6M | 0.5%Prev: 0.6% | 8,451 SH | Decreased-751 SH |
| ORACLE CORP | COM | $219K | 0.1% | 1,122 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $1.1M | 0.3%Prev: 0.2% | 20,172 SH | Increased+2,261 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $716K | 0.2%Prev: 0.2% | 14,191 SH | Increased+589 SH |
| PIMCO ETF TR | ULTRA SHORT GOVT | $6.8M | 2.0% | 67,650 SH | New |
| PROCTER AND GAMBLE CO | COM | $322K | 0.1% | 2,247 SH | New |
| RAYMOND JAMES FINL INC | COM | $233K | 0.1%Prev: 0.1% | 1,448 SH | Increased-21 SH |
| ROCKWELL AUTOMATION INC | COM | $395K | 0.1%Prev: 0.1% | 1,016 SH | Decreased-9 SH |
| RTX CORPORATION | COM | $359K | 0.1%Prev: 0.1% | 1,959 SH | Increased+71 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $877K | 0.3% | 1,286 SH | New |
| TESLA INC | COM | $446K | 0.1%Prev: 0.1% | 992 SH | Increased+32 SH |
| TRANE TECHNOLOGIES PLC | SHS | $223K | 0.1% | 574 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 0.4%Prev: 0.4% | 2,384 SH | Increased+308 SH |
| VERIZON COMMUNICATIONS INC | COM | $382K | 0.1%Prev: 0.1% | 9,380 SH | Decreased-1,618 SH |
| 13F-HR |
| 0001961850-25-000007 |
| $324.3M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001961850-26-000004 | $372.4M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001961850-25-000005 | $295.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001961850-26-000003 | $335.4M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001961850-25-000004 | $272.7M | View |