$1.13 Billion is the total value of LBMC INVESTMENT ADVISORS, LLC's 159 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 13.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Buy | Invesco S&P 500 Eql Wgt | $228,687,000 | -1.0% | 1,450,051 | +2.1% | 20.24% | +1.3% |
| IVV | Buy | Ishares TRUST S&P 500 | $225,406,000 | -2.7% | 496,827 | +2.3% | 19.94% | -0.4% |
| IWM | Buy | Ishares Russell 2000 | $160,239,000 | -6.4% | 780,627 | +1.5% | 14.18% | -4.2% |
| HDV | Buy | Ishares Msci ETF High Dividend Equity Fund | $52,698,000 | +8.9% | 493,007 | +2.9% | 4.66% | +11.4% |
| EFA | Buy | Ishares Tr MSCI EAFE Fd | $49,372,000 | -4.5% | 670,813 | +2.0% | 4.37% | -2.3% |
| IEFA | Buy | Ishares Core Msci Eafe | $40,767,000 | +0.2% | 586,490 | +7.6% | 3.61% | +2.6% |
| DVY | Buy | Ishares Tr Dow Jones Select Divid Index | $34,355,000 | +8.1% | 268,122 | +3.4% | 3.04% | +10.7% |
| ICF | Buy | Ishares Cohen Steers REIT | $26,061,000 | -6.4% | 367,011 | +0.3% | 2.31% | -4.2% |
| VEA | Buy | Vanguard Europe Pac Etf | $24,284,000 | -0.2% | 505,599 | +6.1% | 2.15% | +2.1% |
| VTI | Buy | Vanguard Total Stock Mkt | $15,217,000 | -3.1% | 66,838 | +2.7% | 1.35% | -0.9% |
| VTWO | Buy | Vanguard Russell 2000 | $14,613,000 | +13.6% | 176,382 | +23.2% | 1.29% | +16.3% |
| EEM | Buy | Ishares MSCI Emrg Mkt Fd | $13,271,000 | -7.4% | 293,930 | +0.1% | 1.17% | -5.2% |
| VYM | Buy | Vanguard High Div ETF | $12,613,000 | +24.9% | 112,363 | +24.7% | 1.12% | +27.8% |
| VNQ | Buy | Vanguard REIT | $12,012,000 | -0.1% | 110,839 | +7.0% | 1.06% | +2.3% |
| VOO | Buy | Vanguard S&P 500 Etf | $11,733,000 | +2.9% | 28,261 | +8.2% | 1.04% | +5.4% |
| HCA | Hca The Healthcare Co | $11,469,000 | -2.4% | 45,762 | 0.0% | 1.02% | -0.1% | |
| IDU | Sell | Ishares Tr Dj US Utils | $11,178,000 | +2.9% | 122,831 | -0.0% | 0.99% | +5.3% |
| AAPL | Buy | Apple Computer Inc | $10,856,000 | +0.0% | 62,173 | +1.7% | 0.96% | +2.5% |
| AOA | Buy | Ishares Tr S&P Aggressive | $10,274,000 | -5.0% | 149,030 | +0.4% | 0.91% | -2.8% |
| IJR | Sell | Ishares Tr S&P Smallcap | $10,209,000 | -7.2% | 94,631 | -1.5% | 0.90% | -5.0% |
| IVW | Buy | Ishares Tr S&P 500/ Barra Growth Index | $8,835,000 | -8.1% | 115,677 | +0.7% | 0.78% | -5.9% |
| IEMG | Buy | Ishares Core Msci | $8,740,000 | +4.4% | 157,331 | +12.4% | 0.77% | +6.8% |
| IVE | Buy | Ishares Tr S&P 500/ Value Index Fd | $7,302,000 | +1.9% | 46,894 | +2.5% | 0.65% | +4.4% |
| VO | Buy | Vanguard Mid Cap | $6,870,000 | +1.2% | 28,886 | +8.4% | 0.61% | +3.6% |
| VWO | Sell | Vanguard Emerging Market | $5,774,000 | -8.8% | 125,176 | -2.2% | 0.51% | -6.6% |
