| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 36.6% |
| ISHARES TR | 4 | Q3 2023 | 33.8% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 14.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.2% |
| ISHARES TR | 4 | Q3 2023 | 10.4% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.1% |
| ISHARES TR | 4 | Q3 2023 | 6.3% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 6.3% |
| ISHARES TR | 4 | Q3 2023 | 4.1% |
View Kooman & Associates's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-25 |
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.