Kelman-Lazarov, Inc. Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$617.2M
Holdings
122
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (122 positions)
| Stock | Value |
|---|---|
FNDXSCHWAB STRATEGIC TR | $57.3M |
SCHGSCHWAB STRATEGIC TR | $54.6M |
MOATVANECK ETF TRUST | $51.4M |
GSIEGOLDMAN SACHS ETF TR | $38.0M |
GSLCGOLDMAN SACHS ETF TR | $28.3M |
STIPISHARES TR | $27.4M |
SPYMSPDR SERIES TRUST | $26.9M |
SCHXSCHWAB STRATEGIC TR | $25.6M |
IJRISHARES TR | $22.1M |
BONDPIMCO ETF TR | $22.1M |
MBBISHARES TR | $20.0M |
FNDCSCHWAB STRATEGIC TR | $20.0M |
FNDESCHWAB STRATEGIC TR | $19.9M |
BSVVANGUARD BD INDEX FDS | $19.1M |
IJHISHARES TR | $16.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $15.1M |
QLTY2023 ETF SERIES TRUST II | $12.6M |
PYLDPIMCO ETF TR | $12.5M |
SCHFSCHWAB STRATEGIC TR | $8.8M |
STPZPIMCO ETF TR | $7.1M |
SMMUPIMCO ETF TR | $6.0M |
AVDEAMERICAN CENTY ETF TR | $5.3M |
AVEMAMERICAN CENTY ETF TR | $5.0M |
VTEBVANGUARD MUN BD FDS | $4.1M |
MUNIPIMCO ETF TR | $4.1M |
VUGVANGUARD INDEX FDS | $4.0M |
SPYSPDR S&P 500 ETF TR | $3.5M |
RWLINVESCO EXCH TRADED FD TR II | $3.5M |
BIVVANGUARD BD INDEX FDS | $3.3M |
AVDSAMERICAN CENTY ETF TR | $3.1M |
GNMAISHARES TR | $2.5M |
AAPLAPPLE INC | $2.3M |
GOOGLALPHABET INC | $2.3M |
MAMASTERCARD INCORPORATED | $2.3M |
TSLATESLA INC | $2.2M |
FNDASCHWAB STRATEGIC TR | $2.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.7M |
MSFTMICROSOFT CORP | $1.7M |
PTRBPGIM ETF TR | $1.7M |
SCHASCHWAB STRATEGIC TR | $1.6M |
IVVISHARES TR | $1.6M |
SPMDSPDR SERIES TRUST | $1.6M |
NFLXNETFLIX INC | $1.6M |
VIGVANGUARD SPECIALIZED FUNDS | $1.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.5M |
SCHMSCHWAB STRATEGIC TR | $1.4M |
VTVVANGUARD INDEX FDS | $1.4M |
VCSHVANGUARD SCOTTSDALE FDS | $1.4M |
IYY*ISHARES TR | $1.3M |
VCRMVANGUARD MUN BD FDS | $1.3M |
VVVANGUARD INDEX FDS | $1.2M |
VOOVANGUARD INDEX FDS | $1.2M |
YUMYUM BRANDS INC | $1.1M |
WMTWALMART INC | $1.1M |
DONSPDR DOW JONES INDL AVERAGE | $1.1M |
IWFISHARES TR | $1.0M |
VOVANGUARD INDEX FDS | $921K |
PGPROCTER AND GAMBLE CO | $855K |
NVDANVIDIA CORPORATION | $835K |
IWDISHARES TR | $786K |
AVSUAMERICAN CENTY ETF TR | $743K |
NSCNORFOLK SOUTHN CORP | $727K |
AIVLWISDOMTREE TR | $727K |
FDXFEDEX CORP | $726K |
SPABSPDR SERIES TRUST | $711K |
AQLTISHARES TR | $688K |
GBILGOLDMAN SACHS ETF TR | $686K |
GOOGALPHABET INC | $675K |
NUBDNUSHARES ETF TR | $669K |
IVEISHARES TR | $667K |
FNDFSCHWAB STRATEGIC TR | $646K |
AMZNAMAZON COM INC | $646K |
—VANECK ETF TRUST | $566K |
GEMGOLDMAN SACHS ETF TR | $564K |
IWBISHARES TR | $558K |
4I1PHILIP MORRIS INTL INC | $551K |
SCHZSCHWAB STRATEGIC TR | $513K |
AXPAMERICAN EXPRESS CO | $506K |
SPTMSPDR SERIES TRUST | $461K |
DISDISNEY WALT CO | $456K |
IBBISHARES TR | $445K |
JNJJOHNSON & JOHNSON | $441K |
HDHOME DEPOT INC | $439K |
VSDMVANGUARD MUN BD FDS | $430K |
SCHVSCHWAB STRATEGIC TR | $424K |
ESGDISHARES TR | $407K |
TSCOTRACTOR SUPPLY CO | $397K |
IWMISHARES TR | $391K |
NULGNUSHARES ETF TR | $367K |
JPMJPMORGAN CHASE & CO. | $364K |
AVLVAMERICAN CENTY ETF TR | $357K |
SPYGSPDR SERIES TRUST | $348K |
SUSAISHARES TR | $345K |
AMGNAMGEN INC | $341K |
MINOPIMCO ETF TR | $337K |
ISTBISHARES TR | $333K |
UNHUNITEDHEALTH GROUP INC | $327K |
DLNWISDOMTREE TR | $325K |
MTUMISHARES TR | $312K |
ILCGISHARES TR | $287K |
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