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Kelman-Lazarov

Latest statistics and disclosures from Kelman-Lazarov's latest quarterly 13F-HR filing:

Top 5 stock holdings are FNDX, MOAT, SCHG, GSLC, GSIE, and represent 41.06% of Kelman-Lazarov's stock portfolio.
Added to shares of these 10 stocks: MBB, AVDS, VT, STIP, SCHG, FNDX, MOAT, PYLD, BSV, GSIE.
Started 5 new stock positions in NUSC, AVDS, PNFP, YUMC, VT.
Reduced shares in these 10 stocks: GNMA, ACWI, FNDC, GBIL, STPZ, MKC, ESGE, MCH, FDX, YUM.
Sold out of its positions in ACWI, ESGE.
Kelman-Lazarov was a net buyer of stock by $9.1M.
Kelman-Lazarov has $581M in assets under management (AUM), dropping by 8.38%.
Central Index Key (CIK): 0001672067

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Portfolio Holdings for Kelman-Lazarov

Kelman-Lazarov holds 109 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	10.0	$58M		810k	71.76	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	9.1	$53M		548k	96.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.8	$51M		491k	104.18	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	7.1	$42M		368k	112.94	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	6.0	$35M		960k	36.17	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.3	$25M	+3%	246k	101.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$24M	+2%	204k	116.96	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.8	$22M	+2%	231k	94.61	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.7	$22M	+3%	808k	26.65	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	3.2	$19M		583k	32.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.2	$18M	+2%	234k	78.69	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	3.0	$17M	-2%	455k	38.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.7	$16M	+2%	249k	62.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.7	$15M		34k	460.26	View chart
Ishares Tr Mbs Etf (MBB)	2.3	$14M	+10%	142k	95.81	View chart
Matthews Asia Fds China Active Etf (MCH)	2.0	$12M		469k	24.57	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	1.9	$11M	+2%	345k	32.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.5	$8.5M		207k	41.12	View chart
Ishares Tr Gnma Bond Etf (GNMA)	1.4	$8.2M	-9%	184k	44.79	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	1.3	$7.5M	-2%	143k	52.82	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$7.1M		110k	64.60	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.8	$4.9M		73k	67.03	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$4.8M		94k	51.12	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.8	$4.5M		85k	52.98	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.7	$4.0M	+2%	79k	50.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$3.6M		6.2k	573.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$3.6M		9.3k	383.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$3.5M	+16%	45k	78.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.6	$3.3M		33k	98.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$3.0M	+3%	5.6k	527.67	View chart
Apple (AAPL)	0.5	$2.6M		11k	233.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.4M		15k	165.85	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.4	$2.1M		38k	54.68	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.0M		4.1k	493.80	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$2.0M		33k	59.57	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$1.9M	+4%	21k	93.58	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$1.9M		3.4k	569.66	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$1.8M	-2%	52k	35.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.8M	+10%	3.1k	576.82	View chart
Tesla Motors (TSLA)	0.3	$1.8M		6.8k	261.63	View chart
Ishares Tr Msci China Etf (MCHI)	0.3	$1.6M	+41%	32k	50.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.5M		8.8k	174.57	View chart
FedEx Corporation (FDX)	0.3	$1.5M	-6%	5.4k	273.68	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.4M	+3%	18k	79.42	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.4M		2.00	691180.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.4M		6.9k	198.06	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$1.2M		8.9k	139.59	View chart
Microsoft Corporation (MSFT)	0.2	$1.2M		2.8k	430.30	View chart
Yum! Brands (YUM)	0.2	$1.2M	-5%	8.7k	139.71	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.2	$1.2M	NEW	21k	56.37	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$1.2M	-18%	12k	100.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.1M	-2%	13k	83.09	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.0M		2.4k	423.12	View chart
Wal-Mart Stores (WMT)	0.2	$912k		11k	80.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$865k	NEW	7.2k	119.70	View chart
Netflix (NFLX)	0.1	$862k	-2%	1.2k	709.27	View chart
Norfolk Southern (NSC)	0.1	$852k	-5%	3.4k	248.50	View chart
Procter & Gamble Company (PG)	0.1	$804k		4.6k	173.20	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.1	$780k	+58%	18k	42.86	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$720k		6.5k	111.30	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$678k		30k	22.70	View chart
Johnson & Johnson (JNJ)	0.1	$672k		4.1k	162.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$671k		3.4k	197.17	View chart
Exxon Mobil Corporation (XOM)	0.1	$656k		5.6k	117.22	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$652k	+12%	10k	65.30	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$622k		17k	37.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$603k	+9%	13k	47.52	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$602k		4.1k	145.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$598k		2.3k	263.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$580k		3.5k	167.19	View chart
Vaneck Etf Trust Morningstar Esg (MOTE)	0.1	$552k	+3%	19k	28.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$521k		1.7k	314.39	View chart
Amazon (AMZN)	0.1	$514k	-5%	2.8k	186.33	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$459k		6.6k	70.06	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$451k	-5%	5.4k	84.17	View chart
Tractor Supply Company (TSCO)	0.1	$438k		1.5k	290.93	View chart
Home Depot (HD)	0.1	$431k		1.1k	405.20	View chart
American Express Company (AXP)	0.1	$428k		1.6k	271.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$405k	+6%	5.0k	80.38	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$394k		7.7k	51.50	View chart
Canadian Natl Ry (CNI)	0.1	$393k		3.4k	117.15	View chart
UnitedHealth (UNH)	0.1	$375k		642.00	584.68	View chart
Walt Disney Company (DIS)	0.1	$374k	-2%	3.9k	96.19	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$359k		4.3k	82.63	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$328k		6.7k	48.68	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$316k		4.0k	78.56	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$313k		7.5k	41.72	View chart
Pinnacle Financial Partners (PNFP)	0.1	$312k	NEW	3.2k	97.97	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$304k		3.7k	82.94	View chart
Lowe's Companies (LOW)	0.1	$300k		1.1k	270.85	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$299k		4.9k	60.58	View chart
Qualcomm (QCOM)	0.0	$277k		1.6k	170.05	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.0	$266k	-9%	2.7k	99.58	View chart
Pfizer (PFE)	0.0	$266k		9.2k	28.94	View chart
Pepsi (PEP)	0.0	$265k		1.6k	170.05	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$258k		10k	25.16	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$249k		3.0k	84.04	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$244k	-45%	3.0k	82.30	View chart
Merck & Co (MRK)	0.0	$233k		2.1k	113.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$232k	-19%	619.00	375.38	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$229k		4.8k	47.53	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$227k		2.0k	114.52	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$224k	NEW	5.2k	42.84	View chart
Amgen (AMGN)	0.0	$219k	-6%	678.00	322.21	View chart
JPMorgan Chase & Co. (JPM)	0.0	$216k		1.0k	210.86	View chart
NVIDIA Corporation (NVDA)	0.0	$214k		1.8k	121.44	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$210k		1.6k	131.91	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$209k	-23%	1.7k	120.37	View chart
Yum China Holdings (YUMC)	0.0	$208k	NEW	4.6k	45.02	View chart

