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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 $550,880,127
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,280,290 $53,837,641 9.77%
2.
Vaneck Etf Trust
 537,081 $47,263,128 8.58%
3.
Schwab Strategic Trust
 FNDF 1,827,134 $45,751,427 8.31%
4.
Goldman Sachs Etf Tr
 960,243 $34,232,667 6.21%
5.
Goldman Sachs Etf Tr
 253,153 $27,867,099 5.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)