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Size ($ in 1000's)
At 03/31/2024: $511,683
At 12/31/2023: $461,930
Kelman Lazarov Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kelman Lazarov Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Kelman Lazarov Inc. top holdings by largest position size, as per the latest 13f filing made by Kelman Lazarov Inc..
In the Kelman Lazarov Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kelman Lazarov Inc. in that top holding, then the share count change between reporting periods, and finally the Kelman Lazarov Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
800,588 |
+7,122 |
$53,952 | | FNDX | 800,588 | +7,122 | $53,952 | | VANECK ETF TRUST (MOAT) |
545,010 |
+3,533 |
$48,996 | | MOAT | 545,010 | +3,533 | $48,996 | | SCHWAB STRATEGIC TR |
501,533 |
-5,313 |
$46,502 | | SCHG | 501,533 | -5,313 | $46,502 | | GOLDMAN SACHS ETF TR (GSLC) |
379,453 |
-4,264 |
$39,383 | | GSLC | 379,453 | -4,264 | $39,383 | | GOLDMAN SACHS ETF TR (GSIE) |
944,790 |
+25,077 |
$32,397 | | GSIE | 944,790 | +25,077 | $32,397 | | ISHARES TR (STIP) |
227,977 |
+7,954 |
$22,668 | | STIP | 227,977 | +7,954 | $22,668 | | PIMCO ETF TR (BOND) |
213,832 |
+11,196 |
$19,643 | | BOND | 213,832 | +11,196 | $19,643 | | PIMCO ETF TR (PYLD) |
655,013 |
+614,426 |
$16,873 | | PYLD | 655,013 | +614,426 | $16,873 | | SCHWAB STRATEGIC TR |
569,980 |
+32,760 |
$15,823 | | FNDE | 569,980 | +32,760 | $15,823 | | VANGUARD BD INDEX FDS (BSV) |
205,632 |
+13,249 |
$15,766 | | BSV | 205,632 | +13,249 | $15,766 | | ISHARES TR (IJR) |
140,360 |
+14,759 |
$15,513 | | IJR | 140,360 | +14,759 | $15,513 |  BERKSHIRE HATHAWAY INC DEL |
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$15,057 | | BRK.B | 32,789 | -747 | $13,788 | | BRK.A | 2 | UNCH | $1,269 | | ISHARES TR (IJH) |
239,024 |
+192,118 |
$14,518 | | IJH | 239,024 | +192,118 | $14,518 | | SPDR SER TR (BILS) |
135,558 |
-19,393 |
$13,477 | | BILS | 135,558 | -19,393 | $13,477 | | ISHARES TR (GNMA) |
268,905 |
-25,631 |
$11,668 | | GNMA | 268,905 | -25,631 | $11,668 | | SCHWAB STRATEGIC TR |
216,600 |
-434 |
$8,452 | | SCHF | 216,600 | -434 | $8,452 | | ISHARES TR (MBB) |
87,755 |
+20,714 |
$8,110 | | MBB | 87,755 | +20,714 | $8,110 | | PIMCO ETF TR (STPZ) |
141,834 |
+4,889 |
$7,304 | | STPZ | 141,834 | +4,889 | $7,304 | | MATTHEWS ASIA FDS |
365,254 |
+95,337 |
$6,863 | | MCH | 365,254 | +95,337 | $6,863 | | AMERICAN CENTY ETF TR (AVEM) |
109,446 |
-1,951 |
$6,343 | | AVEM | 109,446 | -1,951 | $6,343 | | VANGUARD MUN BD FDS (VTEB) |
94,689 |
+5,777 |
$4,791 | | VTEB | 94,689 | +5,777 | $4,791 | | AMERICAN CENTY ETF TR (AVDE) |
