The Analysis of Kelman-Lazarov, Inc.'s Holdings
Currently, Kelman-Lazarov, Inc. holds 132 types of securities in its portfolio with a total value $674.5M. In the most recent quarter, they have increased their positions in VUG (+6.2K shares, valued at $3.0M), STIP (+15.0K shares, valued at $1.5M), VCRM (+20.1K shares, valued at $1.5M); decreased their positions in GSIE (-23.0K shares, valued at $944.3K), GSLC (-5.2K shares, valued at $680.7K), SCHX (-18.8K shares, valued at $493.9K); initiated new positions in SRCE (+23.4K shares, valued at $1.4M), IWR (+7.3K shares, valued at $703.2K), VB (+2.4K shares, valued at $605.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FNDX SCHWAB STRATEGIC TR2.3M shares0.49%2025-09-302025-11-12
SCHG SCHWAB STRATEGIC TR1.9M shares-0.58%2025-09-302025-11-12 MOAT VANECK ETF TRUST551.2K shares0.66%2025-09-302025-11-12 GSIE GOLDMAN SACHS ETF TR934.3K shares-2.40%2025-09-302025-11-12 SPYM SPDR SERIES TRUST381.2K shares3.06%2025-09-302025-11-12 GSLC GOLDMAN SACHS ETF TR228.1K shares-2.24%2025-09-302025-11-12 STIP ISHARES TR281.7K shares5.61%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR1.0M shares-1.79%2025-09-302025-11-12 IJR ISHARES TR204.4K shares0.96%2025-09-302025-11-12 BOND PIMCO ETF TR251.3K shares4.77%2025-09-302025-11-12 FNDE SCHWAB STRATEGIC TR605.5K shares0.34%2025-09-302025-11-12 MBB ISHARES TR226.6K shares6.32%2025-09-302025-11-12 FNDC SCHWAB STRATEGIC TR473.9K shares-0.38%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS254.4K shares4.73%2025-09-302025-11-12 IJH ISHARES TR265.3K shares1.15%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL31.7K shares1.81%2025-09-302025-11-12 PYLD PIMCO ETF TR495.0K shares5.14%2025-09-302025-11-12 QLTY 2023 ETF SERIES TRUST II363.9K shares-1.30%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR396.6K shares-0.96%2025-09-302025-11-12 VUG VANGUARD INDEX FDS15.2K shares68.26%2025-09-302025-11-12 STPZ PIMCO ETF TR132.8K shares1.07%2025-09-302025-11-12 SMMU PIMCO ETF TR134.8K shares12.85%2025-09-302025-11-12 AVDE AMERICAN CENTY ETF TR81.5K shares12.95%2025-09-302025-11-12 AVEM AMERICAN CENTY ETF TR70.1K shares-3.11%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR6.1K shares5.92%2025-09-302025-11-12 MUNI PIMCO ETF TR76.1K shares-3.61%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS78.8K shares-6.84%2025-09-302025-11-12 RWL INVESCO EXCH TRADED FD TR II33.1K shares-0.04%2025-09-302025-11-12 AVDS AMERICAN CENTY ETF TR49.1K shares-0.11%2025-09-302025-11-12 GOOGL ALPHABET INC13.3K shares1.16%2025-09-302025-11-12 BIV VANGUARD BD INDEX FDS41.0K shares-4.85%2025-09-302025-11-12 TSLA TESLA INC6.9K shares1.35%2025-09-302025-11-12 AAPL APPLE INC12.0K shares5.46%2025-09-302025-11-12 VTV VANGUARD INDEX FDS15.5K shares96.17%2025-09-302025-11-12 VCRM VANGUARD MUN BD FDS37.4K shares115.99%2025-09-302025-11-12 MA MASTERCARD INCORPORATED4.0K shares0.22%2025-09-302025-11-12 PTRB PGIM ETF TR53.2K shares33.28%2025-09-302025-11-12 GNMA ISHARES TR49.4K shares-13.29%2025-09-302025-11-12 FNDA SCHWAB STRATEGIC TR70.2K shares1.69%2025-09-302025-11-12 VV VANGUARD INDEX FDS6.4K shares49.54%2025-09-302025-11-12 MSFT MICROSOFT CORP3.6K shares7.22%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR3.1K shares1.86%2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR64.0K shares0.11%2025-09-302025-11-12 IVV ISHARES TR2.6K shares0.39%2025-09-302025-11-12 VOO VANGUARD INDEX FDS2.8K shares31.07%2025-09-302025-11-12 SPMD SPDR SERIES TRUST29.0K shares-1.31%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS7.6K shares0.11%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR51.8K shares2.24%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-12 IYY ISHARES TR8.9K shares0.00%2025-09-302025-11-12 SRCE 1ST SOURCE CORP23.4K sharesnew addition2025-09-302025-11-12 NFLX NETFLIX INC1.2K shares0.00%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS16.4K shares-5.78%2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE2.8K shares13.27%2025-09-302025-11-12 WMT WALMART INC12.1K shares5.43%2025-09-302025-11-12 SPAB SPDR SERIES TRUST43.8K shares57.45%2025-09-302025-11-12 IWF ISHARES TR2.4K shares-2.83%2025-09-302025-11-12 VO VANGUARD INDEX FDS3.3K shares0.09%2025-09-302025-11-12 YUM YUM BRANDS INC6.2K shares-19.75%2025-09-302025-11-12 GOOG ALPHABET INC3.8K