0000909012-17-000086.txt : 20170425
0000909012-17-000086.hdr.sgml : 20170425
20170425095401
ACCESSION NUMBER: 0000909012-17-000086
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170425
DATE AS OF CHANGE: 20170425
EFFECTIVENESS DATE: 20170425
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: 17779969
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
03-31-2017
03-31-2017
Kelman-Lazarov, Inc.
5100 POPLAR AVENUE STE. 2805
MEMPHIS
TN
38137
13F HOLDINGS REPORT
028-17412
N
Jessica Martin
Chief Compliance Officer
901 685 8284
/s/ JESSICA MARTIN
Memphis
TN
04-24-2017
0
102
155279
false
INFORMATION TABLE
2
aci_13f.xml
3m Co Com
COM
88579Y101
810
4235
SH
SOLE
0
0
0
4235
Adams Express
COM
006212104
2194
159571
SH
SOLE
0
0
0
159571
Am Express Co.
COM
025816109
344
4350
SH
SOLE
0
0
0
4350
American Tower Corp
COM
03027X100
1348
11095
SH
SOLE
0
0
0
11095
Amgen Inc.
COM
031162100
240
1460
SH
SOLE
0
0
0
1460
Apple Computer
COM
037833100
1629
11337
SH
SOLE
0
0
0
11337
Aqua America Inc Com
COM
03836W103
788
24512
SH
SOLE
0
0
0
24512
Asia Pacific Basin Fund
COM
044901106
137
11233
SH
SOLE
0
0
0
11233
Atmos Energy Corp.
COM
049560105
1510
19120
SH
SOLE
0
0
0
19120
Baidu Com Inc Spons Adr Repstg Ord Shs Cl A
SPON ADR REP A
056752108
1243
7204
SH
SOLE
0
0
0
7204
Blackrock Core Tr
SHS BEN INT
09249E101
3253
243654
SH
SOLE
0
0
0
243654
Blackrock Inc Com
COM
09247X101
533
1390
SH
SOLE
0
0
0
1390
Blackrock Income Trust
COM
09247F100
1276
206175
SH
SOLE
0
0
0
206175
Blackrock Multi-Sector Income Tr Com
COM
09258A107
3348
193416
SH
SOLE
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0
0
193416
Boulder Growth & Income Fd Inc Com
COM
101507101
275
29602
SH
SOLE
0
0
0
29602
Canadian Natl Ry Co Com Isin#ca1363751027
COM
136375102
1360
18400
SH
SOLE
0
0
0
18400
Carmax Inc
COM
143130102
782
13200
SH
SOLE
0
0
0
13200
Carnival Corp
UNIT 99/99/9999
143658300
813
13804
SH
SOLE
0
0
0
13804
Clorox Co Com
COM
189054109
1458
10810
SH
SOLE
0
0
0
10810
Cohen & Steers Quality Income Rlty Fd Inc Com
COM
19247L106
617
50237
SH
SOLE
0
0
0
50237
Compass Minerals
COM
20451N101
1288
18990
SH
SOLE
0
0
0
18990
Cracker Barrel Old Ctry
COM
22410J106
810
5088
SH
SOLE
0
0
0
5088
Diageo Plc Sponsored Adr New
SPON ADR NEW
25243Q205
368
3180
SH
SOLE
0
0
0
3180
Diamonds Tr Unit Ser I
UT SER 1
78467X109
959
4650
SH
SOLE
0
0
0
4650
Express Scripts Inc Com
COM
30219G108
3756
56990
SH
SOLE
0
0
0
56990
FedEx Corp.
COM
31428X106
4964
25439
SH
SOLE
0
0
0
25439
First Israel Fund
COM
00301L109
676
38550
SH
SOLE
0
0
0
38550
Franks International
COM
N33462107
119
11250
SH
SOLE
0
0
0
11250
General American Investors
COM
368802104
3124
93211
SH
SOLE
0
0
0
93211
General Electric Co.
