0001398344-19-012245.txt : 20190722
0001398344-19-012245.hdr.sgml : 20190722
20190722095415
ACCESSION NUMBER: 0001398344-19-012245
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190722
DATE AS OF CHANGE: 20190722
EFFECTIVENESS DATE: 20190722
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: 19964680
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
06-30-2019
06-30-2019
false
Kelman-Lazarov, Inc.
5100 POPLAR AVENUE STE. 2805
MEMPHIS
TN
38137
13F HOLDINGS REPORT
028-17412
N
Michael Munekata
Chief Compliance Officer
901-685-8284
/s/ Michael Munekata
Memphis
TN
07-22-2019
0
92
195100
INFORMATION TABLE
2
fp0044114_13fhr-table.xml
13F INFORMATION TABLE
3M CO
COM
88579Y101
278
1605
SH
SOLE
0
0
1605
ADAMS DIVERSIFIED EQUITY FD
COM
006212104
376
24337
SH
SOLE
0
0
24337
ALPHABET INC
CAP STK CL A
02079K305
2392
2209
SH
SOLE
0
0
2209
ALPHABET INC
CAP STK CL C
02079K107
365
338
SH
SOLE
0
0
338
AMAZON COM INC
COM
023135106
246
130
SH
SOLE
0
0
130
AMERICAN EXPRESS CO
COM
025816109
293
2375
SH
SOLE
0
0
2375
AMERICAN TOWER CORP NEW
COM
03027X100
813
3975
SH
SOLE
0
0
3975
AMGEN INC
COM
031162100
287
1557
SH
SOLE
0
0
1557
APPLE INC
COM
037833100
1396
7055
SH
SOLE
0
0
7055
AQUA AMERICA INC
COM
03836W103
424
10238
SH
SOLE
0
0
10238
ATMOS ENERGY CORP
COM
049560105
1403
13292
SH
SOLE
0
0
13292
BAIDU INC
SPON ADR REP A
056752108
237
2021
SH
SOLE
0
0
2021
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1592
5
SH
SOLE
0
0
5
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
10153
47630
SH
SOLE
0
0
47630
BLACKROCK INC
COM
09247X101
406
865
SH
SOLE
0
0
865
CANADIAN NATL RY CO
COM
136375102
631
6820
SH
SOLE
0
0
6820
CARMAX INC
COM
143130102
258
2971
SH
SOLE
0
0
2971
CLOROX CO DEL
COM
189054109
1010
6595
SH
SOLE
0
0
6595
CRACKER BARREL OLD CTRY STOR
COM
22410J106
257
1504
SH
SOLE
0
0
1504
DIAGEO P L C
SPON ADR NEW
25243Q205
345
2000
SH
SOLE
0
0
2000
DISNEY WALT CO
COM DISNEY
254687106
796
5699
SH
SOLE
0
0
5699
ETF MANAGERS TR
ETFMG ALTR HRVST
26924G508
267
8417
SH
SOLE
0
0
8417
FEDEX CORP
COM
31428X106
2584
15735
SH
SOLE
0
0
15735
GENERAL AMERN INVS INC
COM
368802104
465
13102
SH
SOLE
0
0
13102
GOLDMAN SACHS ETF TR
ACTIVEBETA EME
381430206
7615
231665
SH
SOLE
0
0
231665
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
17273
602273
SH
SOLE
0
0
602273
GOLDMAN SACHS ETF TR
EQUITY ETF
381430503
8654
147258
SH
SOLE
0
0
147258
HOME DEPOT INC
COM
437076102
469
2254
SH
SOLE
0
0
2254
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
625
9975
SH
SOLE
0
0
9975
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
210
1000
SH
SOLE
0
0
1000
INVESCO EXCHNG TRADED FD TR
S&P 500 REVENUE
46138G698
3741
70084
SH
SOLE
0
0
70084
ISHARES TR
1 3 YR TREAS BD
464287457
211
2488
SH
SOLE
0
0
2488
ISHARES TR
CORE S&P MCP ETF
464287507
2754
14179
SH
SOLE
0
0
14179
ISHARES TR
CORE S&P SCP ETF
464287804
6095
77865
SH
SOLE
0
0
77865
ISHARES TR
CORE S&P US GWT
464287671
206
3281
SH
SOLE
0
0
3281
ISHARES TR
DOW JONES US ETF
464287846
728
4985
SH
SOLE
0
0
4985
ISHARES TR
MRNGSTR LG-CP GR
464287119
624
3254
SH
SOLE
0
0
3254
ISHARES TR
ESG MSCI EAFE
46435G516
230
3578
SH
SOLE
0
0
3578
ISHARES TR
NASDAQ BIOTECH
464287556
925
8483
SH
SOLE
0
0
8483
ISHARES TR
RUS 1000 ETF
464287622
343
2106
SH
SOLE
0
0
2106
JOHNSON & JOHNSON
COM
478160104
702
5043
SH
SOLE
0
0
5043
JPMORGAN CHASE & CO
COM
46625H100
234
2095
SH
SOLE
0
0
2095
KIMBERLY CLARK CORP
COM
494368103
343
2576
SH
SOLE
0
0
2576
