$195 Million is the total value of Kelman-Lazarov, Inc.'s 92 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,592,000 | +5.7% | 5 | 0.0% | 0.82% | +2.8% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $1,236,000 | +2.6% | 4,650 | 0.0% | 0.63% | -0.2% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $931,000 | +5.4% | 11,933 | 0.0% | 0.48% | +2.4% | |
| IYY | ISHARES TRdow jones us etf | $728,000 | +3.4% | 4,985 | 0.0% | 0.37% | +0.5% | |
| JNJ | JOHNSON & JOHNSON | $702,000 | -0.4% | 5,043 | 0.0% | 0.36% | -3.2% | |
| ILCG | ISHARES TRmrngstr lg-cp gr | $624,000 | +4.9% | 3,254 | 0.0% | 0.32% | +1.9% | |
| PFE | PFIZER INC | $521,000 | +2.2% | 12,016 | 0.0% | 0.27% | -0.7% | |
| TSCO | TRACTOR SUPPLY CO | $305,000 | +11.3% | 2,800 | 0.0% | 0.16% | +8.3% | |
| AMGN | AMGEN INC | $287,000 | -3.0% | 1,557 | 0.0% | 0.15% | -5.8% | |
| MMM | 3M CO | $278,000 | -16.5% | 1,605 | 0.0% | 0.14% | -19.3% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $267,000 | -12.7% | 8,417 | 0.0% | 0.14% | -14.9% | |
| AMZN | AMAZON COM INC | $246,000 | +6.5% | 130 | 0.0% | 0.13% | +3.3% | |
| JPM | JPMORGAN CHASE & CO | $234,000 | +10.4% | 2,095 | 0.0% | 0.12% | +7.1% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $220,000 | +7.3% | 748 | 0.0% | 0.11% | +4.6% | |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $210,000 | +3.4% | 1,000 | 0.0% | 0.11% | +0.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 31 | Q3 2023 | 16.6% |
| Schw US Lcap Gro Etf | 31 | Q3 2023 | 13.3% |
| Ishares Tr S&P SmCap 600 | 31 | Q3 2023 | 5.7% |
| Schw US Lcap Val Etf | 31 | Q3 2023 | 13.0% |
| FEDEX CORP | 31 | Q3 2023 | 3.3% |
| SPDR S&P 500 ETF TR | 31 | Q3 2023 | 1.9% |
| Google Inc Cl A | 31 | Q3 2023 | 2.3% |
| MASTERCARD INCORPORATED | 31 | Q3 2023 | 2.4% |
| Vanguard Index Fds Vanguard Value Etf | 31 | Q3 2023 | 2.3% |
| PROCTER & GAMBLE CO | 31 | Q3 2023 | 2.5% |
View Kelman-Lazarov, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View Kelman-Lazarov, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.