$921 Million is the total value of LBMC INVESTMENT ADVISORS, LLC's 149 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 21.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Sell | Invesco S&P 500 Eql Wgt | $189,793,000 | -17.0% | 1,413,938 | -2.5% | 20.60% | +1.8% |
| IVV | Sell | Ishares TRUST S&P 500 | $179,225,000 | -20.5% | 472,703 | -4.9% | 19.46% | -2.4% |
| IWM | Sell | Ishares Russell 2000 | $124,411,000 | -22.4% | 734,596 | -5.9% | 13.50% | -4.7% |
| HDV | Buy | Ishares Msci ETF High Dividend Equity Fund | $50,843,000 | -3.5% | 506,255 | +2.7% | 5.52% | +18.4% |
| EFA | Sell | Ishares Tr MSCI EAFE Fd | $41,103,000 | -16.7% | 657,747 | -1.9% | 4.46% | +2.1% |
| IEFA | Sell | Ishares Core Msci Eafe | $33,127,000 | -18.7% | 562,905 | -4.0% | 3.60% | -0.3% |
| DVY | Sell | Ishares Tr Dow Jones Select Divid Index | $30,156,000 | -12.2% | 256,278 | -4.4% | 3.27% | +7.7% |
| ICF | Buy | Ishares Cohen Steers REIT | $22,377,000 | -14.1% | 368,225 | +0.3% | 2.43% | +5.3% |
| VEA | Buy | Vanguard Europe Pac Etf | $20,713,000 | -14.7% | 507,684 | +0.4% | 2.25% | +4.7% |
| IJR | Buy | Ishares Tr S&P Smallcap | $12,393,000 | +21.4% | 134,108 | +41.7% | 1.34% | +48.9% |
| VTWO | Sell | Vanguard Russell 2000 | $11,459,000 | -21.6% | 167,607 | -5.0% | 1.24% | -3.8% |
| EEM | Sell | Ishares MSCI Emrg Mkt Fd | $11,445,000 | -13.8% | 285,411 | -2.9% | 1.24% | +5.8% |
| VYM | Sell | Vanguard High Div ETF | $11,200,000 | -11.2% | 110,125 | -2.0% | 1.22% | +9.0% |
| IDU | Buy | Ishares Tr Dj US Utils | $10,560,000 | -5.5% | 123,367 | +0.4% | 1.15% | +15.9% |
| VOO | Buy | Vanguard S&P 500 Etf | $9,881,000 | -15.8% | 28,486 | +0.8% | 1.07% | +3.4% |
| VNQ | Sell | Vanguard REIT | $9,376,000 | -21.9% | 102,908 | -7.2% | 1.02% | -4.2% |
| AOA | Sell | Ishares Tr S&P Aggressive | $8,885,000 | -13.5% | 148,353 | -0.5% | 0.96% | +6.2% |
| IVW | Buy | Ishares Tr S&P 500/ Barra Growth Index | $8,292,000 | -6.1% | 137,406 | +18.8% | 0.90% | +15.1% |
| AAPL | Sell | Apple Computer Inc | $7,772,000 | -28.4% | 56,847 | -8.6% | 0.84% | -12.2% |
| IVE | Buy | Ishares Tr S&P 500/ Value Index Fd | $7,738,000 | +6.0% | 56,295 | +20.0% | 0.84% | +30.0% |
| HCA | Buy | Hca The Healthcare Co | $7,691,000 | -32.9% | 45,764 | +0.0% | 0.84% | -17.7% |
| IEMG | Sell | Ishares Core Msci | $6,621,000 | -24.2% | 134,964 | -14.2% | 0.72% | -7.0% |
| VO | Sell | Vanguard Mid Cap | $5,660,000 | -17.6% | 28,736 | -0.5% | 0.61% | +1.0% |
| VWO | Sell | Vanguard Emerging Market | $4,736,000 | -18.0% | 113,711 | -9.2% | 0.51% | +0.6% |
| IJH | Buy | Ishares Tr S&P Midcap | $4,689,000 | +134.4% | 20,726 | +178.1% | 0.51% | +187.6% |
| AOR | Buy | Ishares Tr S&P Allocation Fd | $3,817,000 | -11.0% | 79,526 | +0.1% | 0.41% | +9.2% |
| SPY | Buy | S P D R TRUST Unit SR | $3,652,000 | +9.7% | 9,681 | +31.4% | 0.40% | +34.7% |
| MSFT | Sell | Microsoft Corp | $3,392,000 | -17.2% | 13,208 | -0.6% | 0.37% | +1.4% |
| AFL | A F L A C Inc | $3,107,000 | -14.1% | 56,150 | 0.0% | 0.34% | +5.3% | |
| AOS | Sell | Smith A O | $3,003,000 | -24.8% | 54,923 | -12.2% | 0.33% | -7.9% |
| QQQ | Sell | Nasdaq 100 Shares | $2,912,000 | -32.1% | 10,391 | -12.2% | 0.32% | -16.8% |
| BRKB | Sell | Berkshire Hathaway Cl B | $2,783,000 | -23.9% | 10,192 | -1.6% | 0.30% | -6.5% |
| KO | Sell | Coca Cola Company | $1,956,000 | +0.9% | 31,097 | -0.5% | 0.21% | +24.0% |
| AMZN | Buy | Amazon Com Inc | $1,949,000 | -41.0% | 18,350 | +1711.5% | 0.21% | -27.4% |