LOWES COS INC
COM
548661107
475
4703
SH
SOLE
0
0
4703
MASTERCARD INC
CL A
57636Q104
3243
12260
SH
SOLE
0
0
12260
MCCORMICK & CO INC
COM NON VTG
579780206
1357
8752
SH
SOLE
0
0
8752
MERCK & CO INC
COM
58933Y105
590
7033
SH
SOLE
0
0
7033
MID AMER APT CMNTYS INC
COM
59522J103
946
8037
SH
SOLE
0
0
8037
MONDELEZ INTL INC
CL A
609207105
720
13357
SH
SOLE
0
0
13357
MORGAN STANLEY EMER MKTS DEB
COM
61744H105
314
33736
SH
SOLE
0
0
33736
NETFLIX INC
COM
64110L106
839
2285
SH
SOLE
0
0
2285
NORFOLK SOUTHERN CORP
COM
655844108
1278
6412
SH
SOLE
0
0
6412
NOVARTIS A G
SPONSORED ADR
66987V109
327
3580
SH
SOLE
0
0
3580
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
236
7815
SH
SOLE
0
0
7815
PEPSICO INC
COM
713448108
361
2755
SH
SOLE
0
0
2755
PFIZER INC
COM
717081103
521
12016
SH
SOLE
0
0
12016
PIMCO ETF TR
INTER MUN BD ACT
72201R866
415
7559
SH
SOLE
0
0
7559
PROCTER AND GAMBLE CO
COM
742718109
1809
16500
SH
SOLE
0
0
16500
REINSURANCE GRP OF AMERICA I
COM NEW
759351604
273
1750
SH
SOLE
0
0
1750
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
392
14925
SH
SOLE
0
0
14925
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
747
26808
SH
SOLE
0
0
26808
SCHWAB STRATEGIC TR
SCHWB FDT INT SC
808524748
3336
106856
SH
SOLE
0
0
106856
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
8487
217015
SH
SOLE
0
0
217015
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
1072
28440
SH
SOLE
0
0
28440
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1922
59889
SH
SOLE
0
0
59889
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
3194
63136
SH
SOLE
0
0
63136
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
14192
170554
SH
SOLE
0
0
170554
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
24739
440671
SH
SOLE
0
0
440671
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
931
11933
SH
SOLE
0
0
11933
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
1236
4650
SH
SOLE
0
0
4650
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2802
9564
SH
SOLE
0
0
9564
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2106
5940
SH
SOLE
0
0
5940
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
328
8984
SH
SOLE
0
0
8984
TEMPLETON EMERG MKTS INCOME
COM
880192109
3017
295237
SH
SOLE
0
0
295237
TEMPLETON GLOBAL INCOME FD
COM
880198106
4609
724612
SH
SOLE
0
0
724612
THERMO FISHER SCIENTIFIC INC
COM
883556102
220
748
SH
SOLE
0
0
748
TRACTOR SUPPLY CO
COM
892356106
305
2800
SH
SOLE
0
0
2800
TRI CONTL CORP
COM
895436103
500
18550
SH
SOLE
0
0
18550
VANECK VECTORS ETF TR
MORNINGSTAR WIDE
92189F643
14190
295440
SH
SOLE
0
0
295440
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
552
6853
SH
SOLE
0
0
6853
VANGUARD GROUP
DIV APP ETF
921908844
1281
11120
SH
SOLE
0
0
11120
VANGUARD INDEX FDS
GROWTH ETF
922908736
1141
6982
SH
SOLE
0
0
6982
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
201
1341
SH
SOLE
0
0
1341
VANGUARD INDEX FDS
VALUE ETF
922908744
3099
27939
SH
SOLE
0
0
27939
VISA INC
COM CL A
92826C839
566
3263
SH
SOLE
0
0
3263
WALMART INC
COM
931142103
992
8976
SH
SOLE
0
0
8976
WELLS FARGO CO NEW
COM
949746101
528
11165
SH
SOLE
0
0
11165
WISDOMTREE TR
US DIVID EX FNCL
97717W406
875
10200
SH
SOLE
0
0
10200
WISDOMTREE TR
US LARGECAP DIVD
97717W307
431
4445
SH
SOLE
0
0
4445
WISDOMTREE TR
US SMALLCAP FUND
97717W562
2294
63948
SH
SOLE
0
0
63948
YUM BRANDS INC
COM
988498101
1370
12377
SH
SOLE
0
0
12377
YUM CHINA HLDGS INC
COM
98850P109
485
10494
SH
SOLE
0
0
10494