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Legal Name: KELMAN LAZAROV INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 22, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SCHWAB STRATEGIC TRUST (808524409)
|
440,671 |
$24,739k |
|
|
GOLDMAN SACHS ETF TR (381430107)
|
602,273 |
$17,273k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
170,554 |
$14,192k |
|
|
VANECK VECTORS ETF TR MORNINGSTAR WIDE (92189F643)
|
295,440 |
$14,190k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
47,630 |
$10,153k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
147,258 |
$8,654k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
217,015 |
$8,487k |
|
|
GOLDMAN SACHS ETF TR (381430206)
|
231,665 |
$7,615k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
77,865 |
$6,095k |
|
|
TEMPLETON GLOBAL INCOME FD (880198106)
|
724,612 |
$4,609k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G698)
|
70,084 |
$3,741k |
|
|
SCHWAB STRATEGIC TR (808524748)
|
106,856 |
$3,336k |
|
|
MASTERCARD INC (57636Q104)
|
12,260 |
$3,243k |
|
|
SCHWAB STRATEGIC T (808524862)
|
63,136 |
$3,194k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
27,939 |
$3,099k |
|
|
TEMPLETON EMERG MKTS INCOME (880192109)
|
295,237 |
$3,017k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
9,564 |
$2,802k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
14,179 |
$2,754k |
|
|
FEDEX CORP (31428X106)
|
15,735 |
$2,584k |
|
|
ALPHABET INC (02079K305)
|
2,209 |
$2,392k |
|
|
WISDOMTREE TR (97717W562)
|
63,948 |
$2,294k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
5,940 |
$2,106k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
59,889 |
$1,922k |
|
|
PROCTER & GAMBLE CO (742718109)
|
16,500 |
$1,809k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
5 |
$1,592k |
|
|
Atmos Energy Corp (049560105)
|
13,292 |
$1,403k |
|
|
Apple Inc (037833100)
|
7,055 |
$1,396k |
|
|
YUM BRANDS INC (988498101)
|
12,377 |
$1,370k |
|
|
MCCORMICK & CO INC (579780206)
|
8,752 |
$1,357k |
|
|
VANGUARD GROUP (921908844)
|
11,120 |
$1,281k |
|
|
NORFOLK SOUTHERN (655844108)
|
6,412 |
$1,278k |
|
|
SPDR DOW JONES INDL (78467X109)
|
4,650 |
$1,236k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
6,982 |
$1,141k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
28,440 |
$1,072k |
|
|
CLOROX CO (189054109)
|
6,595 |
$1,010k |
|
|
WALMART INC COM (931142103)
|
8,976 |
$992k |
|
|
MID-AMER APT CMNTYS (59522J103)
|
8,037 |
$946k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
11,933 |
$931k |
|
|
ISHARES (464287556)
|
8,483 |
$925k |
|
|
WISDOMTREE TR (97717W406)
|
10,200 |
$875k |
|
|
Netflix Inc (64110L106)
|
2,285 |
$839k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
3,975 |
$813k |
|
|
DISNEY WALT CO (254687106)
|
5,699 |
$796k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
26,808 |
$747k |
|
|
ISHARES TR (464287846)
|
4,985 |
$728k |
|
|
MONDELEZ INTL INC (609207105)
|
13,357 |
$720k |
|
|
JOHNSON & JOHNSON (478160104)
|
5,043 |
$702k |
|
|
CDN NATL RAILWAY (136375102)
|
6,820 |
$631k |
|
|
INVESCO ETF TR (46137V308)
|
9,975 |
$625k |
|
|
ISHARES TR (464287119)
|
3,254 |
$624k |
|
|
MERCK & CO INC (58933Y105)
|
7,033 |
$590k |
|
|
VISA INC COM CL A (92826C839)
|
3,263 |
$566k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
6,853 |
$552k |
|
|
WELLS FARGO CO NEW (949746101)
|
11,165 |
$528k |
|
|
PFIZER INC (717081103)
|
12,016 |
$521k |
|
|
TRI CONTL CORP (895436103)
|
18,550 |
$500k |
|
|
YUM CHINA HLDGS INC (98850P109)
|
10,494 |
$485k |
|
|
LOWES CO (548661107)
|
4,703 |
$475k |
|
|
HOME DEPOT INC (437076102)
|
2,254 |
$469k |
|
|
GENERAL AMERN INVS (368802104)
|
13,102 |
$465k |
|
|
WISDOMTREE LARGECAP DIV (97717W307)
|
4,445 |
$431k |
|
|
AQUA AMERICA INC (03836W103)
|
10,238 |
$424k |
|
|
PIMCO ETF TR (72201R866)
|
7,559 |
$415k |
|
|
BlackRock, Inc. (09247X101)
|
865 |
$406k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
14,925 |
$392k |
|
|
ADAMS DIVERSIFIED EQUITY FD (006212104)
|
24,337 |
$376k |
|
|
Alphabet Inc (02079K107)
|
338 |
$365k |
|
|
PEPSICO INC (713448108)
|
2,755 |
$361k |
|
|
DIAGEO P L C (25243Q205)
|
2,000 |
$345k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,106 |
$343k |
|
|
KIMBERLY CLARK CORP (494368103)
|
2,576 |
$343k |
|
|
SPDR SERIES TRUST (78464A805)
|
8,984 |
$328k |
|
|
NOVARTIS AG (66987V109)
|
3,580 |
$327k |
|
|
M S Emerging Market Debt (61744H105)
|
33,736 |
$314k |
|
|
TRACTOR SUPPLY CO (892356106)
|
2,800 |
$305k |
|
|
American Express Co. (025816109)
|
2,375 |
$293k |
|
|
AMGEN INC (031162100)
|
1,557 |
$287k |
|
|
3M CO (88579Y101)
|
1,605 |
$278k |
|
|
REINSURANCE GRP (759351604)
|
1,750 |
$273k |
|
|
ETF MANAGERS TRUST (26924G508)
|
8,417 |
$267k |
|
|
CARMAX INC (143130102)
|
2,971 |
$258k |
|
|
CRACKER BARREL OLD (22410J106)
|
1,504 |
$257k |
|
|
Amazon.com Inc (023135106)
|
130 |
$246k |
|
|
Baidu Inc (056752108)
|
2,021 |
$237k |
|
|
NUSHARES ETF TR (67092P300)
|
7,815 |
$236k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,095 |
$234k |
|
|
ISHARES TR (46435G516)
|
3,578 |
$230k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
748 |
$220k |
|
|
ISHARES TR (464287457)
|
2,488 |
$211k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V233)
|
1,000 |
$210k |
|
|
ISHARES TR (464287671)
|
3,281 |
$206k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,341 |
$201k |
|
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