Kelman-Lazarov, Inc.
Q3 2025 13F Holdings
- Locationmemphis, TN
- Num holdings
132
- Value ($000)
$674,474
- Date Filed11/12/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $61.69M | 9 % | 2,345,720 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $59.25M | 9 % | 1,856,765 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $54.63M | 8 % | 551,165 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $38.41M | 6 % | 934,334 | ||
SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $29.86M | 4 % | 381,217 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $29.72M | 4 % | 228,139 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $29.11M | 4 % | 281,671 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $27.08M | 4 % | 1,027,974 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $24.28M | 4 % | 204,354 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $23.46M | 4 % | 251,298 |
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