- Added Positions: MOAT, GSIE, FNDE, GSLC, NUBD, ESGD, NULV, SUSA, FNDC, DSI, XOM, SUSB, NULG, ESGE, MSFT, VZ,
- Reduced Positions: BRK.A, FNDA, GEM, BRK.B, SCHF, SPY, VTV, FNDF, MUNI, LOW, SCHV, IJH, PG, JNJ, IBB, MDY, BSV, PEP, HD, UNH, AMT,
- Sold Out: MAA, AMGN, QCOM,
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 Fundamental U.S. Large Company Index ETF (FNDX) - 772,673 shares, 14.60% of the total portfolio. Shares reduced by 0.1%
- VanEck Morningstar Wide Moat ETF (MOAT) - 497,502 shares, 12.76% of the total portfolio. Shares added by 5.94%
- Schwab U.S. Large-Cap Growth ETF (SCHG) - 239,432 shares, 12.42% of the total portfolio. Shares added by 0.17%
- Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) - 359,179 shares, 10.82% of the total portfolio. Shares added by 1.46%
- Goldman Sachs ActiveBeta International Equity ETF (GSIE) - 796,674 shares, 9.53% of the total portfolio. Shares added by 3.10%
Kelman-Lazarov, Inc. added to a holding in iShares MSCI EAFE ESG Select ETF by 30.65%. The purchase prices were between $77.09 and $82.48, with an estimated average price of $80.28. The stock is now traded at around $82.110000. The impact to a portfolio due to this purchase was 0.06%. The holding were 9,796 shares as of 2021-09-30.
Added: Nuveen ESG Large-Cap Value ETF (NULV)Kelman-Lazarov, Inc. added to a holding in Nuveen ESG Large-Cap Value ETF by 27.53%. The purchase prices were between $37.12 and $39.19, with an estimated average price of $38.31. The stock is now traded at around $39.440000. The impact to a portfolio due to this purchase was 0.05%. The holding were 15,693 shares as of 2021-09-30.
Added: MSCI USA ESG Select ETF (SUSA)Kelman-Lazarov, Inc. added to a holding in MSCI USA ESG Select ETF by 47.06%. The purchase prices were between $94.39 and $101.61, with an estimated average price of $98.52. The stock is now traded at around $104.700000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,181 shares as of 2021-09-30.
Added: Exxon Mobil Corp (XOM)Kelman-Lazarov, Inc. added to a holding in Exxon Mobil Corp by 31.03%. The purchase prices were between $52.73 and $63.26, with an estimated average price of $57.05. The stock is now traded at around $64.160000. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,683 shares as of 2021-09-30.
Sold Out: Mid-America Apartment Communities Inc (MAA)Kelman-Lazarov, Inc. sold out a holding in Mid-America Apartment Communities Inc. The sale prices were between $169.43 and $196.28, with an estimated average price of $187.54.
Sold Out: Amgen Inc (AMGN)Kelman-Lazarov, Inc. sold out a holding in Amgen Inc. The sale prices were between $212.27 and $248.7, with an estimated average price of $230.39.
Sold Out: Qualcomm Inc (QCOM)Kelman-Lazarov, Inc. sold out a holding in Qualcomm Inc. The sale prices were between $128.98 and $150.99, with an estimated average price of $141.93.
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