- New Purchases: FNDF, VO, A2A, TSLA,
- Added Positions: FNDX, SCHG, SCHF, MOAT, IJR, FNDA, IJH, SPY, BRK.B, VUG,
- Reduced Positions: SCHV, SCHO, EES, PG, MA, GOOGL, GIM, ATO, XLK, AAPL, WMT, MAA, T, IBB, PKW, V, TEI, AMT, LOW, DIS, MKC, SCHZ, MDLZ, YUMC, GOOG, YUM, VIG, CNI, FDX, DLN, NSC, BSV, MRK, NFLX, SPTM, VTV, HD, AMGN, MDY, JNJ, PEP, PFE, SHY, IWB,
- Sold Out: CLX, TY, WFC, GAM, SCHE, BLK, KMB, DEO, AXP, JPM, MDT, MMM, RGA, VZ, BAC, VTI, TMO, NVS, KMX, XLG, UNP, IUSG, MSD, ADX,
For the details of Kelman-Lazarov, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/kelman-lazarov%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Kelman-Lazarov, Inc.- Schwab Fundamental U.S. Large Company Index (FNDX) - 839,318 shares, 19.59% of the total portfolio. Shares added by 100.82%
- Schwab U.S. Large-Cap Growth (SCHG) - 258,487 shares, 15.34% of the total portfolio. Shares added by 25.85%
- VanEck Vectors Morningstar Wide Moat (MOAT) - 421,058 shares, 13.72% of the total portfolio. Shares added by 25.63%
- Berkshire Hathaway Inc (BRK.B) - 50,863 shares, 6.93% of the total portfolio. Shares added by 1.96%
- iShares Core S&P Small-Cap (IJR) - 150,080 shares, 6.27% of the total portfolio. Shares added by 45.59%
Kelman-Lazarov, Inc. initiated holding in Schwab Fundamental International Large Company Ind. The purchase prices were between $18.2 and $29.21, with an estimated average price of $26.02. The stock is now traded at around $21.62. The impact to a portfolio due to this purchase was 0.27%. The holding were 17,308 shares as of .
New Purchase: Vanguard Mid-Cap (VO)Kelman-Lazarov, Inc. initiated holding in Vanguard Mid-Cap. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $149.23. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,585 shares as of .
New Purchase: Essential Utilities Inc (A2A)Kelman-Lazarov, Inc. initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $39.80. The impact to a portfolio due to this purchase was 0.2%. The holding were 6,538 shares as of .
New Purchase: Tesla Inc (TSLA)Kelman-Lazarov, Inc. initiated holding in Tesla Inc. The purchase prices were between $361.22 and $917.42, with an estimated average price of $619.73. The stock is now traded at around $782.12. The impact to a portfolio due to this purchase was 0.16%. The holding were 400 shares as of .
Added: Schwab Fundamental U.S. Large Company Index (FNDX)Kelman-Lazarov, Inc. added to a holding in Schwab Fundamental U.S. Large Company Index by 100.82%. The purchase prices were between $27.15 and $43.59, with an estimated average price of $39.45. The stock is now traded at around $34.63. The impact to a portfolio due to this purchase was 9.83%. The holding were 839,318 shares as of .
Added: Schwab U.S. Large-Cap Growth (SCHG)Kelman-Lazarov, Inc. added to a holding in Schwab U.S. Large-Cap Growth by 25.85%. The purchase prices were between $69.19 and $102.34, with an estimated average price of $91.87. The stock is now traded at around $89.80. The impact to a portfolio due to this purchase was 3.15%. The holding were 258,487 shares as of .
Added: Schwab International Equity (SCHF)Kelman-Lazarov, Inc. added to a holding in Schwab International Equity by 425.25%. The purchase prices were between $22.3 and $34.12, with an estimated average price of $31.02. The stock is now traded at around $27.00. The impact to a portfolio due to this purchase was 2.88%. The holding were 184,881 shares as of .
Added: VanEck Vectors Morningstar Wide Moat (MOAT)Kelman-Lazarov, Inc. added to a holding in VanEck Vectors Morningstar Wide Moat by 25.63%. The purchase prices were between $37.74 and $56.59, with an estimated average price of $51.81. The stock is now traded at around $48.51. The impact to a portfolio due to this purchase was 2.8%. The holding were 421,058 shares as of .
Added: iShares Core S&P Small-Cap (IJR)Kelman-Lazarov, Inc. added to a holding in iShares Core S&P Small-Cap by 45.59%. The purchase prices were between $48.88 and $85.12, with an estimated average price of $74.15. The stock is now traded at around $61.18. The impact to a portfolio due to this purchase was 1.96%. The holding were 150,080 shares as of .
Added: Schwab Fundamental U.S. Small Company Index (FNDA)Kelman-Lazarov, Inc. added to a holding in Schwab Fundamental U.S. Small Company Index by 648.78%. The purchase prices were between $22.56 and $40.75, with an estimated average price of $35.87. The stock is now traded at around $28.49. The impact to a portfolio due to this purchase was 0.81%. The holding were 48,334 shares as of .
Sold Out: Clorox Co (CLX)Kelman-Lazarov, Inc. sold out a holding in Clorox Co. The sale prices were between $151.52 and $197.88, with an estimated average price of $164.92.
Sold Out: Wells Fargo & Co (WFC)Kelman-Lazarov, Inc. sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.
Sold Out: Tri-Continental Corp (TY)Kelman-Lazarov, Inc. sold out a holding in Tri-Continental Corp. The sale prices were between $17.61 and $29.05, with an estimated average price of $26.24.
Sold Out: General American Investors Company Inc (GAM)Kelman-Lazarov, Inc. sold out a holding in General American Investors Company Inc. The sale prices were between $22.71 and $39.01, with an estimated average price of $34.83.
Sold Out: Schwab Emerging Markets Equity (SCHE)Kelman-Lazarov, Inc. sold out a holding in Schwab Emerging Markets Equity. The sale prices were between $18.68 and $28.22, with an estimated average price of $25.22.
Sold Out: BlackRock Inc (BLK)Kelman-Lazarov, Inc. sold out a holding in BlackRock Inc. The sale prices were between $327.42 and $572.48, with an estimated average price of $494.66.
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