| QQQ | Sell | Invesco QQQ /Nasdaq 100 Shares | $4,291,000 | -10.5% | 11,835 | -1.8% | 0.38% | -8.4% |
| AOR | Sell | Ishares Tr S&P Allocation Fd | $4,287,000 | -6.4% | 79,455 | -1.0% | 0.38% | -4.3% |
| MSFT | Buy | Microsoft Corp | $4,099,000 | -6.7% | 13,294 | +1.7% | 0.36% | -4.5% |
| AOS | Buy | Smith A O | $3,996,000 | -25.3% | 62,543 | +0.4% | 0.35% | -23.4% |
| VXUS | Buy | Vanguard Total International Stock ETF | $3,759,000 | -0.1% | 62,917 | +6.3% | 0.33% | +2.5% |
| BRKB | Berkshire Hathaway Cl B | $3,656,000 | +18.0% | 10,360 | 0.0% | 0.32% | +20.5% | |
| AFL | A F L A C Inc | $3,616,000 | +10.3% | 56,150 | 0.0% | 0.32% | +13.1% | |
| SPY | Buy | S P D R TRUST Unit SR | $3,328,000 | -4.7% | 7,368 | +0.2% | 0.29% | -2.6% |
| AMZN | Buy | Amazon Com Inc | $3,302,000 | +3.1% | 1,013 | +5.4% | 0.29% | +5.4% |
| GOOGL | Buy | Google Inc Cl A | $2,990,000 | -3.9% | 1,075 | +0.1% | 0.26% | -1.5% |
| VIG | Buy | Vanguard Div Appreciation | $2,300,000 | -5.5% | 14,181 | +0.0% | 0.20% | -2.9% |
| GRC | Gorman Rupp Co Com | $2,193,000 | -19.5% | 61,116 | 0.0% | 0.19% | -17.4% | |
| XLV | Buy | Sector Spdr Health Fund | $2,051,000 | -2.7% | 14,969 | +0.0% | 0.18% | -0.5% |
| IJH | Sell | Ishares Tr S&P Midcap | $2,000,000 | -7.7% | 7,454 | -2.6% | 0.18% | -5.3% |
| USMV | iShares Edge MSCI Min Vol USA | $1,992,000 | -4.1% | 25,682 | 0.0% | 0.18% | -2.2% | |
| KO | Sell | Coca Cola Company | $1,938,000 | +3.6% | 31,264 | -1.0% | 0.17% | +5.6% |
| HD | Sell | Home Depot Inc | $1,859,000 | -27.9% | 6,209 | -0.0% | 0.16% | -26.5% |
| XOM | Buy | Exxon Mobil Corporation | $1,794,000 | +44.2% | 21,727 | +6.9% | 0.16% | +47.2% |
| GOOG | Google Inc Class C | $1,791,000 | -3.5% | 641 | 0.0% | 0.16% | -1.2% | |
| DIS | Sell | Disney Walt Hldg Co | $1,599,000 | -11.9% | 11,656 | -0.6% | 0.14% | -10.2% |
| PFF | Sell | Ishares S&P U S Pfd Fund | $1,536,000 | -8.6% | 42,164 | -1.0% | 0.14% | -6.2% |
| PNFP | Sell | Pinnancle Finl Partners Inc | $1,400,000 | -19.4% | 15,208 | -16.5% | 0.12% | -17.3% |
| SO | Buy | The Southern Company | $1,351,000 | +5.9% | 18,628 | +0.1% | 0.12% | +9.1% |
| VT | Buy | Vanguard Total World | $1,350,000 | +25.0% | 13,330 | +32.6% | 0.12% | +28.0% |
| SCHX | Buy | Schw US Lcap Etf | $1,338,000 | -5.4% | 24,842 | +100.0% | 0.12% | -3.3% |
| SMBK | Smartfinancial Inc | $1,133,000 | -6.5% | 44,298 | 0.0% | 0.10% | -4.8% | |
| FNDX | Schwab Fundamental US | $1,119,000 | -0.3% | 19,135 | 0.0% | 0.10% | +2.1% | |
| BSV | Sell | Vanguard Short Term Bd Index | $1,107,000 | -8.1% | 14,215 | -4.6% | 0.10% | -5.8% |
| MDB | Mongodb Inc Cl A | $1,109,000 | -16.2% | 2,500 | 0.0% | 0.10% | -14.0% | |
