Kelmanlazarov

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MCHI",
  null,
  null,
  "FNDF",
  "FNDA",
  "MMM",
  null,
  null,
  "GOOGL",
  "AXP",
  null,
  "AVDE",
  "LOW",
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  "HD",
  "QCOM",
  "GSIE",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  null,
  "MSFT",
  null,
  "DLN",
  "IJR",
  "IWD",
  null,
  "IWF",
  null,
  "PEP",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MKC",
  null,
  "AMGN",
  "FNDX",
  "IEFA",
  null,
  "SCHX",
  null,
  "SPYG",
  null,
  "SPLG",
  "BIV",
  "VO",
  "VIG",
  "TSCO",
  "EL",
  "GSLC",
  null,
  "AMZN",
  "IVE",
  "ESGD",
  null,
  null,
  null,
  "VUG",
  null,
  "VTEB",
  "BSV",
  "VOO",
  "VTV",
  "WMT",
  null,
  "YUM",
  "IUSG",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "DIA",
  "MTUM",
  null,
  "FDX",
  "AZO",
  "BRK-A",
  "BRK-B",
  "BA",
  "USMV",
  "IWB",
  null,
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 116
Total Value: 550880127
Accession Number: 0001398344-25-008790
Form Type: 13F-HR
CIK: kelmanlazarov
Manager Name: Kelmanlazarov

Data Enrichment

65% identified

75 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

116 positions • $550.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

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808524771

FNDX|808524771

Shares:2.3M

Value:$53.8M

% of Portfolio:9.8% ($53.8M/$550.9M)

92189F643

Shares:537.1K

Value:$47.3M

% of Portfolio:8.6% ($47.3M/$550.9M)

808524300

SCHG|808524300

Shares:1.8M

Value:$45.8M

% of Portfolio:8.3% ($45.8M/$550.9M)

381430107

GSIE|381430107

Shares:960.2K

Value:$34.2M

% of Portfolio:6.2% ($34.2M/$550.9M)

381430503

GSLC|381430503

Shares:253.2K

Value:$27.9M

% of Portfolio:5.1% ($27.9M/$550.9M)

46429B747

Shares:263.4K

Value:$27.3M

% of Portfolio:4.9% ($27.3M/$550.9M)

72201R775

Shares:246.3K

Value:$22.8M

% of Portfolio:4.1% ($22.8M/$550.9M)

464287804

IJR|464287804

Shares:202.3K

Value:$21.2M

% of Portfolio:3.8% ($21.2M/$550.9M)

78464A854

SPLG|78464A854

Shares:317.9K

Value:$20.9M

% of Portfolio:3.8% ($20.9M/$550.9M)

464288588

Shares:207.4K

Value:$19.4M

% of Portfolio:3.5% ($19.4M/$550.9M)

921937827

BSV|921937827

Shares:244.5K

Value:$19.1M

% of Portfolio:3.5% ($19.1M/$550.9M)

808524730

Shares:589.0K

Value:$18.1M

% of Portfolio:3.3% ($18.1M/$550.9M)

808524748

Shares:473.3K

Value:$17.1M

% of Portfolio:3.1% ($17.1M/$550.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:31.2K

Value:$16.6M

% of Portfolio:3.0% ($16.6M/$550.9M)

464287507

IJH|464287507

Shares:254.0K

Value:$14.8M

% of Portfolio:2.7% ($14.8M/$550.9M)

72201R585

Shares:515.5K

Value:$13.6M

% of Portfolio:2.5% ($13.6M/$550.9M)

90139K100

Shares:348.6K

Value:$10.9M

% of Portfolio:2.0% ($10.9M/$550.9M)

72201R205

Shares:136.9K

Value:$7.4M

% of Portfolio:1.3% ($7.4M/$550.9M)

808524805

SCHF|808524805

Shares:364.2K

Value:$7.2M

% of Portfolio:1.3% ($7.2M/$550.9M)

