0001398344-21-002632.txt : 20210208 0001398344-21-002632.hdr.sgml : 20210208 20210208155408 ACCESSION NUMBER: 0001398344-21-002632 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210208 DATE AS OF CHANGE: 20210208 EFFECTIVENESS DATE: 20210208 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: 21601281 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 12-31-2020 12-31-2020 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 02-08-2021 0 85 260619 INFORMATION TABLE 2 fp0061172_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 250 1430 SH SOLE 0 0 1430 ALIGN TECHNOLOGY INC COM 016255101 214 400 SH SOLE 0 0 400 ALPHABET INC CAP STK CL C 02079K107 391 223 SH SOLE 0 0 223 ALPHABET INC CAP STK CL A 02079K305 1718 980 SH SOLE 0 0 980 AMAZON COM INC COM 023135106 293 90 SH SOLE 0 0 90 AMERICAN EXPRESS CO COM 025816109 212 1750 SH SOLE 0 0 1750 AMERICAN TOWER CORP NEW COM 03027X100 531 2367 SH SOLE 0 0 2367 AMGEN INC COM 031162100 203 882 SH SOLE 0 0 882 ANTARES PHARMA INC COM 036642106 60 15000 SH SOLE 0 0 15000 APPLE INC COM 037833100 2364 17814 SH SOLE 0 0 17814 AT&T INC COM 00206R102 214 7440 SH SOLE 0 0 7440 ATMOS ENERGY CORP COM 049560105 319 3340 SH SOLE 0 0 3340 AUTOZONE INC COM 053332102 367 310 SH SOLE 0 0 310 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1391 4 SH SOLE 0 0 4 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10890 46967 SH SOLE 0 0 46967 BK OF AMERICA CORP COM 060505104 221 7292 SH SOLE 0 0 7292 CANADIAN NATL RY CO COM 136375102 563 5126 SH SOLE 0 0 5126 DISNEY WALT CO COM 254687106 675 3727 SH SOLE 0 0 3727 FEDEX CORP COM 31428X106 2456 9461 SH SOLE 0 0 9461 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 23676 742200 SH SOLE 0 0 742200 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 7020 183906 SH SOLE 0 0 183906 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 20853 275505 SH SOLE 0 0 275505 HOME DEPOT INC COM 437076102 304 1143 SH SOLE 0 0 1143 INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 3208 51503 SH SOLE 0 0 51503 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 285 1000 SH SOLE 0 0 1000 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 296 4039 SH SOLE 0 0 4039 ISHARES INC ESG AWR MSCI EM 46434G863 209 4967 SH SOLE 0 0 4967 ISHARES TR MRNGSTR LG-CP GR 464287119 492 1698 SH SOLE 0 0 1698 ISHARES TR S&P 500 VAL ETF 464287408 448 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 3859 16791 SH SOLE 0 0 16791 ISHARES TR NASDAQ BIOTECH 464287556 902 5953 SH SOLE 0 0 5953 ISHARES TR RUS 1000 ETF 464287622 376 1774 SH SOLE 0 0 1774 ISHARES TR CORE S&P SCP ETF 464287804 13803 150200 SH SOLE 0 0 150200 ISHARES TR DOW JONES US ETF 464287846 835 8850 SH SOLE 0 0 8850 ISHARES TR S&P SML 600 GWT 464287887 206 1800 SH SOLE 0 0 1800 ISHARES TR ESG AW MSCI EAFE 46435G516 326 4464 SH SOLE 0 0 4464 JOHNSON & JOHNSON COM 478160104 705 4478 SH SOLE 0 0 4478 LOWES COS INC COM 548661107 364 2266 SH SOLE 0 0 2266 MASTERCARD INCORPORATED CL A 57636Q104 2035 5702 SH SOLE 0 0 5702 MCCORMICK & CO INC COM NON VTG 579780206 1086 11360 SH SOLE 0 0 11360 MICROSOFT CORP COM 594918104 546 2457 SH SOLE 0 0 2457 MID-AMER APT CMNTYS INC COM 59522J103 352 2775 SH SOLE 0 0 2775 NETFLIX INC COM 64110L106 738 1365 SH SOLE 0 0 1365 NORFOLK SOUTHN CORP COM 655844108 1202 5057 SH SOLE 0 0 5057 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 218 3867 SH SOLE 0 0 3867 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 407 12365 SH SOLE 0 0 12365 PEPSICO INC COM 713448108 384 2589 SH SOLE 0 0 2589 PFIZER INC COM 717081103 328 8902 SH SOLE 0 0 8902 PIMCO ETF TR INTER MUN BD ACT 72201R866 367 6468 SH SOLE 0 0 6468 PROCTER AND GAMBLE CO COM 742718109 927 6660 SH SOLE 0 0 6660 QUALCOMM INC COM 747525103 235 1540 SH SOLE 0 0 1540 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 32295 251499 SH SOLE 0 0 251499 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2979 50049 SH SOLE 0 0 50049 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 215 3152 SH SOLE 0 0 3152 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 10778 381398 SH SOLE 0 0 381398 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 2236 64295 SH SOLE 0 0 64295 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 613 20925 SH SOLE 0 0 20925 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 2048 47725 SH SOLE 0 0 47725 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 40478 893757 SH SOLE 0 0 893757 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8910 247442 SH SOLE 0 0 247442 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 219 3901 SH SOLE 0 0 3901 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 211 1625 SH SOLE 0 0 1625 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1422 4650 SH SOLE 0 0 4650 SPDR S&P 500 ETF TR TR UNIT 78462F103 2988 7993 SH SOLE 0 0 7993 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1919 4570 SH SOLE 0 0 4570 SPDR SER TR PORTFOLI S&P1500 78464A805 323 7010 SH SOLE 0 0 7010 TEMPLETON GLOBAL INCOME FD COM 880198106 100 18149 SH SOLE 0 0 18149 TESLA INC COM 88160R101 1411 2000 SH SOLE 0 0 2000 TRACTOR SUPPLY CO COM 892356106 394 2800 SH SOLE 0 0 2800 UNITEDHEALTH GROUP INC COM 91324P102 210 600 SH SOLE 0 0 600 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 22791 367598 SH SOLE 0 0 367598 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 368 4435 SH SOLE 0 0 4435 VANGUARD INDEX FDS MID CAP ETF 922908629 482 2329 SH SOLE 0 0 2329 VANGUARD INDEX FDS GROWTH ETF 922908736 1461 5766 SH SOLE 0 0 5766 VANGUARD INDEX FDS VALUE ETF 922908744 2037 17120 SH SOLE 0 0 17120 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1297 9187 SH SOLE 0 0 9187 VERIZON COMMUNICATIONS INC COM 92343V104 217 3701 SH SOLE 0 0 3701 WALMART INC COM 931142103 720 4992 SH SOLE 0 0 4992 WISDOMTREE TR US LARGECAP DIVD 97717W307 372 3464 SH SOLE 0 0 3464 WISDOMTREE TR US DIVID EX FNCL 97717W406 801 9564 SH SOLE 0 0 9564 WISDOMTREE TR US SMALLCAP FUND 97717W562 223 5723 SH SOLE 0 0 5723 WORLD GOLD TR SPDR GLD MINIS 98149E204 7940 419201 SH SOLE 0 0 419201 YUM BRANDS INC COM 988498101 1152 10609 SH SOLE 0 0 10609 YUM CHINA HLDGS INC COM 98850P109 326 5719 SH SOLE 0 0 5719