$1.07 Billion is the total value of LBMC INVESTMENT ADVISORS, LLC's 162 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 12.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Sell | Invesco S&P 500 Eql Wgt | $210,520,000 | +4.0% | 4,051 | -99.7% | 19.69% | +2.2% |
| IVV | Sell | Ishares TRUST S&P 500 | $206,888,000 | +2.9% | 97,467 | -79.2% | 19.35% | +1.2% |
| IWM | Sell | Ishares Russell 2000 | $171,072,000 | -1.0% | 7,938 | -98.9% | 16.00% | -2.6% |
| EFA | Sell | Ishares Tr MSCI EAFE Fd | $50,101,000 | -1.9% | 3,010 | -99.5% | 4.68% | -3.6% |
| HDV | Sell | Ishares Msci ETF High Dividend Equity Fund | $44,502,000 | +2.1% | 25,682 | -94.3% | 4.16% | +0.4% |
| IEFA | Sell | Ishares Core Msci Eafe | $41,669,000 | +19.5% | 365,124 | -21.6% | 3.90% | +17.6% |
| DVY | Sell | Ishares Tr Dow Jones Select Divid Index | $29,429,000 | +5.0% | 26,752 | -88.9% | 2.75% | +3.2% |
| ICF | Buy | Ishares Cohen Steers REIT | $23,836,000 | -0.1% | 1,343,454 | +267.9% | 2.23% | -1.8% |
| VEA | Sell | Vanguard Europe Pac Etf | $21,236,000 | -1.9% | 125,345 | -70.2% | 1.99% | -3.5% |
| VTI | Sell | Vanguard Total Stock Mkt | $14,700,000 | -0.3% | 58,011 | -12.4% | 1.38% | -2.0% |
| EEM | Buy | Ishares MSCI Emrg Mkt Fd | $14,597,000 | -8.3% | 465,604 | +61.3% | 1.36% | -9.8% |
| HCA | Buy | Hca The Healthcare Co | $11,107,000 | +11.9% | 61,116 | +27.3% | 1.04% | +10.1% |
| IJR | Sell | Ishares Tr S&P Smallcap | $10,417,000 | -5.4% | 79,095 | -18.8% | 0.97% | -7.0% |
| AOA | Sell | Ishares Tr S&P Aggressive | $10,388,000 | -1.6% | 44,956 | -69.9% | 0.97% | -3.3% |
| VOO | Buy | Vanguard S&P 500 Etf | $10,379,000 | -1.0% | 110,298 | +314.2% | 0.97% | -2.6% |
| IDU | Sell | Ishares Tr Dj US Utils | $10,053,000 | +0.9% | 12,681 | -90.0% | 0.94% | -0.8% |
| VNQ | Sell | Vanguard REIT | $10,032,000 | +13.7% | 26,976 | -68.9% | 0.94% | +11.8% |
| VTWO | Sell | Vanguard Russell 2000 | $9,595,000 | -6.0% | 86,652 | -21.4% | 0.90% | -7.6% |
| IEMG | Sell | Ishares Core Msci | $9,085,000 | +8.1% | 12,427 | -90.1% | 0.85% | +6.2% |
| AAPL | Apple Computer Inc | $8,646,000 | +8.9% | 57,977 | 0.0% | 0.81% | +7.2% | |
| IVW | Sell | Ishares Tr S&P 500/ Barra Growth Index | $8,566,000 | +1.1% | 2,028 | -98.3% | 0.80% | -0.5% |
| VYM | Buy | Vanguard High Div ETF | $7,519,000 | +15.0% | 420,068 | +573.1% | 0.70% | +13.0% |
| IVE | Buy | Ishares Tr S&P 500/ Value Index Fd | $6,640,000 | +0.0% | 647,614 | +1340.6% | 0.62% | -1.6% |
| VO | Buy | Vanguard Mid Cap | $6,383,000 | -0.3% | 62,406 | +131.3% | 0.60% | -2.0% |
| VWO | Sell | Vanguard Emerging Market | $6,258,000 | -8.1% | 14,476 | -88.5% | 0.58% | -9.6% |
| AOR | Buy | Ishares Tr S&P Allocation Fd | $4,383,000 | -1.0% | 116,439 | +47.2% | 0.41% | -2.6% |