shares-0.95%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO5.8K shares8.58%2025-09-302025-11-12 AVSU AMERICAN CENTY ETF TR12.0K shares10.69%2025-09-302025-11-12 IWB ISHARES TR2.4K shares45.99%2025-09-302025-11-12 NSC NORFOLK SOUTHN CORP2.8K shares-0.46%2025-09-302025-11-12 FDX FEDEX CORP3.5K shares9.61%2025-09-302025-11-12 IWD ISHARES TR4.0K shares0.02%2025-09-302025-11-12 MINO PIMCO ETF TR17.6K shares130.24%2025-09-302025-11-12 IVE ISHARES TR3.8K shares10.68%2025-09-302025-11-12 IEFA ISHARES TR8.6K shares4.61%2025-09-302025-11-12 NVDA NVIDIA CORPORATION4.0K shares-23.81%2025-09-302025-11-12 AIVL WISDOMTREE TR6.4K shares0.00%2025-09-302025-11-12 AMZN AMAZON COM INC3.3K shares11.67%2025-09-302025-11-12 PEP PEPSICO INC5.1K shares196.56%2025-09-302025-11-12 IWR ISHARES TR7.3K sharesnew addition2025-09-302025-11-12 FNDF SCHWAB STRATEGIC TR16.1K shares-0.18%2025-09-302025-11-12 NUBD NUSHARES ETF TR29.9K shares-0.67%2025-09-302025-11-12 GBIL GOLDMAN SACHS ETF TR6.5K shares-5.46%2025-09-302025-11-12 VSDM VANGUARD MUN BD FDS8.4K shares47.88%2025-09-302025-11-12 VB VANGUARD INDEX FDS2.4K sharesnew addition2025-09-302025-11-12 AXP AMERICAN EXPRESS CO1.8K shares14.80%2025-09-302025-11-12 EFG ISHARES TR5.3K sharesnew addition2025-09-302025-11-12 JNJ JOHNSON & JOHNSON3.3K shares12.53%2025-09-302025-11-12 GEM GOLDMAN SACHS ETF TR13.0K shares-14.59%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS12.3K sharesnew addition2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR5.6K sharesnew addition2025-09-302025-11-12 SPTM SPDR SERIES TRUST6.1K shares-1.27%2025-09-302025-11-12 IBB ISHARES TR3.4K shares-3.64%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC3.0K shares-1.39%2025-09-302025-11-12 SCHZ SCHWAB STRATEGIC TR20.6K shares-6.89%2025-09-302025-11-12 HD HOME DEPOT INC1.2K shares-2.25%2025-09-302025-11-12 QQQ INVESCO QQQ TR773 sharesnew addition2025-09-302025-11-12 ESGD ISHARES TR4.9K shares6.84%2025-09-302025-11-12 IWM ISHARES TR1.8K shares0.00%2025-09-302025-11-12 TSCO TRACTOR SUPPLY CO7.5K shares0.00%2025-09-302025-11-12 SCHV SCHWAB STRATEGIC TR14.6K shares-5.15%2025-09-302025-11-12 NULG NUSHARES ETF TR4.2K shares6.49%2025-09-302025-11-12 EPS WISDOMTREE TR6.0K sharesnew addition2025-09-302025-11-12 ORCL ORACLE CORP1.4K shares21.94%2025-09-302025-11-12 DIS DISNEY WALT CO3.4K shares-7.22%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.1.2K shares-1.91%2025-09-302025-11-12 IWP ISHARES TR2.7K sharesnew addition2025-09-302025-11-12 SPYG SPDR SERIES TRUST3.7K shares0.00%2025-09-302025-11-12 AVLV AMERICAN CENTY ETF TR5.2K shares0.00%2025-09-302025-11-12 CSM PROSHARES TR4.8K sharesnew addition2025-09-302025-11-12 SUSA ISHARES TR2.7K shares-1.36%2025-09-302025-11-12 AMGN AMGEN INC1.2K shares-0.49%2025-09-302025-11-12 DLN WISDOMTREE TR3.9K shares-1.64%2025-09-302025-11-12 ISTB ISHARES TR6.9K shares1.05%2025-09-302025-11-12 AZO AUTOZONE INC78 shares27.87%2025-09-302025-11-12 MTUM ISHARES TR1.3K shares0.00%2025-09-302025-11-12 QCOM QUALCOMM INC1.9K shares4.20%2025-09-302025-11-12 ILCG ISHARES TR3.0K shares0.03%2025-09-302025-11-12 LOW LOWES COS INC1.2K shares15.52%2025-09-302025-11-12 AVSD AMERICAN CENTY ETF TR4.2K shares0.00%2025-09-302025-11-12 NULV NUSHARES ETF TR6.8K shares0.00%2025-09-302025-11-12 MRK MERCK & CO INC3.6K shares28.62%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC860 shares-18.02%2025-09-302025-11-12 SCHH SCHWAB STRATEGIC TR13.5K sharesnew addition2025-09-302025-11-12 AVGO BROADCOM INC845 shares11.77%2025-09-302025-11-12 XLG INVESCO EXCHANGE TRADED FD T4.8K shares0.02%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F3.9K sharesnew addition2025-09-302025-11-12 AVSE AMERICAN CENTY ETF TR4.3K shares-9.83%2025-09-302025-11-12 NUSC NUSHARES ETF TR6.1K shares22.06%2025-09-302025-11-12 PKW INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-09-302025-11-12 IUSG ISHARES TR1.6K shares0.13%2025-09-302025-11-12 XOM EXXON MOBIL CORP2.1K shares2.68%2025-09-302025-11-12 SPSM SPDR SERIES TRUST5.0K sharesnew addition2025-09-302025-11-12 USMV ISHARES TR2.3K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC293 sharesnew addition2025-09-302025-11-12 MMM 3M CO1.3K shares-2.20%2025-09-302025-11-12 MKC MCCORMICK & CO INC3.0K shares0.33%2025-09-302025-11-12 GDE WISDOMTREE TR3.5K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available