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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001961850

Kooman & Associates

ALTOONA, PA · File #028-22752

Latest AUM
$338.1M
Positions
53
Top-10 Concentration
90.1%
Filings
15

Sector Allocation

Technology
1.7%$5.8M
Healthcare
0.4%$1.5M
Industrials
0.4%$1.5M
Energy
0.3%$999,966
Financials
0.1%$404,030

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V1042,829,489$132.4M39.22%
2DIMENSIONAL ETF TRUST25434V7991,594,640$55.0M16.27%
3DIMENSIONAL ETF TRUST25434V7321,010,987$33.4M9.90%
4DIMENSIONAL ETF TRUST25434V724468,453$21.8M6.46%
5DIMENSIONAL ETF TRUST25434V831552,829$21.0M6.23%
6ISHARES TR46428720020,823$14.3M4.22%
7DIMENSIONAL ETF TRUST25434V50098,309$6.8M2.03%
8PIMCO ETF TR72201R57767,650$6.8M2.02%
9ISHARES TR46428745777,955$6.5M1.91%
10ISHARES TR46435G672124,302$6.2M1.84%
11DIMENSIONAL ETF TRUST25434V864124,126$6.0M1.76%
12APPLE INCAAPL8,538$2.3M0.69%
13MICROSOFT CORPMSFT3,505$1.7M0.50%
14J P MORGAN EXCHANGE TRADED F46641Q65433,169$1.7M0.50%
15J P MORGAN EXCHANGE TRADED F46641Q64731,759$1.6M0.47%
16ISHARES TR46432F84217,620$1.6M0.47%
17NVIDIA CORPORATIONNVDA8,451$1.6M0.47%
18VANGUARD INDEX FDS9229083632,384$1.5M0.44%
19ALPHABET INCGOOG4,111$1.3M0.38%
20PIMCO ETF TR72201R86620,172$1.1M0.31%