$281 Million is the total value of Kelman-Lazarov, Inc.'s 84 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NUBD | New | NUSHARES ETF TRnuveen esg us | $520,000 | – | 20,122 | +100.0% | 0.18% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $284,000 | – | 10,927 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-07
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.