$1.16 Billion is the total value of LBMC INVESTMENT ADVISORS, LLC's 167 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 9.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | Ishares TRUST S&P 500 | $231,658,000 | +12.0% | 485,667 | +398.3% | 20.02% | +3.5% |
| RSP | Buy | Invesco S&P 500 Eql Wgt | $231,066,000 | +9.8% | 1,419,760 | +34947.1% | 19.97% | +1.5% |
| IWM | Buy | Ishares Russell 2000 | $171,142,000 | +0.0% | 769,351 | +9592.0% | 14.79% | -7.5% |
| EFA | Buy | Ishares Tr MSCI EAFE Fd | $51,721,000 | +3.2% | 657,359 | +21739.2% | 4.47% | -4.6% |
| HDV | Buy | Ishares Msci ETF High Dividend Equity Fund | $48,405,000 | +8.8% | 479,306 | +1766.3% | 4.18% | +0.5% |
| IEFA | Buy | Ishares Core Msci Eafe | $40,670,000 | -2.4% | 544,881 | +49.2% | 3.52% | -9.8% |
| DVY | Buy | Ishares Tr Dow Jones Select Divid Index | $31,776,000 | +8.0% | 259,207 | +868.9% | 2.75% | -0.2% |
| ICF | Sell | Ishares Cohen Steers REIT | $27,845,000 | +16.8% | 365,994 | -72.8% | 2.41% | +8.0% |
| VEA | Buy | Vanguard Europe Pac Etf | $24,338,000 | +14.6% | 476,650 | +280.3% | 2.10% | +5.9% |
| VTI | Buy | Vanguard Total Stock Mkt | $15,708,000 | +6.9% | 65,061 | +12.2% | 1.36% | -1.2% |
| EEM | Sell | Ishares MSCI Emrg Mkt Fd | $14,338,000 | -1.8% | 293,518 | -37.0% | 1.24% | -9.2% |
| VTWO | Buy | Vanguard Russell 2000 | $12,861,000 | +34.0% | 143,200 | +65.3% | 1.11% | +24.0% |
| VNQ | Buy | Vanguard REIT | $12,019,000 | +19.8% | 103,601 | +284.0% | 1.04% | +10.8% |
| HCA | Sell | Hca The Healthcare Co | $11,757,000 | +5.9% | 45,762 | -25.1% | 1.02% | -2.2% |
| VOO | Sell | Vanguard S&P 500 Etf | $11,400,000 | +9.8% | 26,113 | -76.3% | 0.98% | +1.4% |
| IJR | Buy | Ishares Tr S&P Smallcap | $11,004,000 | +5.6% | 96,092 | +21.5% | 0.95% | -2.4% |
| IDU | Buy | Ishares Tr Dj US Utils | $10,866,000 | +8.1% | 122,877 | +869.0% | 0.94% | -0.1% |
| AAPL | Buy | Apple Computer Inc | $10,855,000 | +25.5% | 61,129 | +5.4% | 0.94% | +15.9% |
| AOA | Buy | Ishares Tr S&P Aggressive | $10,811,000 | +4.1% | 148,468 | +230.3% | 0.94% | -3.7% |
| VYM | Sell | Vanguard High Div ETF | $10,098,000 | +34.3% | 90,076 | -78.6% | 0.87% | +24.2% |
| IVW | Buy | Ishares Tr S&P 500/ Barra Growth Index | $9,615,000 | +12.2% | 114,920 | +5566.7% | 0.83% | +3.7% |
| IEMG | Buy | Ishares Core Msci | $8,375,000 | -7.8% | 139,914 | +1025.9% | 0.72% | -14.8% |
| IVE | Sell | Ishares Tr S&P 500/ Value Index Fd | $7,165,000 | +7.9% | 45,742 | -92.9% | 0.62% | -0.3% |
| VO | Sell | Vanguard Mid Cap | $6,788,000 | +6.3% | 26,644 | -57.3% | 0.59% | -1.7% |
| VWO | Buy | Vanguard Emerging Market | $6,331,000 | +1.2% | 128,007 | +784.3% | 0.55% | -6.5% |
