Kooman & Associates

RIA/Wealth

Kooman & Associates is a RIA/Wealth based in Altoona, PA led by Kathryn Kooman Starkey, reporting $472.4M in AUM as of Q3 2025 with 95% ETF concentration, 90% concentrated in top 10 holdings, and 39% allocation to DFAU.

Managing PartnerKathryn Kooman Starkey

Portfolio Value: $324.3M
Positions: 53
Top Holding: DFAU at 39.31%
Last Reported: Q3 2025

Address517 S. Logan Blvd., Altoona, PA, 16602, United States

Top Holdings

Largest long holdings in Kooman & Associates's portfolio (89.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional US Core Equity Market DFAU	ETF ETF	$127.5M	39.31%	+$3.5M Bought	— 2.8M shares	Q4 2022 Held for 2y 11m
2 Dimensional International Core Equity 2 DFIC	ETF ETF	$51.8M	15.97%	+$1.4M Bought	— 1.6M shares	Q4 2022 Held for 2y 11m
3 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$32.1M	9.89%	+$879.9K Bought	— 1.0M shares	Q4 2022 Held for 2y 11m
4 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$20.4M	6.30%	+$846.3K Bought	— 457.0K shares	Q4 2022 Held for 2y 11m
5 Dimensional US High Profitability DUHP	ETF ETF	$19.9M	6.15%	+$1.0M Bought	— 527.8K shares	Q4 2022 Held for 2y 11m
6 iShares Core S&P 500 ETF IVV	ETF ETF	$13.9M	4.29%	+$86.3K Bought	— 20.8K shares	Q4 2022 Held for 2y 11m
7 Dimensional U.S. Small Cap DFAS	ETF ETF	$6.5M	2.02%	+$330.0K Bought	— 95.5K shares	Q4 2022 Held for 2y 11m
8 iShares Core International Aggregate Bond IAGG	ETF ETF	$6.3M	1.93%	-$273.4K Sold	— 122.3K shares	Q4 2022 Held for 2y 11m
9 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$6.2M	1.91%	-$18.7K Sold	— 74.5K shares	Q4 2022 Held for 2y 11m
10 PIMCO Ultra Short Government Active BILZ	ETF ETF	$6.0M	1.84%	-$10.8K Sold	— 59.1K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Kooman & Associates's latest filing

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Market Value

$324.3M

Prior: $295.9M

Q/Q Change

+9.58%

+$28.4M

Net Flows % of MV

+2.58%

New Purchases

4 stocks

$711.4K

Added To

22 stocks

+$8.4M

Sold Out Of

1 stocks

$226.1K

Reduced Holdings

24 stocks

-$493.7K

Increased Positions

Position	Shares Δ	Change
1 Bank of New York Mellon BK	New	0 → 2.0K +$222.0K
2 Norfolk Southern NSC	New	0 → 681.0 +$204.6K
3 Boeing BA	New	0 → 927.0 +$200.1K
4 Amcor AMCR	New	0 → 10.4K +$84.8K
5 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI	+5.81%	19.7K → 20.9K +$59.9K

Decreased Positions

Position	Shares Δ	Change
1 AT&T T	Sold	7.8K → 0 −$226.1K
2 Broadcom Inc. AVGO	-8.94%	727.0 → 662.0 −$21.4K
3 Oracle ORCL	-7.45%	1.4K → 1.3K −$29.0K
4 Johnson & Johnson JNJ	-5.16%	1.9K → 1.8K −$18.0K
5 Raytheon Technologies RTX	-4.43%	2.1K → 2.0K −$15.6K