Kelman-Lazarov, Inc.

Institutional manager (13F) · CIK 1672067

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $648M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$66M	2,371,188
2	SCHWAB STRATEGIC TR	$55M	1,870,926
3	VANECK ETF TRUST	$54M	561,025
4	SPDR SERIES TRUST	$32M	421,242
5	ISHARES TR	$32M	311,471
6	AMERICAN CENTY ETF TR	$30M	354,431
7	SCHWAB STRATEGIC TR	$26M	1,032,101
8	ISHARES TR	$26M	212,193
9	GOLDMAN SACHS ETF TR	$26M	206,054
10	PIMCO ETF TR	$24M	262,289
11	ISHARES TR	$24M	249,955
12	SCHWAB STRATEGIC TR	$23M	496,936
13	SCHWAB STRATEGIC TR	$23M	594,759
14	VANGUARD BD INDEX FDS	$21M	267,060
15	GOLDMAN SACHS ETF TR	$20M	453,455
16	ISHARES TR	$19M	281,560
17	BERKSHIRE HATHAWAY INC DEL	$15M	32,124
18	GMO ETF TRUST	$14M	380,573
19	PIMCO ETF TR	$13M	498,134
20	SCHWAB STRATEGIC TR	$9M	375,677
21	PIMCO ETF TR	$8M	161,103
22	VANGUARD INDEX FDS	$7M	16,959
23	PIMCO ETF TR	$7M	130,364
24	AMERICAN CENTY ETF TR	$5M	67,140
25	PIMCO ETF TR	$5M	89,347
26	VANGUARD MUN BD FDS	$4M	83,338
27	ALPHABET INC	$4M	13,518
28	STATE STR SPDR S&P 500 ETF T	$4M	5,924
29	INVESCO EXCH TRADED FD TR II	$4M	32,518
30	AMERICAN CENTY ETF TR	$4M	49,358
31	VANGUARD INDEX FDS	$4M	11,826
32	VANGUARD MUN BD FDS	$3M	45,400
33	APPLE INC	$3M	13,053
34	PGIM ETF TR	$3M	78,482
35	VANGUARD INDEX FDS	$3M	15,777
36	VANGUARD BD INDEX FDS	$3M	38,355
37	SCHWAB STRATEGIC TR	$2M	68,219
38	MASTERCARD INCORPORATED	$2M	4,038
39	STATE STR SPDR S&P MIDCAP 40	$2M	3,039
40	SCHWAB STRATEGIC TR	$2M	64,394
41	ISHARES TR	$2M	2,703
42	VANGUARD INDEX FDS	$2M	2,832
43	SPDR SERIES TRUST	$2M	28,125
44	VANGUARD SPECIALIZED FUNDS	$2M	7,622
45	WALMART INC	$2M	12,877
46	MICROSOFT CORP	$2M	4,239
47	AMERICAN CENTY ETF TR	$2M	21,059
48	SCHWAB STRATEGIC TR	$2M	50,238
49	BERKSHIRE HATHAWAY INC DEL	$1M	2
50	ISHARES TR	$1M	8,850

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.