| AOS | Sell | Smith A O | $4,163,000 | -15.0% | 500 | -99.3% | 0.39% | -16.5% |
| QQQ | Sell | Nasdaq 100 Shares | $3,805,000 | +4.9% | 2,500 | -75.6% | 0.36% | +3.2% |
| VXUS | Sell | Vanguard Total International Stock ETF | $3,670,000 | -3.7% | 40,399 | -30.4% | 0.34% | -5.2% |
| MSFT | Sell | Microsoft Corp | $3,658,000 | +10.8% | 9,079 | -25.5% | 0.34% | +8.9% |
| SPY | Sell | S P D R TRUST Unit SR | $3,150,000 | -5.4% | 4,824 | -38.0% | 0.30% | -6.9% |
| AMZN | Amazon Com Inc | $3,144,000 | +3.7% | 881 | 0.0% | 0.29% | +2.1% | |
| AFL | A F L A C Inc | $2,927,000 | -2.9% | 56,150 | 0.0% | 0.27% | -4.5% | |
| BRKB | Berkshire Hathaway Cl B | $2,869,000 | -1.8% | 10,510 | 0.0% | 0.27% | -3.6% | |
| GOOGL | Buy | Google Inc Cl A | $2,794,000 | +15.1% | 3,983 | +300.7% | 0.26% | +13.0% |
| GRC | Sell | Gorman Rupp Co Com | $2,189,000 | +4.0% | 690 | -98.9% | 0.20% | +2.5% |
| VIG | Sell | Vanguard Div Appreciation | $2,177,000 | -2.9% | 10,707 | -26.0% | 0.20% | -4.2% |
| HD | Buy | Home Depot Inc | $2,039,000 | +3.8% | 48,008 | +679.4% | 0.19% | +2.1% |
| DIS | Sell | Disney Walt Hldg Co | $2,016,000 | -3.3% | 998 | -91.6% | 0.19% | -4.5% |
| IJH | Buy | Ishares Tr S&P Midcap | $2,011,000 | -2.1% | 149,472 | +1855.9% | 0.19% | -3.6% |
| XLV | Buy | Sector Spdr Health Fund | $1,904,000 | -5.1% | 18,459 | +15.9% | 0.18% | -6.8% |
| USMV | Buy | iShares Edge MSCI Min Vol USA | $1,888,000 | -0.1% | 125,503 | +388.7% | 0.18% | -1.7% |
| GOOG | Buy | Google Inc Class C | $1,802,000 | +4.2% | 994 | +44.1% | 0.17% | +2.4% |
| PNFP | Sell | Pinnancle Finl Partners Inc | $1,712,000 | +6.1% | 3,743 | -79.5% | 0.16% | +3.9% |
| KO | Coca Cola Company | $1,670,000 | -2.9% | 31,791 | 0.0% | 0.16% | -4.9% | |
| PFF | Sell | Ishares S&P U S Pfd Fund | $1,633,000 | -1.4% | 3,329 | -92.1% | 0.15% | -2.5% |
| BSV | Sell | Vanguard Short Term Bd Index | $1,485,000 | -7.9% | 1,012 | -94.8% | 0.14% | -9.2% |
| JPM | Sell | J P Morgan Chase & Co | $1,312,000 | +8.3% | 5,336 | -31.4% | 0.12% | +7.0% |
| SCHX | Sell | Schw US Lcap Etf | $1,289,000 | +2.5% | 9,978 | -17.5% | 0.12% | +0.8% |
| OMI | Sell | Owens &Minor Inc Hldg Co | $1,250,000 | -26.1% | 10,000 | -75.0% | 0.12% | -27.3% |
| BAC | Bank Of America Corp | $1,183,000 | +7.4% | 26,725 | 0.0% | 0.11% | +5.7% | |
| MDB | Buy | Mongodb Inc Cl A | $1,179,000 | +30.4% | 12,189 | +387.6% | 0.11% | +27.9% |
| VTEB | Sell | Vanguard Tax-Exempt Bond ETF | $1,162,000 | -48.0% | 29,027 | -28.1% | 0.11% | -48.6% |
| SO | Sell | The Southern Company | $1,143,000 | +6.2% | 1,552 | -91.3% | 0.11% | +4.9% |
| SMBK | Sell | Smartfinancial Inc | $1,145,000 | +7.6% | 15,927 | -64.0% | 0.11% | +5.9% |
| XOM | Exxon Mobil Corporation | $1,123,000 | -8.7% | 19,501 | 0.0% | 0.10% | -10.3% | |
