Chief Compliance Officer

0001398344-23-002139.txt : 20230206 0001398344-23-002139.hdr.sgml : 20230206 20230206114646 ACCESSION NUMBER: 0001398344-23-002139 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230206 DATE AS OF CHANGE: 20230206 EFFECTIVENESS DATE: 20230206 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: 23589319 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 X0202 13F-HR LIVE false false false 0001672067 XXXXXXXX 12-31-2022 12-31-2022 false Kelman-Lazarov, Inc.

5100 POPLAR AVENUE STE. 2805 MEMPHIS TN 38137

13F HOLDINGS REPORT 028-17412 000107727 801-45185 N Michael Munekata Chief Compliance Officer 901-685-8284 /s/ Michael Munekata Memphis TN 02-06-2023 0 91 355396123 INFORMATION TABLE 2 fp0081692-1_13fhr-table.xml ALPHABET INC CAP STK CL C 02079K107 417031 4700 SH SOLE 0 0 4700 ALPHABET INC CAP STK CL A 02079K305 1448031 16412 SH SOLE 0 0 16412 AMAZON COM INC COM 023135106 232764 2771 SH SOLE 0 0 2771 AMERICAN CENTY ETF TR AVANTIS RESPON U 025072281 204458 4470 SH SOLE 0 0 4470 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 237280 5041 SH SOLE 0 0 5041 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 4532226 89836 SH SOLE 0 0 89836 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 3111455 58497 SH SOLE 0 0 58497 AMERICAN EXPRESS CO COM 025816109 229013 1550 SH SOLE 0 0 1550 AMERICAN TOWER CORP NEW COM 03027X100 383678 1811 SH SOLE 0 0 1811 APPLE INC COM 037833100 2212074 17025 SH SOLE 0 0 17025 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1406133 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10409621 33699 SH SOLE 0 0 33699 CANADIAN NATL RY CO COM 136375102 538883 4533 SH SOLE 0 0 4533 COCA COLA CO COM 191216100 231350 3637 SH SOLE 0 0 3637 DISNEY WALT CO COM 254687106 310596 3575 SH SOLE 0 0 3575 EXXON MOBIL CORP COM 30231G102 331010 3001 SH SOLE 0 0 3001 FEDEX CORP COM 31428X106 1497314 8645 SH SOLE 0 0 8645 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 26303769 913960 SH SOLE 0 0 913960 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 2155184 76128 SH SOLE 0 0 76128 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 28930694 380017 SH SOLE 0 0 380017 HOME DEPOT INC COM 437076102 338134 1071 SH SOLE 0 0 1071 INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 2705021 36584 SH SOLE 0 0 36584 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 275980 1000 SH SOLE 0 0 1000 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 253086 2958 SH SOLE 0 0 2958 ISHARES TR MORNINGSTAR GRWT 464287119 388905 7989 SH SOLE 0 0 7989 ISHARES TR CORE S&P500 ETF 464287200 1356646 3531 SH SOLE 0 0 3531 ISHARES TR S&P 500 VAL ETF 464287408 493963 3405 SH SOLE 0 0 3405 ISHARES TR CORE S&P MCP ETF 464287507 8260302 34149 SH SOLE 0 0 34149 ISHARES TR ISHARES BIOTECH 464287556 751110 5721 SH SOLE 0 0 5721 ISHARES TR RUS 1000 ETF 464287622 385883 1833 SH SOLE 0 0 1833 ISHARES TR CORE S&P SCP ETF 464287804 11535670 121890 SH SOLE 0 0 121890 ISHARES TR DOW JONES US ETF 464287846 827033 8850 SH SOLE 0 0 8850 ISHARES TR JPMORGAN USD EMG 464288281 1280862 15142 SH SOLE 0 0 15142 ISHARES TR MSCI CHINA ETF 46429B671 2504390 52724 SH SOLE 0 0 52724 ISHARES TR 0-5 YR TIPS ETF 46429B747 21046138 217060 SH SOLE 0 0 217060 ISHARES TR 0-5YR INVT GR CP 46434V100 16086225 336110 SH SOLE 0 0 336110 ISHARES TR ESG AWRE 1 5 YR 46435G243 234539 9867 SH SOLE 0 0 9867 ISHARES TR ESG AW MSCI EAFE 46435G516 482860 7345 SH SOLE 0 0 7345 JOHNSON & JOHNSON COM 478160104 698297 3953 SH SOLE 0 0 3953 LOWES COS INC COM 548661107 301251 1512 SH SOLE 0 0 1512 MASTERCARD INCORPORATED CL A 57636Q104 1528621 4396 SH SOLE 0 0 4396 MATTHEWS ASIA FDS CHINA ACTIVE ETF 