Kelman-Lazarov, Inc.

Q4 2017 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Lorraine Wolf - Compliance
Location
Memphis
Holdings as of
31 Dec 2017
Value $
$196M
Num holdings
120
Filing time
25 Jun 2018, 12:17:53 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included MOAT, SCHZ, FNDX, GIM, and FDX.
Previous filing
Q3 2017 - 05 Oct 2017
Next filing
Q1 2018 - 08 May 2018
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2017 Q4 - Restatement compared to 2017 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Lorraine Wolf Compliance Memphis, Tennessee 25 Jun 2018