Kelman-Lazarov, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmemphis, TN
- CIK0001672067
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
109 | $555.52M | FNDX, SCHG, MOAT, GSLC | 13F-HR | Feb 13, 2025 | 000139834425002653 | ||
109 | $581.18M | FNDX, MOAT, SCHG, GSLC | 13F-HR | Nov 8, 2024 | 000139834424020340 | ||
106 | $536.25M | FNDX, SCHG, MOAT, GSLC | 13F-HR | Aug 12, 2024 | 000139834424014351 | ||
104 | $511.69M | FNDX, MOAT, SCHG, GSLC | 13F-HR | May 9, 2024 | 000139834424009080 | ||
102 | $461.93M | FNDX, MOAT, SCHG, GSLC | 13F-HR | Feb 1, 2024 | 000139834424001762 | ||
96 | $422.93M | FNDX, MOAT, SCHG, GSLC | 13F-HR | Oct 30, 2023 | 000139834423019920 | ||
97 | $415.90M | FNDX, MOAT, SCHG, GSLC | 13F-HR | Aug 4, 2023 | 000139834423014087 | ||
95 | $385.29M | FNDX, MOAT, SCHG, GSLC | 13F-HR | May 4, 2023 | 000139834423008695 | ||
91 | $355.40M | FNDX, MOAT, SCHG, GSLC | 13F-HR | Feb 6, 2023 | 000139834423002139 | ||
83 | $293.88M | FNDX, MOAT, SCHG, GSLC | 13F-HR | Oct 24, 2022 | 000139834422020640 | ||
82 | $295.96M | FNDX, MOAT, SCHG, GSLC | 13F-HR | Aug 8, 2022 | 000139834422014998 | ||
82 | $300.57M | FNDX, MOAT, SCHG, GSLC | 13F-HR | May 10, 2022 | 000139834422009238 | ||
84 | $310.73M | FNDX, SCHG, MOAT, GSLC | 13F-HR | Feb 9, 2022 | 000139834422002517 | ||
82 | $285.51M | FNDX, MOAT, SCHG, GSLC | 13F-HR | Nov 4, 2021 | 000139834421020921 | ||
85 | $286.53M | FNDX, SCHG, MOAT, GSLC | 13F-HR | Aug 10, 2021 | 000139834421015869 | ||
84 | $280.57M | FNDX, SCHG, MOAT, GSIE | 13F-HR | May 7, 2021 | 000139834421009926 | ||
85 | $260.62M | FNDX, SCHG, GSIE, MOAT | 13F-HR | Feb 8, 2021 | 000139834421002632 | ||
72 | $220.07M | FNDX, SCHG, GSIE, MOAT | 13F-HR | Nov 12, 2020 | 000139834420021958 | ||
76 | $215.81M | FNDX, SCHG, MOAT, GSIE | 13F-HR | Jul 29, 2020 | 000139834420014629 | ||
74 | $186.63M | FNDX, SCHG, GSIE, MOAT | 13F-HR | Apr 27, 2020 | 000139834420008485 | ||
96 | $222.33M | GSIE, SCHG, MOAT, FNDX | 13F-HR | Jan 29, 2020 | 000139834420001485 | ||
97 | $202.93M | SCHV, GSIE, SCHG, MOAT | 13F-HR | Oct 15, 2019 | 000139834419017867 | ||
92 | $195.10M | SCHV, GSIE, SCHG, MOAT | 13F-HR | Jul 22, 2019 | 000139834419012245 | ||
94 | $189.64M | SCHV, GSIE, MOAT, SCHG | 13F-HR | May 8, 2019 | 000139834419008198 | ||
91 | $160.72M | SCHV, MOAT, GSIE, BRK.B | 13F-HR | Feb 11, 2019 | 000139834419002388 | ||
98 | $170.87M | MOAT, SCHV, BRK.B, FNDX | 13F-HR | Nov 14, 2018 | 000139834418016495 | ||
107 | $186.29M | MOAT, FNDX, BRYG, SCHZ | 13F-HR | Aug 3, 2018 | 000167206718000003 | ||
110 | $186.02M | SCHZ, BRYG, MOAT, FNDX | 13F-HR | May 8, 2018 | 000090901218000067 | ||
120 | $195.84M | BRYG, MOAT, SCHZ, FNDX | RESTATEMENT | Jun 25, 2018 | 000090901218000084 | ||
120 | $189.44M | BRYG, MOAT, SCHZ, FNDX | 13F-HR | Oct 5, 2017 | 000167206717000004 | ||
123 | $182.35M | BRYG, MOAT, SABA, FNDX | 13F-HR | Jul 24, 2017 | 000167206717000003 | ||
102 | $155.28M | MOAT, SABA, FNDX, 1720305D | 13F-HR | Apr 25, 2017 | 000090901217000086 | ||
327 | $177.28B | BRYG, MOAT, SABA, EFT | 13F-HR | Jan 17, 2017 | 000090901217000005 | ||
402 | $176.40B | BRYG, SABA, MOAT, EFT | 13F-HR | Oct 11, 2016 | 000090901216000581 | ||
377 | $175.07B | BRYG, SABA, MOAT, EFT | 13F-HR | Jul 14, 2016 | 000090901216000541 | ||
391 | $170.89M | BRYG, SABA, 1720305D, FDX | 13F-HR | Apr 19, 2016 | 000090901216000484 |