Kelman-Lazarov, Inc. Buys Schwab Fundamental U.S. Large Company Index ETF, iShares Core S&P Small-Cap ETF, Schwab US Aggregate Bond ETF, Sells Schwab U.S. Large-Cap Value ETF, Templeton Global Income Fund, Schwab Fundamental U.S. Small Company Index ETF

Author's Avatar
Jan 29, 2020
Article's Main Image
Investment company Kelman-Lazarov, Inc. (Current Portfolio) buys Schwab Fundamental U.S. Large Company Index ETF, iShares Core S&P Small-Cap ETF, Schwab US Aggregate Bond ETF, AT&T Inc, Union Pacific Corp, sells Schwab U.S. Large-Cap Value ETF, Templeton Global Income Fund, Schwab Fundamental U.S. Small Company Index ETF, Schwab International Equity ETF, Templeton Emerging Markets Income Fund during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Kelman-Lazarov, Inc.. As of 2019Q4, Kelman-Lazarov, Inc. owns 86 stocks with a total value of $167 million. These are the details of the buys and sells.

For the details of Kelman-Lazarov, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/kelman-lazarov%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Kelman-Lazarov, Inc.
  1. Schwab U.S. Large-Cap Growth ETF (SCHG) - 205,401 shares, 11.42% of the total portfolio. Shares added by 10.44%
  2. VanEck Vectors ETF Trust - VanEck Vectors Mornings (MOAT) - 335,161 shares, 10.99% of the total portfolio. Shares added by 12.05%
  3. Schwab Fundamental U.S. Large Company Index ETF (FNDX) - 417,951 shares, 10.68% of the total portfolio. Shares added by 88.55%
  4. Schwab U.S. Large-Cap Value ETF (SCHV) - 291,015 shares, 10.47% of the total portfolio. Shares reduced by 37.54%
  5. Berkshire Hathaway Inc (BRK.B) - 49,885 shares, 6.76% of the total portfolio. Shares added by 0.62%
New Purchase: Schwab US Aggregate Bond ETF (SCHZ)

Kelman-Lazarov, Inc. initiated holding in Schwab US Aggregate Bond ETF. The purchase prices were between $53.21 and $54.14, with an estimated average price of $53.59. The stock is now traded at around $54.32. The impact to a portfolio due to this purchase was 0.26%. The holding were 8,084 shares as of .

New Purchase: Union Pacific Corp (UNP)

Kelman-Lazarov, Inc. initiated holding in Union Pacific Corp. The purchase prices were between $151.47 and $181.41, with an estimated average price of $171.66. The stock is now traded at around $181.78. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,179 shares as of .

Added: Schwab Fundamental U.S. Large Company Index ETF (FNDX)

Kelman-Lazarov, Inc. added to a holding in Schwab Fundamental U.S. Large Company Index ETF by 88.55%. The purchase prices were between $38.15 and $42.78, with an estimated average price of $41.04. The stock is now traded at around $42.44. The impact to a portfolio due to this purchase was 5.02%. The holding were 417,951 shares as of .

Added: iShares Core S&P Small-Cap ETF (IJR)

Kelman-Lazarov, Inc. added to a holding in iShares Core S&P Small-Cap ETF by 25.23%. The purchase prices were between $74.68 and $84.14, with an estimated average price of $80.19. The stock is now traded at around $82.53. The impact to a portfolio due to this purchase was 1.04%. The holding were 103,086 shares as of .

Added: AT&T Inc (T)

Kelman-Lazarov, Inc. added to a holding in AT&T Inc by 43.24%. The purchase prices were between $36.82 and $39.63, with an estimated average price of $38.24. The stock is now traded at around $37.05. The impact to a portfolio due to this purchase was 0.13%. The holding were 17,851 shares as of .

Sold Out: Boeing Co (BA)

Kelman-Lazarov, Inc. sold out a holding in Boeing Co. The sale prices were between $325.76 and $376.54, with an estimated average price of $353.58.

Sold Out: Amazon.com Inc (AMZN)

Kelman-Lazarov, Inc. sold out a holding in Amazon.com Inc. The sale prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74.

Sold Out: Cracker Barrel Old Country Store Inc (CBRL)

Kelman-Lazarov, Inc. sold out a holding in Cracker Barrel Old Country Store Inc. The sale prices were between $151.13 and $165.36, with an estimated average price of $157.25.



Here is the complete portfolio of Kelman-Lazarov, Inc.. Also check out:

1. Kelman-Lazarov, Inc.'s Undervalued Stocks
2. Kelman-Lazarov, Inc.'s Top Growth Companies, and
3. Kelman-Lazarov, Inc.'s High Yield stocks
4. Stocks that Kelman-Lazarov, Inc. keeps buying