$355 Million is the total value of Kelman-Lazarov, Inc.'s 91 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -7,467 | -100.0% | -0.07% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -3,267 | -100.0% | -0.08% | – |
| ATO | Exit | ATMOS ENERGY CORP | $0 | – | -2,628 | -100.0% | -0.09% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -9,692 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 34 | Q2 2024 | 16.6% |
| Schw US Lcap Gro Etf | 34 | Q2 2024 | 13.3% |
| Ishares Tr S&P SmCap 600 | 34 | Q2 2024 | 5.7% |
| Schw US Lcap Val Etf | 34 | Q2 2024 | 13.0% |
| FEDEX CORP | 34 | Q2 2024 | 3.3% |
| SPDR S&P 500 ETF TR | 34 | Q2 2024 | 1.9% |
| Google Inc Cl A | 34 | Q2 2024 | 2.3% |
| MASTERCARD INCORPORATED | 34 | Q2 2024 | 2.4% |
| Vanguard Index Fds Vanguard Value Etf | 34 | Q2 2024 | 2.3% |
| PROCTER & GAMBLE CO | 34 | Q2 2024 | 2.5% |
View Kelman-Lazarov, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-07-31 |
| 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 |
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.