| GLD | Sell | Spdr Gold TRUST | $1,101,000 | +5.7% | 6,094 | -0.0% | 0.10% | +7.8% |
| JPM | Sell | J P Morgan Chase & Co | $1,083,000 | -14.7% | 7,941 | -0.9% | 0.10% | -12.7% |
| JNJ | Buy | Johnson & Johnson | $1,081,000 | +3.6% | 6,101 | +0.0% | 0.10% | +6.7% |
| BX | Buy | Blackstone Group LP | $1,048,000 | -1.9% | 8,258 | +0.0% | 0.09% | +1.1% |
| BAC | Buy | Bank Of America Corp | $1,053,000 | -7.1% | 25,547 | +0.2% | 0.09% | -5.1% |
| SCHD | Buy | Sch US Div Equity Etf | $1,041,000 | -2.3% | 13,197 | +0.1% | 0.09% | 0.0% |
| CVX | Sell | Chevrontexaco Corp | $1,040,000 | +38.1% | 6,390 | -0.4% | 0.09% | +41.5% |
| IJK | Buy | Ishares S&P Midcap | $977,000 | -9.3% | 12,641 | +0.1% | 0.09% | -7.5% |
| VCSH | Vanguard Short Term Cor | $959,000 | -3.9% | 12,285 | 0.0% | 0.08% | -1.2% | |
| DGRO | Ishares TRUST Core Divid Gwth | $929,000 | -3.9% | 17,402 | 0.0% | 0.08% | -2.4% | |
| IGV | iShares North American Tech-Software ETF | $903,000 | -13.3% | 2,618 | 0.0% | 0.08% | -11.1% | |
| SYY | Sysco Corporation | $867,000 | +4.0% | 10,615 | 0.0% | 0.08% | +6.9% | |
| SPYG | Sell | Spdr S&P 500 Growth Etf | $874,000 | -15.6% | 13,205 | -7.6% | 0.08% | -14.4% |
| PEP | Buy | Pepsico Incorporated | $832,000 | -3.4% | 4,974 | +0.4% | 0.07% | 0.0% |
| IDV | Sell | Ishares Tr Dow Jones | $781,000 | -0.9% | 24,606 | -2.6% | 0.07% | +1.5% |
| MA | Mastercard Inc | $773,000 | -0.6% | 2,164 | 0.0% | 0.07% | +1.5% | |
| MUB | Ishares National Muni Bond Etf | $769,000 | -5.8% | 7,015 | 0.0% | 0.07% | -4.2% | |
| MRK | Sell | Merck & Co Inc | $738,000 | +6.0% | 8,999 | -0.9% | 0.06% | +8.3% |
| VXF | Vanguard Extended Mkt | $706,000 | -9.4% | 4,261 | 0.0% | 0.06% | -7.5% | |
| DUK | Buy | Duke Energy Corporation | $677,000 | +6.4% | 6,060 | +0.0% | 0.06% | +9.1% |
| KMB | Kimberly-Clark Corp | $652,000 | -13.8% | 5,292 | 0.0% | 0.06% | -10.8% | |
| UNH | Sell | Unitedhealth Group Inc | $640,000 | -7.1% | 1,255 | -8.5% | 0.06% | -5.0% |
| COST | Sell | Costco Whsl Corp New | $641,000 | -2.6% | 1,114 | -3.9% | 0.06% | 0.0% |
| COP | Buy | Conocophillips | $647,000 | +38.5% | 6,467 | +0.0% | 0.06% | +42.5% |
| V | Sell | Visa Inc Cl A | $649,000 | -4.1% | 2,927 | -6.2% | 0.06% | -3.4% |
| GM | Sell | General Motors Corp | $608,000 | -36.6% | 13,904 | -15.0% | 0.05% | -34.9% |
| ORCL | Oracle Corporation | $601,000 | -5.1% | 7,263 | 0.0% | 0.05% | -3.6% | |
| TVTY | Tivity Health Inc Com | $579,000 | +21.6% | 17,990 | 0.0% | 0.05% | +24.4% | |
| IWF | Ishares Tr Russell | $563,000 | -9.2% | 2,029 | 0.0% | 0.05% | -7.4% | |
