Kelman-Lazarov, Inc. Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$550.9M
Holdings
116
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (116 positions)
| Stock | Value |
|---|---|
FNDXSCHWAB STRATEGIC TR | $53.8M |
MOATVANECK ETF TRUST | $47.3M |
SCHGSCHWAB STRATEGIC TR | $45.8M |
GSIEGOLDMAN SACHS ETF TR | $34.2M |
GSLCGOLDMAN SACHS ETF TR | $27.9M |
STIPISHARES TR | $27.3M |
BONDPIMCO ETF TR | $22.8M |
IJRISHARES TR | $21.2M |
SPYMSPDR SER TR | $20.9M |
MBBISHARES TR | $19.4M |
BSVVANGUARD BD INDEX FDS | $19.1M |
FNDESCHWAB STRATEGIC TR | $18.1M |
FNDCSCHWAB STRATEGIC TR | $17.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $16.6M |
IJHISHARES TR | $14.8M |
PYLDPIMCO ETF TR | $13.6M |
QLTY2023 ETF SERIES TRUST II | $10.9M |
STPZPIMCO ETF TR | $7.4M |
SCHFSCHWAB STRATEGIC TR | $7.2M |
AVEMAMERICAN CENTY ETF TR | $6.1M |
SMMUPIMCO ETF TR | $5.2M |
VTEBVANGUARD MUN BD FDS | $4.9M |
AVDEAMERICAN CENTY ETF TR | $4.9M |
MUNIPIMCO ETF TR | $4.6M |
BIVVANGUARD BD INDEX FDS | $3.4M |
VUGVANGUARD INDEX FDS | $3.4M |
RWLINVESCO EXCH TRADED FD TR II | $3.3M |
SPYSPDR S&P 500 ETF TR | $3.2M |
GNMAISHARES TR | $3.0M |
AAPLAPPLE INC | $2.6M |
AVDSAMERICAN CENTY ETF TR | $2.3M |
MAMASTERCARD INCORPORATED | $2.2M |
GOOGLALPHABET INC | $2.0M |
FNDASCHWAB STRATEGIC TR | $1.8M |
TSLATESLA INC | $1.8M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.7M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.6M |
IVVISHARES TR | $1.5M |
SPMDSPDR SER TR | $1.5M |
VIGVANGUARD SPECIALIZED FUNDS | $1.5M |
GEMGOLDMAN SACHS ETF TR | $1.4M |
VTVVANGUARD INDEX FDS | $1.4M |
VCSHVANGUARD SCOTTSDALE FDS | $1.3M |
MSFTMICROSOFT CORP | $1.2M |
YUMYUM BRANDS INC | $1.2M |
IYY*ISHARES TR | $1.2M |
GBILGOLDMAN SACHS ETF TR | $1.2M |
NFLXNETFLIX INC | $1.1M |
SCHMSCHWAB STRATEGIC TR | $1.1M |
PTRBPGIM ETF TR | $1.0M |
DONSPDR DOW JONES INDL AVERAGE | $1.0M |
MCHMATTHEWS ASIA FDS | $1.0M |
WMTWALMART INC | $989K |
UNHUNITEDHEALTH GROUP INC | $957K |
IWFISHARES TR | $914K |
PGPROCTER AND GAMBLE CO | $890K |
VOVANGUARD INDEX FDS | $851K |
IWDISHARES TR | $761K |
FDXFEDEX CORP | $741K |
NSCNORFOLK SOUTHN CORP | $719K |
AIVLWISDOMTREE TR | $711K |
AVSUAMERICAN CENTY ETF TR | $700K |
VOOVANGUARD INDEX FDS | $694K |
NUBDNUSHARES ETF TR | $667K |
JNJJOHNSON & JOHNSON | $658K |
IVEISHARES TR | $651K |
SCHZSCHWAB STRATEGIC TR | $620K |
AQLTISHARES TR | $602K |
AMZNAMAZON COM INC | $601K |
FNDFSCHWAB STRATEGIC TR | $588K |
SCHXSCHWAB STRATEGIC TR | $581K |
GOOGALPHABET INC | $572K |
—VANECK ETF TRUST | $537K |
IWBISHARES TR | $498K |
IBBISHARES TR | $471K |
4I1PHILIP MORRIS INTL INC | $464K |
AXPAMERICAN EXPRESS CO | $426K |
AMGNAMGEN INC | $423K |
SPTMSPDR SER TR | $422K |
TSCOTRACTOR SUPPLY CO | $415K |
SCHASCHWAB STRATEGIC TR | $395K |
HDHOME DEPOT INC | $388K |
SCHVSCHWAB STRATEGIC TR | $387K |
DISDISNEY WALT CO | $387K |
ESGDISHARES TR | $370K |
IWMISHARES TR | $362K |
NVDANVIDIA CORPORATION | $346K |
ISTBISHARES TR | $327K |
DLNWISDOMTREE TR | $320K |
SUSAISHARES TR | $312K |
NULGNUSHARES ETF TR | $306K |
SPABSPDR SER TR | $302K |
SPYGSPDR SER TR | $294K |
VSDMVANGUARD MUN BD FDS | $289K |
MMM3M CO | $282K |
NULVNUSHARES ETF TR | $276K |
IEMGISHARES INC | $272K |
ELLAUDER ESTEE COS INC | $272K |
MOALTRIA GROUP INC | $265K |
QCOMQUALCOMM INC | $265K |
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