| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 38.5% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 14.6% |
| ISHARES TR | 7 | Q2 2024 | 33.8% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 9.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 9.2% |
| ISHARES TR | 7 | Q2 2024 | 10.4% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 8.1% |
| ISHARES TR | 7 | Q2 2024 | 6.3% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.3% |
| ISHARES TR | 7 | Q2 2024 | 4.1% |
View Kooman & Associates's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-24 |
| N-PX | 2024-10-24 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-01-30 |
| 13F-HR/A | 2023-11-03 |
| 13F-HR/A | 2023-11-03 |
| 13F-HR/A | 2023-11-03 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-21 |
View Kooman & Associates's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.