HoldingsChannel.com
Kelman Lazarov Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 839,318 +421,367 $26,296
     FNDX839,318+421,367$26,296
SCHWAB STRATEGIC TR 258,487 +53,086 $20,588
     SCHG258,487+53,086$20,588
GOLDMAN SACHS ETF TR (GSIE) 818,695 +116,468 $18,879
     GSIE818,695+116,468$18,879
VANECK VECTORS ETF TR (MOAT) 421,058 +85,897 $18,417
     MOAT421,058+85,897$18,417
GOLDMAN SACHS ETF TR (GSLC) 299,170 +87,884 $15,614
     GSLC299,170+87,884$15,614
BERKSHIRE HATHAWAY INC DEL      $10,387
     BRK.B50,863+978$9,299
     BRK.A4UNCH$1,088
ISHARES TR (IJR) 150,080 +46,994 $8,421
     IJR150,080+46,994$8,421
GOLDMAN SACHS ETF TR (GEM) 248,704 -944 $6,509
     GEM248,704-944$6,509
SCHWAB STRATEGIC TR 298,443 +192,319 $6,136
     FNDE298,443+192,319$6,136
SCHWAB STRATEGIC TR 184,881 +149,682 $4,777
     SCHF184,881+149,682$4,777
SCHWAB STRATEGIC TR 97,733 -193,282 $4,327
     SCHV97,733-193,282$4,327
ISHARES TR (IJH) 21,048 +3,037 $3,028
     IJH21,048+3,037$3,028
INVESCO EXCHANGE TRADED FD T (RWL) 59,753 +8,847 $2,624
     RWL59,753+8,847$2,624
SPDR S&P 500 ETF TR (SPY) 9,871 +1,108 $2,544
     SPY9,871+1,108$2,544
MASTERCARD INC 8,508 -2,907 $2,055
     MA8,508-2,907$2,055
VANGUARD INDEX FDS (VTV) 21,045 -526 $1,874
     VTV21,045-526$1,874
ALPHABET INC 1,601 -489 $1,860
     GOOGL1,601-489$1,860
SCHWAB STRATEGIC TR 79,119 -33,409 $1,858
     FNDC79,119-33,409$1,858
FEDEX CORP 13,651 -560 $1,655
     FDX13,651-560$1,655
SPDR S&P MIDCAP 400 ETF TR (MDY) 5,828 -102 $1,532
     MDY5,828-102$1,532
TEMPLETON GLOBAL INCOME FD 283,440 -104,464 $1,516
     GIM283,440-104,464$1,516
APPLE INC 5,270 -1,510 $1,340
     AAPL5,270-1,510$1,340
SCHWAB STRATEGIC TR 48,334 +41,879 $1,250
     FNDA48,334+41,879$1,250
VANGUARD INDEX FDS (VUG) 7,046 +114 $1,104
     VUG7,046+114$1,104
MCCORMICK & CO INC 7,652 -1,100 $1,081
     MKC7,652-1,100$1,081
SPDR DOW JONES INDL AVRG ETF (DIA) 4,650 UNCH $1,019
     DIA4,650UNCH$1,019
VANGUARD SPECIALIZED FUNDS (VIG) 9,791 -817 $1,012
     VIG9,791-817$1,012
NORFOLK SOUTHERN CORP 5,982 -390 $873
     NSC5,982-390$873
ATMOS ENERGY CORP 8,404 -4,459 $834
     ATO8,404-4,459$834
NETFLIX INC 2,100 -185 $789
     NFLX2,100-185$789
YUM BRANDS INC 11,319 -912 $776
     YUM11,319-912$776
ISHARES TR (IBB) 6,218 -2,100 $670
     IBB6,218-2,100$670
WISDOMTREE TR 10,026 -98 $648
     DTN10,026-98$648
AMERICAN TOWER CORP NEW 2,946 -995 $641
     AMT2,946-995$641
PROCTER & GAMBLE CO 5,789 -10,291 $637
     PG5,789-10,291$637
ISHARES TR (IYY) 4,985 UNCH $629
     IYY4,985UNCH$629
JOHNSON & JOHNSON 4,619 -170 $606
     JNJ4,619-170$606
WALMART INC 5,180 -2,712 $589
     WMT5,180-2,712$589
MONDELEZ INTL INC 10,768 -2,589 $539
     MDLZ10,768-2,589$539
SELECT SECTOR SPDR TR (XLK) 6,357 -5,033 $511
     XLK6,357-5,033$511
MID AMER APT CMNTYS INC 4,611 -2,384 $475
     MAA4,611-2,384$475
CANADIAN NATL RY CO 5,820 -1,000 $452
     CNI5,820-1,000$452
TEMPLETON EMERGING MKTS INCO 55,543 -25,888 $415
     TEI55,543-25,888$415
SCHWAB STRATEGIC TR 7,839 -120,634 $406
     SCHO7,839-120,634$406
DISNEY WALT CO 4,124 -1,324 $398
     DIS4,124-1,324$398
WISDOMTREE TR 17,362 -37,116 $388
     EES17,362-37,116$388
MICROSOFT CORP 2,369 -23 $374
     MSFT2,369-23$374
SCHWAB STRATEGIC TR 17,308 -20,400 $364
     FNDF17,308-20,400$364
VANGUARD BD INDEX FDS (BSV) 4,389 -802 $361
     BSV4,389-802$361
PFIZER INC 11,012 -531 $359
     PFE11,012-531$359

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.

Size ($ in 1000's)
At 03/31/2020: $186,634
At 12/31/2019: $222,328

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

Kelman Lazarov Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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