Kelman-Lazarov, Inc.
Q1 2025 13F Holdings
- Locationmemphis, TN
- Num holdings
116
- Value ($000)
$550,880
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001672067
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $53.84M | 10 % | 2,280,290 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $47.26M | 9 % | 537,081 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $45.75M | 8 % | 1,827,134 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $34.23M | 6 % | 960,243 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $27.87M | 5 % | 253,153 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $27.25M | 5 % | 263,406 | ||
BOND PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $22.78M | 4 % | 246,315 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $21.16M | 4 % | 202,327 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $20.91M | 4 % | 317,912 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $19.45M | 4 % | 207,381 |
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