| SCHF | Schw Intl Eq Etf | $568,000 | -5.5% | 15,464 | 0.0% | 0.05% | -3.8% | |
| FNDA | Sch Fnd US Sm Etf | $566,000 | -3.9% | 10,584 | 0.0% | 0.05% | -2.0% | |
| FB | Sell | Facebook Inc Class A | $551,000 | -41.7% | 2,479 | -11.8% | 0.05% | -40.2% |
| FNDF | Schwab Fundamental Inl | $541,000 | -0.9% | 16,780 | 0.0% | 0.05% | +2.1% | |
| BMY | Buy | Bristol-Myers Squibb Co | $545,000 | +17.2% | 7,461 | +0.1% | 0.05% | +20.0% |
| IBM | Buy | Intl Business Machines | $547,000 | -2.1% | 4,205 | +0.6% | 0.05% | 0.0% |
| ATO | Atmos Energy Corp | $527,000 | +14.1% | 4,413 | 0.0% | 0.05% | +17.5% | |
| ABBV | Sell | Abbvie Inc | $532,000 | +18.5% | 3,280 | -1.0% | 0.05% | +20.5% |
| LLY | Sell | Lilly Eli & Company | $531,000 | +3.3% | 1,853 | -0.4% | 0.05% | +6.8% |
| SNPS | Synopsys Inc | $507,000 | -9.6% | 1,522 | 0.0% | 0.04% | -6.2% | |
| RTX | Buy | Raytheon Technologies Ord | $514,000 | +16.8% | 5,191 | +1.4% | 0.04% | +18.4% |
| AMD | New | Advanced Micro Devic | $489,000 | – | 4,471 | +100.0% | 0.04% | – |
| RF | Buy | Regions Financial Cp New | $478,000 | +2.8% | 21,452 | +0.5% | 0.04% | +5.0% |
| QUS | SPDR(R) MSCI USA StrategicFactors ETF | $470,000 | -4.7% | 3,774 | 0.0% | 0.04% | -2.3% | |
| NEE | Sell | Nextera Energy Inc | $448,000 | -11.1% | 5,293 | -1.9% | 0.04% | -9.1% |
| SPHQ | Invesco S&P 500(R) Quality ETF | $444,000 | -6.3% | 8,905 | 0.0% | 0.04% | -4.9% | |
| WMT | Sell | Wal-Mart Stores Inc | $427,000 | -1.2% | 2,867 | -4.0% | 0.04% | +2.7% |
| VZ | Sell | Verizon Communications | $420,000 | -9.1% | 8,247 | -7.2% | 0.04% | -7.5% |
| PFE | Sell | Pfizer Incorporated | $412,000 | -12.9% | 7,953 | -0.7% | 0.04% | -12.2% |
| USB | Buy | U S Bancorp Del New | $390,000 | -5.1% | 7,329 | +0.2% | 0.04% | -2.8% |
| SCHA | Buy | Schw US Scap Etf | $383,000 | -7.5% | 8,078 | +100.0% | 0.03% | -5.6% |
| VTWV | Sell | Vanguard Russell 2000 Value ETF | $382,000 | -24.8% | 2,706 | -22.6% | 0.03% | -22.7% |
| PKI | Perkinelmer Inc | $372,000 | -13.3% | 2,133 | 0.0% | 0.03% | -10.8% | |
| MCD | Sell | Mc Donalds Corp | $357,000 | -9.8% | 1,445 | -2.1% | 0.03% | -5.9% |
| PM | Sell | Philip Morris Intl Inc | $357,000 | -5.3% | 3,804 | -4.1% | 0.03% | -3.0% |
| SDY | Buy | Spdr S&P Dividend Etf | $358,000 | -0.6% | 2,792 | +0.1% | 0.03% | +3.2% |
| MDT | Sell | Medtronic Inc | $339,000 | +6.3% | 3,052 | -1.0% | 0.03% | +7.1% |
| T | Buy | A T & T Corp | $341,000 | -3.9% | 14,441 | +0.0% | 0.03% | -3.2% |
| PNC | Pnc Finl Services Gp Inc | $344,000 | -8.0% | 1,865 | 0.0% | 0.03% | -6.2% | |
| DIA | Buy | Spdr Dow Jones | $323,000 | -4.4% | 932 | +0.2% | 0.03% | 0.0% |
