0001672067-17-000003.txt : 20170724
0001672067-17-000003.hdr.sgml : 20170724
20170724144603
ACCESSION NUMBER: 0001672067-17-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170724
DATE AS OF CHANGE: 20170724
EFFECTIVENESS DATE: 20170724
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: 17978178
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
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0001672067
XXXXXXXX
06-30-2017
06-30-2017
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
07-24-2017
0
123
182353
false
INFORMATION TABLE
2
2Q2017_13FUpload.xml
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COM
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2258
158020
SH
SOLE
0
0
158020
Alpine Total Dynamic Divid Fd Com Shs Ben Int
COM SH BEN INT N
021060207
130
15000
SH
SOLE
0
0
15000
Amazon Com Inc
COM
023135106
497
514
SH
SOLE
0
0
514
Am Express Co.
COM
025816109
389
4614
SH
SOLE
0
0
4614
Amgen Inc.
COM
031162100
272
1580
SH
SOLE
0
0
1580
Apple Computer
COM
037833100
1701
11810
SH
SOLE
0
0
11810
Atmos Energy Corp.
COM
049560105
1576
19003
SH
SOLE
0
0
19003
Baidu Com Inc Spons Adr Repstg Ord Shs Cl A
SPON ADR REP A
056752108
1087
6075
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SOLE
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6075
Bank Amer Corp
CORP PFD PER1
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1348
55750
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55750
Berkshire Hathaway
COM CL B
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9860
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1/100 Berkshire Htwy Class A
COM CL A
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1274
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500
Boulder Growth & Income Fd Inc Com
COM
101507101
343
35360
SH
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35360
CVS Corp.
COM
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3045
37839
SH
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37839
Canadian Natl Ry Co Com Isin#ca1363751027
COM
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18489
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Carmax Inc
COM
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13300
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Carnival Corp
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Chesapeake Energy Corp
COM
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10998
SH
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Clorox Co Com
COM
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SH
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10375
Corindus Vascular
COM
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1252
41700
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Walt Disney Co.
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1387
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Ford Motor Corp.
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271
2325
SH
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RUS 1000 GRW ETF
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254
2132
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284
2098
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CORE S&P SCP ETF
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362
5168
SH
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Ishares Tr Dow Jones US Total Mkt
DOW JONS US ETF
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674
5552
SH
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Johnson & Johnson
COM
478160104
988
7469
SH
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Kimberly Clark Corp
COM
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SH
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Liberty All-Star Equity Fund
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Lowes Cos Inc
COM
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MFS Charter Income Trust
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16365
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Mondelez Intl Inc Cl A
CL A
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Norfolk Southern Corp
COM
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SH
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Nuveen Municipal Value Fund
COM
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413
41450
SH
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Pepsico Inc.
COM
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897
7768
SH
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Pfizer
COM
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Procter & Gamble
COM
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Reinsurance Group Amer Inc Com New
COM NEW
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295
2300
SH
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Reliance Bancshares Inc Cl A Com
COM CL A
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SH
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Royce Value Trust
COM
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42408
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Schw US Lcap Val Etf
US LCAP VA ETF
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SCHWB FDT US LG
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Templeton Global Income Fund
COM
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COM
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SPON ADR NEW
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239
4425
SH
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Vanguard Specialized Portfolios Dividend Appreciat
DIV APP ETF
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1583
17084
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Vanguard Short-Term Bond
SHORT TRM BOND
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Vanguard Growth Fund ETF
GROWTH ETF
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Vanguard Index Fds Vanguard Value Etf
VALUE ETF
922908744
3473
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SH
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Wal Mart Stores Inc.
COM
931142103
1233
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Wells Fargo Co.
COM
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3556
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Yum Brands Inc
COM
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First Israel Fund
COM
00301L109
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Google Inc
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712
783
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Google Inc Cl A
CAP STK CL A
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American Tower Corp
COM
03027X100
1452
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Aqua America Inc Com
COM
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Blackrock Income Trust
COM
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Blackrock Inc Com
COM
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Blackrock Multi-Sector Income Tr Com
COM
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Cohen & Steers Quality Income Rlty Fd Inc Com
COM
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Cracker Barrel Old Ctry
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SPON ADR NEW
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FedEx Corp.
COM
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Gtx Inc Del
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Kimco Realty Corp
COM
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Macquarie Global Infrastructure Total Return Fd In
COM
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Mastercard Inc Cl A Com
CL A
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Merck & Co Inc
COM
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SH
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Mid America Apt Communities
COM
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Monsanto Co New Com
COM
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SH
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Morgan Stanley Emerging Mkt
COM
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Morgan Stanley Emerging Debt
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Netflix Com Inc
COM
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Novartis Ag Sponsored Adr
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LARGE CAP REV ET
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Oracle Corp
COM
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Paragon Natl Bk Memphis Tenn Com
COM
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ACTIVE BD ETF
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Pimco Etf Tr Inter Mun Bd Strategy Fd
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274
1600
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495
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Spdr Russell 3000 Etf
RUSSELL 3000 ETF
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276
1525
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UT SER 1
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585
28989
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Tesla Mtrs Inc Com
COM
88160R101
273
755
SH
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3m Co Com
COM
88579Y101
882
4235
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8924
225634
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Vanguard World Fds Vanguard Health Care Etf
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444
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3221
46361
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