Kooman & Associates
- SEC CIK
- 0001961850
- 最新申報
- 2026/7/22
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/11/3 申報。只含多頭部位。
- 持股檔數
- 40
- 2022 年第 3 季沒有申報
- 總值
- $1.01 億
- 2022 年第 3 季沒有申報
Kooman & Associates 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 89,270 | $3,430 萬 | 33.8% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 222,014 | $1,056 萬 | 10.4% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 337,542 | $912.0 萬 | 9.0% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 79,343 | $644.0 萬 | 6.3% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 139,393 | $642.5 萬 | 6.3% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 203,662 | $455.2 萬 | 4.5% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 182,542 | $414.6 萬 | 4.1% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 89,242 | $298.8 萬 | 2.9% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 132,346 | $297.2 萬 | 2.9% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 103,445 | $248.4 萬 | 2.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 38,487 | $194.5 萬 | 1.9% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 37,206 | $184.9 萬 | 1.8% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 24,024 | $123.4 萬 | 1.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,972 | $113.7 萬 | 1.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,982 | $98.5 萬 | 1.0% | – | – | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 16,949 | $83.6 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,363 | $80.7 萬 | 0.8% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,288 | $80.4 萬 | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 6,144 | $79.8 萬 | 0.8% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 15,332 | $78.4 萬 | 0.8% | – | – | – |
| ABBVAbbVie Inc. | Stock | 3,521 | $56.9 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,264 | $54.8 萬 | 0.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,188 | $52.2 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,383 | $51.3 萬 | 0.5% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,944 | $38.3 萬 | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 2,540 | $36.0 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,871 | $34.3 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,076 | $29.1 萬 | 0.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 5,669 | $28.1 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,299 | $27.7 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,133 | $27.2 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,414 | $25.4 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 905 | $23.8 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,335 | $23.6 萬 | 0.2% | – | – | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 3,623 | $22.5 萬 | 0.2% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 6,456 | $21.2 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,870 | $20.6 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,401 | $20.5 萬 | 0.2% | – | – | 歷史 |
| GSKGSK plc | ADR | 5,694 | $20.0 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 10,628 | $19.6 萬 | 0.2% | – | – | 歷史 |