| WCLD | WisdomTree Cloud Computing ETF | $327,000 | -21.0% | 7,989 | 0.0% | 0.03% | -19.4% | |
| IYR | Ishares Tr Dow Jones Re | $326,000 | -6.9% | 3,010 | 0.0% | 0.03% | -3.3% | |
| CSCO | Buy | Cisco Systems Inc | $333,000 | -12.1% | 5,979 | +0.1% | 0.03% | -12.1% |
| DD | Dupont De Nemours Inc | $311,000 | -9.1% | 4,228 | 0.0% | 0.03% | -6.7% | |
| CVS | Sell | C V S Corp Del | $316,000 | -2.5% | 3,119 | -0.6% | 0.03% | 0.0% |
| ADI | Analog Devices Inc | $313,000 | -6.0% | 1,892 | 0.0% | 0.03% | -3.4% | |
| VTWG | Sell | Vanguard Russell 2000 Growth ETF | $305,000 | -34.0% | 1,640 | -24.2% | 0.03% | -32.5% |
| EBLU | Ecofin Global Water ESG | $308,000 | -16.8% | 7,327 | 0.0% | 0.03% | -15.6% | |
| GPN | Global Pmts Inc Com | $300,000 | +1.4% | 2,190 | 0.0% | 0.03% | +3.8% | |
| ABT | Sell | Abbott Laboratories | $309,000 | -18.9% | 2,609 | -3.7% | 0.03% | -18.2% |
| UPS | Buy | United Parcel Service B | $292,000 | +0.7% | 1,363 | +0.7% | 0.03% | +4.0% |
| QVAL | Alpha Architect US Quantitative Val ETF | $293,000 | -1.3% | 8,000 | 0.0% | 0.03% | 0.0% | |
| INTC | Buy | Intel Corp | $284,000 | -3.7% | 5,728 | +0.2% | 0.02% | -3.8% |
| DOW | Dow Chemical Company | $272,000 | +12.4% | 4,273 | 0.0% | 0.02% | +14.3% | |
| PRU | Prudential Financial Inc | $271,000 | +9.3% | 2,291 | 0.0% | 0.02% | +14.3% | |
| NKE | Sell | Nike Inc Class B | $255,000 | -24.1% | 1,897 | -5.8% | 0.02% | -20.7% |
| IWR | Buy | Ishares Russell Index Fd | $260,000 | -5.8% | 3,331 | +0.0% | 0.02% | -4.2% |
| TER | Teradyne Incorporated | $262,000 | -27.8% | 2,217 | 0.0% | 0.02% | -25.8% | |
| QLD | ProShares Ultra QQQ | $256,000 | -19.2% | 3,556 | 0.0% | 0.02% | -14.8% | |
| PLTR | Palantir Technologies Inc | $261,000 | -24.6% | 19,020 | 0.0% | 0.02% | -23.3% | |
| HUM | Humana Inc | $261,000 | -6.1% | 600 | 0.0% | 0.02% | -4.2% | |
| NVDA | New | NVIDIA Corp | $255,000 | – | 934 | +100.0% | 0.02% | – |
| FDX | Fedex Corporation | $253,000 | -10.6% | 1,093 | 0.0% | 0.02% | -8.3% | |
| MU | Buy | Micron Technology Inc | $253,000 | +9.5% | 3,246 | +30.9% | 0.02% | +10.0% |
| FNDC | Schwab Fundamental Intl | $250,000 | -5.3% | 7,061 | 0.0% | 0.02% | -4.3% | |
| FNDE | Schwab Funda Emg Mkts | $253,000 | -6.6% | 8,735 | 0.0% | 0.02% | -4.3% | |
| CTVA | New | Corteva Inc com | $243,000 | – | 4,228 | +100.0% | 0.02% | – |
| PSX | New | Phillips | $238,000 | – | 2,752 | +100.0% | 0.02% | – |
| STZ | Constellation Brand Cl A | $236,000 | -8.2% | 1,025 | 0.0% | 0.02% | -4.5% | |
| PG | Sell | Procter & Gamble Co | $233,000 | -11.1% | 1,524 | -4.9% | 0.02% | -8.7% |
| BTI | Brit Amer Tobacco | $235,000 | +12.4% | 5,585 | 0.0% | 0.02% | +16.7% | |
