Kelman-Lazarov

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

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Positions held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kelman-Lazarov

Companies in the Kelman-Lazarov portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 16.6 $46M 899k 51.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.7 $33M 253k 129.78
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 9.1 $25M 367k 69.28
Goldman Sachs Etf Tr Activebeta Int (GSIE) 8.8 $25M 750k 33.04
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 7.8 $22M 276k 79.12
Ishares Tr Core S&p Scp Etf (IJR) 5.7 $16M -2% 147k 108.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.3 $12M 47k 255.47
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 4.2 $12M 386k 30.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.3 $9.3M 247k 37.62
World Gold Tr Spdr Gld Minis (GLDM) 2.7 $7.6M +6% 445k 17.00
Goldman Sachs Etf Tr Activebeta Eme (GEM) 2.6 $7.2M 184k 39.49
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $4.4M 17k 260.27
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 1.2 $3.5M -2% 50k 69.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $3.2M 8.0k 396.28

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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.1 $3.1M -4% 48k 65.28
FedEx Corporation (FDX) 1.0 $2.7M 9.5k 284.01
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.9 $2.5M +2% 66k 37.46
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.9 $2.4M 48k 50.66
Vanguard Index Fds Value Etf (VTV) 0.8 $2.2M 17k 131.44
Apple (AAPL) 0.8 $2.2M 18k 122.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $2.2M 4.5k 476.13
Mastercard Incorporated Cl A (MA) 0.7 $2.0M 5.7k 356.02
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.0M 980.00 2062.24
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 4.00 385750.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $1.5M 4.7k 330.11
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.5M 5.8k 257.02
Norfolk Southern (NSC) 0.5 $1.4M 5.1k 268.54
Tesla Motors (TSLA) 0.5 $1.3M 2.0k 668.00
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.3M -5% 8.7k 147.09
Yum! Brands (YUM) 0.4 $1.1M 11k 108.21
Mccormick & Co Com Non Vtg (MKC) 0.4 $1.0M 11k 89.14
Procter & Gamble Company (PG) 0.3 $902k 6.7k 135.44
Ishares Tr Nasdaq Biotech (IBB) 0.3 $896k 6.0k 150.51
Ishares Tr Dow Jones Us Etf (IYY) 0.3 $884k 8.9k 99.89
Wisdomtree Tr Us Divid Ex Fncl (DTN) 0.3 $881k -2% 9.3k 94.26
Johnson & Johnson (JNJ) 0.3 $736k 4.5k 164.36
Netflix (NFLX) 0.3 $712k 1.4k 521.61
Walt Disney Company (DIS) 0.2 $688k 3.7k 184.60
Wal-Mart Stores (WMT) 0.2 $678k 5.0k 135.82
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $672k 21k 32.11
Canadian Natl Ry (CNI) 0.2 $595k 5.1k 116.07
Microsoft Corporation (MSFT) 0.2 $579k 2.5k 235.65
American Tower Reit (AMT) 0.2 $552k -2% 2.3k 239.06
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.2 $520k NEW 20k 25.84
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $516k 2.3k 221.55
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $509k +13% 14k 36.18
Tractor Supply Company (TSCO) 0.2 $496k 2.8k 177.14
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $494k 3.5k 141.14
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $494k +45% 6.5k 75.93
Ishares Tr Morningstar Grwt (ILCG) 0.2 $490k 1.7k 288.57
Alphabet Cap Stk Cl C (GOOG) 0.2 $461k 223.00 2067.26
Lowe's Companies (LOW) 0.2 $431k 2.3k 190.20
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $397k 3.5k 114.61
Ishares Tr Rus 1000 Etf (IWB) 0.1 $397k 1.8k 223.79
Pepsi (PEP) 0.1 $366k 2.6k 141.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $365k 4.4k 82.30
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $358k 4.2k 86.20
Home Depot (HD) 0.1 $349k 1.1k 305.34
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $347k -4% 6.2k 56.28
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $345k 7.0k 49.22
Yum China Holdings (YUMC) 0.1 $339k 5.7k 59.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $331k +57% 6.1k 53.96
Atmos Energy Corporation (ATO) 0.1 $330k 3.3k 98.80
Pfizer (PFE) 0.1 $323k 8.9k 36.28
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $311k -8% 3.7k 84.30
Amazon (AMZN) 0.1 $297k +6% 96.00 3093.75
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $297k 1.0k 297.00
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $297k +32% 5.1k 57.92
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $284k NEW 11k 25.99
Bank of America Corporation (BAC) 0.1 $282k 7.3k 38.67
3M Company (MMM) 0.1 $276k 1.4k 193.01
Mid-America Apartment (MAA) 0.1 $263k -34% 1.8k 144.51
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $256k -5% 5.4k 47.30
American Express Company (AXP) 0.1 $248k 1.8k 141.71
Ishares Esg Awr Msci Em (ESGE) 0.1 $240k +11% 5.5k 43.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $235k 3.2k 74.56
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $231k 1.8k 128.33
At&t (T) 0.1 $225k 7.4k 30.24
UnitedHealth (UNH) 0.1 $223k 600.00 371.67
Amgen (AMGN) 0.1 $219k 882.00 248.30
Select Sector Spdr Tr Technology (XLK) 0.1 $216k 1.6k 132.92
Verizon Communications (VZ) 0.1 $215k 3.7k 58.09
Qualcomm (QCOM) 0.1 $204k 1.5k 132.47
Antares Pharma (ATRS) 0.0 $62k 15k 4.13

Past Filings by Kelman-Lazarov

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

View all past filings