0001398344-19-008198.txt : 20190508
0001398344-19-008198.hdr.sgml : 20190508
20190508153940
ACCESSION NUMBER: 0001398344-19-008198
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190508
DATE AS OF CHANGE: 20190508
EFFECTIVENESS DATE: 20190508
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: 19806449
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
03-31-2019
03-31-2019
false
Kelman-Lazarov, Inc.
5100 POPLAR AVENUE STE. 2805
MEMPHIS
TN
38137
13F HOLDINGS REPORT
028-17412
N
Ron Lazarov
Principal
901-685-8284
/s/ Ron Lazarov
Memphis
TN
05-08-2019
0
94
189638
INFORMATION TABLE
2
fp0041939_13fhr-table.xml
13F INFORMATION TABLE
3M CO
COM
88579Y101
333
1605
SH
SOLE
0
0
1605
ADAMS DIVERSIFIED EQUITY FD
COM
006212104
559
38712
SH
SOLE
0
0
38712
ALPHABET INC
CAP STK CL A
02079K305
3125
2655
SH
SOLE
0
0
2655
ALPHABET INC
CAP STK CL C
02079K107
440
375
SH
SOLE
0
0
375
AMAZON COM INC
COM
023135106
231
130
SH
SOLE
0
0
130
AMERICAN EXPRESS CO
COM
025816109
271
2475
SH
SOLE
0
0
2475
AMERICAN TOWER CORP NEW
COM
03027X100
839
4259
SH
SOLE
0
0
4259
AMGEN INC
COM
031162100
296
1557
SH
SOLE
0
0
1557
APPLE INC
COM
037833100
1418
7466
SH
SOLE
0
0
7466
AQUA AMERICA INC
COM
03836W103
432
11863
SH
SOLE
0
0
11863
ATMOS ENERGY CORP
COM
049560105
1438
13975
SH
SOLE
0
0
13975
BAIDU INC
SPON ADR REP A
056752108
589
3571
SH
SOLE
0
0
3571
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1506
5
SH
SOLE
0
0
5
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
9552
47546
SH
SOLE
0
0
47546
BLACKROCK INC
COM
09247X101
434
1015
SH
SOLE
0
0
1015
BOEING CO
COM
097023105
224
588
SH
SOLE
0
0
588
CANADIAN NATL RY CO
COM
136375102
700
7820
SH
SOLE
0
0
7820
CARMAX INC
COM
143130102
314
4500
SH
SOLE
0
0
4500
CLOROX CO DEL
COM
189054109
1113
6935
SH
SOLE
0
0
6935
CRACKER BARREL OLD CTRY STOR
COM
22410J106
337
2085
SH
SOLE
0
0
2085
CVS HEALTH CORP
COM
126650100
332
6154
SH
SOLE
0
0
6154
DIAGEO P L C
SPON ADR NEW
25243Q205
433
2645
SH
SOLE
0
0
2645
ETF MANAGERS TR
ETFMG ALTR HRVST
26924G508
306
8417
SH
SOLE
0
0
8417
FEDEX CORP
COM
31428X106
3207
17679
SH
SOLE
0
0
17679
GENERAL AMERN INVS INC
COM
368802104
565
16963
SH
SOLE
0
0
16963
GOLDMAN SACHS ETF TR
ACTIVEBETA EME
381430206
6709
206162
SH
SOLE
0
0
206162
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
15305
545627
SH
SOLE
0
0
545627
GOLDMAN SACHS ETF TR
EQUITY ETF
381430503
7662
134822
SH
SOLE
0
0
134822
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
702
11775
SH
SOLE
0
0
11775
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
203
1000
SH
SOLE
0
0
1000
ISHARES TR
CORE S&P MCP ETF
464287507
2538
13402
SH
SOLE
0
0
13402
ISHARES TR
CORE S&P SCP ETF
464287804
5550
71932
SH
SOLE
0
0
71932
ISHARES TR
DOW JONES US ETF
464287846
704
4985
SH
SOLE
0
0
4985
ISHARES TR
MRNGSTR LG-CP GR
464287119
595
3254
SH
SOLE
0
0
3254
ISHARES TR
ESG MSCI EAFE
46435G516
238
3771
SH
SOLE
0
0
3771
ISHARES TR
NASDAQ BIOTECH
464287556
967
8648
SH
SOLE
0
0
8648
ISHARES TR
RUS 1000 ETF
464287622
371
2356
SH
SOLE
0
0
2356
JOHNSON & JOHNSON
COM
478160104
705
5043
SH
SOLE
0
0
5043
JPMORGAN CHASE & CO
COM
46625H100
212
2095
SH
SOLE
0
0
2095
KIMBERLY CLARK CORP
COM
494368103
372
3001
SH
SOLE
0
0
3001
LOWES COS INC
COM
548661107
661
6037
SH
SOLE
0
0
6037
MASTERCARD INC
CL A
57636Q104
3251
13809
SH
SOLE
0
0
13809
MCCORMICK & CO INC
COM NON VTG
579780206
1345
8929
SH
SOLE
0
0
8929
MERCK & CO INC
COM
58933Y105
592
7122
SH
SOLE
0
0
7122
MFS CHARTER INCOME TR
SH BEN INT
