0001398344-22-020640.txt : 20221024 0001398344-22-020640.hdr.sgml : 20221024 20221024165847 ACCESSION NUMBER: 0001398344-22-020640 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221024 DATE AS OF CHANGE: 20221024 EFFECTIVENESS DATE: 20221024 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: 221326472 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 09-30-2022 09-30-2022 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 10-24-2022 0 83 293876 INFORMATION TABLE 2 fp0080402-1_13fhr-table.xml 13F INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 452 4700 SH SOLE 0 0 4700 ALPHABET INC CAP STK CL A 02079K305 1609 16825 SH SOLE 0 0 16825 AMAZON COM INC COM 023135106 305 2700 SH SOLE 0 0 2700 AMERICAN EXPRESS CO COM 025816109 209 1550 SH SOLE 0 0 1550 AMERICAN TOWER CORP NEW COM 03027X100 404 1883 SH SOLE 0 0 1883 APPLE INC COM 037833100 2392 17305 SH SOLE 0 0 17305 ATMOS ENERGY CORP COM 049560105 268 2628 SH SOLE 0 0 2628 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1219 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8786 32904 SH SOLE 0 0 32904 BK OF AMERICA CORP COM 060505104 293 9692 SH SOLE 0 0 9692 CANADIAN NATL RY CO COM 136375102 506 4690 SH SOLE 0 0 4690 COCA COLA CO COM 191216100 202 3600 SH SOLE 0 0 3600 DISNEY WALT CO COM 254687106 337 3575 SH SOLE 0 0 3575 EXXON MOBIL CORP COM 30231G102 260 2974 SH SOLE 0 0 2974 FEDEX CORP COM 31428X106 1284 8645 SH SOLE 0 0 8645 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 23103 933455 SH SOLE 0 0 933455 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 3366 130297 SH SOLE 0 0 130297 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 26974 379802 SH SOLE 0 0 379802 HOME DEPOT INC COM 437076102 297 1076 SH SOLE 0 0 1076 INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 2482 36978 SH SOLE 0 0 36978 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 269 1000 SH SOLE 0 0 1000 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 272 3668 SH SOLE 0 0 3668 ISHARES INC ESG AWR MSCI EM 46434G863 207 7467 SH SOLE 0 0 7467 ISHARES TR MORNINGSTAR GRWT 464287119 408 8460 SH SOLE 0 0 8460 ISHARES TR CORE S&P500 ETF 464287200 683 1903 SH SOLE 0 0 1903 ISHARES TR S&P 500 VAL ETF 464287408 438 3405 SH SOLE 0 0 3405 ISHARES TR CORE S&P MCP ETF 464287507 3897 17774 SH SOLE 0 0 17774 ISHARES TR ISHARES BIOTECH 464287556 669 5721 SH SOLE 0 0 5721 ISHARES TR RUS 1000 ETF 464287622 362 1833 SH SOLE 0 0 1833 ISHARES TR CORE S&P SCP ETF 464287804 10500 120429 SH SOLE 0 0 120429 ISHARES TR DOW JONES US ETF 464287846 776 8850 SH SOLE 0 0 8850 ISHARES TR JPMORGAN USD EMG 464288281 658 8291 SH SOLE 0 0 8291 ISHARES TR MSCI USA ESG SLC 464288802 248 3267 SH SOLE 0 0 3267 ISHARES TR 0-5 YR TIPS ETF 46429B747 24321 253054 SH SOLE 0 0 253054 ISHARES TR ESG AWRE 1 5 YR 46435G243 246 10468 SH SOLE 0 0 10468 ISHARES TR ESG AW MSCI EAFE 46435G516 546 9728 SH SOLE 0 0 9728 JOHNSON & JOHNSON COM 478160104 710 4348 SH SOLE 0 0 4348 LOWES COS INC COM 548661107 355 1892 SH SOLE 0 0 1892 MASTERCARD INCORPORATED CL A 57636Q104 1262 4438 SH SOLE 0 0 4438 MATTHEWS ASIA FDS CHINA ACTIVE ETF 577125834 1252 60886 SH SOLE 0 0 60886 MCCORMICK & CO INC COM NON VTG 579780206 586 8218 SH SOLE 0 0 8218 MICROSOFT CORP COM 594918104 672 2885 SH SOLE 0 0 2885 NETFLIX INC COM 64110L106 320 1360 SH SOLE 0 0 1360 NORFOLK SOUTHN CORP COM 655844108 943 4497 SH SOLE 0 0 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SCHWAB FDT US LG 808524771 35599 745381 SH SOLE 0 0 745381 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6954 247206 SH SOLE 0 0 247206 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 627 13844 SH SOLE 0 0 13844 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 984 3425 SH SOLE 0 0 3425 SPDR S&P 500 ETF TR TR UNIT 78462F103 2435 6817 SH SOLE 0 0 6817 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1534 3819 SH SOLE 0 0 3819 SPDR SER TR PORTFOLI S&P1500 78464A805 305 6924 SH SOLE 0 0 6924 TESLA INC COM 88160R101 2133 8040 SH SOLE 0 0 8040 TRACTOR SUPPLY CO COM 892356106 280 1504 SH SOLE 0 0 1504 UNITEDHEALTH GROUP INC COM 91324P102 298 590 SH SOLE 0 0 590 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 30982 516446 SH SOLE 0 0 516446 VANECK ETF TRUST MORNINGSTAR ESG 92189Y105 397 19904 SH SOLE 0 0 19904 VANGUARD BD INDEX FDS INTERMED TERM 921937819 11532 156940 SH SOLE 0 0 156940 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 10898 145652 SH SOLE 0 0 145652 VANGUARD INDEX FDS MID CAP ETF 922908629 333 1773 SH SOLE 0 0 1773 VANGUARD INDEX FDS GROWTH ETF 922908736 1633 7633 SH SOLE 0 0 7633 VANGUARD INDEX FDS VALUE ETF 922908744 1256 10172 SH SOLE 0 0 10172 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6136 127465 SH SOLE 0 0 127465 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 868 11681 SH SOLE 0 0 11681 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1041 7703 SH SOLE 0 0 7703 WALMART INC COM 931142103 465 3588 SH SOLE 0 0 3588 WISDOMTREE TR US LARGECAP DIVD 97717W307 345 6245 SH SOLE 0 0 6245 WISDOMTREE TR US AI ENHANCED 97717W406 672 8230 SH SOLE 0 0 8230 YUM BRANDS INC COM 988498101 1103 10369 SH SOLE 0 0 10369 YUM CHINA HLDGS INC COM 98850P109 233 4919 SH SOLE 0 0 4919