StockDriftsStockDriftsTop 50 Kelman-Lazarov, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 9.47% | 2.37M | $66.0M | +0.63%(+14.76K) | $13.40(+127.47%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 7.81% | 1.87M | $54.5M | +1.97%(+36.10K) | $137.25(-74.99%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 7.78% | 561.0K | $54.3M | +0.90%(+5.00K) | $3999.48(-97.51%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.62% | 421.2K | $32.2M | +2.83%(+11.60K) | $68.89(+26.83%) | 2026-03-31 | |
| STIP | ISHARES TR | 4.62% | 311.5K | $32.2M | +2.79%(+8.46K) | $98.59(+5.21%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.31% | 354.4K | $30.1M | +8.60%(+28.07K) | $74.83(+22.11%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.79% | 1.03M | $26.5M | +1.21%(+12.37K) | $23.22(+25.61%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.78% | 212.2K | $26.4M | +1.40%(+2.94K) | $91.11(+48.49%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 3.7% | 206.1K | $25.8M | -3.45%(-7.36K) | $65.29(+115.27%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 3.47% | 262.3K | $24.2M | +0.77%(+2.02K) | $90.39(+1.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.94% | +36.56% |
| Top 20 Holdings Unweighted | +9.33% | +30.70% |
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