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Kelman-Lazarov, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Kelman-Lazarov, Inc.

报告期 2026-03-31 · CIK 0001672067

持仓数

140

前50大市值合计

$648.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

FNDX SCHWAB STRATEGIC TR

FUNDAMENTAL US L

$66.0M

2,371,188

10.2%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$54.5M

1,870,926

8.4%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$54.3M

561,025

8.4%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$32.2M

421,242

5.0%

STIP ISHARES TR

0-5 YR TIPS ETF

$32.2M

311,471

5.0%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$30.1M

354,431

4.6%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$26.5M

1,032,101

4.1%

IJR ISHARES TR

CORE S&P SCP ETF

$26.4M

212,193

4.1%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$25.8M

206,054

4.0%

BOND PIMCO ETF TR

ACTIVE BD ETF

$24.2M

262,289

3.7%

MBB ISHARES TR

MBS ETF

$23.7M

249,955

3.7%

FNDC SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$23.0M

496,936

3.6%

FNDE SCHWAB STRATEGIC TR

FUNDAMENTAL EMER

$22.8M

594,759

3.5%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$20.9M

267,060

3.2%

GSIE GOLDMAN SACHS ETF TR

ACTIVEBETA INT

$19.6M

453,455

3.0%

IJH ISHARES TR

CORE S&P MCP ETF

$19.0M

281,560

2.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$15.4M

32,124

2.4%

QLTY GMO ETF TRUST

GMO US QUALITY E

$13.8M

380,573

2.1%

PYLD PIMCO ETF TR

MULTISECTOR BD

$13.1M

498,134

2.0%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$9.3M

375,677

1.4%

SMMU PIMCO ETF TR

SHTRM MUN BD ACT

$8.1M

161,103

1.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$7.4M

16,959

1.1%

STPZ PIMCO ETF TR

1-5 US TIP IDX

$7.1M

130,364

1.1%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$5.4M

67,140

0.8%

MUNI PIMCO ETF TR

INTER MUN BD ACT

$4.7M

89,347

0.7%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$4.2M

83,338

0.6%

GOOGL ALPHABET INC

CAP STK CL A

$3.9M

13,518

0.6%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.9M

5,924

0.6%

RWL INVESCO EXCH TRADED FD TR II

S&P 500 REVENUE

$3.7M

32,518

0.6%

AVDS AMERICAN CENTY ETF TR

AVANTIS INTL SML

$3.5M

49,358

0.5%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$3.5M

11,826

0.5%

VCRM VANGUARD MUN BD FDS

CORE TAX EXEMPT

$3.4M

45,400

0.5%

AAPL APPLE INC

COM

$3.3M

13,053

0.5%

PTRB PGIM ETF TR

TOTAL RETURN BON

$3.3M

78,482

0.5%

VTV VANGUARD INDEX FDS

VALUE ETF

$3.1M

15,777

0.5%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$3.0M

38,355

0.5%

FNDA SCHWAB STRATEGIC TR

FUNDAMENTAL US S

$2.2M

68,219

0.3%

MA MASTERCARD INCORPORATED

CL A

$2.0M

4,038

0.3%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$1.9M

3,039

0.3%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$1.9M

64,394

0.3%

IVV ISHARES TR

CORE S&P500 ETF

$1.8M

2,703

0.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.7M

2,832

0.3%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$1.7M

28,125

0.3%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$1.6M

7,622

0.3%

WMT WALMART INC

COM

$1.6M

12,877

0.2%

MSFT MICROSOFT CORP

COM

$1.6M

4,239

0.2%

AVSU AMERICAN CENTY ETF TR

AVANTIS RESPON U

$1.6M

21,059

0.2%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$1.6M

50,238

0.2%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$1.4M

2

0.2%

IYY ISHARES TR

DOW JONES US ETF

$1.4M

8,850

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

42%前 6 大占比

FNDX10.2%SCHG8.4%MOAT8.4%SPYM5.0%STIP5.0%AVDE4.6%