0001398344-22-014998.txt : 20220808 0001398344-22-014998.hdr.sgml : 20220808 20220808164521 ACCESSION NUMBER: 0001398344-22-014998 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220808 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kelman-Lazarov, Inc. CENTRAL INDEX KEY: 0001672067 IRS NUMBER: 621079189 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17412 FILM NUMBER: 221145073 BUSINESS ADDRESS: STREET 1: 5100 POPLAR AVENUE STE. 2805 CITY: MEMPHIS STATE: TN ZIP: 38137 BUSINESS PHONE: 901-685-8284 MAIL ADDRESS: STREET 1: 5100 POPLAR AVENUE STE. 2805 CITY: MEMPHIS STATE: TN ZIP: 38137 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001672067 XXXXXXXX 06-30-2022 06-30-2022 false Kelman-Lazarov, Inc.

5100 POPLAR AVENUE STE. 2805 MEMPHIS TN 38137

13F HOLDINGS REPORT 028-17412 N Michael Munekata 901-685-8284 /s/ Michael Munekata Memphis TN 08-08-2022 0 82 295956 INFORMATION TABLE 2 fp0077825_13fhr-table.xml 13F INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 459 210 SH SOLE 0 0 210 ALPHABET INC CAP STK CL A 02079K305 1892 868 SH SOLE 0 0 868 AMAZON COM INC COM 023135106 204 1920 SH SOLE 0 0 1920 AMERICAN EXPRESS CO COM 025816109 257 1857 SH SOLE 0 0 1857 AMERICAN TOWER CORP NEW COM 03027X100 430 1683 SH SOLE 0 0 1683 APPLE INC COM 037833100 2096 15333 SH SOLE 0 0 15333 ATMOS ENERGY CORP COM 049560105 302 2694 SH SOLE 0 0 2694 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1227 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9057 33172 SH SOLE 0 0 33172 BK OF AMERICA CORP COM 060505104 219 7042 SH SOLE 0 0 7042 CANADIAN NATL RY CO COM 136375102 527 4690 SH SOLE 0 0 4690 COCA COLA CO COM 191216100 226 3600 SH SOLE 0 0 3600 DISNEY WALT CO COM 254687106 337 3575 SH SOLE 0 0 3575 EXXON MOBIL CORP COM 30231G102 296 3452 SH SOLE 0 0 3452 FEDEX CORP COM 31428X106 2031 8958 SH SOLE 0 0 8958 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 24931 897767 SH SOLE 0 0 897767 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 4323 145304 SH SOLE 0 0 145304 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 28223 376613 SH SOLE 0 0 376613 HOME DEPOT INC COM 437076102 313 1143 SH SOLE 0 0 1143 INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 2514 35978 SH SOLE 0 0 35978 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 287 1000 SH SOLE 0 0 1000 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 284 3668 SH SOLE 0 0 3668 ISHARES INC ESG AWR MSCI EM 46434G863 269 8319 SH SOLE 0 0 8319 ISHARES TR MORNINGSTAR GRWT 464287119 424 8460 SH SOLE 0 0 8460 ISHARES TR CORE S&P500 ETF 464287200 927 2446 SH SOLE 0 0 2446 ISHARES TR S&P 500 VAL ETF 464287408 468 3405 SH SOLE 0 0 3405 ISHARES TR CORE S&P MCP ETF 464287507 3787 16738 SH SOLE 0 0 16738 ISHARES TR ISHARES BIOTECH 464287556 683 5804 SH SOLE 0 0 5804 ISHARES TR RUS 1000 ETF 464287622 381 1833 SH SOLE 0 0 1833 ISHARES TR CORE S&P SCP ETF 464287804 10985 118876 SH SOLE 0 0 118876 ISHARES TR DOW JONES US ETF 464287846 817 8850 SH SOLE 0 0 8850 ISHARES TR JPMORGAN USD EMG 464288281 705 8263 SH SOLE 0 0 8263 ISHARES TR MSCI USA ESG SLC 464288802 295 3659 SH SOLE 0 0 3659 ISHARES TR ESG AWRE 1 5 YR 46435G243 252 10468 SH SOLE 0 0 10468 ISHARES TR ESG AW MSCI EAFE 46435G516 660 10513 SH SOLE 0 0 10513 JOHNSON & JOHNSON COM 478160104 736 4148 SH