Kelman-Lazarov, Inc.
CIK: 0001672067SEC EDGAR →
Portfolio Value
$700K
Holdings
134
As of
Q4 2025
New Positions
15
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 2,356,429 | $64K | 9.16% |
| 2 | SCHWAB STRATEGIC TR | 1,834,823 | $60K | 8.55% |
| 3 | VANECK ETF TRUST | 556,020 | $58K | 8.22% |
| 4 | SPDR SERIES TRUST | 409,641 | $33K | 4.69% |
| 5 | ISHARES TR | 303,015 | $31K | 4.43% |
| 6 | GOLDMAN SACHS ETF TR | 213,417 | $28K | 4.03% |
| 7 | SCHWAB STRATEGIC TR | 1,019,736 | $27K | 3.92% |
| 8 | AMERICAN CENTY ETF TR | 326,357 | $27K | 3.84% |
| 9 | ISHARES TR | 209,258 | $25K | 3.59% |
| 10 | PIMCO ETF TR | 260,274 | $24K | 3.46% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 95 | $649K | 92.7% |
| Unknown | 8 | $25K | 3.6% |
| Technology | 7 | $8K | 1.2% |
| Communication Services | 5 | $7K | 1.0% |
| Consumer Cyclical | 7 | $4K | 0.6% |
| Consumer Defensive | 3 | $3K | 0.4% |
| Industrials | 3 | $2K | 0.3% |
| Healthcare | 5 | $2K | 0.3% |
| Energy | 1 | $268 | 0.0% |