- New Purchases: BRK.A, BA, JPM, TMO, UNP, FEZ,
- Added Positions: SCHV, SCHG, IJH, IJR, MOAT, BRK.B, AMGN, SCHF, JNJ, PFE, MRK, FNDA, MDY, PEP, VUG,
- Reduced Positions: CVS, MSD, ADX, GIM, WFC, TY, CBRL, GAM, GOOGL, V, FNDX, MCR, MA, DIS, PG, TEI, AAPL, FDX, BIDU, VIG, EES, XLK, AMT, SPY, KMX, PKW, MKC, MAA, YUM, NSC, MDLZ, LOW, BLK, WMT, YUMC, BSV, CLX, BOND, GOOG, WTR, NVS, XLG, DEO, KMB, CNI, HD, IBB, AXP, NFLX, AMZN, ATO,
- Sold Out: CMP, CCL, AZO, AEF,
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 Value (SCHV) - 385,730 shares, 14.02% of the total portfolio. Shares added by 35.99%
- VanEck Vectors Morningstar Wide Moat (MOAT) - 286,562 shares, 8.87% of the total portfolio. Shares added by 6.40%
- Schwab U.S. Large-Cap Growth (SCHG) - 152,647 shares, 8.05% of the total portfolio. Shares added by 27.60%
- Berkshire Hathaway Inc (BRK.B) - 47,546 shares, 6.34% of the total portfolio. Shares added by 2.17%
- Schwab Fundamental U.S. Large Company Index (FNDX) - 230,552 shares, 5.81% of the total portfolio. Shares reduced by 4.42%
Kelman-Lazarov, Inc. initiated holding in Berkshire Hathaway Inc. The purchase prices were between $287000 and $313875, with an estimated average price of $302958. The stock is now traded at around $315105.00. The impact to a portfolio due to this purchase was 1%. The holding were 5 shares as of .
New Purchase: Boeing Co (BA)Kelman-Lazarov, Inc. initiated holding in Boeing Co. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $359.75. The impact to a portfolio due to this purchase was 0.15%. The holding were 588 shares as of .
New Purchase: SPDR DJ Euro STOXX 50 Etf (FEZ)Kelman-Lazarov, Inc. initiated holding in SPDR DJ Euro STOXX 50 Etf. The purchase prices were between $32.6 and $37.47, with an estimated average price of $35.41. The stock is now traded at around $37.44. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,601 shares as of .
New Purchase: Thermo Fisher Scientific Inc (TMO)Kelman-Lazarov, Inc. initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $212.17 and $273.72, with an estimated average price of $248.4. The stock is now traded at around $270.44. The impact to a portfolio due to this purchase was 0.14%. The holding were 748 shares as of .
New Purchase: JPMorgan Chase & Co (JPM)Kelman-Lazarov, Inc. initiated holding in JPMorgan Chase & Co. The purchase prices were between $97.11 and $107.19, with an estimated average price of $103. The stock is now traded at around $112.61. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,095 shares as of .
New Purchase: Union Pacific Corp (UNP)Kelman-Lazarov, Inc. initiated holding in Union Pacific Corp. The purchase prices were between $132.68 and $171.33, with an estimated average price of $160.69. The stock is now traded at around $175.62. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,279 shares as of .
Added: Schwab U.S. Large-Cap Value (SCHV)Kelman-Lazarov, Inc. added to a holding in Schwab U.S. Large-Cap Value by 35.99%. The purchase prices were between $48.54 and $55.48, with an estimated average price of $53.19. The stock is now traded at around $55.20. The impact to a portfolio due to this purchase was 3.71%. The holding were 385,730 shares as of .
Added: Schwab U.S. Large-Cap Growth (SCHG)Kelman-Lazarov, Inc. added to a holding in Schwab U.S. Large-Cap Growth by 27.60%. The purchase prices were between $66.84 and $80.15, with an estimated average price of $75.54. The stock is now traded at around $81.37. The impact to a portfolio due to this purchase was 1.74%. The holding were 152,647 shares as of .
Added: iShares Core S&P Mid-Cap (IJH)Kelman-Lazarov, Inc. added to a holding in iShares Core S&P Mid-Cap by 102.26%. The purchase prices were between $162.23 and $192.69, with an estimated average price of $184.06. The stock is now traded at around $193.20. The impact to a portfolio due to this purchase was 0.85%. The holding were 13,402 shares as of .
Added: iShares Core S&P Small-Cap (IJR)Kelman-Lazarov, Inc. added to a holding in iShares Core S&P Small-Cap by 26.80%. The purchase prices were between $68.11 and $80.91, with an estimated average price of $76.57. The stock is now traded at around $79.24. The impact to a portfolio due to this purchase was 0.78%. The holding were 71,932 shares as of .
Added: Amgen Inc (AMGN)Kelman-Lazarov, Inc. added to a holding in Amgen Inc by 41.93%. The purchase prices were between $180.87 and $203.88, with an estimated average price of $191.19. The stock is now traded at around $172.15. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,557 shares as of .
Sold Out: Compass Minerals International Inc (CMP)Kelman-Lazarov, Inc. sold out a holding in Compass Minerals International Inc. The sale prices were between $39.75 and $56.46, with an estimated average price of $50.49.
Sold Out: Carnival Corp (CCL)Kelman-Lazarov, Inc. sold out a holding in Carnival Corp. The sale prices were between $47.37 and $58.85, with an estimated average price of $55.33.
Sold Out: AutoZone Inc (AZO)Kelman-Lazarov, Inc. sold out a holding in AutoZone Inc. The sale prices were between $811.37 and $1024.12, with an estimated average price of $896.18.
Sold Out: Aberdeen Emerging Markets Equity Income Inc (AEF)Kelman-Lazarov, Inc. sold out a holding in Aberdeen Emerging Markets Equity Income Inc. The sale prices were between $6.35 and $7.38, with an estimated average price of $7.06.
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