Kelman Lazarov, Inc. Purchases in Q1 2025

Kelman Lazarov, Inc.

$517 Million
Q1 2025

Stock	Shares change	Price Range	Shares Held
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	318K New	$64.88 - $72.1 $20.6M - $22.9M	318K $20.9M
MBB Ishares Tr ETFs	48K + 30.14%	$90.37 - $94.08 $4.34M - $4.52M	207K $19.4M
STIP Ishares Barclays 0 5 Year Tips ETFs	10.4K + 4.11%	$100.59 - $103.47 $1.05M - $1.08M	263K $27.3M
FNDE Schwab Fundamental Emerging Mk ETFs	19K + 3.34%	$28.11 - $32.0 $535K - $609K	589K $18.1M
BOND Pimco Active Bond Exchange Tra ETFs	11.4K + 4.85%	$89.27 - $92.9 $1.02M - $1.06M	246K $22.8M
FNDC Schwab Fundamental Intl Small ETFs	11.8K + 2.55%	$33.34 - $37.44 $392K - $441K	473K $17.1M
MOAT Vaneck Morningstar Wide Moat E ETFs	11.6K + 2.2%	N/A	537K $46.1M
BSV Vanguard Bd Index Fd Inc Short ETFs	7.88K + 3.33%	$76.94 - $78.28 $607K - $617K	245K $19.1M
IWD Ishares Russell 1000 Val ETF ETFs	4.05K New	$182.82 - $196.21 $740K - $794K	4.05K $761K
IWF Ishares Russell 1000 Gr ETF ETFs	1.91K + 309.05%	$360.07 - $417.26 $689K - $798K	2.53K $914K
SMMU Pimco ETF Tr Sht Term Mun Bd A ETFs	12.7K + 13.78%	$49.75 - $50.27 $632K - $639K	105K $5.25M
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	13.9K + 16.27%	$49.25 - $50.66 $687K - $707K	99.7K $4.95M
IEFA Ishares Tr ETFs	7.97K New	$69.57 - $78.65 $554K - $626K	7.97K $602K
SCHX Schwab Strategic Tr Us Large C ETFs	26.3K New	$21.75 - $24.28 $572K - $639K	26.3K $581K
IWM Ishares Russell 2000 ETF ETFs	1.82K New	$198.1 - $229.79 $360K - $417K	1.82K $362K
SPAB Spdr Portfolio Aggregate Bond ETFs	11.8K New	$24.73 - $25.62 $292K - $303K	11.8K $302K
EL Estee Lauder Companies Inc Consumer Defensive	4.13K New	$64.26 - $85.48 $265K - $353K	4.13K $272K
IEMG Ishares Inc ETFs	5.05K New	N/A	5.05K $270K
MTUM Ishares Msci Usa Momentum Fact ETFs	1.3K New	$196.12 - $229.48 $255K - $299K	1.3K $263K
BA Boeing CO Industrials	1.53K New	$148.15 - $186.25 $227K - $286K	1.53K $261K
PTRB Pgim ETF Tr Total Return Bd Et ETFs	5.83K + 30.62%	$40.5 - $42.02 $236K - $245K	24.9K $1.04M
AVSE American Centy ETF Tr Avantis ETFs	4.73K New	$48.73 - $53.38 $230K - $252K	4.73K $242K
AZO Autozone Inc Consumer Cyclical	61 New	$3193.96 - $3828.11 $195K - $234K	61 $232K
USMV Ishares Msci Usa Min Vol Facto ETFs	2.3K New	$87.68 - $94.52 $202K - $217K	2.3K $215K
BIV Vanguard Bd Index Fd Inc Inter ETFs	1.72K + 3.98%	$73.78 - $76.59 $127K - $131K	44.9K $3.43M
VO Vanguard Mid Cap ETF ETFs	704 + 27.19%	$251.87 - $277.95 $177K - $196K	3.29K $851K
NVDA Nvidia Corp Technology	1.68K + 111.38%	$106.98 - $149.43 $180K - $252K	3.2K $346K
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	2.94K + 3.37%	$51.26 - $52.53 $151K - $154K	90.1K $4.64M
