Filer Name: KELMAN-LAZAROV, INC.
CIK: 1672067
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 109
Portfolio Value: $0.56B

Kelman-Lazarov, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FNDX US SCHWAB FNDMNTL US LRG CO ETF 2,289,225 $54M 9.76% 182.7% -
SCHG US SCHWAB US LARGE-CAP GROWTH 1,858,695 $52M 9.32% 278.6% -
MOAT US VANECK MORNINGSTAR WIDE MOAT 525,528 $49M 8.77% -4.1% -
GSLC US GOLDMAN ACTIVEBETA US LC ETF 364,141 $42M 7.55% -0.9% -
GSIE US GOLDMAN SACHS ACTIVEBETA INT 961,175 $32M 5.77% 0.2% -
STIP US ISHARES 0-5 YEAR TIPS BOND E 252,997 $25M 4.58% 2.8% -
IJR US ISHARES CORE S&P SMALL-CAP E 194,455 $22M 4.03% -4.7% -
PYLD US PIMCO MULTISECTOR BOND ACTV 837,817 $22M 3.91% 3.7% -
BOND US PIMCO ACTIVE BOND EXCHANGE-T 234,930 $21M 3.82% 1.9% -
BSV US VANGUARD SHORT-TERM BOND ETF 236,633 $18M 3.29% 0.9% -
FNDE US SCHWAB FNDMNTL EM MRK EQ ETF 570,000 $17M 2.98% -2.2% -
FNDC US SCHWAB FNDMNT INTL SM EQ ETF 461,488 $16M 2.84% 1.4% -
IJH US ISHARES CORE S&P MIDCAP ETF 250,000 $16M 2.80% 0.4% -
MBB US ISHARES MBS ETF 159,356 $15M 2.63% 12.5% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 31,759 $14M 2.59% -5.2% -
QLTY US GMO U.S. QUALITY ETF 333,955 $11M 1.92% -3.1% -
MCH US MATTHEWS CHINA ACTIVE ETF 412,390 $9M 1.64% -12.1% -
STPZ US PIMCO 1-5 YEAR US TIPS INDEX 137,385 $7M 1.29% -3.6% -
SCHF US SCHWAB INTL EQUITY ETF 369,312 $7M 1.23% 78.1% -
GNMA US ISHARES GNMA BOND ETF 150,218 $6M 1.16% -18.2% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us