$296 Million is the total value of Kelman-Lazarov, Inc.'s 82 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BIV | New | VANGUARD BD INDEX FDSintermed term | $20,340,000 | – | 261,943 | +100.0% | 6.87% | – |
BSV | New | VANGUARD BD INDEX FDSshort trm bond | $11,809,000 | – | 153,782 | +100.0% | 3.99% | – |
VTEB | New | VANGUARD MUN BD FDStax exempt bd | $10,875,000 | – | 217,853 | +100.0% | 3.68% | – |
IVV | New | ISHARES TRcore s&p500 etf | $927,000 | – | 2,446 | +100.0% | 0.31% | – |
EMB | New | ISHARES TRjpmorgan usd emg | $705,000 | – | 8,263 | +100.0% | 0.24% | – |
SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $563,000 | – | 22,164 | +100.0% | 0.19% | – |
New | VANECK ETF TRUSTmorningstar esg | $461,000 | – | 21,523 | +100.0% | 0.16% | – | |
VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $253,000 | – | 3,316 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-08
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.