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Michael Munekata

@Kelman-lazarov, Inc.

Latest period2024 - Q3ReportedManaged Assets$581.177MTotal holdings109
Assets growth rate8.38%Assets growth rate (2-Q avg)6.59%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Kelman-lazarov, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Kelman-lazarov, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 581.177M in assets, with a quarterly growth rate of 8.38% and a 2-quarter average growth rate of 6.59%. The portfolio is managed by Michael Munekata, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACWIIshares Tr
Recent Activity
Exited
0%
$802,536
7,140 shares@ $112.4 avg price
ESGEIshares Inc
Recent Activity
Exited
0%
$202,421
6,037 shares@ $33.54 avg price