KL
| |
Kelman-Lazarov, Inc.13F | |
| Kelman-Lazarov, Inc. | |
| Last update 2025-05-07 | 116 Stocks (14 new) |
| Value $551.00 Mil | Turnover 7 % |
Kelman-Lazarov, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2,280,290 | 53,837.6 | -0.39% | 9.770 | -0.04% | 0.300 | +13.46% | +7.37% | 19,125.5 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 537,081 | 47,263.1 | +2.20% | 8.580 | +0.18% | 0.370 | +18.80% | +6.17% | 13,044.2 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,827,134 | 45,751.4 | -1.70% | 8.310 | -0.16% | 0.120 | +23.74% | +7.64% | 45,727.4 | ||
GSIE |
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
| 960,243 | 34,232.7 | -0.10% | 6.210 | -0.01% | 0.930 | +13.45% | +24.00% | 4,177.5 | ||
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 253,153 | 27,867.1 | -30.48% | 5.060 | -2.30% | 0.220 | +18.27% | +8.67% | 14,162.0 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 263,406 | 27,254.6 | +4.11% | 4.950 | +0.20% | 0.230 | +1.17% | +4.36% | 12,373.0 | ||
BOND | PIMCO Active Bond ETF | 246,315 | 22,776.8 | +4.85% | 4.130 | +0.19% | 0.410 | +2.37% | +3.79% | 5,632.4 | ||
IJR | iShares Core S&P Small-Cap ETF | 202,327 | 21,157.4 | +4.05% | 3.840 | +0.15% | 0.030 | +17.04% | -0.26% | 83,183.4 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 317,912 | 20,905.9 | New Holding | 3.790 | +3.79% | 0.030 | +18.80% | +8.87% | 78,088.3 | ||
MBB | iShares MBS ETF | 207,381 | 19,448.2 | +30.14% | 3.530 | +0.82% | 0.050 | +1.34% | +3.21% | 38,960.0 |
Kelman-Lazarov, Inc.'s Historical Top Holdings Breakdowns
Kelman-Lazarov, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | New Buy New Buy | +3.79% | 64.88 ($69.16) 72.1 | $74.59 | 7.85% | New holding | 317,912 | 317,912 | |
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 2025-03-31 | Reduce Reduce | -2.30% | 108.02 ($115.65) 120.45 | $124.44 | 7.60% | Reduce -30.48% | 253,153 | -110,988 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Reduce Reduce | -1.50% | 25.77 ($26.17) 26.48 | $26.39 | 0.84% | Reduce -38.47% | 515,485 | -322,332 | |
MCH | Matthews China Active ETF | 2025-03-31 | Reduce Reduce | -1.47% | 20.61 ($23.55) 26.27 | $26.46 | 12.36% | Reduce -89.91% | 41,621 | -370,769 | |
MBB | iShares MBS ETF | 2025-03-31 | Add Add | +0.82% | 90.37 ($92.49) 94.08 | $92.96 | 0.51% | Add 30.14% | 207,381 | 48,025 | |
GNMA | iShares Barclays GNMA Bond Fund | 2025-03-31 | Reduce Reduce | -0.63% | 42.17 ($43.3) 44.04 | $43.53 | 0.54% | Reduce -54.04% | 69,041 | -81,177 | |
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 2025-03-31 | Sold Out Sold Out | -0.36% | 88.64 ($90.53) 92.03 | $92.44 | 2.11% | Sold Out | 0 | -22,716 | |
MCHI | iShares MSCI China ETF | 2025-03-31 | Reduce Reduce | -0.22% | 43.71 ($51.54) 58.65 | $59.25 | 14.96% | Reduce -85.5% | 4,486 | -26,461 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | Add Add | +0.20% | 100.59 ($101.89) 103.47 | $102.85 | 0.94% | Add 4.11% | 263,406 | 10,409 | |
BOND | PIMCO Active Bond ETF | 2025-03-31 | Add Add | +0.19% | 89.27 ($91.32) 92.9 | $91.48 | 0.18% | Add 4.85% | 246,315 | 11,385 |
Kelman-Lazarov, Inc. Total Holding History ($B)
Kelman-Lazarov, Inc.'s Asset Allocation
Kelman-Lazarov, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Kelman-Lazarov, Inc.'s Hypothetical Growth since 2025-03-31
Kelman-Lazarov, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kelman-Lazarov, Inc.'s Holdings Heat Map
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Kelman-Lazarov, Inc.'s Holdings Bubble Chart
Kelman-Lazarov, Inc. News
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