Chief Compliance Officer

0001398344-24-001762.txt : 20240201 0001398344-24-001762.hdr.sgml : 20240201 20240201153551 ACCESSION NUMBER: 0001398344-24-001762 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240201 DATE AS OF CHANGE: 20240201 EFFECTIVENESS DATE: 20240201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kelman-Lazarov, Inc. CENTRAL INDEX KEY: 0001672067 ORGANIZATION NAME: 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: 24586637 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 12-31-2023 12-31-2023 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 02-01-2024 0 102 461929850 INFORMATION TABLE 2 fp0086537-1_13fhr-table.xml ALPHABET INC CAP STK CL C 02079K107 587537 4169 SH SOLE 0 0 4169 ALPHABET INC CAP STK CL A 02079K305 2232107 15979 SH SOLE 0 0 15979 AMAZON COM INC COM 023135106 427255 2812 SH SOLE 0 0 2812 AMERICAN CENTY ETF TR AVANTIS RESPON U 025072281 225097 4006 SH SOLE 0 0 4006 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 265164 4921 SH SOLE 0 0 4921 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 6281672 111397 SH SOLE 0 0 111397 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 4291557 71017 SH SOLE 0 0 71017 AMERICAN EXPRESS CO COM 025816109 295810 1579 SH SOLE 0 0 1579 AMERICAN TOWER CORP NEW COM 03027X100 353396 1637 SH SOLE 0 0 1637 AMGEN INC COM 031162100 208526 724 SH SOLE 0 0 724 APPLE INC COM 037833100 3053911 15862 SH SOLE 0 0 15862 ATMOS ENERGY CORP COM 049560105 204100 1761 SH SOLE 0 0 1761 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1085250 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11960950 33536 SH SOLE 0 0 33536 CANADIAN NATL RY CO COM 136375102 546616 4351 SH SOLE 0 0 4351 DISNEY WALT CO COM 254687106 323509 3583 SH SOLE 0 0 3583 EXXON MOBIL CORP COM 30231G102 534193 5343 SH SOLE 0 0 5343 FEDEX CORP COM 31428X106 1619743 6403 SH SOLE 0 0 6403 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 30037827 919713 SH SOLE 0 0 919713 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 1751540 57072 SH SOLE 0 0 57072 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 35996492 383717 SH SOLE 0 0 383717 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1698572 17030 SH SOLE 0 0 17030 HOME DEPOT INC COM 437076102 465985 1345 SH SOLE 0 0 1345 INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 2948838 34554 SH SOLE 0 0 34554 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 207460 5500 SH SOLE 0 0 5500 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 271117 2738 SH SOLE 0 0 2738 ISHARES TR MORNINGSTAR GRWT 464287119 207597 3061 SH SOLE 0 0 3061 ISHARES TR CORE S&P500 ETF 464287200 1361246 2850 SH SOLE 0 0 2850 ISHARES TR S&P 500 VAL ETF 464287408 592095 3405 SH SOLE 0 0 3405 ISHARES TR CORE S&P MCP ETF 464287507 12999998 46906 SH SOLE 0 0 46906 ISHARES TR ISHARES BIOTECH 464287556 619748 4562 SH SOLE 0 0 4562 ISHARES TR RUS 1000 GRW ETF 464287614 237988 785 SH SOLE 0 0 785 ISHARES TR RUS 1000 ETF 464287622 430369 1641 SH SOLE 0 0 1641 ISHARES TR CORE S&P SCP ETF 464287804 13596308 125601 SH SOLE 0 0 125601 ISHARES TR DOW JONES US ETF 464287846 1031291 8850 SH SOLE 0 0 8850 ISHARES TR JPMORGAN USD EMG 464288281 1495195 16789 SH SOLE 0 0 16789 ISHARES TR MBS ETF 464288588 6307217 67041 SH SOLE 0 0 67041 ISHARES TR MSCI USA ESG SLC 464288802 238912 2377 SH SOLE 0 0 2377 ISHARES TR GNMA BOND ETF 46429B333 13033211 294536 SH SOLE 0 0 294536 ISHARES TR MSCI CHINA ETF 46429B671 1062621 26083 SH SOLE 0 0 26083 ISHARES TR 0-5 YR TIPS ETF 46429B747 21692094 220023 SH SOLE 0 0 220023 ISHARES TR CORE 1 5 YR USD 46432F859 320364 6736 SH SOLE 0 0 6736 ISHARES TR ESG AWRE 1 5 YR 46435G243 236477 9660 SH SOLE 0 0 9660 ISHARES TR ESG AW MSCI EAFE 46435G516 518960 6870 SH SOLE 0 0 6870 JOHNSON & JOHNSON COM 478160104 665244 4244 SH SOLE 0 0 4244 LOWES COS INC COM 548661107 246140 1106 SH SOLE 0 0 1106 MASTERCARD INCORPORATED CL A 57636Q104 1832713 4297 SH SOLE 0 0 4297 MATTHEWS ASIA FDS CHINA ACTIVE ETF 577125834 5138430 269917 SH SOLE 