025072604

AVEM|025072604

Shares:102.1K

Value:$6.1M

% of Portfolio:1.1% ($6.1M/$550.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(FNDXcusip808524771)	2.3M	QoQ -0.39% (-8.9K) YoY +184.82% (-1.5M)	All Managers (Combined)	$53.8M	9.8% ($53.8M/$550.9M)	QoQ -0.68% (-$371.2K) YoY -0.21% (-$114.0K)
(cusip92189F643)✕	537.1K	QoQ +2.19% (-11.6K) YoY -1.45% (-7.9K)	All Managers (Combined)	$47.3M	8.6% ($47.3M/$550.9M)	QoQ -3.00% (-$1.5M) YoY -3.53% (-$1.7M)
(SCHGcusip808524300)	1.8M	QoQ -1.69% (-31.6K) YoY +264.30% (-1.3M)	All Managers (Combined)	$45.8M	8.3% ($45.8M/$550.9M)	QoQ -11.67% (-$6.1M) YoY -1.61% (-$750.7K)
(GSIEcusip381430107)	960.2K	QoQ -0.09% (-932) YoY +1.63% (+15.5K)	All Managers (Combined)	$34.2M	6.2% ($34.2M/$550.9M)	QoQ +6.82% (-$2.2M) YoY +5.66% (+$1.8M)
(GSLCcusip381430503)	253.2K	QoQ -30.47% (-111.0K) YoY -33.28% (-126.3K)	All Managers (Combined)	$27.9M	5.1% ($27.9M/$550.9M)	QoQ -33.55% (-$14.1M) YoY -29.24% (-$11.5M)
(cusip46429B747)✕	263.4K	QoQ +4.11% (+10.4K) YoY +15.54% (+35.4K)	All Managers (Combined)	$27.3M	4.9% ($27.3M/$550.9M)	QoQ +7.08% (+$1.8M) YoY +20.23% (+$4.6M)
(cusip72201R775)✕	246.3K	QoQ +4.84% (+11.4K) YoY +15.19% (+32.5K)	All Managers (Combined)	$22.8M	4.1% ($22.8M/$550.9M)	QoQ +7.22% (+$1.5M) YoY +15.95% (+$3.1M)
(IJRcusip464287804)	202.3K	QoQ +4.04% (-7.9K) YoY +44.14% (+62.0K)	All Managers (Combined)	$21.2M	3.8% ($21.2M/$550.9M)	QoQ -5.56% (-$1.2M) YoY +36.38% (+$5.6M)
(SPLGcusip78464A854)	317.9K	QoQ NEW(+317.9K) YoY NEW(+317.9K)	All Managers (Combined)	$20.9M	3.8% ($20.9M/$550.9M)	QoQ NEW(+$20.9M) YoY NEW(+$20.9M)
(cusip464288588)✕	207.4K	QoQ +30.13% (+48.0K) YoY +136.31% (+119.6K)	All Managers (Combined)	$19.4M	3.5% ($19.4M/$550.9M)	QoQ +33.11% (+$4.8M) YoY +139.79% (+$11.3M)
(BSVcusip921937827)	244.5K	QoQ +3.33% (+7.9K) YoY +18.90% (+38.9K)	All Managers (Combined)	$19.1M	3.5% ($19.1M/$550.9M)	QoQ +4.68% (+$856.1K) YoY +21.40% (+$3.4M)
(cusip808524730)✕	589.0K	QoQ +3.33% (+19.0K) YoY +3.34% (+19.1K)	All Managers (Combined)	$18.1M	3.3% ($18.1M/$550.9M)	QoQ +9.56% (+$1.6M) YoY +14.65% (+$2.3M)
(cusip808524748)✕	473.3K	QoQ +2.55% (+11.8K) YoY +341.02% (+366.0K)	All Managers (Combined)	$17.1M	3.1% ($17.1M/$550.9M)	QoQ +8.73% (+$1.4M) YoY +350.10% (+$13.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	31.2K	QoQ -1.79% (-570) YoY -4.87% (-1.6K)	All Managers (Combined)	$16.6M	3.0% ($16.6M/$550.9M)	QoQ +15.38% (-$2.2M) YoY +20.46% (-$2.8M)
(IJHcusip464287507)	254.0K	QoQ +1.60% (-4.0K) YoY +6.27% (+15.0K)	All Managers (Combined)	$14.8M	2.7% ($14.8M/$550.9M)	QoQ -4.85% (-$755.9K) YoY +2.08% (+$303.2K)
(cusip72201R585)✕	515.5K	QoQ -38.47% (-322.3K) YoY -21.30% (-139.5K)	All Managers (Combined)	$13.6M	2.5% ($13.6M/$550.9M)	QoQ -37.45% (-$8.1M) YoY -19.49% (-$3.3M)
(cusip90139K100)✕	348.6K	QoQ +4.37% (+14.6K) YoY +448.72% (+285.0K)	All Managers (Combined)	$10.9M	2.0% ($10.9M/$550.9M)	QoQ +2.05% (+$219.2K) YoY +477.54% (+$9.0M)
(cusip72201R205)✕	136.9K	QoQ -0.37% (-516) YoY -3.50% (-5.0K)	All Managers (Combined)	$7.4M	1.3% ($7.4M/$550.9M)	QoQ +2.90% (-$208.5K) YoY +1.22% (-$89.2K)
(SCHFcusip808524805)	364.2K	QoQ -1.37% (-5.1K) YoY +68.16% (-147.6K)	All Managers (Combined)	$7.2M	1.3% ($7.2M/$550.9M)	QoQ +5.44% (-$372.3K) YoY -14.75% (-$1.2M)
(AVEMcusip025072604)	102.1K	QoQ -1.33% (-1.4K) YoY -6.72% (-7.4K)	All Managers (Combined)	$6.1M	1.1% ($6.1M/$550.9M)	QoQ +0.98% (-$59.9K) YoY -3.17% (-$201.2K)