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 2 of 6

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72201R874

Shares:104.9K

Value:$5.2M

% of Portfolio:1.0% ($5.2M/$550.9M)

922907746

VTEB|922907746

Shares:99.7K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$550.9M)

025072703

AVDE|025072703

Shares:73.8K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$550.9M)

72201R866

Shares:90.1K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$550.9M)

921937819

BIV|921937819

Shares:44.9K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$550.9M)

922908736

VUG|922908736

Shares:9.1K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$550.9M)

46138G698

Shares:33.7K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$550.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:5.8K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$550.9M)

46429B333

Shares:69.0K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$550.9M)

Apple Inc.

AAPL|037833100

Shares:11.6K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$550.9M)

025072190

Shares:42.9K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$550.9M)

Mastercard Inc

MA|57636Q104

Shares:4.1K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$550.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:13.2K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$550.9M)

808524763

FNDA|808524763

Shares:66.8K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$550.9M)

Tesla, Inc.

TSLA|88160R101

Shares:6.8K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$550.9M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:3.1K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$550.9M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$550.9M)

464287200

IVV|464287200

Shares:2.7K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$550.9M)

78464A847

Shares:29.5K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$550.9M)

921908844

VIG|921908844

Shares:7.6K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$550.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip72201R874)✕	104.9K	QoQ +13.78% (+12.7K) YoY +40.84% (+30.4K)	All Managers (Combined)	$5.2M	1.0% ($5.2M/$550.9M)	QoQ +14.19% (+$652.1K) YoY +41.18% (+$1.5M)
(VTEBcusip922907746)	99.7K	QoQ +16.27% (+13.9K) YoY +5.24% (+5.0K)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$550.9M)	QoQ +15.09% (+$648.4K) YoY +3.21% (+$153.8K)
(AVDEcusip025072703)	73.8K	QoQ -0.35% (-265) YoY +2.91% (+2.1K)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$550.9M)	QoQ +7.59% (-$345.4K) YoY +7.00% (+$320.2K)
(cusip72201R866)✕	90.1K	QoQ +3.37% (+2.9K) YoY +8.92% (+7.4K)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$550.9M)	QoQ +3.01% (+$135.9K) YoY +7.01% (+$304.4K)
(BIVcusip921937819)	44.9K	QoQ +3.97% (+1.7K) YoY -16.67% (-9.0K)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$550.9M)	QoQ +6.53% (+$210.7K) YoY -15.38% (-$624.4K)
(VUGcusip922908736)	9.1K	QoQ +1.52% (-136) YoY -6.17% (-597)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$550.9M)	QoQ -8.28% (-$303.9K) YoY +1.08% (-$36.1K)
(cusip46138G698)✕	33.7K	QoQ 0.00% (+1) YoY -2.43% (-841)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$550.9M)	QoQ +1.45% (+$47.9K) YoY +3.40% (-$110.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	5.8K	QoQ -0.98% (-58) YoY -7.14% (-447)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$550.9M)	QoQ -5.50% (-$189.1K) YoY -0.70% (-$23.0K)
(cusip46429B333)✕	69.0K	QoQ -54.03% (-81.2K) YoY -74.32% (-199.9K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$550.9M)	QoQ -53.00% (-$3.4M) YoY -74.02% (-$8.6M)
Apple Inc.(AAPLcusip037833100)	11.6K	QoQ +2.35% (-267) YoY -24.65% (-3.8K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$550.9M)	QoQ -9.20% (-$260.8K) YoY -2.39% (-$63.2K)
(cusip025072190)✕	42.9K	QoQ +39.88% (+12.2K) YoY NEW(+42.9K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$550.9M)	QoQ +46.55% (+$740.8K) YoY NEW(+$2.3M)
Mastercard Inc(MAcusip57636Q104)	4.1K	QoQ +0.17% (+7) YoY -4.71% (-201)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$550.9M)	QoQ +4.26% (+$91.1K) YoY +8.44% (-$173.6K)
Alphabet Inc.(GOOGLcusip02079K305)	13.2K	QoQ +1.23% (-161) YoY -16.78% (-2.7K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$550.9M)	QoQ -17.30% (-$428.5K) YoY -14.73% (-$354.0K)
(FNDAcusip808524763)	66.8K	QoQ -0.36% (-247) YoY +109.11% (+34.8K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$550.9M)	QoQ -8.11% (-$161.6K) YoY +0.43% (+$7.9K)
Tesla, Inc.(TSLAcusip88160R101)	6.8K	QoQ +2.09% (-139) YoY -1.33% (-92)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$550.9M)	QoQ -34.48% (-$926.1K) YoY +45.45% (-$549.8K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	3.1K	QoQ +8.46% (+242) YoY -8.39% (-284)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$550.9M)	QoQ +1.59% (+$26.0K) YoY -12.15% (-$229.0K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$550.9M)	QoQ +17.25% (+$235.0K) YoY +25.84% (+$328.0K)
(IVVcusip464287200)	2.7K	QoQ +11.12% (+272) YoY -12.91% (-403)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$550.9M)	QoQ +6.05% (+$87.1K) YoY -6.94% (-$113.9K)
(cusip78464A847)✕	29.5K	QoQ -0.58% (-174) YoY -15.44% (-5.4K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$550.9M)	QoQ -6.96% (-$113.1K) YoY -18.86% (-$351.2K)
(VIGcusip921908844)	7.6K	QoQ +6.48% (+463) YoY +9.02% (+629)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$550.9M)	QoQ +5.48% (+$76.6K) YoY +15.80% (+$201.3K)