Kelman-Lazarov, Inc.
Q4 2024 13F Holdings
- Locationmemphis, TN
- Num holdings
109
- Value ($000)
$555,516
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $54.21M | 10 % | 2,289,225 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $51.80M | 9 % | 1,858,695 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $48.73M | 9 % | 525,528 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $41.94M | 8 % | 364,141 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $32.05M | 6 % | 961,175 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $25.45M | 5 % | 252,997 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $22.41M | 4 % | 194,455 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $21.72M | 4 % | 837,817 | ||
BOND PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $21.24M | 4 % | 234,930 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $18.28M | 3 % | 236,633 |
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