0001672067-18-000001.txt : 20180123
0001672067-18-000001.hdr.sgml : 20180123
20180123143037
ACCESSION NUMBER: 0001672067-18-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180123
DATE AS OF CHANGE: 20180123
EFFECTIVENESS DATE: 20180123
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: 18542031
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
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0001672067
XXXXXXXX
12-31-2017
12-31-2017
Kelman-Lazarov, Inc.
5100 POPLAR AVENUE STE. 2805
MEMPHIS
TN
38137
13F HOLDINGS REPORT
028-17412
N
Jessica Martin
CCO
901-685-8284
Jessica Martin
Memphis
TN
01-23-2018
0
121
208826
false
INFORMATION TABLE
2
HoldingsQuarterly13F4Q.xml
KL 4Q 2017 13F
1/100 Berkshire Htwy Class A
COM A SH
084990175
1488
500
SH
SOLE
0
0
500
3m Co Com
COM
88579Y101
554
2355
SH
SOLE
0
0
2355
Adams Express
COM
006212104
2559
170258
SH
SOLE
0
0
170258
Alpine Total Dynamic Divid Fd Com Shs Ben Int
COM SH BEN INT N
021060207
142
15000
SH
SOLE
0
0
15000
Am Express Co.
COM
025816109
363
3652
SH
SOLE
0
0
3652
Amazon Com Inc
COM
023135106
605
517
SH
SOLE
0
0
517
American Tower Corp
COM
03027X100
860
6030
SH
SOLE
0
0
6030
Amgen Inc.
COM
031162100
275
1580
SH
SOLE
0
0
1580
Apple , Inc
COM
037833100
1986
11735
SH
SOLE
0
0
11735
Aqua America Inc Com
COM
03836W103
887
22618
SH
SOLE
0
0
22618
At&T Inc
COM
00206R102
268
6902
SH
SOLE
0
0
6902
Atmos Energy Corp.
COM
049560105
1508
17555
SH
SOLE
0
0
17555
Baidu Com Inc Spons Adr Repstg Ord Shs Cl A
SPON ADR REP A
056752108
1398
5970
SH
SOLE
0
0
5970
Bank Amer Corp
CORP PFD PER 1
060505815
1266
53150
SH
SOLE
0
0
53150
Berkshire Hathaway
CL B
084670207
11288
56948
SH
SOLE
0
0
56948
Blackrock Inc Com
COM
09247X101
652
1269
SH
SOLE
0
0
1269
Blackrock Income Trust
COM
09247F100
1141
184875
SH
SOLE
0
0
184875
Boeing Inc.
COM
097023105
257
873
SH
SOLE
0
0
873
Boulder Growth & Income Fd Inc Com
COM
101507101
541
48800
SH
SOLE
0
0
48800
Canadian Natl Ry Co
COM
136375102
854
10354
SH
SOLE
0
0
10354
Carmax Inc
COM
143130102
760
11850
SH
SOLE
0
0
11850
Carnival Corp
UNIT 99/99/9999
143658300
1269
19125
SH
SOLE
0
0
19125
Clorox Co Com
COM
189054109
1153
7750
SH
SOLE
0
0
7750
Cohen & Steers Quality Income Rlty Fd Inc Com
COM
19247L106
626
49491
SH
SOLE
0
0
49491
Compass Minerals
COM
20451N101
2071
28669
SH
SOLE
0
0
28669
Corindus Vascular
COM
218730109
67
66677
SH
SOLE
0
0
66677
Cracker Barrel Old Ctry
COM
22410J106
1404
8837
SH
SOLE
0
0
8837
CVS Corp.
COM
126650100
2745
37871
SH
SOLE
0
0
37871
Dbx Etf Tr X-Trackers Msci Eafe Hedged Equity Fd
XTRAK MSCI EMKT
233051200
1263
39750
SH
SOLE
0
0
39750
Diageo Plc Sponsored Adr New
SPON ADR NEW
25243Q205
515
3529
SH
SOLE
0
0
3529
Diamonds Tr Unit Ser I
UT SER 1
78467X109
115
4650
SH
SOLE
0
0
4650
FedEx Corp.
COM
31428X106
6478
25961
SH
SOLE
0
0
25961
First Israel Fund
COM
00301L109
599
31200
SH
SOLE
0
0
31200
Gabelli Equity Trust
COM
362397101
118
19101
SH
SOLE
0
0
19101
General American Investors
COM
368802104
2709
78761
SH
SOLE
0
0
78761
General Electric Co.
