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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 $763,261,680
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 2,350,202 $73,091,292 9.58%
2.
Schwab Strategic Trust
 SCHD 1,882,199 $63,693,622 8.34%
3.
Market Vectors Etf Trust
 GDX 562,820 $58,510,794 7.67%
4.
Spdr Series Trust
 KRE 430,413 $37,824,706 4.96%
5.
Ishares Tr - 0-5 YR TIPS ETF
 320,695 $32,762,201 4.29%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.