| IGV | Buy | iShares North American Tech-Software ETF | $1,045,000 | -8.0% | 451,622 | +15403.7% | 0.10% | -9.3% |
| FNDX | Sell | Schwab Fundamental US | $1,030,000 | +2.0% | 16,017 | -13.2% | 0.10% | 0.0% |
| JNJ | Buy | Johnson & Johnson | $1,027,000 | -1.9% | 7,784 | +22.5% | 0.10% | -4.0% |
| IJK | Buy | Ishares S&P Midcap | $1,004,000 | -2.1% | 753,220 | +5839.8% | 0.09% | -4.1% |
| VT | Buy | Vanguard Total World | $1,001,000 | +8.1% | 66,197 | +640.5% | 0.09% | +6.8% |
| GLD | Buy | Spdr Gold TRUST | $1,001,000 | -12.8% | 67,924 | +880.1% | 0.09% | -13.8% |
| BX | Blackstone Group LP | $960,000 | +19.7% | 8,252 | 0.0% | 0.09% | +18.4% | |
| FB | Facebook Inc Class A | $936,000 | +4.8% | 2,569 | 0.0% | 0.09% | +3.5% | |
| SPYG | Sell | Spdr S&P 500 Growth Etf | $937,000 | -5.3% | 6,404 | -59.2% | 0.09% | -6.4% |
| SCHD | New | Sch US Div Equity Etf | $893,000 | – | 7,780 | +100.0% | 0.08% | – |
| GM | General Motors Corp | $862,000 | +4.7% | 13,904 | 0.0% | 0.08% | +3.8% | |
| MA | Sell | Mastercard Inc | $843,000 | -4.7% | 1,800 | -25.7% | 0.08% | -6.0% |
| SYY | Sell | Sysco Corporation | $833,000 | +1.0% | 2,273 | -78.6% | 0.08% | 0.0% |
| MUB | Buy | Ishares National Muni Bond Etf | $815,000 | -12.4% | 288,737 | +3537.4% | 0.08% | -13.6% |
| VCSH | Sell | Vanguard Short Term Cor | $797,000 | -66.8% | 19,626 | -32.4% | 0.08% | -67.1% |
| DGRO | New | Ishares TRUST Core Divid Gwth | $791,000 | – | 7,642 | +100.0% | 0.07% | – |
| IDV | Buy | Ishares Tr Dow Jones | $767,000 | -11.5% | 42,088 | +57.3% | 0.07% | -12.2% |
| PEP | Sell | Pepsico Incorporated | $763,000 | +1.7% | 4,162 | -17.8% | 0.07% | 0.0% |
| KMB | Buy | Kimberly-Clark Corp | $701,000 | -1.0% | 6,356 | +20.1% | 0.07% | -1.5% |
| V | Buy | Visa Inc Cl A | $695,000 | +1.6% | 8,870 | +203.0% | 0.06% | 0.0% |
| MRK | Sell | Merck & Co Inc | $682,000 | -3.4% | 2,264 | -75.1% | 0.06% | -4.5% |
| CVX | Chevrontexaco Corp | $651,000 | +0.6% | 6,177 | 0.0% | 0.06% | -1.6% | |
| RF | Sell | Regions Financial Cp New | $633,000 | +6.2% | 2,290 | -92.2% | 0.06% | +3.5% |
| ORCL | Oracle Corporation | $633,000 | +12.0% | 7,263 | 0.0% | 0.06% | +9.3% | |
| SCHF | Sell | Schw Intl Eq Etf | $597,000 | +0.3% | 1,947 | -87.1% | 0.06% | -1.8% |
| DUK | Duke Energy Corporation | $591,000 | -1.2% | 6,057 | 0.0% | 0.06% | -3.5% | |
| IBM | Buy | Intl Business Machines | $566,000 | -4.7% | 7,450 | +83.9% | 0.05% | -5.4% |
| IWF | Buy | Ishares Tr Russell | $556,000 | +0.9% | 240,391 | +11753.6% | 0.05% | 0.0% |
| FNDA | Sell | Sch Fnd US Sm Etf | $556,000 | +2.4% | 1,500 | -85.0% | 0.05% | 0.0% |
| FNDF | Sell | Schwab Fundamental Inl | $549,000 | +3.0% | 3,817 | -76.2% | 0.05% | 0.0% |
| UNH | Buy | Unitedhealth Group Inc | $535,000 | +6.4% | 1,341 | +6.9% | 0.05% | +4.2% |
