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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
AAPLApple Inc
Recent Activity
Decreased -0.06%
0.46%
$2.631M
11,293 shares@ $233.0 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.26%
0.43%
$2.445M
14,740 shares@ $165.85 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 0.69%
0.36%
$2.055M
37,580 shares@ $54.69 avg price
MAMastercard Incorporated
Recent Activity
0.35%
$2.021M
4,092 shares@ $493.81 avg price
FNDASchwab Strategic Tr
Recent Activity
Decreased -0.38%
0.35%
$1.977M
33,193 shares@ $59.57 avg price
EMBIshares Tr
Recent Activity
Increased 4.16%
0.34%
$1.925M
20,574 shares@ $93.58 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -0.35%
0.33%
$1.917M
3,366 shares@ $569.67 avg price
GEMGoldman Sachs Etf Tr
Recent Activity
Decreased -2.74%
0.32%
$1.829M
52,092 shares@ $35.11 avg price
IVVIshares Tr
Recent Activity
Increased 10.21%
0.31%
$1.8M
3,121 shares@ $576.82 avg price
TSLATesla Inc
Recent Activity
Increased 0.92%
0.31%
$1.787M
6,832 shares@ $261.63 avg price