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

Kelman-Lazarov holds 102 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 10.6 $49M 794k 61.94
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 9.9 $46M 542k 84.87
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.1 $42M -2% 507k 82.96
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 7.8 $36M 384k 93.81
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 6.5 $30M 920k 32.66
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Ishares Tr 0-5 Yr Tips Etf (STIP) 4.7 $22M -4% 220k 98.59
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Pimco Etf Tr Active Bd Etf (BOND) 4.1 $19M +3% 203k 92.45
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 3.3 $15M +2% 155k 99.12
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Vanguard Bd Index Fds Short Trm Bond (BSV) 3.2 $15M +6% 192k 77.02
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 3.2 $15M +2% 537k 27.14
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Ishares Tr Core S&p Scp Etf (IJR) 2.9 $14M 126k 108.25
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Ishares Tr Gnma Bond Etf (GNMA) 2.8 $13M -26% 295k 44.25
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Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $13M +6% 47k 277.15
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $12M 34k 356.66
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $8.0M 217k 36.96
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 1.5 $7.0M +17% 137k 51.15
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Ishares Tr Mbs Etf (MBB) 1.4 $6.3M +1974% 67k 94.08
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.4 $6.3M +8% 111k 56.39
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Matthews Asia Fds China Active Etf (MCH) 1.1 $5.1M +35% 270k 19.04
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $4.5M -24% 89k 51.05
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Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $4.4M -22% 58k 76.38
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $4.3M +14% 71k 60.43
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.9 $4.3M +187% 81k 52.80
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.8 $3.5M +23% 101k 34.86
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.7 $3.4M +36% 69k 50.03
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Vanguard Index Fds Growth Etf (VUG) 0.7 $3.1M -11% 10k 310.88
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.1M 6.5k 475.31
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Apple (AAPL) 0.7 $3.1M 16k 192.53
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.6 $2.9M -3% 35k 85.34
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.2M 16k 139.69
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Mastercard Incorporated Cl A (MA) 0.4 $1.8M 4.3k 426.51
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.4 $1.8M +8% 32k 55.35
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Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.4 $1.8M -17% 57k 30.69
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $1.7M 35k 48.72
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $1.7M 3.4k 507.38
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Tesla Motors (TSLA) 0.4 $1.7M 6.9k 248.48
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $1.7M -44% 17k 99.74
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FedEx Corporation (FDX) 0.4 $1.6M -2% 6.4k 252.97
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $1.5M +6% 17k 89.06
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Vanguard Index Fds Value Etf (VTV) 0.3 $1.4M -5% 9.4k 149.50
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.4M 18k 77.37
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.4M -9% 2.9k 477.63
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Yum! Brands (YUM) 0.3 $1.3M 10k 130.66
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Microsoft Corporation (MSFT) 0.3 $1.2M 3.2k 376.04
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.2M 7.0k 170.40
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.1M -33% 2.00 542625.00
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Ishares Tr Msci China Etf (MCHI) 0.2 $1.1M +2% 26k 40.74
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Norfolk Southern (NSC) 0.2 $1.0M -2% 4.4k 236.38
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Pimco Etf Tr Multisector Bd (PYLD) 0.2 $1.0M NEW 41k 25.66
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Ishares Tr Dow Jones Us Etf (IYY) 0.2 $1.0M 8.9k 116.53
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $970k -22% 13k 75.32
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $914k 2.4k 376.87
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Procter & Gamble Company (PG) 0.2 $766k 5.2k 146.54
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $674k 7.0k 95.90
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Johnson & Johnson (JNJ) 0.1 $665k -3% 4.2k 156.75
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $656k +35% 29k 22.26
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Ishares Tr Ishares Biotech (IBB) 0.1 $620k 4.6k 135.85
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Wal-Mart Stores (WMT) 0.1 $619k 3.9k 157.65
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Netflix (NFLX) 0.1 $614k 1.3k 486.88
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $592k 3.4k 173.89
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Alphabet Cap Stk Cl C (GOOG) 0.1 $588k 4.2k 140.93
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $563k 17k 33.73
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Canadian Natl Ry (CNI) 0.1 $547k -3% 4.4k 125.63
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Exxon Mobil Corporation (XOM) 0.1 $534k 5.3k 99.98
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $532k 2.3k 232.64
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $519k 6.9k 75.54
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $495k 14k 35.91
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Vaneck Etf Trust Morningstar Esg (MOTE) 0.1 $470k 18k 25.53
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Home Depot (HD) 0.1 $466k 1.3k 346.46
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $448k -9% 9.6k 46.62
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $430k -10% 1.6k 262.26
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Amazon (AMZN) 0.1 $427k +13% 2.8k 151.94
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $421k 6.0k 70.10
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $410k 6.2k 66.38
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $405k 6.9k 58.45
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UnitedHealth (UNH) 0.1 $402k -2% 764.00 526.47
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Mccormick & Co Com Non Vtg (MKC) 0.1 $374k 5.5k 68.42
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $367k 5.3k 69.47
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $362k -2% 7.7k 47.24
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Pepsi (PEP) 0.1 $361k +2% 2.1k 169.84
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American Tower Reit (AMT) 0.1 $353k 1.6k 215.88
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Walt Disney Company (DIS) 0.1 $324k +3% 3.6k 90.29
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Tractor Supply Company (TSCO) 0.1 $323k 1.5k 215.03
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $320k 6.7k 47.56
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American Express Company (AXP) 0.1 $296k 1.6k 187.34
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Merck & Co (MRK) 0.1 $272k 2.5k 109.02
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $271k 2.7k 99.02
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American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $265k 4.9k 53.88
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Pfizer (PFE) 0.1 $264k -5% 9.2k 28.79
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Lowe's Companies (LOW) 0.1 $246k -19% 1.1k 222.55
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Pgim Etf Tr Total Return Bon (PTRB) 0.1 $243k NEW 5.8k 41.95
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $239k 2.4k 100.51
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $238k 3.7k 65.06
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $238k 785.00 303.17
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $237k -11% 9.7k 24.48
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Qualcomm (QCOM) 0.1 $236k NEW 1.6k 144.63
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American Centy Etf Tr Avantis Respon U (AVSU) 0.0 $225k NEW 4.0k 56.19
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $217k NEW 496.00 436.80
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Amgen (AMGN) 0.0 $209k NEW 724.00 288.02
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Ishares Tr Morningstar Grwt (ILCG) 0.0 $208k NEW 3.1k 67.82
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $208k NEW 5.5k 37.72
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Atmos Energy Corporation (ATO) 0.0 $204k NEW 1.8k 115.90
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Past Filings by Kelman-Lazarov

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

View all past filings