| COST | Buy | Costco Whsl Corp New | $521,000 | +18.1% | 4,627 | +315.4% | 0.05% | +16.7% |
| T | A T & T Corp | $476,000 | -12.2% | 18,826 | 0.0% | 0.04% | -13.5% | |
| VZ | Buy | Verizon Communications | $480,000 | -3.4% | 8,939 | +0.8% | 0.04% | -4.3% |
| WCLD | Sell | WisdomTree Cloud Computing ETF | $460,000 | +2.9% | 3,186 | -60.1% | 0.04% | 0.0% |
| SNPS | Buy | Synopsys Inc | $465,000 | +8.6% | 15,712 | +912.4% | 0.04% | +4.9% |
| QUS | Buy | SPDR MSCI USA StrategicFactors ETF | $450,000 | -27.8% | 6,930 | +32.9% | 0.04% | -28.8% |
| WMT | Sell | Wal-Mart Stores Inc | $444,000 | -1.1% | 2,927 | -8.1% | 0.04% | -2.3% |
| BMY | Bristol-Myers Squibb Co | $453,000 | -9.0% | 7,451 | 0.0% | 0.04% | -10.6% | |
| TRUX | New | Truxton Corp | $444,000 | – | 17,787 | +100.0% | 0.04% | – |
| RTX | Sell | Raytheon Technologies Ord | $440,000 | +6.8% | 3,556 | -26.3% | 0.04% | +5.1% |
| USB | Buy | U S Bancorp Del New | $434,000 | +4.6% | 22,114 | +203.8% | 0.04% | +5.1% |
| COP | Sell | Conocophillips | $438,000 | +11.5% | 1,025 | -84.1% | 0.04% | +10.8% |
| LLY | Buy | Lilly Eli & Company | $430,000 | +4.1% | 5,292 | +194.0% | 0.04% | +2.6% |
| SPHQ | Sell | Invesco S&P 500 Quality ETF | $432,000 | -28.5% | 9,004 | -27.5% | 0.04% | -29.8% |
| NEE | Nextera Energy Inc | $423,000 | +4.7% | 5,515 | 0.0% | 0.04% | +5.3% | |
| TVTY | Sell | Tivity Health Inc Com | $415,000 | -28.7% | 2,217 | -90.0% | 0.04% | -29.1% |
| MDT | Sell | Medtronic Inc | $417,000 | +48.4% | 1,518 | -33.0% | 0.04% | +44.4% |
| SCHA | Buy | Schw US Scap Etf | $402,000 | +1.0% | 15,080 | +295.1% | 0.04% | 0.0% |
| GPN | Global Pmts Inc Com | $381,000 | -35.8% | 3,164 | 0.0% | 0.04% | -35.7% | |
| ATO | Atmos Energy Corp | $389,000 | -8.3% | 4,413 | 0.0% | 0.04% | -10.0% | |
| PM | Buy | Philip Morris Intl Inc | $374,000 | +0.8% | 7,991 | +113.5% | 0.04% | 0.0% |
| PKI | Buy | Perkinelmer Inc | $370,000 | +12.5% | 5,065 | +137.5% | 0.04% | +12.9% |
| PNC | Buy | Pnc Finl Services Gp Inc | $365,000 | +2.2% | 2,749 | +47.1% | 0.03% | 0.0% |
| ABBV | Abbvie Inc | $357,000 | +5.3% | 3,007 | 0.0% | 0.03% | +3.1% | |
| MCD | Buy | Mc Donalds Corp | $355,000 | +1.1% | 2,424 | +59.7% | 0.03% | 0.0% |
| PFE | Sell | Pfizer Incorporated | $344,000 | +9.9% | 2,133 | -73.3% | 0.03% | +6.7% |
| XLNX | Xilinx Inc | $347,000 | 0.0% | 2,400 | 0.0% | 0.03% | -3.0% | |
| SDY | Sell | Spdr S&P Dividend Etf | $327,000 | -3.8% | 927 | -66.7% | 0.03% | -3.1% |
| EBLU | Ecofin Global Water ESG | $333,000 | +2.1% | 7,327 | 0.0% | 0.03% | 0.0% | |
| CSCO | Cisco Systems Inc | $325,000 | +2.8% | 5,966 | 0.0% | 0.03% | 0.0% | |
| ABT | Abbott Laboratories | $320,000 | +6.0% | 2,609 | 0.0% | 0.03% | +3.4% | |
| ADI | Analog Devices Inc | $317,000 | -2.8% | 1,892 | 0.0% | 0.03% | -3.2% | |
