Kelman Lazarov, Inc. Incresed Positions in Q3 2024

Kelman Lazarov, Inc.

  • $525 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
9.32K
+ 1.16%
$65.36 - $71.76 $609K - $669K
810K $58.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.05K
+ 2.03%
$105.53 - $118.34 $428K - $480K
204K $23.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.07K
+ 0.57%
$101.72 - $112.94 $211K - $234K
367K $41.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.25K
+ 1.5%
$92.63 - $105.69 $672K - $766K
491K $51.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
322
+ 0.97%
$405.19 - $478.57 $130K - $154K
33.5K $15.4M
FNDE
Schwab Fundamental Emerging Mk

ETFs
8.36K
+ 1.45%
$28.02 - $32.68 $234K - $273K
583K $18.8M
MBB
Ishares Tr

ETFs
13.6K
+ 10.64%
$90.85 - $96.66 $1.24M - $1.32M
142K $13.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.93K
+ 2.18%
$90.01 - $95.32 $444K - $470K
231K $21.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5K
+ 2.05%
$57.32 - $62.65 $287K - $313K
249K $15.5M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.76K
+ 3.25%
$98.99 - $101.51 $768K - $787K
246K $24.9M
MCHI
Ishares Msci China ETF

ETFs
9.39K
+ 41.56%
$40.43 - $50.98 $380K - $479K
32K $1.63M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.27K
+ 16.13%
$74.26 - $78.84 $466K - $494K
45.1K $3.54M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
14.7K
+ 1.56%
N/A
960K $30.2M
TSLA
Tesla, Inc.

Consumer Cyclical
62
+ 0.92%
$191.76 - $263.26 $11.9K - $16.3K
6.83K $1.79M
AVEM
American Centy ETF Tr Avantis

ETFs
937
+ 0.86%
$57.2 - $65.59 $53.6K - $61.5K
110K $7.11M
AVDE
American Centy ETF Tr Avantis

ETFs
1.37K
+ 1.91%
$60.09 - $67.67 $82.4K - $92.8K
73.3K $4.91M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
6.74K
+ 58.84%
$40.83 - $43.12 $275K - $291K
18.2K $779K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
206
+ 3.79%
$475.2 - $527.7 $97.9K - $109K
5.64K $2.97M
IVV
Ishares Core S&P 500 ETF

ETFs
289
+ 10.2%
$520.18 - $576.82 $150K - $167K
3.12K $1.8M
EMB
Ishares Tr

ETFs
820
+ 4.15%
$87.75 - $93.74 $72K - $76.9K
20.6K $1.93M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.58K
+ 1.22%
$85.84 - $85.84 $565K - $565K
548K $47M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.03%
$66.91 - $81.4 $201 - $244
11.3K $911K
SPMD
Spdr Portfolio

ETFs
254
+ 0.68%
$50.29 - $54.92 $12.8K - $13.9K
37.6K $2.05M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.76K
+ 2.29%
$49.69 - $50.5 $87.6K - $89K
78.8K $3.98M
VTV
Vanguard Value ETF

ETFs
48
+ 0.55%
$159.75 - $174.57 $7.67K - $8.38K
8.82K $1.54M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
668
+ 0.79%
$51.78 - $52.98 $34.6K - $35.4K
85.3K $4.52M
AVSU
American Centy ETF Tr Avantis

ETFs
1.14K
+ 12.85%
$59.01 - $65.3 $67.1K - $74.2K
9.99K $652K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
588
+ 3.41%
$76.94 - $79.54 $45.2K - $46.8K
17.9K $1.42M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.07K
+ 9.2%
$45.2 - $47.87 $48.3K - $51.2K
12.7K $602K
MOTE
Vaneck ETF Tr Morningstar Esg

ETFs
637
+ 3.46%
$26.05 - $28.95 $16.6K - $18.4K
19.1K $551K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$333.64 - $405.2 $334 - $405
1.06K $430K
SCHV
Schwab Strategic Tr Us Large C

ETFs
312
+ 6.6%
$73.43 - $80.37 $22.9K - $25.1K
5.04K $405K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
94
+ 0.32%
$21.61 - $22.87 $2.03K - $2.15K
29.9K $678K
NVDA
Nvidia Corp

Technology
30
+ 1.73%
$98.91 - $134.91 $2.97K - $4.05K
1.76K $213K
Pimco ETF Tr
23.7K
+ 3.03%
N/A
808K $0
2023 ETF Series Trust Ii
8.99K
+ 2.68%
N/A
345K $0
MSFT
Microsoft Corp

Technology
30
+ 1.07%
$395.15 - $467.56 $11.9K - $14K
2.84K $1.22M
GOOGL
Alphabet Inc.

Communication Services
37
+ 0.25%
$148.65 - $191.18 $5.5K - $7.07K
14.7K $2.44M
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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