Loading…
CIK 0001672067 • 6 13F filings • May 6, 2025 – Aug 10, 2026
Import this data to Google Sheets with:
=jivedata("kelman-lazarov-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 1ST SOURCE CORP | COM | $1.5M | 0.2%Prev: 0.2% | 23,406 SH | Increased-13 SH |
| 3M CO | COM | $220K | 0.0%Prev: 0.0% | 1,374 SH | Increased+43 SH |
| ABBVIE INC | COM | $283K | 0.0% | 1,238 SH | New |
| ALPHABET INC | CAP STK CL A | $4.2M | 0.6%Prev: 0.5% | 13,288 SH | Increased-29 SH |
| ALPHABET INC | CAP STK CL C | $1.2M | 0.2%Prev: 0.1% | 3,882 SH | Increased+111 SH |
| AMAZON COM INC | COM | $819K | 0.1%Prev: 0.1% | 3,550 SH | Increased+259 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.4M | 0.8%Prev: 0.8% | 70,326 SH | Increased+263 SH |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $3.5M | 0.5%Prev: 0.5% | 49,472 SH | Increased+324 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | $1.5M | 0.2%Prev: 0.1% | 19,537 SH | Increased+7,540 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $564K | 0.1%Prev: 0.1% | 8,065 SH | Decreased-447 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $26.9M | 3.8%Prev: 1.0% | 326,357 SH | Increased+244,826 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $728K | 0.1%Prev: 0.1% | 7,748 SH | Increased+2,146 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $953K | 0.1%Prev: 0.1% | 12,571 SH | Increased+7,328 SH |
| AMERICAN EXPRESS CO | COM | $647K | 0.1%Prev: 0.1% | 1,750 SH | Increased-73 SH |
| AMGEN INC | COM | $400K | 0.1%Prev: 0.1% | 1,221 SH | Increased+4 SH |
| APPLE INC | COM | $3.6M | 0.5%Prev: 0.5% | 13,092 SH | Increased+1,103 SH |
| AUTOZONE INC | COM | $244K | 0.0%Prev: 0.0% | 72 SH | Decreased-6 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.2%Prev: 0.2% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $16.2M | 2.3%Prev: 2.4% | 32,258 SH | Increased+536 SH |
| BROADCOM INC | COM | $658K | 0.1%Prev: 0.0% | 1,901 SH | Increased+1,056 SH |
| CANOPY GROWTH CORP | COM NEW | $11K | 0.0% | 10,000 SH | New |
| DISNEY WALT CO | COM | $398K | 0.1%Prev: 0.1% | 3,498 SH | Increased+82 SH |
| EXXON MOBIL CORP | COM | $269K | 0.0%Prev: 0.0% | 2,232 SH | Increased+88 SH |
| FEDEX CORP | COM | $1.0M | 0.1%Prev: 0.1% | 3,582 SH | Increased+81 SH |
| GMO ETF TRUST | GMO US QUALITY E | $14.1M | 2.0% | 365,857 SH | New |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $528K | 0.1%Prev: 0.1% | 5,283 SH | Decreased-1,196 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | $508K | 0.1%Prev: 0.1% | 12,200 SH | Decreased-763 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $20.1M | 2.9%Prev: 5.7% | 468,352 SH | Decreased-465,982 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $28.3M | 4.0%Prev: 4.4% | 213,417 SH | Decreased-14,722 SH |
| HOME DEPOT INC | COM | $397K | 0.1%Prev: 0.1% | 1,154 SH | Decreased-18 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $3.7M | 0.5%Prev: 0.5% | 32,654 SH | Increased-456 SH |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | $266K | 0.0%Prev: 0.0% | 1,984 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $286K | 0.0%Prev: 0.0% | 4,822 SH | Increased+2 SH |
| INVESCO QQQ TR | UNIT SER 1 | $668K | 0.1%Prev: 0.1% | 1,088 SH | Increased+315 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $31.0M | 4.4%Prev: 4.3% | 303,015 SH | Increased+21,344 SH |
| ISHARES TR | CORE 1 5 YR USD | $342K | 0.0%Prev: 0.1% | 7,020 SH | Increased+97 SH |
| ISHARES TR | CORE MSCI EAFE | $850K | 0.1%Prev: 0.1% | 9,498 SH | Increased+869 SH |
| ISHARES TR | CORE S&P MCP ETF | $18.0M | 2.6%Prev: 2.6% | 272,798 SH | Increased+7,502 SH |
| ISHARES TR | CORE S&P SCP ETF | $25.1M | 3.6%Prev: 3.6% | 209,258 SH | Increased+4,904 SH |
| ISHARES TR | CORE S&P US GWT | $268K | 0.0%Prev: 0.0% | 1,597 SH | Increased+2 SH |
| ISHARES TR | CORE S&P500 ETF | $1.8M | 0.3%Prev: 0.3% | 2,596 SH | Increased+1 SH |
| ISHARES TR | DOW JONES US ETF | $1.5M | 0.2%Prev: 0.2% | 8,871 SH | Increased-19 SH |
| ISHARES TR | EAFE GRWTH ETF | $603K | 0.1%Prev: 0.1% | 5,295 SH | Increased |