| DIA | Buy | Spdr Dow Jones | $314,000 | -1.9% | 44,298 | +4678.6% | 0.03% | -3.3% |
| IYR | Buy | Ishares Tr Dow Jones Re | $308,000 | +0.3% | 126,914 | +4116.4% | 0.03% | 0.0% |
| NOW | Buy | ServiceNow Inc | $311,000 | +13.1% | 1,250 | +150.0% | 0.03% | +11.5% |
| BA | Boeing Co | $299,000 | -29.5% | 1,769 | 0.0% | 0.03% | -30.0% | |
| QQQJ | Sell | Invesco NASDAQ Next Gen 100 ETF | $298,000 | -3.9% | 5,969 | -33.7% | 0.03% | -3.4% |
| INTC | Sell | Intel Corp | $304,000 | -9.3% | 600 | -89.9% | 0.03% | -12.5% |
| EPAM | EPAM Systems Inc | $294,000 | +11.8% | 515 | 0.0% | 0.03% | +8.0% | |
| ICSH | Buy | iShares Ultra Short-Term Bond ETF | $289,000 | +7.0% | 467,763 | +8666.2% | 0.03% | +3.8% |
| NKE | Nike Inc Class B | $292,000 | -0.3% | 1,895 | 0.0% | 0.03% | -3.6% | |
| DD | Dupont De Nemours Inc | $287,000 | -12.2% | 4,228 | 0.0% | 0.03% | -12.9% | |
| TXN | Buy | Texas Instruments Inc | $274,000 | +13.2% | 5,215 | +313.6% | 0.03% | +13.0% |
| QVAL | Alpha Architect US Quantitative Val ETF | $274,000 | -0.4% | 8,000 | 0.0% | 0.03% | 0.0% | |
| CRM | Buy | Salesforce Com | $277,000 | -41.8% | 29,526 | +1416.5% | 0.03% | -42.2% |
| FNDE | Buy | Schwab Funda Emg Mkts | $279,000 | +9.4% | 12,094 | +53.2% | 0.03% | +8.3% |
| FNDC | Buy | Schwab Fundamental Intl | $272,000 | +4.2% | 7,893 | +18.7% | 0.02% | 0.0% |
| CVS | C V S Corp Del | $266,000 | +9.9% | 2,899 | 0.0% | 0.02% | +8.7% | |
| HON | Buy | Honeywell International | $266,000 | +7.7% | 6,160 | +448.0% | 0.02% | +8.7% |
| QLD | Buy | ProShares Ultra QQQ | $259,000 | +1.6% | 18,277 | +414.0% | 0.02% | 0.0% |
| PYPL | Paypal Holdings Inco | $253,000 | +2.8% | 843 | 0.0% | 0.02% | +4.3% | |
| IWR | Sell | Ishares Russell Index Fd | $260,000 | -1.5% | 2,913 | -12.5% | 0.02% | -4.0% |
| FDN | First Tr Dj Internet Fd | $257,000 | -5.2% | 1,106 | 0.0% | 0.02% | -7.7% | |
| TER | Buy | Teradyne Incorporated | $242,000 | -18.5% | 2,783 | +25.5% | 0.02% | -17.9% |
| DOW | Dow Chemical Company | $246,000 | -8.9% | 4,273 | 0.0% | 0.02% | -11.5% | |
| UPS | Buy | United Parcel Service B | $245,000 | -12.2% | 4,893 | +264.9% | 0.02% | -14.8% |
| PRU | Sell | Prudential Financial Inc | $241,000 | +2.6% | 1,524 | -33.4% | 0.02% | +4.5% |
| PAYC | New | Paycom Software Inc Com Usd0.01 | $249,000 | – | 39,960 | +100.0% | 0.02% | – |
| OKTA | Okta Inc | $237,000 | -3.3% | 1,000 | 0.0% | 0.02% | -4.3% | |
| FDX | Fedex Corporation | $240,000 | -26.4% | 1,093 | 0.0% | 0.02% | -29.0% | |
| CHCO | City Holding Co | $234,000 | +3.5% | 3,000 | 0.0% | 0.02% | +4.8% | |
| HUM | Buy | Humana Inc | $233,000 | -12.4% | 1,124 | +87.3% | 0.02% | -12.0% |
| UAL | Buy | United Continental Holdings Inc Com Usd0 | $233,000 | -9.0% | 7,280 | +48.8% | 0.02% | -8.3% |
