Kelman-Lazarov, Inc. 13F Holdings
CIK 0001672067 · MEMPHIS, TN
As of Sep 30, 2025, Kelman-Lazarov, Inc. reported 132 positions worth $674.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 2,345,720 | $61.7M | 9.15% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 1,856,765 | $59.2M | 8.78% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 551,165 | $54.6M | 8.10% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 934,334 | $38.4M | 5.69% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 381,217 | $29.9M | 4.43% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 228,139 | $29.7M | 4.41% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 281,671 | $29.1M | 4.32% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 1,027,974 | $27.1M | 4.01% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 204,354 | $24.3M | 3.60% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 251,298 | $23.5M | 3.48% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 605,460 | $21.9M | 3.25% |
| ISHARES MBS ETF | MBB | — | 226,553 | $21.6M | 3.20% |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | FNDC | — | 473,940 | $21.1M | 3.13% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 254,392 | $20.1M | 2.98% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 265,296 |