0001398344-21-009926.txt : 20210507 0001398344-21-009926.hdr.sgml : 20210507 20210507092956 ACCESSION NUMBER: 0001398344-21-009926 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210507 DATE AS OF CHANGE: 20210507 EFFECTIVENESS DATE: 20210507 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: 21900688 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 03-31-2021 03-31-2021 false Kelman-Lazarov, Inc.

5100 POPLAR AVENUE STE. 2805 MEMPHIS TN 38137

13F HOLDINGS REPORT 028-17412 N Michael Munekata 901-685-8284 /s/ Michael Munekata Memphis TN 05-07-2021 0 84 280574 INFORMATION TABLE 2 fp0064310_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 276 1430 SH SOLE 0 0 1430 ALPHABET INC CAP STK CL C 02079K107 461 223 SH SOLE 0 0 223 ALPHABET INC CAP STK CL A 02079K305 2021 980 SH SOLE 0 0 980 AMAZON COM INC COM 023135106 297 96 SH SOLE 0 0 96 AMERICAN EXPRESS CO COM 025816109 248 1750 SH SOLE 0 0 1750 AMERICAN TOWER CORP NEW COM 03027X100 552 2309 SH SOLE 0 0 2309 AMGEN INC COM 031162100 219 882 SH SOLE 0 0 882 ANTARES PHARMA INC COM 036642106 62 15000 SH SOLE 0 0 15000 APPLE INC COM 037833100 2176 17814 SH SOLE 0 0 17814 AT&T INC COM 00206R102 225 7440 SH SOLE 0 0 7440 ATMOS ENERGY CORP COM 049560105 330 3340 SH SOLE 0 0 3340 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1543 4 SH SOLE 0 0 4 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12073 47258 SH SOLE 0 0 47258 BK OF AMERICA CORP COM 060505104 282 7292 SH SOLE 0 0 7292 CANADIAN NATL RY CO COM 136375102 595 5126 SH SOLE 0 0 5126 DISNEY WALT CO COM 254687106 688 3727 SH SOLE 0 0 3727 FEDEX CORP COM 31428X106 2687 9461 SH SOLE 0 0 9461 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 24790 750301 SH SOLE 0 0 750301 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 7245 183461 SH SOLE 0 0 183461 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 21809 275641 SH SOLE 0 0 275641 HOME DEPOT INC COM 437076102 349 1143 SH SOLE 0 0 1143 INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 3495 50274 SH SOLE 0 0 50274 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 297 1000 SH SOLE 0 0 1000 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 311 3689 SH SOLE 0 0 3689 ISHARES INC ESG AWR MSCI EM 46434G863 240 5538 SH SOLE 0 0 5538 ISHARES TR MORNINGSTAR GRWT 464287119 490 1698 SH SOLE 0 0 1698 ISHARES TR S&P 500 VAL ETF 464287408 494 3500 SH SOLE 0 0 3500 ISHARES TR 1 3 YR TREAS BD 464287457 358 4153 SH SOLE 0 0 4153 ISHARES TR CORE S&P MCP ETF 464287507 4351 16717 SH SOLE 0 0 16717 ISHARES TR NASDAQ BIOTECH 464287556 896 5953 SH SOLE 0 0 5953 ISHARES TR RUS 1000 ETF 464287622 397 1774 SH SOLE 0 0 1774 ISHARES TR CORE S&P SCP ETF 464287804 15964 147094 SH SOLE 0 0 147094 ISHARES TR DOW JONES US ETF 464287846 884 8850 SH SOLE 0 0 8850 ISHARES TR S&P SML 600 GWT 464287887 231 1800 SH SOLE 0 0 1800 ISHARES TR ESG AWRE 1 5 YR 46435G243 284 10927 SH SOLE 0 0 10927 ISHARES TR ESG AW MSCI EAFE 46435G516 494 6506 SH SOLE 0 0 6506 JOHNSON & JOHNSON COM 478160104 736 4478 SH SOLE 0 0 4478 LOWES COS INC COM 548661107 431 2266 SH SOLE 0 0 2266 MASTERCARD INCORPORATED CL A 57636Q104 2030 5702 SH SOLE 0 0 5702 MCCORMICK & CO INC COM NON VTG 579780206 1009 11319 SH SOLE 0 0 11319 MICROSOFT CORP COM 594918104 579 2457 SH SOLE 0 0 2457 MID-AMER APT CMNTYS INC COM 59522J103 263 1820 SH SOLE 0 0 1820 NETFLIX INC COM 64110L106 712 1365 SH SOLE 0 0 1365 NORFOLK SOUTHN CORP COM 655844108 1358 5057 SH SOLE 0 0 5057 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 297 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