COM
369604103
978
32807
SH
SOLE
0
0
0
32807
General Mls Inc
COM
370334104
454
7692
SH
SOLE
0
0
0
7692
Google Inc
CAP STK CL C
02079K107
524
632
SH
SOLE
0
0
0
632
Google Inc Cl A
CAP STK CL A
02079K305
3328
3925
SH
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0
0
0
3925
Health Care Reit
COM
95040Q104
940
13275
SH
SOLE
0
0
0
13275
Home Depot
COM
437076102
472
3216
SH
SOLE
0
0
0
3216
Ishares Nasdaq Biotech
NASDQ BIOTEC ETF
464287556
1044
3559
SH
SOLE
0
0
0
3559
Ishares Tr Dow Jones US Total Mkt
DOW JONES US ETF
464287846
657
5552
SH
SOLE
0
0
0
5552
Ishares Tr Large Growth Index Fd
MRNGSTR LG-CP GR
464287119
509
3865
SH
SOLE
0
0
0
3865
IShares Tr Russell 1000 Growth Index Fund
RUS 1000 GRW ETF
464287614
243
2132
SH
SOLE
0
0
0
2132
Ishares Tr Russell 1000 Index
RUS 1000 ETF
464287622
275
2098
SH
SOLE
0
0
0
2098
IShares Tr Russell 1000 Value
RUS 1000 VAL ETF
464287598
267
2325
SH
SOLE
0
0
0
2325
Ishares Tr S&P SmCap 600
CORE S&P SCP ETF
464287804
357
5168
SH
SOLE
0
0
0
5168
Johnson & Johnson
COM
478160104
905
7269
SH
SOLE
0
0
0
7269
Kimberly Clark Corp
COM
494368103
696
5290
SH
SOLE
0
0
0
5290
Lowes Cos Inc
COM
548661107
764
9290
SH
SOLE
0
0
0
9290
Macquarie Global Infrastructure Total Return Fd In
COM
55608D101
1387
60702
SH
SOLE
0
0
0
60702
Market Vectors Etf Tr Mkt Vectors Wide Moat Etf
MORNINGSTAR WIDE
92189F643
7740
206238
SH
SOLE
0
0
0
206238
Mastercard Inc Cl A Com
CL A
57636Q104
2931
26060
SH
SOLE
0
0
0
26060
McCormick & Co Inc Com Non Vtg
COM VTG
579780206
1644
16852
SH
SOLE
0
0
0
16852
Merck & Co Inc
COM
58933Y105
436
6854
SH
SOLE
0
0
0
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MFS Charter Income Trust
SH BEN INT
552727109
2841
329977
SH
SOLE
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0
0
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Mid America Apt Communities
COM
59522J103
3330
32732
SH
SOLE
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0
0
32732
MidCap SPDR Trust Unit Ser-1
UTSER1 S&PDRCP
78467Y107
1839
5886
SH
SOLE
0
0
0
5886
Mondelez Intl Inc Cl A
CL A
609207105
771
17905
SH
SOLE
0
0
0
17905
Monsanto Co New Com
COM
61166W101
1042
9201
SH
SOLE
0
0
0
9201
Morgan Stanley Asia Pacific Fund
COM
61744U106
294
19171
SH
SOLE
0
0
0
19171
Morgan Stanley Emerging Debt
COM
61744H105
4659
498859
SH
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0
0
498859
Morgan Stanley Emerging Mkt
COM
61744G107
165
11200
SH
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11200
Netflix Com Inc
COM
64110L106
543
3675
SH
SOLE
0
0
0
3675
Norfolk Southern Corp
COM
655844108
1068
9535
SH
SOLE
0
0
0
9535
Novartis Ag Sponsored Adr
SPONSORED ADR
66987V109
559
7523
SH
SOLE
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0
0
7523
Nuveen Municipal Value Fund
COM
670928100
308
31450
SH
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0
0
31450
Oracle Corp
COM
68389X105
453
10149
SH
SOLE
0
0
0
10149
Pepsico Inc.