| AOS | Buy | Smith A O | $5,349,000 | +28.5% | 62,304 | +12360.8% | 0.46% | +18.8% |
| QQQ | Buy | Nasdaq 100 Shares | $4,796,000 | +26.0% | 12,055 | +382.2% | 0.42% | +16.6% |
| AOR | Sell | Ishares Tr S&P Allocation Fd | $4,580,000 | +4.5% | 80,243 | -31.1% | 0.40% | -3.4% |
| MSFT | Buy | Microsoft Corp | $4,394,000 | +20.1% | 13,066 | +43.9% | 0.38% | +11.1% |
| VXUS | Buy | Vanguard Total International Stock ETF | $3,762,000 | +2.5% | 59,186 | +46.5% | 0.32% | -5.2% |
| SPY | Buy | S P D R TRUST Unit SR | $3,492,000 | +10.9% | 7,353 | +52.4% | 0.30% | +2.4% |
| AFL | A F L A C Inc | $3,279,000 | +12.0% | 56,150 | 0.0% | 0.28% | +3.3% | |
| AMZN | Buy | Amazon Com Inc | $3,204,000 | +1.9% | 961 | +9.1% | 0.28% | -5.8% |
| GOOGL | Sell | Google Inc Cl A | $3,111,000 | +11.3% | 1,074 | -73.0% | 0.27% | +3.1% |
| BRKB | Sell | Berkshire Hathaway Cl B | $3,098,000 | +8.0% | 10,360 | -1.4% | 0.27% | 0.0% |
| GRC | Buy | Gorman Rupp Co Com | $2,723,000 | +24.4% | 61,116 | +8757.4% | 0.24% | +14.6% |
| HD | Sell | Home Depot Inc | $2,578,000 | +26.4% | 6,212 | -87.1% | 0.22% | +16.8% |
| VIG | Buy | Vanguard Div Appreciation | $2,435,000 | +11.9% | 14,176 | +32.4% | 0.21% | +2.9% |
| IJH | Sell | Ishares Tr S&P Midcap | $2,166,000 | +7.7% | 7,652 | -94.9% | 0.19% | -0.5% |
| XLV | Sell | Sector Spdr Health Fund | $2,108,000 | +10.7% | 14,964 | -18.9% | 0.18% | +2.2% |
| USMV | Sell | iShares Edge MSCI Min Vol USA | $2,078,000 | +10.1% | 25,682 | -79.5% | 0.18% | +1.7% |
| KO | Sell | Coca Cola Company | $1,870,000 | +12.0% | 31,574 | -0.7% | 0.16% | +3.8% |
| GOOG | Sell | Google Inc Class C | $1,855,000 | +2.9% | 641 | -35.5% | 0.16% | -5.3% |
| DIS | Buy | Disney Walt Hldg Co | $1,816,000 | -9.9% | 11,726 | +1074.9% | 0.16% | -16.9% |
| PNFP | Buy | Pinnancle Finl Partners Inc | $1,738,000 | +1.5% | 18,204 | +386.3% | 0.15% | -6.2% |
| OMI | Buy | Owens &Minor Inc Hldg Co | $1,738,000 | +39.0% | 39,960 | +299.6% | 0.15% | +28.2% |
| PFF | Buy | Ishares S&P U S Pfd Fund | $1,680,000 | +2.9% | 42,608 | +1179.9% | 0.14% | -5.2% |
| SCHX | Buy | Schw US Lcap Etf | $1,414,000 | +9.7% | 12,421 | +24.5% | 0.12% | +0.8% |
| MDB | Sell | Mongodb Inc Cl A | $1,323,000 | +12.2% | 2,500 | -79.5% | 0.11% | +3.6% |
| JPM | Buy | J P Morgan Chase & Co | $1,270,000 | -3.2% | 8,017 | +50.2% | 0.11% | -10.6% |
| SO | Buy | The Southern Company | $1,276,000 | +11.6% | 18,605 | +1098.8% | 0.11% | +2.8% |
| XOM | Buy | Exxon Mobil Corporation | $1,244,000 | +10.8% | 20,330 | +4.3% | 0.11% | +2.9% |
| SMBK | Buy | Smartfinancial Inc | $1,212,000 | +5.9% | 44,298 | +178.1% | 0.10% | -1.9% |
| BSV | Buy | Vanguard Short Term Bd Index | $1,204,000 | -18.9% | 14,894 | +1371.7% | 0.10% | -25.2% |
