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