0001961850-23-000003.txt : 20230421
0001961850-23-000003.hdr.sgml : 20230421
20230421165005
ACCESSION NUMBER: 0001961850-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230421
DATE AS OF CHANGE: 20230421
EFFECTIVENESS DATE: 20230421
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Kooman & Associates
CENTRAL INDEX KEY: 0001961850
IRS NUMBER: 900738937
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22752
FILM NUMBER: 23836987
BUSINESS ADDRESS:
STREET 1: 517 S. LOGAN BLVD.
CITY: ALTOONA
STATE: PA
ZIP: 16602
BUSINESS PHONE: 814-941-4800
MAIL ADDRESS:
STREET 1: 517 S. LOGAN BLVD.
CITY: ALTOONA
STATE: PA
ZIP: 16602
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001961850
XXXXXXXX
03-31-2023
03-31-2023
Kooman & Associates
517 S. LOGAN BLVD.
ALTOONA
PA
16602
13F HOLDINGS REPORT
028-22752
000322163
801-126429
N
Jeffrey Starkey
Chief Compliance Officer
814-941-4800
Jeffrey Starkey
Altoona
PA
04-21-2023
0
41
184917889
false
INFORMATION TABLE
2
kooman1q23.xml
ABBVIE INC
COM
00287Y109
563532
3536
SH
SOLE
3536
0
0
ALPHABET INC
CAP STK CL C
02079K107
397280
3820
SH
SOLE
3820
0
0
AMAZON COM INC
COM
023135106
365956
3543
SH
SOLE
3543
0
0
APPLE INC
COM
037833100
1017433
6170
SH
SOLE
6170
0
0
AT&T INC
COM
00206R102
272384
14150
SH
SOLE
14150
0
0
CHEVRON CORP NEW
COM
166764100
230056
1410
SH
SOLE
1410
0
0
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
15677159
664568
SH
SOLE
664568
0
0
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
25434V799
25807667
1072415
SH
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1072415
0
0
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
52176783
1813583
SH
SOLE
1813583
0
0
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
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SH
SOLE
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0
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
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0
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
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SOLE
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0
DIMENSIONAL ETF TRUST
SHORT DURATION F
25434V864
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140181
SH
SOLE
140181
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0
DISNEY WALT CO
COM
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331951
3315
SH
SOLE
3315
0
0
EXXON MOBIL CORP
COM
30231G102
205052
1870
SH
SOLE
1870
0
0
GSK PLC
SPONSORED ADR
37733W204
223300
6276
SH
SOLE
6276
0
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ISHARES INC
CORE MSCI EMKT
46434G103
556596
11408
SH
SOLE
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ISHARES TR
GLOBAL REIT ETF
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1 3 YR TREAS BD
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ISHARES TR
CORE INTL AGGR
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ISHARES TR
CORE S&P500 ETF
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CORE MSCI EAFE
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CORE S&P MCP ETF
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CORE S&P SCP ETF
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CORE US AGGBD ET
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J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
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J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
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JOHNSON & JOHNSON
COM
478160104
201500
1300
SH
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1300
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MCDONALDS CORP
COM
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249971
894
SH
SOLE
894
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0
MICROSOFT CORP
COM
594918104
984256
3414
SH
SOLE
3414
0
0
NVIDIA CORPORATION
COM
67066G104
397211
1430
SH
SOLE
1430
0
0
PIMCO ETF TR
INTER MUN BD ACT
72201R866
1206422
23085
SH
SOLE
23085
0
0
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
808975
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SH
SOLE
16251
0
0
PROCTER AND GAMBLE CO
COM
742718109
502572
3380
SH
SOLE
3380
0
0
TESLA INC
COM
88160R101
210572
1015
SH
SOLE
1015
0
0
TOTALENERGIES SE
SPONSORED ADS
89151E109
204136
3457
SH
SOLE
3457
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
202974
1046
SH
SOLE
1046
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0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
859320
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0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
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SOLE
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0
VERIZON COMMUNICATIONS INC
COM
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325082
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SH
SOLE
8359
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0
WALMART INC
COM
931142103
377914
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SH
SOLE
2563
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0