| VTEB | Sell | Vanguard Tax-Exempt Bond ETF | $1,165,000 | +0.3% | 21,211 | -26.9% | 0.10% | -7.3% |
| BAC | Sell | Bank Of America Corp | $1,134,000 | -4.1% | 25,484 | -4.6% | 0.10% | -11.7% |
| FNDX | Buy | Schwab Fundamental US | $1,122,000 | +8.9% | 19,135 | +19.5% | 0.10% | +1.0% |
| IJK | Sell | Ishares S&P Midcap | $1,077,000 | +7.3% | 12,633 | -98.3% | 0.09% | -1.1% |
| VT | Sell | Vanguard Total World | $1,080,000 | +7.9% | 10,052 | -84.8% | 0.09% | -1.1% |
| SCHD | Buy | Sch US Div Equity Etf | $1,066,000 | +19.4% | 13,189 | +69.5% | 0.09% | +9.5% |
| BX | Buy | Blackstone Group LP | $1,068,000 | +11.2% | 8,255 | +0.0% | 0.09% | +2.2% |
| GLD | Sell | Spdr Gold TRUST | $1,042,000 | +4.1% | 6,095 | -91.0% | 0.09% | -4.3% |
| IGV | Sell | iShares North American Tech-Software ETF | $1,041,000 | -0.4% | 2,618 | -99.4% | 0.09% | -8.2% |
| JNJ | Sell | Johnson & Johnson | $1,043,000 | +1.6% | 6,100 | -21.6% | 0.09% | -6.2% |
| SPYG | Buy | Spdr S&P 500 Growth Etf | $1,036,000 | +10.6% | 14,292 | +123.2% | 0.09% | +2.3% |
| VCSH | Sell | Vanguard Short Term Cor | $998,000 | +25.2% | 12,285 | -37.4% | 0.09% | +14.7% |
| DGRO | Buy | Ishares TRUST Core Divid Gwth | $967,000 | +22.3% | 17,402 | +127.7% | 0.08% | +13.5% |
| GM | Buy | General Motors Corp | $959,000 | +11.3% | 16,354 | +17.6% | 0.08% | +2.5% |
| FB | Buy | Facebook Inc Class A | $945,000 | +1.0% | 2,810 | +9.4% | 0.08% | -6.8% |
| PEP | Buy | Pepsico Incorporated | $861,000 | +12.8% | 4,955 | +19.1% | 0.07% | +4.2% |
| SYY | Buy | Sysco Corporation | $834,000 | +0.1% | 10,615 | +367.0% | 0.07% | -7.7% |
| MUB | Sell | Ishares National Muni Bond Etf | $816,000 | +0.1% | 7,015 | -97.6% | 0.07% | -6.6% |
| IDV | Sell | Ishares Tr Dow Jones | $788,000 | +2.7% | 25,269 | -40.0% | 0.07% | -5.6% |
| MA | Buy | Mastercard Inc | $778,000 | -7.7% | 2,164 | +20.2% | 0.07% | -15.2% |
| VXF | New | Vanguard Extended Mkt | $779,000 | – | 4,261 | +100.0% | 0.07% | – |
| KMB | Sell | Kimberly-Clark Corp | $756,000 | +7.8% | 5,292 | -16.7% | 0.06% | -1.5% |
| CVX | Buy | Chevrontexaco Corp | $753,000 | +15.7% | 6,417 | +3.9% | 0.06% | +6.6% |
| UNH | Buy | Unitedhealth Group Inc | $689,000 | +28.8% | 1,372 | +2.3% | 0.06% | +20.0% |
| MRK | Buy | Merck & Co Inc | $696,000 | +2.1% | 9,079 | +301.0% | 0.06% | -6.2% |
| V | Sell | Visa Inc Cl A | $677,000 | -2.6% | 3,122 | -64.8% | 0.06% | -9.2% |
| COST | Sell | Costco Whsl Corp New | $658,000 | +26.3% | 1,159 | -75.0% | 0.06% | +16.3% |
| DUK | Buy | Duke Energy Corporation | $636,000 | +7.6% | 6,059 | +0.0% | 0.06% | 0.0% |
| ORCL | Oracle Corporation | $633,000 | 0.0% | 7,263 | 0.0% | 0.06% | -6.8% | |
