0001961850-23-000008.txt : 20231103
0001961850-23-000008.hdr.sgml : 20231103
20231103154736
ACCESSION NUMBER: 0001961850-23-000008
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20231103
DATE AS OF CHANGE: 20231103
EFFECTIVENESS DATE: 20231103
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22752
FILM NUMBER: 231376147
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/A
1
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03-31-2023
03-31-2023
true
1
RESTATEMENT
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
11-03-2023
0
41
184917889
false
INFORMATION TABLE
2
kooman1q23amt.xml
ABBVIE INC
COM
00287Y109
563532
3536
SH
SOLE
0
0
3536
ALPHABET INC
CAP STK CL C
02079K107
397280
3820
SH
SOLE
0
0
3820
AMAZON COM INC
COM
023135106
365956
3543
SH
SOLE
0
0
3543
APPLE INC
COM
037833100
1017433
6170
SH
SOLE
0
0
6170
AT&T INC
COM
00206R102
272384
14150
SH
SOLE
0
0
14150
CHEVRON CORP NEW
COM
166764100
230056
1410
SH
SOLE
0
0
1410
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
15677159
664568
SH
SOLE
0
0
664568
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
25434V799
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SH
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0
0
1072415
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
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SH
SOLE
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0
1813583
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
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DISNEY WALT CO
COM
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331951
3315
SH
SOLE
0
0
3315
EXXON MOBIL CORP
COM
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205052
1870
SH
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0
0
1870
GSK PLC
SPONSORED ADR
37733W204
223300
6276
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ISHARES INC
CORE MSCI EMKT
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ISHARES TR
GLOBAL REIT ETF
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CORE INTL AGGR
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J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
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JOHNSON & JOHNSON
COM
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MCDONALDS CORP
COM
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249971
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MICROSOFT CORP
COM
594918104
984256
3414
SH
SOLE
0
0
3414
NVIDIA CORPORATION
COM
67066G104
397211
1430
SH
SOLE
0
0
1430
PIMCO ETF TR
INTER MUN BD ACT
72201R866
1206422
23085
SH
SOLE
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0
23085
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
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SH
SOLE
0
0
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PROCTER AND GAMBLE CO
COM
742718109
502572
3380
SH
SOLE
0
0
3380
TESLA INC
COM
88160R101
210572
1015
SH
SOLE
0
0
1015
TOTALENERGIES SE
SPONSORED ADS
89151E109
204136
3457
SH
SOLE
0
0
3457
UNITED PARCEL SERVICE INC
CL B
911312106
202974
1046
SH
SOLE
0
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1046
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
859320
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VANGUARD MUN BD FDS
TAX EXEMPT BD
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5669
VERIZON COMMUNICATIONS INC
COM
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325082
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WALMART INC
COM
931142103
377914
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