577125834 1314356 54390 SH SOLE 0 0 54390 MCCORMICK & CO INC COM NON VTG 579780206 683096 8241 SH SOLE 0 0 8241 MERCK & CO INC COM 58933Y105 210361 1896 SH SOLE 0 0 1896 MICROSOFT CORP COM 594918104 706558 2946 SH SOLE 0 0 2946 NETFLIX INC COM 64110L106 373023 1265 SH SOLE 0 0 1265 NORFOLK SOUTHN CORP COM 655844108 1108151 4497 SH SOLE 0 0 4497 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 303802 6214 SH SOLE 0 0 6214 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 468814 13692 SH SOLE 0 0 13692 NUSHARES ETF TR NUVEEN ESG US 67092P870 385999 17731 SH SOLE 0 0 17731 PEPSICO INC COM 713448108 370714 2052 SH SOLE 0 0 2052 PFIZER INC COM 717081103 446662 8717 SH SOLE 0 0 8717 PIMCO ETF TR 1-5 US TIP IDX 72201R205 3942373 79053 SH SOLE 0 0 79053 PIMCO ETF TR INTER MUN BD ACT 72201R866 1078620 20993 SH SOLE 0 0 20993 PROCTER AND GAMBLE CO COM 742718109 841158 5550 SH SOLE 0 0 5550 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 30063897 541107 SH SOLE 0 0 541107 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 549457 8323 SH SOLE 0 0 8323 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 540298 8235 SH SOLE 0 0 8235 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 298100 12594 SH SOLE 0 0 12594 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 12274451 495337 SH SOLE 0 0 495337 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 2237622 71581 SH SOLE 0 0 71581 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 541836 18639 SH SOLE 0 0 18639 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1410103 30182 SH SOLE 0 0 30182 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 40147157 751257 SH SOLE 0 0 751257 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7143152 221768 SH SOLE 0 0 221768 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 352281 7717 SH SOLE 0 0 7717 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1134805 3425 SH SOLE 0 0 3425 SPDR S&P 500 ETF TR TR UNIT 78462F103 2559604 6693 SH SOLE 0 0 6693 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1690572 3818 SH SOLE 0 0 3818 SPDR SER TR PRTFLO S&P500 GW 78464A409 214739 4238 SH SOLE 0 0 4238 SPDR SER TR PORTFOLI S&P1500 78464A805 327436 6924 SH SOLE 0 0 6924 SPDR SER TR PORTFOLIO S&P400 78464A847 970275 22830 SH SOLE 0 0 22830 SPDR SER TR BLOOMBERG 3-12 M 78468R523 12563561 126534 SH SOLE 0 0 126534 TESLA INC COM 88160R101 916459 7440 SH SOLE 0 0 7440 TRACTOR SUPPLY CO COM 892356106 338355 1504 SH SOLE 0 0 1504 UNITEDHEALTH GROUP INC COM 91324P102 320759 605 SH SOLE 0 0 605 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 34331938 528916 SH SOLE 0 0 528916 VANECK ETF TRUST MORNINGSTAR ESG 92189Y105 423461 19392 SH SOLE 0 0 19392 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6135562 82556 SH SOLE 0 0 82556 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12303989 163443 SH SOLE 0 0 163443 VANGUARD INDEX FDS MID CAP ETF 922908629 468559 2299 SH SOLE 0 0 2299 VANGUARD INDEX FDS GROWTH ETF 922908736 2158591 10129 SH SOLE 0 0 10129 VANGUARD INDEX FDS VALUE ETF 922908744 1423773 10143 SH SOLE 0 0 10143 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 5663735 114442 SH SOLE 0 0 114442 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2545106 33849 SH SOLE 0 0 33849 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1089220 7173 SH SOLE 0 0 7173 WALMART INC COM 931142103 477123 3365 SH SOLE 0 0 3365 WISDOMTREE TR US LARGECAP DIVD 97717W307 386878 6245 SH SOLE 0 0 6245 WISDOMTREE TR US AI ENHANCED 97717W406 755554 8230 SH SOLE 0 0 8230 YUM BRANDS INC COM 988498101 1294120 10104 SH SOLE 0 0 10104 YUM CHINA HLDGS INC COM 98850P109 252428 4619 SH SOLE 0 0 4619