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Home > Institutional Investor > Kelman-lazarov, Inc. > Profile

Instuitional Investor - Kelman-lazarov, Inc.

Fund Profile
Filing Period:
Fund Name: Kelman-lazarov, Inc.
Portfolio Value $461,929,850
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 793,466 $49,147,254 10.63%
2.
Vaneck Etf Trust
 541,477 $45,955,115 9.94%
3.
Schwab Strategic Trust
 FNDF 506,846 $42,047,960 9.1%
4.
Goldman Sachs Etf Tr
 383,717 $35,996,492 7.79%
5.
Goldman Sachs Etf Tr
 919,713 $30,037,827 6.5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)