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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 $555,516,033
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,289,225 $54,208,853 9.75%
2.
Schwab Strategic Trust
 FNDF 1,858,695 $51,801,827 9.32%
3.
Vaneck Etf Trust
 525,528 $48,729,621 8.77%
4.
Goldman Sachs Etf Tr
 364,141 $41,941,760 7.55%
5.
Goldman Sachs Etf Tr
 961,175 $32,045,575 5.76%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)