| PG | Buy | Procter & Gamble Co | $224,000 | +8.7% | 16,652 | +992.7% | 0.02% | +5.0% |
| XLY | Buy | Sector Spdr Consumer Fd | $224,000 | +0.4% | 6,647 | +431.8% | 0.02% | 0.0% |
| TMO | New | Thermo Fisher Scntfc | $220,000 | – | 10,615 | +100.0% | 0.02% | – |
| CMCSA | New | Comcast Corp New Cl A | $225,000 | – | 6,460 | +100.0% | 0.02% | – |
| STZ | Buy | Constellation Brand Cl A | $216,000 | -10.0% | 1,114 | +8.7% | 0.02% | -13.0% |
| New | General Electric Company | $219,000 | – | 17,001 | +100.0% | 0.02% | – | |
| DFAT | Buy | Dfa Tax Managed US Small | $206,000 | -0.5% | 11,856 | +156.2% | 0.02% | -5.0% |
| TT | New | Trane Technologies PLC | $200,000 | – | 1,261 | +100.0% | 0.02% | – |
| VIOO | Buy | Vanguard S&P Small-Cap 600 ETF | $204,000 | -2.9% | 26,628 | +2531.2% | 0.02% | -5.0% |
| MORT | Sell | VanEck Vectors Mortgage REIT Income ETF | $207,000 | -2.8% | 1,255 | -88.3% | 0.02% | -5.0% |
| F | Ford Motor Company | $161,000 | 0.0% | 10,863 | 0.0% | 0.02% | 0.0% | |
| PVCT | New | Provectus Pharmaceutical Inc | $1,000 | – | 22,000 | +100.0% | 0.00% | – |
| Exit | Orca Technologies Inc | $0 | – | -10,000 | -100.0% | 0.00% | – | |
| PHUN | Exit | Phunware Inc | $0 | – | -16,652 | -100.0% | -0.00% | – |
| SLYG | Exit | Spdr S&P 600 Small Cap | $0 | – | -2,273 | -100.0% | -0.02% | – |
| WSBC | Exit | Wesbanco Inc | $0 | – | -5,768 | -100.0% | -0.02% | – |
| DG | Exit | Dollar General Corp | $0 | – | -998 | -100.0% | -0.02% | – |
| IIIV | Exit | i3 Verticals Inc | $0 | – | -7,450 | -100.0% | -0.02% | – |
| GE | Exit | General Electric Company | $0 | – | -17,001 | -100.0% | -0.02% | – |
| PSX | Exit | Phillips | $0 | – | -2,749 | -100.0% | -0.02% | – |
| PENN | Exit | Penn National Gaming | $0 | – | -4,162 | -100.0% | -0.03% | – |
| LUV | Exit | Southwest Airlines Co | $0 | – | -6,404 | -100.0% | -0.03% | – |
| GSLC | Exit | Goldman Sachs Etf Tr Equity Etf | $0 | – | -3,983 | -100.0% | -0.03% | – |
| RNG | Exit | Ringcentral Inc-Class A | $0 | – | -1,500 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares TRUST S&P 500 | 42 | Q3 2023 | 21.9% |
| Ishares Russell 2000 | 42 | Q3 2023 | 18.6% |
| Ishares Tr MSCI EAFE Fd | 42 | Q3 2023 | 10.0% |
| Ishares Msci ETF High Dividend Equity Fund | 42 | Q3 2023 | 7.0% |
| Ishares Tr Dow Jones Select Divid Index | 42 | Q3 2023 | 4.0% |
| Ishares MSCI Emrg Mkt Fd | 42 | Q3 2023 | 5.4% |
| Ishares Tr Dj US Utils | 42 | Q3 2023 | 4.2% |
| Vanguard Europe Pac Etf | 42 | Q3 2023 | 2.4% |
| Vanguard Short Term Bd Index | 42 | Q3 2023 | 6.4% |
| Ishares Tr S&P 500/ Barra Growth Index | 42 | Q3 2023 | 2.1% |
View LBMC INVESTMENT ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-03-17 |
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.