Kelman-Lazarov, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$555.5M
Holdings
109
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (109 positions)
| Stock | Value |
|---|---|
FNDXSCHWAB STRATEGIC TR | $54.2M |
SCHGSCHWAB STRATEGIC TR | $51.8M |
MOATVANECK ETF TRUST | $48.7M |
GSLCGOLDMAN SACHS ETF TR | $41.9M |
GSIEGOLDMAN SACHS ETF TR | $32.0M |
STIPISHARES TR | $25.5M |
IJRISHARES TR | $22.4M |
PYLDPIMCO ETF TR | $21.7M |
BONDPIMCO ETF TR | $21.2M |
BSVVANGUARD BD INDEX FDS | $18.3M |
FNDESCHWAB STRATEGIC TR | $16.6M |
FNDCSCHWAB STRATEGIC TR | $15.8M |
IJHISHARES TR | $15.6M |
MBBISHARES TR | $14.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $14.4M |
QLTY2023 ETF SERIES TRUST II | $10.7M |
MCHMATTHEWS ASIA FDS | $9.1M |
STPZPIMCO ETF TR | $7.2M |
SCHFSCHWAB STRATEGIC TR | $6.8M |
GNMAISHARES TR | $6.4M |
AVEMAMERICAN CENTY ETF TR | $6.1M |
SMMUPIMCO ETF TR | $4.6M |
AVDEAMERICAN CENTY ETF TR | $4.5M |
MUNIPIMCO ETF TR | $4.5M |
VTEBVANGUARD MUN BD FDS | $4.3M |
VUGVANGUARD INDEX FDS | $3.7M |
SPYSPDR S&P 500 ETF TR | $3.4M |
RWLINVESCO EXCH TRADED FD TR II | $3.3M |
BIVVANGUARD BD INDEX FDS | $3.2M |
AAPLAPPLE INC | $2.8M |
TSLATESLA INC | $2.7M |
GOOGLALPHABET INC | $2.5M |
MAMASTERCARD INCORPORATED | $2.1M |
EMBISHARES TR | $2.0M |
FNDASCHWAB STRATEGIC TR | $2.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.6M |
SPMDSPDR SER TR | $1.6M |
AVDSAMERICAN CENTY ETF TR | $1.6M |
GEMGOLDMAN SACHS ETF TR | $1.6M |
VTVVANGUARD INDEX FDS | $1.5M |
MCHIISHARES TR | $1.4M |
IVVISHARES TR | $1.4M |
VIGVANGUARD SPECIALIZED FUNDS | $1.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.4M |
VCSHVANGUARD SCOTTSDALE FDS | $1.3M |
MSFTMICROSOFT CORP | $1.3M |
GBILGOLDMAN SACHS ETF TR | $1.3M |
IYY*ISHARES TR | $1.3M |
SCHMSCHWAB STRATEGIC TR | $1.1M |
FDXFEDEX CORP | $1.1M |
NFLXNETFLIX INC | $1.1M |
YUMYUM BRANDS INC | $1.1M |
DONSPDR DOW JONES INDL AVERAGE | $1.0M |
WMTWALMART INC | $1.0M |
UNHUNITEDHEALTH GROUP INC | $943K |
PGPROCTER AND GAMBLE CO | $915K |
VOOVANGUARD INDEX FDS | $868K |
NSCNORFOLK SOUTHN CORP | $803K |
PTRBPGIM ETF TR | $780K |
AVSUAMERICAN CENTY ETF TR | $710K |
AIVLWISDOMTREE TR | $689K |
VOVANGUARD INDEX FDS | $683K |
GOOGALPHABET INC | $660K |
NUBDNUSHARES ETF TR | $653K |
IVEISHARES TR | $649K |
AMZNAMAZON COM INC | $580K |
JNJJOHNSON & JOHNSON | $571K |
SCHZSCHWAB STRATEGIC TR | $570K |
FNDFSCHWAB STRATEGIC TR | $545K |
—VANECK ETF TRUST | $538K |
IBBISHARES TR | $535K |
IWBISHARES TR | $533K |
PPGPPG INDS INC | $511K |
AXPAMERICAN EXPRESS CO | $467K |
SPTMSPDR SER TR | $461K |
XOMEXXON MOBIL CORP | $447K |
DISDISNEY WALT CO | $431K |
ESGDISHARES TR | $416K |
HDHOME DEPOT INC | $410K |
TSCOTRACTOR SUPPLY CO | $399K |
SCHASCHWAB STRATEGIC TR | $395K |
SCHVSCHWAB STRATEGIC TR | $391K |
NULGNUSHARES ETF TR | $373K |
AMGNAMGEN INC | $352K |
4I1PHILIP MORRIS INTL INC | $339K |
ISTBISHARES TR | $321K |
SPYGSPDR SER TR | $321K |
DLNWISDOMTREE TR | $313K |
AVSDAMERICAN CENTY ETF TR | $274K |
NULVNUSHARES ETF TR | $268K |
ILCGISHARES TR | $265K |
LOWLOWES COS INC | $256K |
QCOMQUALCOMM INC | $256K |
SUSBISHARES TR | $253K |
PEPPEPSICO INC | $249K |
IWFISHARES TR | $248K |
JPMJPMORGAN CHASE & CO. | $244K |
MMM3M CO | $242K |
XLGINVESCO EXCHANGE TRADED FD T | $240K |
BILSSPDR SER TR | $240K |
Page 1 of 2Next