0 0 269917 MCCORMICK & CO INC COM NON VTG 579780206 373642 5461 SH SOLE 0 0 5461 MERCK & CO INC COM 58933Y105 271678 2492 SH SOLE 0 0 2492 MICROSOFT CORP COM 594918104 1213105 3226 SH SOLE 0 0 3226 NETFLIX INC COM 64110L106 614443 1262 SH SOLE 0 0 1262 NORFOLK SOUTHN CORP COM 655844108 1045272 4422 SH SOLE 0 0 4422 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 366524 5276 SH SOLE 0 0 5276 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 494624 13774 SH SOLE 0 0 13774 NUSHARES ETF TR NUVEEN ESG US 67092P870 655512 29448 SH SOLE 0 0 29448 PEPSICO INC COM 713448108 361420 2128 SH SOLE 0 0 2128 PFIZER INC COM 717081103 264148 9175 SH SOLE 0 0 9175 PGIM ETF TR TOTAL RETURN BON 69344A800 242486 5780 SH SOLE 0 0 5780 PIMCO ETF TR 1-5 US TIP IDX 72201R205 7004737 136945 SH SOLE 0 0 136945 PIMCO ETF TR MULTISECTOR BD 72201R585 1041665 40587 SH SOLE 0 0 40587 PIMCO ETF TR ACTIVE BD ETF 72201R775 18733678 202636 SH SOLE 0 0 202636 PIMCO ETF TR INTER MUN BD ACT 72201R866 4289630 81243 SH SOLE 0 0 81243 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 3442580 68815 SH SOLE 0 0 68815 PROCTER AND GAMBLE CO COM 742718109 765965 5227 SH SOLE 0 0 5227 QUALCOMM INC COM 747525103 235458 1628 SH SOLE 0 0 1628 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 42047960 506846 SH SOLE 0 0 506846 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 420711 6002 SH SOLE 0 0 6002 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 969519 12872 SH SOLE 0 0 12872 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 361717 7657 SH SOLE 0 0 7657 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 14580163 537220 SH SOLE 0 0 537220 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 3529084 101236 SH SOLE 0 0 101236 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 563392 16703 SH SOLE 0 0 16703 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1785148 32252 SH SOLE 0 0 32252 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 49147254 793466 SH SOLE 0 0 793466 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8021582 217034 SH SOLE 0 0 217034 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 447459 9598 SH SOLE 0 0 9598 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 914287 2426 SH SOLE 0 0 2426 SPDR S&P 500 ETF TR TR UNIT 78462F103 3071929 6463 SH SOLE 0 0 6463 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1716974 3384 SH SOLE 0 0 3384 SPDR SER TR PRTFLO S&P500 GW 78464A409 238055 3659 SH SOLE 0 0 3659 SPDR SER TR PORTFOLI S&P1500 78464A805 404708 6924 SH SOLE 0 0 6924 SPDR SER TR PORTFOLIO S&P400 78464A847 1726934 35446 SH SOLE 0 0 35446 SPDR SER TR BLOOMBERG 3-12 M 78468R523 15358745 154951 SH SOLE 0 0 154951 TESLA INC COM 88160R101 1711530 6888 SH SOLE 0 0 6888 TRACTOR SUPPLY CO COM 892356106 323405 1504 SH SOLE 0 0 1504 UNITEDHEALTH GROUP INC COM 91324P102 402223 764 SH SOLE 0 0 764 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 45955115 541477 SH SOLE 0 0 541477 VANECK ETF TRUST MORNINGSTAR ESG 92189Y105 469980 18408 SH SOLE 0 0 18408 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4398113 57582 SH SOLE 0 0 57582 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 14817364 192383 SH SOLE 0 0 192383 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 216653 496 SH SOLE 0 0 496 VANGUARD INDEX FDS MID CAP ETF 922908629 532048 2287 SH SOLE 0 0 2287 VANGUARD INDEX FDS GROWTH ETF 922908736 3109111 10001 SH SOLE 0 0 10001 VANGUARD INDEX FDS VALUE ETF 922908744 1399171 9359 SH SOLE 0 0 9359 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4538958 88912 SH SOLE 0 0 88912 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1398153 18071 SH SOLE 0 0 18071 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1188199 6973 SH SOLE 0 0 6973 WALMART INC COM 931142103 619249 3928 SH SOLE 0 0 3928 WISDOMTREE TR US LARGECAP DIVD 97717W307 410096 6178 SH SOLE 0 0 6178 WISDOMTREE TR US AI ENHANCED 97717W406 674297 7031 SH SOLE 0 0 7031 YUM BRANDS INC COM 988498101 1305555 9992 SH SOLE 0 0 9992