Past Filings by Kelman-Lazarov

SEC 13F filings are viewable for Kelman-Lazarov going back to 2016

Kelman-Lazarov 2024 Q3 filed Nov. 8, 2024
Kelman-Lazarov 2024 Q2 filed Aug. 12, 2024
Kelman-Lazarov 2024 Q1 filed May 9, 2024
Kelman-Lazarov 2023 Q4 filed Feb. 1, 2024
Kelman-Lazarov 2023 Q3 filed Oct. 30, 2023
Kelman-Lazarov 2023 Q2 filed Aug. 4, 2023
Kelman-Lazarov 2023 Q1 filed May 4, 2023
Kelman-Lazarov 2022 Q4 filed Feb. 6, 2023
Kelman-Lazarov 2022 Q3 filed Oct. 24, 2022
Kelman-Lazarov 2022 Q2 filed Aug. 8, 2022
Kelman-Lazarov 2022 Q1 filed May 10, 2022
Kelman-Lazarov 2021 Q4 filed Feb. 9, 2022
Kelman-Lazarov 2021 Q3 filed Nov. 4, 2021
Kelman-Lazarov 2021 Q2 filed Aug. 10, 2021
Kelman-Lazarov 2021 Q1 filed May 7, 2021
Kelman-Lazarov 2020 Q4 filed Feb. 8, 2021

View all past filings

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