| IWF | Sell | Ishares Tr Russell | $620,000 | +11.5% | 2,029 | -99.2% | 0.05% | +3.8% |
| SCHF | Buy | Schw Intl Eq Etf | $601,000 | +0.7% | 15,464 | +694.2% | 0.05% | -7.1% |
| FNDA | Buy | Sch Fnd US Sm Etf | $589,000 | +5.9% | 10,584 | +605.6% | 0.05% | -1.9% |
| IBM | Sell | Intl Business Machines | $559,000 | -1.2% | 4,181 | -43.9% | 0.05% | -9.4% |
| SNPS | Sell | Synopsys Inc | $561,000 | +20.6% | 1,522 | -90.3% | 0.05% | +11.6% |
| FNDF | Buy | Schwab Fundamental Inl | $546,000 | -0.5% | 16,780 | +339.6% | 0.05% | -7.8% |
| XLNX | Xilinx Inc | $509,000 | +46.7% | 2,400 | 0.0% | 0.04% | +37.5% | |
| VTWV | New | Vanguard Russell 2000 Value ETF | $508,000 | – | 3,496 | +100.0% | 0.04% | – |
| LLY | Sell | Lilly Eli & Company | $514,000 | +19.5% | 1,860 | -64.9% | 0.04% | +10.0% |
| NEE | Sell | Nextera Energy Inc | $504,000 | +19.1% | 5,394 | -2.2% | 0.04% | +10.0% |
| QUS | Sell | SPDRA(R) MSCI USA StrategicFactors ETF | $493,000 | +9.6% | 3,774 | -45.5% | 0.04% | +2.4% |
| PFE | Buy | Pfizer Incorporated | $473,000 | +37.5% | 8,011 | +275.6% | 0.04% | +28.1% |
| TVTY | Buy | Tivity Health Inc Com | $476,000 | +14.7% | 17,990 | +711.5% | 0.04% | +5.1% |
| SPHQ | Sell | Invesco S&P 500A(R) Quality ETF | $474,000 | +9.7% | 8,905 | -1.1% | 0.04% | +2.5% |
| VTWG | New | Vanguard Russell 2000 Growth ETF | $462,000 | – | 2,165 | +100.0% | 0.04% | – |
| ATO | Atmos Energy Corp | $462,000 | +18.8% | 4,413 | 0.0% | 0.04% | +11.1% | |
| BMY | Buy | Bristol-Myers Squibb Co | $465,000 | +2.6% | 7,457 | +0.1% | 0.04% | -4.8% |
| COP | Buy | Conocophillips | $467,000 | +6.6% | 6,465 | +530.7% | 0.04% | -2.4% |
| RF | Buy | Regions Financial Cp New | $465,000 | -26.5% | 21,338 | +831.8% | 0.04% | -32.2% |
| VZ | Sell | Verizon Communications | $462,000 | -3.8% | 8,888 | -0.6% | 0.04% | -11.1% |
| ABBV | Buy | Abbvie Inc | $449,000 | +25.8% | 3,313 | +10.2% | 0.04% | +18.2% |
| RTX | Buy | Raytheon Technologies Ord | $440,000 | 0.0% | 5,118 | +43.9% | 0.04% | -7.3% |
| PKI | Sell | Perkinelmer Inc | $429,000 | +15.9% | 2,133 | -57.9% | 0.04% | +5.7% |
| WMT | Buy | Wal-Mart Stores Inc | $432,000 | -2.7% | 2,987 | +2.0% | 0.04% | -11.9% |
| SCHA | Sell | Schw US Scap Etf | $414,000 | +3.0% | 4,039 | -73.2% | 0.04% | -5.3% |
| WCLD | Buy | WisdomTree Cloud Computing ETF | $414,000 | -10.0% | 7,989 | +150.8% | 0.04% | -16.3% |
| USB | Sell | U S Bancorp Del New | $411,000 | -5.3% | 7,313 | -66.9% | 0.04% | -12.2% |
| MCD | Sell | Mc Donalds Corp | $396,000 | +11.5% | 1,476 | -39.1% | 0.03% | +3.0% |
| ABT | Buy | Abbott Laboratories | $381,000 | +19.1% | 2,710 | +3.9% | 0.03% | +10.0% |