| ISHARES TR | ESG AW MSCI EAFE | $462K | 0.1%Prev: 0.1% | 4,864 SH | Increased-11 SH |
| ISHARES TR | ESG OPTIMIZED | $374K | 0.1%Prev: 0.1% | 2,687 SH | Increased+1 SH |
| ISHARES TR | GNMA BOND ETF | $1.6M | 0.2%Prev: 0.3% | 36,184 SH | Decreased-13,172 SH |
| ISHARES TR | ISHARES BIOTECH | $573K | 0.1%Prev: 0.1% | 3,394 SH | Increased+1 SH |
| ISHARES TR | MBS ETF | $23.3M | 3.3%Prev: 3.2% | 244,345 SH | Increased+17,792 SH |
| ISHARES TR | MORNINGSTAR GRWT | $308K | 0.0%Prev: 0.0% | 2,965 SH | Decreased+1 SH |
| ISHARES TR | MSCI USA MIN VOL | $217K | 0.0%Prev: 0.0% | 2,301 SH | Decreased |
| ISHARES TR | MSCI USA MMENTM | $326K | 0.0%Prev: 0.0% | 1,302 SH | Decreased |
| ISHARES TR | RUS 1000 ETF | $897K | 0.1%Prev: 0.1% | 2,403 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $1.1M | 0.2%Prev: 0.2% | 2,367 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $852K | 0.1%Prev: 0.1% | 4,050 SH | Increased+1 SH |
| ISHARES TR | RUS MD CP GR ETF | $369K | 0.1%Prev: 0.1% | 2,698 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $892K | 0.1%Prev: 0.1% | 9,264 SH | Increased+1,981 SH |
| ISHARES TR | RUSSELL 2000 ETF | $447K | 0.1%Prev: 0.1% | 1,815 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $725K | 0.1%Prev: 0.1% | 3,419 SH | Decreased-364 SH |
| JOHNSON & JOHNSON | COM | $680K | 0.1%Prev: 0.1% | 3,283 SH | Increased+31 SH |
| JPMORGAN CHASE & CO. | COM | $401K | 0.1%Prev: 0.1% | 1,244 SH | Increased+11 SH |
| LOWES COS INC | COM | $291K | 0.0%Prev: 0.0% | 1,207 SH | Decreased-6 SH |
| MASTERCARD INCORPORATED | CL A | $2.3M | 0.3%Prev: 0.3% | 4,046 SH | Increased+11 SH |
| MERCK & CO INC | COM | $380K | 0.1%Prev: 0.0% | 3,607 SH | Increased+48 SH |
| META PLATFORMS INC | CL A | $224K | 0.0%Prev: 0.0% | 339 SH | Increased+46 SH |
| MICRON TECHNOLOGY INC | COM | $211K | 0.0% | 739 SH | New |
| MICROSOFT CORP | COM | $2.4M | 0.3%Prev: 0.3% | 5,058 SH | Increased+1,420 SH |
| NETFLIX INC | COM | $1.0M | 0.1%Prev: 0.2% | 11,163 SH | Decreased+10,001 SH |
| NORFOLK SOUTHN CORP | COM | $817K | 0.1%Prev: 0.1% | 2,829 SH | Decreased |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $407K | 0.1%Prev: 0.1% | 4,157 SH | Decreased-9 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $321K | 0.0%Prev: 0.0% | 7,121 SH | Increased+299 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $274K | 0.0%Prev: 0.0% | 6,128 SH | Increased+31 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $680K | 0.1%Prev: 0.1% | 30,429 SH | Increased+570 SH |
| NVIDIA CORPORATION | COM | $808K | 0.1%Prev: 0.1% | 4,335 SH | Increased+306 SH |
| ORACLE CORP | COM | $261K | 0.0%Prev: 0.1% | 1,337 SH | Decreased-58 SH |
| PEPSICO INC | COM | $481K | 0.1%Prev: 0.1% | 3,352 SH | Decreased-1,740 SH |
| PGIM ETF TR | TOTAL RETURN BON | $2.7M | 0.4%Prev: 0.3% | 65,143 SH | Increased+11,899 SH |
| PHILIP MORRIS INTL INC | COM | $465K | 0.1%Prev: 0.1% | 2,901 SH | Decreased-86 SH |
| PIMCO ETF TR | 1-5 US TIP IDX | $7.2M | 1.0%Prev: 1.1% | 135,060 SH | Increased+2,290 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $24.2M | 3.5%Prev: 3.5% | 260,274 SH | Increased+8,976 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $4.3M | 0.6%Prev: 0.6% | 81,905 SH | Increased+5,787 SH |
| PIMCO ETF TR | MULTISECTOR BD | $13.4M | 1.9%Prev: 2.0% | 503,900 SH | Increased+8,865 SH |
| PIMCO ETF TR | MUNI INCOME OPP | $757K | 0.1%Prev: 0.1% | 16,697 SH | Decreased-870 SH |
| PIMCO ETF TR | SHTRM MUN BD ACT | $7.0M | 1.0%Prev: 1.0% | 138,186 SH | Increased+3,374 SH |
| PROCTER AND GAMBLE CO | COM | $814K | 0.1%Prev: 0.1% | 5,677 SH | Decreased-154 SH |
| PROSHARES TR | LARGE CAP CRE | $382K | 0.1%Prev: 0.1% | 4,800 SH | Increased |
