Kelman-Lazarov, Inc.
Q2 2025 13F Holdings
- Locationmemphis, TN
- Num holdings
122
- Value ($000)
$617,231
- Date Filed07/29/2025
- Form type13F-HR
- CIK0001672067
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $57.28 M | 9 % | 2,334,201 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $54.55 M | 9 % | 1,867,657 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $51.35 M | 8 % | 547,529 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $37.97 M | 6 % | 957,305 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $28.33 M | 5 % | 233,364 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $27.45 M | 4 % | 266,709 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $26.89 M | 4 % | 369,916 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $25.58 M | 4 % | 1,046,726 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $22.12 M | 4 % | 202,401 | ||
BOND PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $22.11 M | 4 % | 239,862 |
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