COM
369604103
348
19965
SH
SOLE
0
0
19965
General Mls Inc
COM
370334104
334
5634
SH
SOLE
0
0
5634
Google Inc
CAP STK CL C
02079K107
704
673
SH
SOLE
0
0
673
Google Inc Cl A
CAP STK CL A
02079K305
4249
4034
SH
SOLE
0
0
4034
Health Care Reit
COM
95040Q104
870
13650
SH
SOLE
0
0
13650
Home Depot
COM
437076102
595
3141
SH
SOLE
0
0
3141
Ishares Nasdaq Biotech
NASDAQ BIOTECH
464287556
1090
10210
SH
SOLE
0
0
10210
Ishares Tr Dow Jones US Total Mkt
DOW JONES US ETF
464287846
704
5268
SH
SOLE
0
0
5268
Ishares Tr Large Growth Index Fd
MRNGSTR LG-CP GR
464287119
475
3035
SH
SOLE
0
0
3035
IShares Tr Russell 1000 Growth Index Fund
RUS 1000 GRW ETF
464287614
287
2132
SH
SOLE
0
0
2132
Ishares Tr Russell 1000 Index
RUS 1000 ETF
464287622
375
2522
SH
SOLE
0
0
2522
IShares Tr Russell 1000 Value
RUS 1000 VAL ETF
464287598
289
2325
SH
SOLE
0
0
2325
Ishares Tr S&P SmCap 600
CORE S&P SCP ETF
464287804
3102
40382
SH
SOLE
0
0
40382
Johnson & Johnson
COM
478160104
709
5072
SH
SOLE
0
0
5072
Kimberly Clark Corp
COM
494368103
625
5180
SH
SOLE
0
0
5180
Kimco Realty Corp
COM
49446R109
189
10400
SH
SOLE
0
0
10400
Ladder Cap Corp
CL A
505743104
170
12500
SH
SOLE
0
0
12500
Liberty All-Star Equity Fund
SH BEN INT
530158104
88
13952
SH
SOLE
0
0
13952
Lowes Cos Inc
COM
548661107
929
9991
SH
SOLE
0
0
9991
Macquarie Global Infrastructure Total Return Fd In
COM
55608D101
1669
64734
SH
SOLE
0
0
64734
Market Vectors Etf Tr Mkt Vectors Wide Moat Etf
MORNINGSTAR WIDE
92189F643
10723
252613
SH
SOLE
0
0
252613
Mastercard Inc Cl A Com
CL A
57636Q104
3970
26230
SH
SOLE
0
0
26230
McCormick & Co Inc Com Non Vtg
COM NON VTG
579780206
1580
15507
SH
SOLE
0
0
15507
Merck & Co Inc
COM
58933Y105
378
6713
SH
SOLE
0
0
6713
MFS Charter Income Trust
SH BEN INT
552727109
3116
367480
SH
SOLE
0
0
367480
Microsoft
COM
594918104
222
2598
SH
SOLE
0
0
2598
Mid America Apt Communities
COM
59522J103
2997
29801
SH
SOLE
0
0
29801
MidCap SPDR Trust Unit Ser-1
UTSER1 S&PDCRP
78467Y107
2039
5903
SH
SOLE
0
0
5903
Mondelez Intl Inc Cl A
CL A
609207105
743
17363
SH
SOLE
0
0
17363
Monsanto Co New Com
COM
61166W101
1077
9226
SH
SOLE
0
0
9226
Morgan Stanley Emerging Debt
COM
61744H105
5128
513847
SH
SOLE
0
0
513847
Morgan Stanley Emerging Mkt
COM
61744G107
234
13100
SH
SOLE
0
0
13100
Netflix Com Inc
COM
64110L106
691
3600
SH
SOLE
0
0
3600
Norfolk Southern Corp
COM
655844108
1360
9385
SH
SOLE
0
0
9385
Novartis Ag Sponsored Adr
SPONSORED ADR
66987V109
631
7523
SH
SOLE
0
0
7523
Nuveen Municipal Value Fund
COM
670928100
319
31450
SH
SOLE
0
0
31450
Oracle Corp
COM
68389X105
283
5996
SH
SOLE
0
0
5996
Paragon Natl Bk Memphis Tenn Com
COM
69912S100
127
13375
SH
SOLE
0
0
13375
Pepsico Inc.
