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CIK: 0001672067
Total reported value
$763.3M
$763.3M
104 檔
29.0%
In Q1 2024, Kelman-Lazarov, Inc.'s U.S. equity holdings reached a combined market value of $763.3M, distributed across 104 disclosed stock positions.
During Q1 2024, Kelman-Lazarov, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, MOAT, SCHG) accounted for 29.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 10.54% | +0.11% | +0.90% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 9.58% | -0.11% | +0.65% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.09% | +0.53% | -1.05% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.70% | -0.01% | -1.11% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 6.33% | -0.11% | +2.73% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.43% | -0.33% | +3.62% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.84% | -0.26% | +5.53% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.30% | -0.17% | +1513.85% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.09% | -0.30% | +6.10% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.08% | -0.18% | +6.89% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.03% | +0.31% | +11.75% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.84% | +0.10% | +409.58% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.69% | -0.11% | -2.23% | |
| 14 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.63% | — | -12.52% | |
| 15 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 2.28% | -0.02% | -8.70% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.65% | +0.01% | -0.20% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.59% | -0.26% | +30.90% | |
| 18 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.43% | -0.09% | +3.57% | |
| 19 | MCH | Matthews China Active ETF | ETF-Emerging Markets | 1.34% | — | +35.32% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.24% | -0.01% | -1.75% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.94% | -0.07% | +6.50% | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 0.89% | -0.19% | +0.99% | |
| 23 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.85% | -0.04% | +1.81% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.79% | -0.04% | -6.51% | |
| 25 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.74% | -0.19% | +6.00% | |
| 26 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.73% | -0.03% | +8.22% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | +0.10% | -3.26% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.03% | -3.23% | |
| 29 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.63% | — | -0.15% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.05% | -3.08% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.07% | -0.41% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.03% | -0.70% | |
| 33 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.37% | +0.11% | — | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.37% | +0.01% | — | |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.36% | +0.01% | -1.55% | |
| 36 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.36% | +0.02% | -0.99% | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.33% | -0.03% | -8.11% | |
| 38 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.33% | — | -4.93% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | — | +9.47% | |
| 40 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.31% | +0.07% | -7.96% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.31% | — | +4.70% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | — | -3.33% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.28% | -0.02% | +2.03% | |
| 44 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.27% | -0.01% | +0.08% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.10% | +1.89% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.01% | — | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.25% | -0.01% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | — | -0.10% | |
| 49 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.22% | +0.01% | — | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.22% | +0.02% | +8.09% |
According to official SEC Form 13F filings, Kelman-Lazarov, Inc. reported a total U.S. public equity portfolio value of $763.3M across 104 disclosed positions in Q1 2024.
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During Q1 2024, Kelman-Lazarov, Inc.'s top holdings by market value included FNDX (10.5%)、MOAT (9.6%)、SCHG (9.1%). The largest single position, FNDX, represented 10.5% of total portfolio value.
In Q1 2024, Kelman-Lazarov, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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