StockDriftsStockDriftsTop 50 Kooman & Associates Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 38.62% | 2.87M | $129.5M | +1.46%(+41.45K) | $30.01(+69.78%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 16.64% | 1.57M | $55.8M | -1.50%(-23.99K) | $24.01(+58.61%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 10.3% | 999.5K | $34.5M | -1.14%(-11.48K) | $23.88(+69.20%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 6.78% | 469.3K | $22.7M | +0.18%(+857) | $34.69(+51.73%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.19% | 564.8K | $20.8M | +2.16%(+11.94K) | $27.60(+44.55%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.12% | 21.2K | $13.8M | +1.64%(+342) | $385.26(+93.57%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.11% | 99.6K | $7.1M | +1.34%(+1.32K) | $55.12(+38.79%) | 2026-03-31 | |
| SHY | ISHARES TR | 1.97% | 79.9K | $6.6M | +2.55%(+1.98K) | $81.36(+1.02%) | 2026-03-31 | |
| BILZ | PIMCO ETF TR | 1.91% | 63.6K | $6.4M | -6.00%(-4.06K) | $101.01(-0.23%) | 2026-03-31 | |
| IAGG | ISHARES TR | 1.84% | 123.4K | $6.2M | -0.72%(-898) | $48.10(+3.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.02% | +44.37% |
| Top 20 Holdings Unweighted | +10.42% | +34.63% |
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