Kelman-Lazarov

Kelman-Lazarov as of March 31, 2025

Portfolio Holdings for Kelman-Lazarov

Kelman-Lazarov holds 116 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Fundamental Us L (FNDX) 9.8 $54M 2.3M 23.61
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 8.6 $47M 537k 88.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.3 $46M 1.8M 25.04
Goldman Sachs Etf Tr Activebeta Int (GSIE) 6.2 $34M 960k 35.65
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 5.1 $28M 253k 110.08
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.9 $27M 263k 103.47
Pimco Etf Tr Active Bd Etf (BOND) 4.1 $23M 246k 92.47
Ishares Tr Core S&p Scp Etf (IJR) 3.8 $21M 202k 104.57
Spdr Ser Tr Portfolio S&p500 (SPYM) 3.8 $21M 318k 65.76
Ishares Tr Mbs Etf (MBB) 3.5 $19M 207k 93.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.5 $19M 245k 78.28
Schwab Strategic Tr Fundamental Emer (FNDE) 3.3 $18M 589k 30.80
Schwab Strategic Tr Fundamental Intl (FNDC) 3.1 $17M 473k 36.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $17M 31k 532.58
Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $15M 254k 58.35
Pimco Etf Tr Multisector Bd (PYLD) 2.5 $14M 516k 26.35
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 2.0 $11M 349k 31.26
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 1.3 $7.4M 137k 54.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $7.2M 364k 19.78
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $6.1M 102k 60.17
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 1.0 $5.2M 105k 50.02
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $4.9M 100k 49.62
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $4.9M 74k 66.27
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.8 $4.6M 90k 51.55
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $3.4M 45k 76.57
Vanguard Index Fds Growth Etf (VUG) 0.6 $3.4M 9.1k 370.81
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.6 $3.3M 34k 99.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $3.2M 5.8k 559.37
Ishares Tr Gnma Bond Etf (GNMA) 0.6 $3.0M 69k 43.90
Apple (AAPL) 0.5 $2.6M 12k 222.13
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.4 $2.3M 43k 54.30
Mastercard Incorporated Cl A (MA) 0.4 $2.2M 4.1k 548.06
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.0M 13k 154.64
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $1.8M 67k 27.39
Tesla Motors (TSLA) 0.3 $1.8M 6.8k 259.16
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $1.7M 3.1k 533.52
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.6M 2.00 798441.50
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.5M 2.7k 561.80
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $1.5M 30k 51.18
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.5M 7.6k 193.98
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.3 $1.4M 44k 33.18
Vanguard Index Fds Value Etf (VTV) 0.2 $1.4M 7.9k 172.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.3M 16k 78.94
Microsoft Corporation (MSFT) 0.2 $1.2M 3.3k 375.42
Yum! Brands (YUM) 0.2 $1.2M 7.8k 157.36
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $1.2M 8.9k 136.09
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $1.2M 12k 100.18
Netflix (NFLX) 0.2 $1.1M 1.2k 932.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $1.1M 41k 26.20
Pgim Etf Tr Total Return Bon (PTRB) 0.2 $1.0M 25k 41.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.0M 2.4k 419.83
Matthews Asia Fds China Active Etf (MCH) 0.2 $1.0M 42k 24.35
Wal-Mart Stores (WMT) 0.2 $989k 11k 87.79
UnitedHealth (UNH) 0.2 $958k 1.8k 523.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $914k 2.5k 361.10
Procter & Gamble Company (PG) 0.2 $891k 5.2k 170.43
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $852k 3.3k 258.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $762k 4.0k 188.16
FedEx Corporation (FDX) 0.1 $741k 3.0k 243.78
Norfolk Southern (NSC) 0.1 $719k 3.0k 236.85
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $712k 6.5k 109.80
American Centy Etf Tr Avantis Respon U (AVSU) 0.1 $701k 11k 62.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $694k 1.4k 513.81
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $668k 30k 22.18
Johnson & Johnson (JNJ) 0.1 $658k 4.0k 165.83
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $651k 3.4k 190.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $620k 27k 23.16
Ishares Tr Core Msci Eafe (IEFA) 0.1 $603k 8.0k 75.65
Amazon (AMZN) 0.1 $601k 3.2k 190.26
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $589k 16k 36.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $581k 26k 22.08
Alphabet Cap Stk Cl C (GOOG) 0.1 $573k 3.7k 156.21
Vaneck Etf Trust Morningstar Esg 0.1 $537k 20k 26.67
Ishares Tr Rus 1000 Etf (IWB) 0.1 $499k 1.6k 306.76
Ishares Tr Ishares Biotech (IBB) 0.1 $472k 3.7k 127.89
Philip Morris International (PM) 0.1 $465k 2.9k 158.73
American Express Company (AXP) 0.1 $426k 1.6k 269.05
Amgen (AMGN) 0.1 $424k 1.4k 311.59
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $423k 6.2k 68.01
Tractor Supply Company (TSCO) 0.1 $416k 7.5k 55.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $396k 17k 23.43
Home Depot (HD) 0.1 $389k 1.1k 366.51
Walt Disney Company (DIS) 0.1 $388k 3.9k 98.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $387k 15k 26.58
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $371k 4.5k 81.69
Ishares Tr Russell 2000 Etf (IWM) 0.1 $362k 1.8k 199.49
NVIDIA Corporation (NVDA) 0.1 $346k 3.2k 108.38
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $328k 6.8k 48.35
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $320k 4.0k 79.37
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $313k 2.7k 114.85
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $306k 3.9k 78.28
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $302k 12k 25.54
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $294k 3.7k 80.37
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.1 $289k 3.8k 75.34
3M Company (MMM) 0.1 $282k 1.9k 146.86
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $276k 6.8k 40.49
Lauder Estee Cos Cl A (EL) 0.0 $273k 4.1k 66.01
Ishares Core Msci Emkt (IEMG) 0.0 $273k 5.0k 53.97
Altria (MO) 0.0 $266k 4.4k 60.02
Qualcomm (QCOM) 0.0 $265k 1.7k 153.63
JPMorgan Chase & Co. (JPM) 0.0 $264k 1.1k 245.38
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $263k 1.3k 202.13
Boeing Company (BA) 0.0 $262k 1.5k 170.55
Exxon Mobil Corporation (XOM) 0.0 $260k 2.2k 118.92
American Centy Etf Tr Avantis Responsi (AVSD) 0.0 $254k 4.2k 59.98
Mccormick & Co Com Non Vtg (MKC) 0.0 $249k 3.0k 82.31
Ishares Tr Msci China Etf (MCHI) 0.0 $244k 4.5k 54.40
Lowe's Companies (LOW) 0.0 $243k 1.0k 233.25
American Centy Etf Tr Avantis Responsi (AVSE) 0.0 $243k 4.7k 51.38
Ishares Tr Morningstar Grwt (ILCG) 0.0 $240k 3.0k 80.98
Pepsi (PEP) 0.0 $237k 1.6k 149.92
AutoZone (AZO) 0.0 $233k 61.00 3812.79
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $224k 2.0k 112.67
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $222k 4.8k 46.02
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $216k 2.3k 93.66
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $202k 1.6k 127.09