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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
FNDXSchwab Strategic Tr
Recent Activity
Increased 1.17%
10%
$58.109M
809,774 shares@ $71.76 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 1.22%
9.15%
$53.128M
547,993 shares@ $96.95 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 1.5%
8.81%
$51.15M
490,976 shares@ $104.19 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 0.57%
7.15%
$41.505M
367,495 shares@ $112.94 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Increased 1.57%
5.98%
$34.711M
959,671 shares@ $36.18 avg price
STIPIshares Tr
Recent Activity
Increased 3.26%
4.3%
$24.935M
246,099 shares@ $101.33 avg price
IJRIshares Tr
Recent Activity
Increased 2.03%
4.11%
$23.855M
203,958 shares@ $116.97 avg price
BONDPimco Etf Tr
Recent Activity
Increased 2.19%
3.76%
$21.822M
230,649 shares@ $94.62 avg price
PYLDPimco Etf Tr
Recent Activity
Increased 3.03%
3.71%
$21.528M
807,808 shares@ $26.65 avg price
FNDESchwab Strategic Tr
Recent Activity
Increased 1.46%
3.24%
$18.811M
582,924 shares@ $32.27 avg price