Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2010 |
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.