552727109
110
13934
SH
SOLE
0
0
13934
MID AMER APT CMNTYS INC
COM
59522J103
993
9087
SH
SOLE
0
0
9087
MONDELEZ INTL INC
CL A
609207105
687
13757
SH
SOLE
0
0
13757
MORGAN STANLEY EMER MKTS DEB
COM
61744H105
1002
111470
SH
SOLE
0
0
111470
NETFLIX INC
COM
64110L106
829
2325
SH
SOLE
0
0
2325
NORFOLK SOUTHERN CORP
COM
655844108
1231
6587
SH
SOLE
0
0
6587
NOVARTIS A G
SPONSORED ADR
66987V109
512
5324
SH
SOLE
0
0
5324
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
219
7477
SH
SOLE
0
0
7477
OPPENHEIMER ETF TR
S&P 500 REVENUE
68386C104
3989
77339
SH
SOLE
0
0
77339
PEPSICO INC
COM
713448108
367
2995
SH
SOLE
0
0
2995
PFIZER INC
COM
717081103
510
12016
SH
SOLE
0
0
12016
PIMCO ETF TR
ACTIVE BD ETF
72201R775
201
1900
SH
SOLE
0
0
1900
PIMCO ETF TR
INTER MUN BD ACT
72201R866
419
7771
SH
SOLE
0
0
7771
PROCTER AND GAMBLE CO
COM
742718109
2032
19526
SH
SOLE
0
0
19526
REINSURANCE GRP OF AMERICA I
COM NEW
759351604
319
2250
SH
SOLE
0
0
2250
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
387
14898
SH
SOLE
0
0
14898
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
818
29658
SH
SOLE
0
0
29658
SCHWAB STRATEGIC TR
SCHWB FDT INT SC
808524748
3318
106780
SH
SOLE
0
0
106780
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
8749
230552
SH
SOLE
0
0
230552
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
1028
27602
SH
SOLE
0
0
27602
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1866
59589
SH
SOLE
0
0
59589
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
12125
152647
SH
SOLE
0
0
152647
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
21115
385730
SH
SOLE
0
0
385730
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
322
9150
SH
SOLE
0
0
9150
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
1205
4650
SH
SOLE
0
0
4650
SPDR INDEX SHS FDS
EURO STOXX 50
78463X202
205
5601
SH
SOLE
0
0
5601
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2797
9900
SH
SOLE
0
0
9900
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2146
6212
SH
SOLE
0
0
6212
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
883
11933
SH
SOLE
0
0
11933
TEMPLETON EMERG MKTS INCOME
COM
880192109
4851
473746
SH
SOLE
0
0
473746
TEMPLETON GLOBAL INCOME FD
COM
880198106
6131
973163
SH
SOLE
0
0
973163
HOME DEPOT INC
COM
437076102
454
2366
SH
SOLE
0
0
2366
THERMO FISHER SCIENTIFIC INC
COM
883556102
205
748
SH
SOLE
0
0
748
TRACTOR SUPPLY CO
COM
892356106
274
2800
SH
SOLE
0
0
2800
TRI CONTL CORP
COM
895436103
597
22700
SH
SOLE
0
0
22700
UNION PACIFIC CORP
COM
907818108
214
1279
SH
SOLE
0
0
1279
VANECK VECTORS ETF TR
MORNINGSTAR WIDE
92189F643
13365
286562
SH
SOLE
0
0
286562
VANGUARD GROUP
DIV APP ETF
921908844
1257
11466
SH
SOLE
0
0
11466
VANGUARD INDEX FDS
GROWTH ETF
922908736
1095
6998
SH
SOLE
0
0
6998
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
541
6802
SH
SOLE
0
0
6802
VANGUARD INDEX FDS
VALUE ETF
922908744
3037
28214
SH
SOLE
0
0
28214
VISA INC
COM CL A
92826C839
868
5559
SH
SOLE
0
0
5559
WALMART INC
COM
931142103
1066
10925
SH
SOLE
0
0
10925
DISNEY WALT CO
COM DISNEY
254687106
826
7436
SH
SOLE
0
0
7436
WELLS FARGO CO NEW
COM
949746101
1066
22051
SH
SOLE
0
0
22051
WISDOMTREE TR
US DIVID EX FNCL
97717W406
874
10225
SH
SOLE
0
0
10225
WISDOMTREE TR
US LARGECAP DIVD
97717W307
486
5154
SH
SOLE
0
0
5154
WISDOMTREE TR
US SMALLCAP FUND
97717W562
2436
67466
SH
SOLE
0
0
67466
YUM BRANDS INC
COM
988498101
1409
14119
SH
SOLE
0
0
14119
YUM CHINA HLDGS INC
COM
98850P109
526
11723
SH
SOLE
0
0
11723