| QUALCOMM INC | COM | $323K | 0.0%Prev: 0.0% | 1,891 SH | Increased+32 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $21.9M | 3.1%Prev: 3.2% | 607,762 SH | Increased+2,302 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $21.9M | 3.1%Prev: 3.2% | 491,359 SH | Increased+1,289 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $64.1M | 9.2%Prev: 9.1% | 2,356,429 SH | Increased+10,709 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $2.2M | 0.3%Prev: 0.3% | 69,405 SH | Decreased-787 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $9.6M | 1.4%Prev: 1.4% | 398,594 SH | Increased+1,988 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $487K | 0.1%Prev: 0.1% | 20,845 SH | Increased+274 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $59.9M | 8.5%Prev: 8.8% | 1,834,823 SH | Increased-21,942 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $414K | 0.1%Prev: 0.1% | 13,976 SH | Decreased-578 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $27.4M | 3.9%Prev: 4.0% | 1,019,736 SH | Increased-8,238 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.6M | 0.2%Prev: 0.2% | 52,267 SH | Increased+454 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.8M | 0.3%Prev: 0.3% | 64,558 SH | Increased+587 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $314K | 0.0% | 2,182 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.3M | 0.2%Prev: 0.2% | 2,777 SH | Increased+11 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $1.0M | 0.1%Prev: 0.1% | 22,584 SH | Increased+10,250 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $284K | 0.0% | 6,069 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $4.1M | 0.6%Prev: 0.6% | 5,999 SH | Increased-69 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.9M | 0.3%Prev: 0.3% | 3,090 SH | Increased-24 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $36.9M | 5.3% | 501,120 SH | New |
| TESLA INC | COM | $870K | 0.1%Prev: 0.5% | 1,935 SH | Decreased-4,968 SH |
| TRACTOR SUPPLY CO | COM | $377K | 0.1%Prev: 0.1% | 7,530 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $292K | 0.0%Prev: 0.0% | 883 SH | Decreased+23 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $57.6M | 8.2%Prev: 8.1% | 556,020 SH | Increased+4,855 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $3.3M | 0.5%Prev: 0.5% | 42,537 SH | Increased+1,570 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $21.0M | 3.0%Prev: 3.0% | 266,401 SH | Increased+12,009 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $7.8M | 1.1%Prev: 1.1% | 16,045 SH | Increased+843 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.7M | 0.5%Prev: 0.3% | 11,767 SH | Increased+5,319 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $958K | 0.1%Prev: 0.1% | 3,301 SH | Decreased+5 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 0.3%Prev: 0.3% | 2,868 SH | Increased+54 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $615K | 0.1%Prev: 0.1% | 2,383 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $3.0M | 0.4%Prev: 0.4% | 15,535 SH | Increased-2 SH |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $3.1M | 0.4%Prev: 0.4% | 41,252 SH | Increased+3,884 SH |
| VANGUARD MUN BD FDS | SHORT TAX EXEMPT | $784K | 0.1%Prev: 0.1% | 10,254 SH | Increased+1,853 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.0M | 0.6%Prev: 0.6% | 80,253 SH | Increased+1,479 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.3M | 0.2%Prev: 0.2% | 16,672 SH | Increased+232 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 0.2%Prev: 0.2% | 7,614 SH | Increased+4 SH |
| WALMART INC | COM | $1.4M | 0.2%Prev: 0.2% | 12,304 SH | Increased+233 SH |
| WISDOMTREE TR | EFFICIENT GLD PL | $216K | 0.0%Prev: 0.0% | 3,498 SH | Increased |
| WISDOMTREE TR | US AI ENHANCED | $738K | 0.1%Prev: 0.1% | 6,420 SH | Increased-12 SH |
| WISDOMTREE TR | US LARGECAP DIVD | $339K | 0.0%Prev: 0.1% | 3,852 SH | Decreased-51 SH |
| WISDOMTREE TR | US LARGECAP FUND | $276K | 0.0%Prev: 0.1% | 3,897 SH | Decreased-2,100 SH |
| YUM BRANDS INC | COM | $938K | 0.1%Prev: 0.1% | 6,200 SH | Decreased+2 SH |
| 13F-HR |
| 0001398344-26-013958 |
| $763.3M |
| View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001398344-25-014039 | $617.2M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001398344-26-007296 | $697.6M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001398344-25-008790 | $550.9M | View |