0001398344-20-021958.txt : 20201112 0001398344-20-021958.hdr.sgml : 20201112 20201112135214 ACCESSION NUMBER: 0001398344-20-021958 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201112 DATE AS OF CHANGE: 20201112 EFFECTIVENESS DATE: 20201112 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: 201305576 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 09-30-2020 09-30-2020 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 11-12-2020 0 72 220071 INFORMATION TABLE 2 fp0058405_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 229 1430 SH SOLE 0 0 1430 ALPHABET INC CAP STK CL C 02079K107 328 223 SH SOLE 0 0 223 ALPHABET INC CAP STK CL A 02079K305 1476 1007 SH SOLE 0 0 1007 AMAZON COM INC COM 023135106 283 90 SH SOLE 0 0 90 AMERICAN TOWER CORP NEW COM 03027X100 572 2367 SH SOLE 0 0 2367 AMGEN INC COM 031162100 224 882 SH SOLE 0 0 882 ANTARES PHARMA INC COM 036642106 41 15000 SH SOLE 0 0 15000 APPLE INC COM 037833100 2122 18323 SH SOLE 0 0 18323 AT&T INC COM 00206R102 212 7440 SH SOLE 0 0 7440 ATMOS ENERGY CORP COM 049560105 319 3340 SH SOLE 0 0 3340 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1280 4 SH SOLE 0 0 4 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10150 47667 SH SOLE 0 0 47667 CANADIAN NATL RY CO COM 136375102 546 5126 SH SOLE 0 0 5126 DISNEY WALT CO COM DISNEY 254687106 481 3877 SH SOLE 0 0 3877 FEDEX CORP COM 31428X106 2403 9552 SH SOLE 0 0 9552 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 20870 741388 SH SOLE 0 0 741388 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 6229 189977 SH SOLE 0 0 189977 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 18759 275662 SH SOLE 0 0 275662 HOME DEPOT INC COM 437076102 333 1199 SH SOLE 0 0 1199 INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 2902 53804 SH SOLE 0 0 53804 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 262 1000 SH SOLE 0 0 1000 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 243 4039 SH SOLE 0 0 4039 ISHARES TR MRNGSTR LG-CP GR 464287119 454 1698 SH SOLE 0 0 1698 ISHARES TR S&P 500 VAL ETF 464287408 394 3500 SH SOLE 0 0 3500 ISHARES TR 1 3 YR TREAS BD 464287457 359 4153 SH SOLE 0 0 4153 ISHARES TR CORE S&P MCP ETF 464287507 3196 17248 SH SOLE 0 0 17248 ISHARES TR NASDAQ BIOTECH 464287556 815 6018 SH SOLE 0 0 6018 ISHARES TR RUS 1000 ETF 464287622 332 1774 SH SOLE 0 0 1774 ISHARES TR CORE S&P SCP ETF 464287804 10605 151001 SH SOLE 0 0 151001 ISHARES TR DOW JONES US ETF 464287846 738 4425 SH SOLE 0 0 4425 ISHARES TR ESG AW MSCI EAFE 46435G516 263 4139 SH SOLE 0 0 4139 JOHNSON & JOHNSON COM 478160104 659 4428 SH SOLE 0 0 4428 LOWES COS INC COM 548661107 376 2266 SH SOLE 0 0 2266 MASTERCARD INCORPORATED CL A 57636Q104 1962 5802 SH SOLE 0 0 5802 MCCORMICK & CO INC COM NON VTG 579780206 1118 5762 SH SOLE 0 0 5762 MICROSOFT CORP COM 594918104 496 2357 SH SOLE 0 0 2357 MID-AMER APT CMNTYS INC COM 59522J103 322 2775 SH SOLE 0 0 2775 NETFLIX INC COM 64110L106 683 1365 SH SOLE 0 0 1365 NORFOLK SOUTHN CORP COM 655844108 1090 5092 SH SOLE 0 0 5092 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 355 12216 SH SOLE 0 0 12216 PEPSICO INC COM 713448108 352 2539 SH SOLE 0 0 2539 PFIZER INC COM 717081103 327 8902 SH SOLE 0 0 8902 PIMCO ETF TR INTER MUN BD ACT 72201R866 360 6398 SH SOLE 0 0 6398 PROCTER AND GAMBLE CO COM 742718109 921 6623 SH SOLE 0 0 6623 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 29273 254172 SH SOLE 0 0 254172 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2723 52174 SH SOLE 0 0 52174 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 9031 380716 SH SOLE 0 0 380716 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 2002 66956 SH SOLE 0 0 66956 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 525 21375 SH SOLE 0 0 21375 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 1595 48266 SH SOLE 0 0 48266 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 34451 889529 SH SOLE 0 0 889529 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7807 248642 SH SOLE 0 0 248642 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 219 3901 SH SOLE 0 0 3901 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1290 4650 SH SOLE 0 0 4650 SPDR S&P 500 ETF TR TR UNIT 78462F103 2693 8042 SH SOLE 0 0 8042 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1568 4629 SH SOLE 0 0 4629 SPDR SER TR PORTFOLI S&P1500 78464A805 287 7010 SH SOLE 0 0 7010 TEMPLETON GLOBAL INCOME FD COM 880198106 120 22371 SH SOLE 0 0 22371 TESLA INC COM 88160R101 858 2000 SH SOLE 0 0 2000 TRACTOR SUPPLY CO COM 892356106 401 2800 SH SOLE 0 0 2800 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 20357 372900 SH SOLE 0 0 372900 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 420 5060 SH SOLE 0 0 5060 VANGUARD INDEX FDS MID CAP ETF 922908629 411 2329 SH SOLE 0 0 2329 VANGUARD INDEX FDS GROWTH ETF 922908736 1283 5639 SH SOLE 0 0 5639 VANGUARD INDEX FDS VALUE ETF 922908744 1845 17655 SH SOLE 0 0 17655 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1185 9212 SH SOLE 0 0 9212 VERIZON COMMUNICATIONS INC COM 92343V104 217 3651 SH SOLE 0 0 3651 WALMART INC COM 931142103 725 5180 SH SOLE 0 0 5180 WISDOMTREE TR US LARGECAP DIVD 97717W307 336 3464 SH SOLE 0 0 3464 WISDOMTREE TR US DIVID EX FNCL 97717W406 721 9564 SH SOLE 0 0 9564 YUM BRANDS INC COM 988498101 984 10783 SH SOLE 0 0 10783 YUM CHINA HLDGS INC COM 98850P109 303 5719 SH SOLE 0 0 5719