COM
713448108
897
8018
SH
SOLE
0
0
0
8018
Pfizer
COM
717081103
388
11343
SH
SOLE
0
0
0
11343
Pimco Etf Tr Inter Mun Bd Strategy Fd
INTER MUN BD ACT
72201R866
563
10644
SH
SOLE
0
0
0
10644
PIMCO Total Return ETF
TTL RTN ACTV ETF
72201R775
2175
20652
SH
SOLE
0
0
0
20652
Powershares Exchange Traded Fd Tr Dynamic Buyback
DYNA BUYBK ACH
73935X286
1247
24000
SH
SOLE
0
0
0
24000
Procter & Gamble
COM
742718109
3187
35473
SH
SOLE
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0
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Prudential Global Short Duration High Yield Fd Inc
COM
74433A109
4772
320494
SH
SOLE
0
0
0
320494
Reinsurance Group Amer Inc Com New
COM NEW
759351604
292
2300
SH
SOLE
0
0
0
2300
Revenueshares Etf Tr Large Cap Fd
LARGE CAP REV ETF
68386C104
5215
114609
SH
SOLE
0
0
0
114609
Royce Value Trust
COM
780910105
2751
196507
SH
SOLE
0
0
0
196507
Rydex Etf Tr Russell Top 50 Etf Fd
GUGGENHM S&P 500
78355W205
234
1400
SH
SOLE
0
0
0
1400
S&P Depositary Receipts
TR UNIT
78462F103
2833
12019
SH
SOLE
0
0
0
12019
Sch Fnd US Lg Etf
SCHWAB FDT US LG
808524771
5453
161383
SH
SOLE
0
0
0
161383
Sch US Agg Bnd Etf
US AGGREGATE B
808524839
3543
68407
SH
SOLE
0
0
0
68407
Schw US Lcap Gro Etf
US LCAP GR ETF
808524300
2375
39275
SH
SOLE
0
0
0
39275
Schw US Lcap Val Etf
US LCAP VA ETF
808524409
1797
36167
SH
SOLE
0
0
0
36167
Spdr Index Shs Fds Euro Stoxx 50 Etf
EURO STOXX 50
78463X202
477
13125
SH
SOLE
0
0
0
13125
Spdr Russell 3000 Etf
RUSSELL 3000 ETF
78464A805
269
1525
SH
SOLE
0
0
0
1525
T. Rowe Price
COM
74144T108
240
3524
SH
SOLE
0
0
0
3524
Technology Select Sector Spdr
TECHNOLOGY
81369Y803
1006
18873
SH
SOLE
0
0
0
18873
Templeton Dragon Fund
COM
88018T101
606
32239
SH
SOLE
0
0
0
32239
Templeton Emerging Markets Income Fund
COM
880192109
1429
127209
SH
SOLE
0
0
0
127209
Templeton Global Income Fund
COM
880198106
6780
1019534
SH
SOLE
0
0
0
1019534
Tri Continental Corp.
COM
895436103
1769
76501
SH
SOLE
0
0
0
76501
Unilever Plc Spon Adr New Isin#us9047677045
SPON ADR NEW
904767704
224
4550
SH
SOLE
0
0
0
4550
Van Kmpn Am Cap TR Inv Muni
COM
46131M106
156
12000
SH
SOLE
0
0
0
12000
Vanguard Growth Fund ETF
GROWTH ETF
922908736
1004
8252
SH
SOLE
0
0
0
8252
Vanguard Index Fds Vanguard Value Etf
VALUE ETF
922908744
3601
37762
SH
SOLE
0
0
0
37762
Vanguard Specialized Portfolios Dividend Appreciat
DIV APP ETF
921908844
1541
17134
SH
SOLE
0
0
0
17134
Vanguard World Fds Vanguard Health Care Etf
HEALTH CAR ETF
92204A504
415
3013
SH
SOLE
0
0
0
3013
Ventas Inc Com
COM
92276F100
2846
43762
SH
SOLE
0
0
0
43762
Wal Mart Stores Inc.
COM
931142103
412
5721
SH
SOLE
0
0
0
5721
Walt Disney Co.
COM DISNEY
254687106
1445
12744
SH
SOLE
0
0
0
12744
Wells Fargo Co.
COM
949746101
3371
60560
SH
SOLE
0
0
0
60560
Wisdomtree Tr Divid Top 100 Fd
DIV EX-FINL FD
97717W406
975
11813
SH
SOLE
0
0
0
11813
Wisdomtree Tr Largecap Divid Fd
LARGECAP DIVID
97717W307
534
6434
SH
SOLE
0
0
0
6434
Wisdomtree Tr Smallcap Earnings Fd
SMLCAP EARN FD
97717W562
2319
72000
SH
SOLE
0
0
0
72000
Yum Brands Inc
COM
988498101
1190
18622
SH
SOLE
0
0
0
18622
Yum China Holdings I
COM
98850P109
503
18497
SH
SOLE
0
0
0
18497