COM
713448108
909
7580
SH
SOLE
0
0
7580
Pfizer
COM
717081103
657
18134
SH
SOLE
0
0
18134
PIMCO Intermediate Muni Bond ETF
INTER MUN BD ACT
72201R866
593
11044
SH
SOLE
0
0
11044
PIMCO Total Return ETF
ACTIVE BD ETF
72201R775
2060
19430
SH
SOLE
0
0
19430
Powershares Exchange Traded Fd Tr Dynamic Buyback
DYNA BUYBK ACH
73935X286
1254
21250
SH
SOLE
0
0
21250
Powershares Exchange-Traded Fd Tr Intl Divid Achie
INTL DIV ACHV
73935X716
169
10200
SH
SOLE
0
0
10200
Procter & Gamble
COM
742718109
3990
43427
SH
SOLE
0
0
43427
Prudential Global Short Duration High Yield Fd Inc
COM
74433A109
4902
340169
SH
SOLE
0
0
340169
Reinsurance Group Amer Inc Com New
COM NEW
759351604
351
2250
SH
SOLE
0
0
2250
Reliance Bancshares Inc Cl A Com
COM CL A
759450109
64
30000
SH
SOLE
0
0
30000
Revenueshares Etf Tr Large Cap Fd
LARGE CAP REV ET
68386C104
5904
114900
SH
SOLE
0
0
114900
Rydex Etf Tr Russell Top 50 Etf Fd
GUGGENHM S&P 500
78355W205
266
1400
SH
SOLE
0
0
1400
S&P Depositary Receipts
TR UNIT
78462F103
2991
11207
SH
SOLE
0
0
11207
Sch Fnd US Lg Etf
SCHWAB FDT US LG
808524771
8706
232403
SH
SOLE
0
0
232403
Sch US Agg Bnd Etf
US AGGREGATE B
808524839
9645
185346
SH
SOLE
0
0
185346
Schw US Lcap Gro Etf
US LCAP GR ETF
808524300
3289
46509
SH
SOLE
0
0
46509
Schw US Lcap Val Etf
US LCAP VA ETF
808524409
2396
43822
SH
SOLE
0
0
43822
Simon Ppty Group
COM
828806109
670
3900
SH
SOLE
0
0
3900
Spdr Index Shs Fds Euro Stoxx 50 Etf
EURO STOXX 50
78463X202
524
12876
SH
SOLE
0
0
12876
Spdr Russell 3000 Etf
RUSSELL 3000 ETF
78464A805
304
9150
SH
SOLE
0
0
9150
Technology Select Sector Spdr
TECHNOLOGY
81369Y803
1111
17366
SH
SOLE
0
0
17366
Templeton Dragon Fund
COM
88018T101
359
16700
SH
SOLE
0
0
16700
Templeton Emerging Markets Income Fund
COM
880192109
2338
209273
SH
SOLE
0
0
209273
Templeton Global Income Fund
COM
880198106
7164
1108933
SH
SOLE
0
0
1108933
Tractor Supply Co
COM
892356106
209
2800
SH
SOLE
0
0
2800
Tri Continental Corp.
COM
895436103
2346
87093
SH
SOLE
0
0
87093
Ubiquiti Networks Inc Com
COM
90347A100
269
3794
SH
SOLE
0
0
3794
Ulta Beauty Inc
COM
90384S303
268
1200
SH
SOLE
0
0
1200
Unilever Plc Spon Adr New Isin#us9047677045
SPON ADR NEW
904767704
245
4462
SH
SOLE
0
0
4462
Van Kmpn Am Cap TR Inv Muni
COM
46131M106
158
12000
SH
SOLE
0
0
12000
Vanguard Growth Fund ETF
GROWTH ETF
922908736
1118
7946
SH
SOLE
0
0
7946
Vanguard Index Fds Vanguard Total Stk Mkt Etf
TOTAL STK MKT
922908769
219
1593
SH
SOLE
0
0
1593
Vanguard Index Fds Vanguard Value Etf
VALUE ETF
922908744
3703
34828
SH
SOLE
0
0
34828
Vanguard Intl Equity Index Fd Inc Ftse All World E
ALLWRLD EX US
922042775
223
4075
SH
SOLE
0
0
4075
Vanguard Short-Term Bond
SHORT TRM BOND
921937827
544
6875
SH
SOLE
0
0
6875
Vanguard Specialized Portfolios Dividend Appreciat
DIV APP ETF
921908844
1565
15335
SH
SOLE
0
0
15335
Vanguard World Fds Vanguard Health Care Etf
HEALTH CAR ETF
92204A504
464
3013
SH
SOLE
0
0
3013
Ventas Inc Com
COM
92276F100
3216
53583
SH
SOLE
0
0
53583
Visa Inc Cl A
COM CL A
92826C839
1567
13742
SH
SOLE
0
0
13742
Wal Mart Stores Inc.
COM
931142103
1817
18397
SH
SOLE
0
0
18397
Walt Disney Co.
COM DISNEY
254687106
1442
13415
SH
SOLE
0
0
13415
Wells Fargo Co.
COM
949746101
3714
61211
SH
SOLE
0
0
61211
Wisdomtree Tr Divid Top 100 Fd
US DIV EX FNCL
97717W406
1035
11713
SH
SOLE
0
0
11713
Wisdomtree Tr Largecap Divid Fd
US LARGECAP DIVD
97717W307
539
5854
SH
SOLE
0
0
5854
Wisdomtree Tr Smallcap Earnings Fd
US SMALLCP ERNGS
97717W562
2876
79417
SH
SOLE
0
0
79417
Yum Brands Inc
COM
988498101
15578
19088
SH
SOLE
0
0
19088
Yum China Holdings I
COM
98850P109
892
22292
SH
SOLE
0
0
22292