SOLE 0 0 4148 LOWES COS INC COM 548661107 330 1892 SH SOLE 0 0 1892 MASTERCARD INCORPORATED CL A 57636Q104 1490 4723 SH SOLE 0 0 4723 MCCORMICK & CO INC COM NON VTG 579780206 688 8261 SH SOLE 0 0 8261 MICROSOFT CORP COM 594918104 628 2445 SH SOLE 0 0 2445 NETFLIX INC COM 64110L106 221 1265 SH SOLE 0 0 1265 NORFOLK SOUTHN CORP COM 655844108 1054 4637 SH SOLE 0 0 4637 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 378 7846 SH SOLE 0 0 7846 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 594 17784 SH SOLE 0 0 17784 NUSHARES ETF TR NUVEEN ESG US 67092P870 620 27131 SH SOLE 0 0 27131 PEPSICO INC COM 713448108 386 2318 SH SOLE 0 0 2318 PFIZER INC COM 717081103 485 9241 SH SOLE 0 0 9241 PROCTER AND GAMBLE CO COM 742718109 747 5192 SH SOLE 0 0 5192 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 29898 515564 SH SOLE 0 0 515564 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 663 10619 SH SOLE 0 0 10619 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 492 7844 SH SOLE 0 0 7844 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 563 22164 SH SOLE 0 0 22164 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 13114 505740 SH SOLE 0 0 505740 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 2139 70342 SH SOLE 0 0 70342 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 504 17804 SH SOLE 0 0 17804 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1434 31683 SH SOLE 0 0 31683 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 37646 739599 SH SOLE 0 0 739599 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7843 249374 SH SOLE 0 0 249374 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 521 10879 SH SOLE 0 0 10879 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 207 1625 SH SOLE 0 0 1625 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1054 3425 SH SOLE 0 0 3425 SPDR S&P 500 ETF TR TR UNIT 78462F103 2572 6817 SH SOLE 0 0 6817 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1580 3821 SH SOLE 0 0 3821 SPDR SER TR PORTFOLI S&P1500 78464A805 322 6924 SH SOLE 0 0 6924 TESLA INC COM 88160R101 1482 2200 SH SOLE 0 0 2200 TRACTOR SUPPLY CO COM 892356106 316 1628 SH SOLE 0 0 1628 UNITEDHEALTH GROUP INC COM 91324P102 303 590 SH SOLE 0 0 590 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 32675 512711 SH SOLE 0 0 512711 VANECK ETF TRUST MORNINGSTAR ESG 92189Y105 461 21523 SH SOLE 0 0 21523 VANGUARD BD INDEX FDS INTERMED TERM 921937819 20340 261943 SH SOLE 0 0 261943 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11809 153782 SH SOLE 0 0 153782 VANGUARD INDEX FDS MID CAP ETF 922908629 349 1773 SH SOLE 0 0 1773 VANGUARD INDEX FDS GROWTH ETF 922908736 1512 6784 SH SOLE 0 0 6784 VANGUARD INDEX FDS VALUE ETF 922908744 1348 10218 SH SOLE 0 0 10218 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 10875 217853 SH SOLE 0 0 217853 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 253 3316 SH SOLE 0 0 3316 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1112 7749 SH SOLE 0 0 7749 WALMART INC COM 931142103 606 4986 SH SOLE 0 0 4986 WISDOMTREE TR US LARGECAP DIVD 97717W307 369 6245 SH SOLE 0 0 6245 WISDOMTREE TR US AI ENHANCED 97717W406 733 8265 SH SOLE 0 0 8265 YUM BRANDS INC COM 988498101 1177 10369 SH SOLE 0 0 10369 YUM CHINA HLDGS INC COM 98850P109 239 4919 SH SOLE 0 0 4919