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| Name: |
Kelman-Lazarov Inc. |
| City: |
MEMPHIS |
| State: |
TN |
| Zip: |
38137 |
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data |
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| Holdings
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19 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MDY |
Standrd Poor Mdcp 400 SPDR |
34 |
- |
$556.17 |
$1,883,000 |
3,384 |
0.37% |
166,000 |
0 |
0.008 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
46 |
- |
$183.61 |
$1,273,000 |
6,973 |
0.25% |
85,000 |
0 |
0.002 |
Closed - End Fund - Debt |
|
|
BRK.A |
Berkshire Hathaway Inc |
47 |
- |
$622,815.00 |
$1,269,000 |
2 |
0.25% |
184,000 |
0 |
0 |
Property & Casualty I... |
|
|
IYY |
iShares Dow Jones US Total ... |
49 |
- |
$129.33 |
$1,134,000 |
8,850 |
0.22% |
103,000 |
0 |
0.116 |
Closed - End Fund - E... |
|
|
DIA |
Diamonds Trust |
53 |
- |
$399.28 |
$965,000 |
2,426 |
0.19% |
51,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
DTN |
Dividend Top 100 Fund |
56 |
- |
$97.69 |
$716,000 |
7,031 |
0.14% |
42,000 |
0 |
0.109 |
Closed - End Fund - E... |
|
|
IVE |
iShares S&P 500/BARRA Value |
60 |
- |
$186.05 |
$636,000 |
3,405 |
0.12% |
44,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
GOOG |
Alphabet Inc |
61 |
- |
$173.88 |
$635,000 |
4,169 |
0.12% |
47,000 |
0 |
0 |
Search Engines & Info... |
|
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TSCO |
Tractor Supply Co |
78 |
- |
$275.96 |
$394,000 |
1,504 |
0.08% |
71,000 |
0 |
0.002 |
Specialty Retail, Other |
|
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UNH |
Unitedhealth Group Inc |
80 |
- |
$517.55 |
$378,000 |
764 |
0.07% |
-24,000 |
0 |
0 |
Health Care Plans |
|
|
AXP |
American Express Co |
82 |
- |
$241.70 |
$360,000 |
1,579 |
0.07% |
64,000 |
0 |
0 |
Credit Services |
|
|
ISTB |
Ishares Core Short Term Us ... |
84 |
- |
$47.31 |
$320,000 |
6,736 |
0.06% |
0 |
0 |
0.001 |
N/A |
|
|
LOW |
Lowes Companies Inc |
86 |
- |
$236.08 |
$282,000 |
1,106 |
0.06% |
36,000 |
0 |
0 |
Home Improvement Stores |
|
|
AVSD |
Avantis Responsible Interna... |
87 |
- |
$0.00 |
$280,000 |
4,921 |
0.05% |
15,000 |
0 |
0.055 |
N/A |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
89 |
- |
$75.10 |
$268,000 |
3,659 |
0.05% |
30,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IWF |
iShares Russell 1000 Growth |
91 |
- |
$344.03 |
$265,000 |
785 |
0.05% |
27,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
AVSU |
Avantis Responsible Us Equi... |
95 |
- |
$0.00 |
$246,000 |
4,006 |
0.05% |
21,000 |
0 |
0.045 |
N/A |
|
|
XLG |
Invesco S&P 500 Top 50 ETF |
97 |
- |
$43.19 |
$232,000 |
5,500 |
0.05% |
25,000 |
0 |
0.006 |
Closed - End Fund - E... |
|
|
JKE |
iShares Morningstar Large G... |
98 |
- |
$77.12 |
$231,000 |
3,061 |
0.05% |
23,000 |
0 |
0.005 |
Closed - End Fund - E... |
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