| PM | Sell | Philip Morris Intl Inc | $377,000 | +0.8% | 3,965 | -50.4% | 0.03% | -5.7% |
| CSCO | Buy | Cisco Systems Inc | $379,000 | +16.6% | 5,975 | +0.2% | 0.03% | +10.0% |
| EBLU | Ecofin Global Water ESG | $370,000 | +11.1% | 7,327 | 0.0% | 0.03% | +3.2% | |
| PNC | Sell | Pnc Finl Services Gp Inc | $374,000 | +2.5% | 1,865 | -32.2% | 0.03% | -5.9% |
| SDY | Buy | Spdr S&P Dividend Etf | $360,000 | +10.1% | 2,790 | +201.0% | 0.03% | 0.0% |
| T | Sell | A T & T Corp | $355,000 | -25.4% | 14,435 | -23.3% | 0.03% | -31.1% |
| TER | Sell | Teradyne Incorporated | $363,000 | +50.0% | 2,217 | -20.3% | 0.03% | +34.8% |
| IYR | Sell | Ishares Tr Dow Jones Re | $350,000 | +13.6% | 3,010 | -97.6% | 0.03% | +3.4% |
| EPAM | EPAM Systems Inc | $344,000 | +17.0% | 515 | 0.0% | 0.03% | +11.1% | |
| DD | Dupont De Nemours Inc | $342,000 | +19.2% | 4,228 | 0.0% | 0.03% | +11.1% | |
| PLTR | New | Palantir Technologies Inc | $346,000 | – | 19,020 | +100.0% | 0.03% | – |
| NKE | Buy | Nike Inc Class B | $336,000 | +15.1% | 2,014 | +6.3% | 0.03% | +7.4% |
| ADI | Analog Devices Inc | $333,000 | +5.0% | 1,892 | 0.0% | 0.03% | -3.3% | |
| DIA | Sell | Spdr Dow Jones | $338,000 | +7.6% | 930 | -97.9% | 0.03% | 0.0% |
| NOW | Sell | ServiceNow Inc | $325,000 | +4.5% | 500 | -60.0% | 0.03% | -3.4% |
| MDT | Buy | Medtronic Inc | $319,000 | -23.5% | 3,084 | +103.2% | 0.03% | -28.2% |
| CVS | Buy | C V S Corp Del | $324,000 | +21.8% | 3,139 | +8.3% | 0.03% | +12.0% |
| QLD | Sell | ProShares Ultra QQQ | $317,000 | +22.4% | 3,556 | -80.5% | 0.03% | +12.5% |
| QQQJ | Buy | Invesco NASDAQ Next Gen 100 ETF | $303,000 | +1.7% | 9,028 | +51.2% | 0.03% | -7.1% |
| QVAL | Alpha Architect US Quantitative Val ETF | $297,000 | +8.4% | 8,000 | 0.0% | 0.03% | 0.0% | |
| GPN | Sell | Global Pmts Inc Com | $296,000 | -22.3% | 2,190 | -30.8% | 0.03% | -27.8% |
| INTC | Buy | Intel Corp | $295,000 | -3.0% | 5,719 | +853.2% | 0.03% | -7.1% |
| UPS | Sell | United Parcel Service B | $290,000 | +18.4% | 1,354 | -72.3% | 0.02% | +8.7% |
| HUM | Sell | Humana Inc | $278,000 | +19.3% | 600 | -46.6% | 0.02% | +9.1% |
| IWR | Buy | Ishares Russell Index Fd | $276,000 | +6.2% | 3,330 | +14.3% | 0.02% | 0.0% |
| FDX | Fedex Corporation | $283,000 | +17.9% | 1,093 | 0.0% | 0.02% | +9.1% | |
| PG | Sell | Procter & Gamble Co | $262,000 | +17.0% | 1,603 | -90.4% | 0.02% | +9.5% |
| TXN | Sell | Texas Instruments Inc | $269,000 | -1.8% | 1,429 | -72.6% | 0.02% | -11.5% |
| HON | Sell | Honeywell International | $262,000 | -1.5% | 1,255 | -79.6% | 0.02% | -8.0% |
| FNDE | Sell | Schwab Funda Emg Mkts | $271,000 | -2.9% | 8,735 | -27.8% | 0.02% | -11.5% |
| FNDC | Sell | Schwab Fundamental Intl | $264,000 | -2.9% | 7,061 | -10.5% | 0.02% | -8.0% |
