Kelman Lazarov, Inc. Incresed Positions in Q2 2024

Kelman Lazarov, Inc.

  • $494 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FNDC
Schwab Fundamental Intl Small

ETFs
361K
+ 336.56%
$33.97 - $36.16 $12.3M - $13.1M
468K $16.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
59.5K
+ 42.42%
$102.13 - $110.88 $6.08M - $6.6M
200K $21.3M
MBB
Ishares Tr

ETFs
40.3K
+ 45.9%
$89.41 - $92.64 $3.6M - $3.73M
128K $11.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5K
+ 1148.28%
$455.1 - $504.28 $2.27M - $2.52M
5.43K $2.72M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
22K
+ 10.7%
$75.81 - $76.76 $1.67M - $1.69M
228K $17.5M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.59K
+ 0.8%
$27.2 - $30.7 $125K - $141K
575K $17M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10.4K
+ 4.55%
$98.69 - $99.57 $1.02M - $1.03M
238K $23.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
11.9K
+ 5.56%
$89.04 - $91.74 $1.06M - $1.09M
226K $20.6M
AVSU
American Centy ETF Tr Avantis

ETFs
4.84K
+ 120.87%
$57.39 - $62.24 $278K - $301K
8.85K $546K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
4.68K
+ 3.3%
$51.14 - $51.64 $240K - $242K
147K $7.57M
EMB
Ishares Tr

ETFs
2.18K
+ 12.38%
$86.66 - $89.88 $189K - $196K
19.8K $1.75M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.6K
+ 3.49%
$49.57 - $49.94 $129K - $130K
77.1K $3.84M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.19K
+ 23.28%
$44.66 - $45.99 $97.9K - $101K
11.6K $529K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.93K
+ 2.33%
$51.55 - $52.29 $99.3K - $101K
84.6K $4.41M
SPMD
Spdr Portfolio

ETFs
2.43K
+ 6.96%
$49.54 - $53.39 $120K - $130K
37.3K $1.91M
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.69%
$173.67 - $197.85 $3.47K - $3.96K
2.9K $561K
XOM
Exxon Mobil Corp

Energy
290
+ 5.47%
$108.36 - $122.2 $31.4K - $35.4K
5.6K $644K
FNDA
Schwab Fundamental U S Small C

ETFs
1.39K
+ 4.35%
$52.82 - $57.21 $73.3K - $79.4K
33.3K $1.83M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
617
+ 2.12%
$21.33 - $21.94 $13.2K - $13.5K
29.8K $649K
PFE
Pfizer Inc

Healthcare
94
+ 1.04%
$25.26 - $29.6 $2.37K - $2.78K
9.18K $256K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
135
+ 0.01%
N/A
945K $29.8M
Pimco ETF Tr
129K
+ 19.71%
N/A
784K $0
2023 ETF Series Trust Ii
272K
+ 428.32%
N/A
336K $0
MCH
Matthews Asia Fds China Active
110K
+ 30.0%
N/A
475K $0
MOTE
Vaneck ETF Tr Morningstar Esg

ETFs
382
+ 2.12%
$0.0 - $26.93 $0 - $10.3K
18.4K $484K
AVSD
American Centy ETF Tr Avantis

ETFs
17
+ 0.35%
$54.31 - $58.32 $923 - $991
4.94K $274K
PEP
Pepsico Inc

Consumer Defensive
37
+ 2.43%
$163.33 - $183.11 $6.04K - $6.78K
1.56K $257K
DIS
Walt Disney CO

Communication Services
516
+ 14.79%
$99.29 - $122.82 $51.2K - $63.4K
4K $397K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.18%
$214.27 - $249.28 $429 - $499
1.11K $244K
AVDE
American Centy ETF Tr Avantis

ETFs
197
+ 0.27%
$61.17 - $65.29 $12.1K - $12.9K
71.9K $4.48M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.93K
+ 2.06%
$56.43 - $60.79 $278K - $300K
244K $14.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
392
+ 1.2%
$396.73 - $420.24 $156K - $165K
33.2K $13.5M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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