- New Purchases: SCHZ, UNP,
- Added Positions: FNDX, MOAT, SCHG, IJR, SCHO, IJH, T, SHY,
- Reduced Positions: SCHV, GIM, FNDA, SCHF, TEI, VTV, EES, MRK, SPY, VTI, ADX, MA, FDX, JKE, CLX, BSV, PKW, V, WMT, VIG, SCHE, AAPL, ATO, MSD, MAA, PG, GAM, DIS, HD, YUM, DLN, WFC, KMX, DEO, IBB, TY, JNJ, XLK, PFE, PEP,
- Sold Out: AMZN, BA, CBRL,
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.- Schwab U.S. Large-Cap Growth ETF (SCHG) - 205,401 shares, 11.42% of the total portfolio. Shares added by 10.44%
- VanEck Vectors ETF Trust - VanEck Vectors Mornings (MOAT) - 335,161 shares, 10.99% of the total portfolio. Shares added by 12.05%
- Schwab Fundamental U.S. Large Company Index ETF (FNDX) - 417,951 shares, 10.68% of the total portfolio. Shares added by 88.55%
- Schwab U.S. Large-Cap Value ETF (SCHV) - 291,015 shares, 10.47% of the total portfolio. Shares reduced by 37.54%
- Berkshire Hathaway Inc (BRK.B) - 49,885 shares, 6.76% of the total portfolio. Shares added by 0.62%
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.
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