PM Philip Morris International Inc. Consumer Defensive	112 + 3.98%	$117.15 - $158.79 $13.1K - $17.8K	2.93K $464K
SUSA Ishares Tr Msci Usa Esg Select ETFs	988 + 56.95%	$113.22 - $126.36 $112K - $125K	2.72K $312K
MA Mastercard Inc Financial Services	7 + 0.17%	$504.67 - $576.31 $3.53K - $4.03K	4.07K $2.23M
IVV Ishares Core S&P 500 ETF ETFs	272 + 11.12%	$554.06 - $615.85 $151K - $168K	2.72K $1.53M
JNJ Johnson & Johnson Healthcare	19 + 0.48%	$142.06 - $167.7 $2.7K - $3.19K	3.97K $658K
VIG Vanguard Dividend Appreciation ETFs	463 + 6.49%	N/A	7.6K $1.38M
AMGN Amgen Inc Healthcare	6 + 0.44%	$258.59 - $327.36 $1.55K - $1.96K	1.36K $423K
SCHZ Schwab Us Aggregate Bond ETF ETFs	1.65K + 6.58%	$22.46 - $23.26 $37.1K - $38.4K	26.8K $620K
RWL Invesco Exchange Traded Fd Tr ETFs	1 + 0.0%	$96.9 - $104.39 $96.9 - $104	33.7K $3.34M
MMM 3 M CO Industrials	43 + 2.29%	$129.7 - $155.12 $5.58K - $6.67K	1.92K $282K
MO Altria Group, Inc. Consumer Defensive	10 + 0.23%	$50.81 - $60.02 $508 - $600	4.43K $265K
MDY Spdr S&P Midcap 400 ETF Trust ETFs	242 + 8.47%	$522.96 - $601.18 $127K - $145K	3.1K $1.65M
MKC Mccormick & CO Inc Consumer Defensive	68 + 2.3%	$71.24 - $84.73 $4.84K - $5.76K	3.03K $248K
AIVL Wisdomtree U.S. Ai Enhanced Va ETFs	15 + 0.23%	$104.87 - $112.53 $1.57K - $1.69K	6.48K $711K
AMZN Amazon Com Inc Consumer Cyclical	514 + 19.43%	$190.26 - $242.06 $97.8K - $124K	3.16K $601K
JPM Jpmorgan Chase & CO Financial Services	57 + 5.6%	$225.19 - $279.95 $12.8K - $16K	1.08K $263K
TSCO Tractor Supply CO Consumer Cyclical	20 + 0.27%	$51.66 - $57.94 $1.03K - $1.16K	7.54K $415K
NUBD Nuveen Esg U.S. Aggregate Bond ETFs	103 + 0.34%	$21.49 - $22.24 $2.21K - $2.29K	30.1K $667K
QCOM Qualcomm Inc Technology	59 + 3.54%	$151.94 - $175.86 $8.96K - $10.4K	1.73K $265K
DLN Wisdomtree Tr U.S Largecap Div ETFs	5 + 0.12%	$76.77 - $82.22 $384 - $411	4.03K $320K
ISTB Ihares Core 1 5 Years Usd Bond ETFs	45 + 0.67%	$47.59 - $48.35 $2.14K - $2.18K	6.78K $327K
IVE Ishares S&P 500 Value ETF ETFs	13 + 0.38%	$185.78 - $198.58 $2.42K - $2.58K	3.42K $651K

Activity Summary All Purchases 76 New Holdings 14 Increased Positions 62 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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Account

Kelman Lazarov, Inc. Purchases in Q1 2025

Kelman Lazarov, Inc.

318K

48K

10.4K

19K

11.4K

11.8K

11.6K

7.88K

4.05K

1.91K

12.7K

13.9K

7.97K

26.3K

1.82K

11.8K

4.13K

5.05K

1.3K

1.53K

5.83K

4.73K

61

2.3K

1.72K

704

1.68K

2.94K

112

988

7

272

19

463

6

1.65K

1

43

10

242

68

15

514

57

20

103

59

5

45

13

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