| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2009 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares TRUST S&P 500 | 45 | Q2 2024 | 21.9% |
| Ishares Russell 2000 | 45 | Q2 2024 | 18.6% |
| Ishares Tr MSCI EAFE Fd | 45 | Q2 2024 | 10.0% |
| Ishares Msci ETF High Dividend Equity Fund | 45 | Q2 2024 | 7.0% |
| Ishares Tr Dow Jones Select Divid Index | 45 | Q2 2024 | 4.0% |
| Ishares MSCI Emrg Mkt Fd | 45 | Q2 2024 | 5.4% |
| Ishares Tr Dj US Utils | 45 | Q2 2024 | 4.2% |
| Vanguard Europe Pac Etf | 45 | Q2 2024 | 2.4% |
| Vanguard Short Term Bd Index | 45 | Q2 2024 | 6.4% |
| Ishares Tr S&P 500/ Barra Growth Index | 45 | Q2 2024 | 2.1% |
View LBMC INVESTMENT ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-11 |
| N-PX | 2024-07-01 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-07 |
View LBMC INVESTMENT ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.