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Portfolio (Quarterly) Guide ↗

Kelman-Lazarov, Inc.

· CIK 0001672067
13F Portfolio $698M AUM 140 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 58 Added 35 Reduced 5 Exited
Page 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FNDX SCHWAB STRATEGIC TR 2,371,188.0 $66.0M 9.47% +15K +0.6% $27.85 +11.5%
2 SCHG SCHWAB STRATEGIC TR 1,870,926.0 $54.5M 7.81% +36K +2.0% $29.13 +16.4%
3 MOAT VANECK ETF TRUST 561,025.0 $54.3M 7.78% +5K +0.9% $96.70 +5.6%
4 SPYM SPDR SERIES TRUST 421,242.0 $32.2M 4.62% +12K +2.8% $76.54 +14.8%
5 STIP ISHARES TR 311,471.0 $32.2M 4.62% +8K +2.8% $103.43 -1.3%
6 AVDE AMERICAN CENTY ETF TR 354,431.0 $30.1M 4.31% +28K +8.6% $84.84 +6.4%
7 SCHX SCHWAB STRATEGIC TR 1,032,101.0 $26.5M 3.79% +12K +1.2% $25.64 +15.0%
8 IJR ISHARES TR 212,193.0 $26.4M 3.78% +3K +1.4% $124.31 +15.2%
9 BOND PIMCO ETF TR 262,289.0 $24.2M 3.47% +2K +0.8% $92.28 -0.2%
10 MBB ISHARES TR 249,955.0 $23.7M 3.40% +6K +2.3% $94.95 -0.5%
11 FNDC SCHWAB STRATEGIC TR 496,936.0 $23.0M 3.30% +22K +4.6% $46.36 +7.4%
12 IJH ISHARES TR 281,560.0 $19.0M 2.73% +9K +3.2% $67.53 +12.2%
13 QLTY GMO ETF TRUST 380,573.0 $13.8M 1.97% +15K +4.0% $36.18 +13.7%
14 SMMU PIMCO ETF TR 161,103.0 $8.1M 1.17% +23K +16.6% $50.45 -0.1%
15 VUG VANGUARD INDEX FDS 16,959.0 $7.4M 1.06% +914.0 +5.7% $436.79 -80.1%
16 MUNI PIMCO ETF TR 89,347.0 $4.7M 0.67% +7K +9.1% $52.19 +0.6%
17 VTEB VANGUARD MUN BD FDS 83,338.0 $4.2M 0.60% +3K +3.8% $49.89 +1.1%
18 GOOGL ALPHABET INC Communication Services 13,518.0 $3.9M 0.56% +230.0 +1.7% $287.56 +28.0%
19 VV VANGUARD INDEX FDS 11,826.0 $3.5M 0.51% +59.0 +0.5% $298.85 +15.4%
20 VANGUARD MUN BD FDS 45,400.0 $3.4M 0.49% +4K +10.1% $75.15
Page 1 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.3%
Technology 18.5%
Communication Services 18.0%
Consumer Cyclical 10.4%
Consumer Defensive 10.0%
Healthcare 5.4%
Industrials 5.1%
Energy 1.8%
Utilities 0.6%