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SPDR DJ Wilshire Large Cap Growth shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov investment in SPDR DJ Wilshire Large Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Growth held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2023-12-31 $238k 3.7k 65.06
2023-09-30 $217k 3.7k 59.28
2023-06-30 $223k 3.7k 61.01
2023-03-31 $206k 3.7k 55.36
2022-12-31 $215k 4.2k 50.67

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Gnma Bond Etf (GNMA)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Kelman-Lazarov

Top funds holding SPDR DJ Wilshire Large Cap Growth

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
HB Wealth Management
Jpmorgan Chase & Co
Bank of America Corporation
UBS Group
Bank of New York Mellon
Advisor Group Holdings
Advisory Alpha
Quotient Wealth Partners
Orgel Wealth Management
Private Advisor
RFG Advisory
CWM

View all funds holding SPDR DJ Wilshire Large Cap Growth