| CRM | Sell | Salesforce Com | $259,000 | -6.5% | 1,021 | -96.5% | 0.02% | -15.4% |
| XLY | Sell | Sector Spdr Consumer Fd | $256,000 | +14.3% | 1,250 | -81.2% | 0.02% | +4.8% |
| TMO | Sell | Thermo Fisher Scntfc | $257,000 | +16.8% | 385 | -96.4% | 0.02% | +4.8% |
| STZ | Sell | Constellation Brand Cl A | $257,000 | +19.0% | 1,025 | -8.0% | 0.02% | +10.0% |
| PRU | Buy | Prudential Financial Inc | $248,000 | +2.9% | 2,291 | +50.3% | 0.02% | -8.7% |
| DOW | Dow Chemical Company | $242,000 | -1.6% | 4,273 | 0.0% | 0.02% | -8.7% | |
| CHCO | City Holding Co | $245,000 | +4.7% | 3,000 | 0.0% | 0.02% | -4.5% | |
| F | Buy | Ford Motor Company | $236,000 | +46.6% | 11,384 | +4.8% | 0.02% | +33.3% |
| MU | New | Micron Technology Inc | $231,000 | – | 2,480 | +100.0% | 0.02% | – |
| TT | Sell | Trane Technologies PLC | $235,000 | +17.5% | 1,164 | -7.7% | 0.02% | +5.3% |
| BA | Sell | Boeing Co | $237,000 | -20.7% | 1,176 | -33.5% | 0.02% | -28.6% |
| DG | New | Dollar General Corp | $218,000 | – | 923 | +100.0% | 0.02% | – |
| DFAT | Sell | Dfa Tax Managed US Small | $222,000 | +7.8% | 4,670 | -60.6% | 0.02% | 0.0% |
| OKTA | Okta Inc | $224,000 | -5.5% | 1,000 | 0.0% | 0.02% | -13.6% | |
| CMCSA | Sell | Comcast Corp New Cl A | $203,000 | -9.8% | 4,027 | -37.7% | 0.02% | -14.3% |
| UAL | Sell | United Continental Holdings Inc Com Usd0 | $214,000 | -8.2% | 4,893 | -32.8% | 0.02% | -18.2% |
| BTI | New | Brit Amer Tobacco | $209,000 | – | 5,585 | +100.0% | 0.02% | – |
| BIV | New | Vanguard Bond Index Fund | $211,000 | – | 2,409 | +100.0% | 0.02% | – |
| VIOO | Sell | Vanguard S&P Small-Cap 600 ETF | $213,000 | +4.4% | 1,012 | -96.2% | 0.02% | -5.3% |
| PAYC | Sell | Paycom Software Inc Com Usd0.01 | $209,000 | -16.1% | 503 | -98.7% | 0.02% | -21.7% |
| SLYG | New | Spdr S&P 600 Small Cap | $212,000 | – | 2,282 | +100.0% | 0.02% | – |
| WSBC | New | Wesbanco Inc | $202,000 | – | 5,768 | +100.0% | 0.02% | – |
| Sell | General Electric Company | $201,000 | -8.2% | 2,125 | -87.5% | 0.02% | -15.0% | |
| MORT | Buy | VanEck Vectors Mortgage REIT Income ETF | $199,000 | -3.9% | 11,107 | +785.0% | 0.02% | -10.5% |
| PVCT | Exit | Provectus Pharmaceutical Inc | $0 | – | -22,000 | -100.0% | 0.00% | – |
| PYPL | Exit | Paypal Holdings Inco | $0 | – | -843 | -100.0% | -0.02% | – |
| FDN | Exit | First Tr Dj Internet Fd | $0 | – | -1,106 | -100.0% | -0.02% | – |
| ICSH | Exit | iShares Ultra Short-Term Bond ETF | $0 | – | -467,763 | -100.0% | -0.03% | – |
| TRUX | Exit | Truxton Corp | $0 | – | -17,787 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-03-17
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.