| CHCO | City Holding Co | $236,000 | -3.7% | 3,000 | 0.0% | 0.02% | 0.0% | |
| XLY | Sector Spdr Consumer Fd | $231,000 | -9.8% | 1,250 | 0.0% | 0.02% | -9.1% | |
| UAL | United Continental Holdings Inc Com Usd0 | $227,000 | +6.1% | 4,893 | 0.0% | 0.02% | +11.1% | |
| TXN | Sell | Texas Instruments Inc | $231,000 | -14.1% | 1,261 | -11.8% | 0.02% | -13.0% |
| TMO | Sell | Thermo Fisher Scntfc | $211,000 | -17.9% | 357 | -7.3% | 0.02% | -13.6% |
| HON | Sell | Honeywell International | $219,000 | -16.4% | 1,124 | -10.4% | 0.02% | -17.4% |
| DFAT | Buy | Dfa Tax Managed US Small | $218,000 | -1.8% | 4,678 | +0.2% | 0.02% | 0.0% |
| CRM | Buy | Salesforce Com | $219,000 | -15.4% | 1,030 | +0.9% | 0.02% | -13.6% |
| XEL | New | Xcel Energy Inc | $213,000 | – | 2,949 | +100.0% | 0.02% | – |
| DE | New | Deere & Co | $209,000 | – | 504 | +100.0% | 0.02% | – |
| VIOO | Vanguard S&P Small-Cap 600 ETF | $200,000 | -6.1% | 1,012 | 0.0% | 0.02% | 0.0% | |
| DG | Dollar General Corp | $205,000 | -6.0% | 923 | 0.0% | 0.02% | -5.3% | |
| IIIV | New | i3 Verticals Inc | $208,000 | – | 7,450 | +100.0% | 0.02% | – |
| F | Buy | Ford Motor Company | $193,000 | -18.2% | 11,407 | +0.2% | 0.02% | -15.0% |
| MORT | Buy | VanEck Vectors Mortgage REIT Income ETF | $194,000 | -2.5% | 11,373 | +2.4% | 0.02% | 0.0% |
| WSBC | Exit | Wesbanco Inc | $0 | – | -5,768 | -100.0% | -0.02% | – |
| Exit | General Electric Company | $0 | – | -2,125 | -100.0% | -0.02% | – | |
| CMCSA | Exit | Comcast Corp New Cl A | $0 | – | -4,027 | -100.0% | -0.02% | – |
| BIV | Exit | Vanguard Bond Index Fund | $0 | – | -2,409 | -100.0% | -0.02% | – |
| PAYC | Exit | Paycom Software Inc Com Usd0.01 | $0 | – | -503 | -100.0% | -0.02% | – |
| SLYG | Exit | Spdr S&P 600 Small Cap | $0 | – | -2,282 | -100.0% | -0.02% | – |
| OKTA | Exit | Okta Inc | $0 | – | -1,000 | -100.0% | -0.02% | – |
| TT | Exit | Trane Technologies PLC | $0 | – | -1,164 | -100.0% | -0.02% | – |
| BA | Exit | Boeing Co | $0 | – | -1,176 | -100.0% | -0.02% | – |
| QQQJ | Exit | Invesco NASDAQ Next Gen 100 ETF | $0 | – | -9,028 | -100.0% | -0.03% | – |
| NOW | Exit | ServiceNow Inc | $0 | – | -500 | -100.0% | -0.03% | – |
| EPAM | Exit | EPAM Systems Inc | $0 | – | -515 | -100.0% | -0.03% | – |
| XLNX | Exit | Xilinx Inc | $0 | – | -2,400 | -100.0% | -0.04% | – |
| VTEB | Exit | Vanguard Tax-Exempt Bond ETF | $0 | – | -21,211 | -100.0% | -0.10% | – |
| OMI | Exit | Owens &Minor Inc Hldg Co | $0 | – | -39,960 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-11
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.