Kelman-Lazarov

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

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Portfolio Holdings for Kelman-Lazarov

Kelman-Lazarov holds 82 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 12.7 $38M -5% 740k 50.90
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 11.0 $33M 513k 63.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.1 $30M +5% 516k 57.99
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 9.5 $28M 377k 74.94
Goldman Sachs Etf Tr Activebeta Int (GSIE) 8.4 $25M +5% 898k 27.77
Vanguard Bd Index Fds Intermed Term (BIV) 6.9 $20M NEW 262k 77.65
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 4.4 $13M +9% 506k 25.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $12M NEW 154k 76.79
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $11M 119k 92.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.7 $11M NEW 218k 49.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.1 $9.1M -11% 33k 273.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $7.8M +11% 249k 31.45
Goldman Sachs Etf Tr Activebeta Eme (GEM) 1.5 $4.3M -13% 145k 29.75
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $3.8M +2% 17k 226.25

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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.6M -2% 6.8k 377.29
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.8 $2.5M -8% 36k 69.88
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.7 $2.1M 70k 30.41
Apple (AAPL) 0.7 $2.1M -8% 15k 136.70
FedEx Corporation (FDX) 0.7 $2.0M -2% 9.0k 226.72
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.9M -5% 868.00 2179.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $1.6M -2% 3.8k 413.50
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.5M +24% 6.8k 222.88
Mastercard Incorporated Cl A (MA) 0.5 $1.5M -13% 4.7k 315.48
Tesla Motors (TSLA) 0.5 $1.5M +10% 2.2k 673.64
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.5 $1.4M -3% 32k 45.26
Vanguard Index Fds Value Etf (VTV) 0.5 $1.3M -8% 10k 131.92
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.2M 3.00 409000.00
Yum! Brands (YUM) 0.4 $1.2M 10k 113.51
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.1M -7% 7.7k 143.50
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.1M -22% 3.4k 307.74
Norfolk Southern (NSC) 0.4 $1.1M 4.6k 227.30
Ishares Tr Core S&p500 Etf (IVV) 0.3 $927k NEW 2.4k 378.99
Ishares Tr Dow Jones Us Etf (IYY) 0.3 $817k 8.9k 92.32
Procter & Gamble Company (PG) 0.3 $747k -8% 5.2k 143.88
Johnson & Johnson (JNJ) 0.2 $736k -5% 4.1k 177.43
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.2 $733k 8.3k 88.69
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $705k NEW 8.3k 85.32
Mccormick & Co Com Non Vtg (MKC) 0.2 $688k -24% 8.3k 83.28
Ishares Tr Ishares Biotech (IBB) 0.2 $683k 5.8k 117.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $663k -41% 11k 62.44
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $660k 11k 62.78
Microsoft Corporation (MSFT) 0.2 $628k 2.4k 256.85
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.2 $620k -41% 27k 22.85
Wal-Mart Stores (WMT) 0.2 $606k 5.0k 121.54
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $594k +9% 18k 33.40
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $563k NEW 22k 25.40
Canadian Natl Ry (CNI) 0.2 $527k 4.7k 112.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $521k -26% 11k 47.89
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $504k 18k 28.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $492k +166% 7.8k 62.72
Pfizer (PFE) 0.2 $485k -4% 9.2k 52.48
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $468k -2% 3.4k 137.44
Vaneck Etf Trust Morningstar Esg (MOTE) 0.2 $461k NEW 22k 21.42
Alphabet Cap Stk Cl C (GOOG) 0.2 $459k 210.00 2185.71
American Tower Reit (AMT) 0.1 $430k -17% 1.7k 255.50
Ishares Tr Morningstar Grwt (ILCG) 0.1 $424k 8.5k 50.12
Pepsi (PEP) 0.1 $386k -2% 2.3k 166.52
Ishares Tr Rus 1000 Etf (IWB) 0.1 $381k +11% 1.8k 207.86
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $378k +13% 7.8k 48.18
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $369k -6% 6.2k 59.09
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $349k 1.8k 196.84
Walt Disney Company (DIS) 0.1 $337k -5% 3.6k 94.27
Lowe's Companies (LOW) 0.1 $330k 1.9k 174.42
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $322k 6.9k 46.50
Tractor Supply Company (TSCO) 0.1 $316k -16% 1.6k 194.10
Home Depot (HD) 0.1 $313k 1.1k 273.84
UnitedHealth (UNH) 0.1 $303k 590.00 513.56
Atmos Energy Corporation (ATO) 0.1 $302k -19% 2.7k 112.10
Exxon Mobil Corporation (XOM) 0.1 $296k 3.5k 85.75
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $295k +17% 3.7k 80.62
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $287k 1.0k 287.00
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $284k 3.7k 77.43
Ishares Esg Awr Msci Em (ESGE) 0.1 $269k +10% 8.3k 32.34
American Express Company (AXP) 0.1 $257k +6% 1.9k 138.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $253k NEW 3.3k 76.30
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $252k -3% 11k 24.07
Yum China Holdings (YUMC) 0.1 $239k 4.9k 48.59
Coca-Cola Company (KO) 0.1 $226k 3.6k 62.78
Netflix (NFLX) 0.1 $221k -7% 1.3k 174.70
Bank of America Corporation (BAC) 0.1 $219k -3% 7.0k 31.10
Select Sector Spdr Tr Technology (XLK) 0.1 $207k 1.6k 127.38
Amazon (AMZN) 0.1 $204k +1900% 1.9k 106.25

Past Filings by Kelman-Lazarov

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

View all past filings