71,720 |
+703 |
$4,571 | | AVDE | 71,720 | +703 | $4,571 | | PIMCO ETF TR (MUNI) |
82,717 |
+1,474 |
$4,340 | | MUNI | 82,717 | +1,474 | $4,340 | | VANGUARD BD INDEX FDS (BIV) |
53,835 |
-3,747 |
$4,059 | | BIV | 53,835 | -3,747 | $4,059 | | SCHWAB STRATEGIC TR |
107,309 |
+6,073 |
$3,806 | | FNDC | 107,309 | +6,073 | $3,806 | | PIMCO ETF TR (SMMU) |
74,475 |
+5,660 |
$3,716 | | SMMU | 74,475 | +5,660 | $3,716 | | VANGUARD INDEX FDS (VUG) |
9,675 |
-326 |
$3,330 | | VUG | 9,675 | -326 | $3,330 | | SPDR S&P 500 ETF TR (SPY) |
6,254 |
-209 |
$3,271 | | SPY | 6,254 | -209 | $3,271 | | INVESCO EXCH TRADED FD TR II (RWL) |
34,501 |
-53 |
$3,234 | | RWL | 34,501 | -53 | $3,234 | | APPLE INC |
15,373 |
-489 |
$2,636 | | AAPL | 15,373 | -489 | $2,636 | | ALPHABET INC |
15,913 |
-66 |
$2,402 | | GOOGL | 15,913 | -66 | $2,402 | | MASTERCARD INCORPORATED |
4,267 |
-30 |
$2,055 | | MA | 4,267 | -30 | $2,055 | | 2023 ETF SERIES TRUST II (QLTY) |
63,520 |
+63,520 |
$1,887 | | QLTY | 63,520 | +63,520 | $1,887 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
3,384 |
UNCH |
$1,883 | | MDY | 3,384 | UNCH | $1,883 | | SPDR SER TR (SPMD) |
34,898 |
-548 |
$1,861 | | SPMD | 34,898 | -548 | $1,861 | | SCHWAB STRATEGIC TR |
31,934 |
-318 |
$1,821 | | FNDA | 31,934 | -318 | $1,821 | | FEDEX CORP |
5,884 |
-519 |
$1,705 | | FDX | 5,884 | -519 | $1,705 | | GOLDMAN SACHS ETF TR (GEM) |
54,259 |
-2,813 |
$1,700 | | GEM | 54,259 | -2,813 | $1,700 | | ISHARES TR (IVV) |
3,120 |
+270 |
$1,640 | | IVV | 3,120 | +270 | $1,640 | | GOLDMAN SACHS ETF TR (GBIL) |
15,675 |
-1,355 |
$1,581 | | GBIL | 15,675 | -1,355 | $1,581 | | ISHARES TR (EMB) |
17,578 |
+789 |
$1,576 | | EMB | 17,578 | +789 | $1,576 | | VANGUARD INDEX FDS (VTV) |
9,047 |
-312 |
$1,473 | | VTV | 9,047 | -312 | $1,473 | | VANGUARD SCOTTSDALE FDS (VCSH) |
18,438 |
+367 |
$1,425 | | VCSH | 18,438 | +367 | $1,425 | | YUM BRANDS INC |
10,000 |
+8 |
$1,386 | | YUM | 10,000 | +8 | $1,386 | | MICROSOFT CORP |
3,287 |
+61 |
$1,383 | | MSFT | 3,287 | +61 | $1,383 | | VANGUARD SPECIALIZED FUNDS (VIG) |
6,973 |
UNCH |
$1,273 | | VIG | 6,973 | UNCH | $1,273 | | TESLA INC |
6,881 |
-7 |
$1,210 | | TSLA | 6,881 | -7 | $1,210 | | ISHARES TR (IYY) |
8,850 |
UNCH |
$1,134 | | IYY | 8,850 | UNCH | $1,134 | | SCHWAB STRATEGIC TR |
13,913 |
+1,041 |
$1,133 | | SCHM | 13,913 | +1,041 | $1,133 | | ISHARES TR (MCHI) |
27,163 |
+1,080 |
$1,079 | | MCHI | 27,163 | +1,080 | $1,079 |
See Full List: All Stocks Held By Kelman Lazarov Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kelman Lazarov Inc.
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