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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
MCHIIshares Tr
Recent Activity
Increased 41.57%
0.29%
$1.628M
31,980 shares@ $50.92 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.55%
0.27%
$1.539M
8,817 shares@ $174.58 avg price
FDXFedex Corp
Recent Activity
Decreased -6.34%
0.26%
$1.478M
5,400 shares@ $273.68 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 3.41%
0.25%
$1.418M
17,854 shares@ $79.43 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
0.24%
$1.382M
2 shares@ $691180.0 avg price
VIGVanguard Specialized Funds
Recent Activity
0.24%
$1.375M
6,941 shares@ $198.06 avg price
IYYIshares Tr
Recent Activity
0.22%
$1.235M
8,850 shares@ $139.6 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.07%
0.22%
$1.222M
2,840 shares@ $430.3 avg price
YUMYum Brands Inc
Recent Activity
Decreased -5.47%
0.22%
$1.221M
8,737 shares@ $139.71 avg price
AVDSAmerican Centy Etf Tr
Recent Activity
New Position
0.21%
$1.17M
20,754 shares@ $56.38 avg price