| SO | Buy | The Southern Company | $1,934,000 | +43.2% | 27,126 | +45.6% | 0.21% | +75.0% |
| XLV | Sell | Sector Spdr Health Fund | $1,884,000 | -8.1% | 14,689 | -1.9% | 0.20% | +13.3% |
| GRC | Gorman Rupp Co Com | $1,730,000 | -21.1% | 61,116 | 0.0% | 0.19% | -3.1% | |
| GOOGL | Sell | Google Inc Cl A | $1,606,000 | -46.3% | 737 | -31.4% | 0.17% | -34.3% |
| XOM | Sell | Exxon Mobil Corporation | $1,559,000 | -13.1% | 18,201 | -16.2% | 0.17% | +6.3% |
| HD | Sell | Home Depot Inc | $1,531,000 | -17.6% | 5,584 | -10.1% | 0.17% | +1.2% |
| GOOG | Google Inc Class C | $1,402,000 | -21.7% | 641 | 0.0% | 0.15% | -3.8% | |
| PFF | Ishares S&P U S Pfd Fund | $1,386,000 | -9.8% | 42,164 | 0.0% | 0.15% | +10.3% | |
| SCHX | Buy | Schw US Lcap Etf | $1,327,000 | -0.8% | 29,705 | +19.6% | 0.14% | +22.0% |
| FNDX | Buy | Schwab Fundamental US | $1,276,000 | +14.0% | 25,073 | +31.0% | 0.14% | +40.4% |
| SPYG | Buy | Spdr S&P 500 Growth Etf | $1,220,000 | +39.6% | 23,341 | +76.8% | 0.13% | +71.4% |
| VT | Buy | Vanguard Total World | $1,201,000 | -11.0% | 14,078 | +5.6% | 0.13% | +9.2% |
| JNJ | Buy | Johnson & Johnson | $1,083,000 | +0.2% | 6,102 | +0.0% | 0.12% | +22.9% |
| BSV | Sell | Vanguard Short Term Bd Index | $1,082,000 | -2.3% | 14,088 | -0.9% | 0.12% | +19.4% |
| DIS | Sell | Disney Walt Hldg Co | $1,075,000 | -32.8% | 11,393 | -2.3% | 0.12% | -17.0% |
| SMBK | Smartfinancial Inc | $1,070,000 | -5.6% | 44,298 | 0.0% | 0.12% | +16.0% | |
| GLD | Spdr Gold TRUST | $1,027,000 | -6.7% | 6,094 | 0.0% | 0.11% | +14.4% | |
| IJK | Buy | Ishares S&P Midcap | $919,000 | -5.9% | 14,426 | +14.1% | 0.10% | +16.3% |
| SYY | Sysco Corporation | $899,000 | +3.7% | 10,615 | 0.0% | 0.10% | +27.3% | |
| JPM | Sell | J P Morgan Chase & Co | $866,000 | -20.0% | 7,690 | -3.2% | 0.09% | -2.1% |
| CVX | Sell | Chevrontexaco Corp | $846,000 | -18.7% | 5,840 | -8.6% | 0.09% | 0.0% |
| New | DFA Tax-Managed US Marketwide Value II | $820,000 | – | 25,942 | +100.0% | 0.09% | – | |
| PEP | Sell | Pepsico Incorporated | $818,000 | -1.7% | 4,906 | -1.4% | 0.09% | +20.3% |
| MRK | Sell | Merck & Co Inc | $819,000 | +11.0% | 8,987 | -0.1% | 0.09% | +36.9% |
| BX | Buy | Blackstone Group LP | $754,000 | -28.1% | 8,261 | +0.0% | 0.08% | -11.8% |
| VCSH | Sell | Vanguard Short Term Cor | $731,000 | -23.8% | 9,590 | -21.9% | 0.08% | -7.1% |
| SRLN | New | SPDR (R) Blackstone / GSO Senior Loan ETF | $727,000 | – | 17,449 | +100.0% | 0.08% | – |
| KMB | Kimberly-Clark Corp | $715,000 | +9.7% | 5,292 | 0.0% | 0.08% | +34.5% | |
| BAC | Sell | Bank Of America Corp | $703,000 | -33.2% | 22,568 | -11.7% | 0.08% | -18.3% |
| FNDA | Buy | Sch Fnd US Sm Etf | $685,000 | +21.0% | 15,130 | +43.0% | 0.07% | +48.0% |
| IDV | Buy | Ishares Tr Dow Jones | $679,000 | -13.1% | 24,998 | +1.6% | 0.07% | +7.2% |
| IGV | Sell | iShares North American Tech-Software ETF | $673,000 | -25.5% | 2,496 | -4.7% | 0.07% | -8.8% |
| FNDF | Buy | Schwab Fundamental Inl | $647,000 | +19.6% | 22,866 | +36.3% | 0.07% | +45.8% |
| MDB | Mongodb Inc Cl A | $649,000 | -41.5% | 2,500 | 0.0% | 0.07% | -28.6% | |
| DUK | Sell | Duke Energy Corporation | $635,000 | -6.2% | 5,926 | -2.2% | 0.07% | +15.0% |
| LLY | Lilly Eli & Company | $601,000 | +13.2% | 1,853 | 0.0% | 0.06% | +38.3% | |
| SCHF | Buy | Schw Intl Eq Etf | $601,000 | +5.8% | 19,106 | +23.6% | 0.06% | +30.0% |
| IBM | Buy | Intl Business Machines | $597,000 | +9.1% | 4,227 | +0.5% | 0.06% | +35.4% |
| COP | Buy | Conocophillips | $581,000 | -10.2% | 6,469 | +0.0% | 0.06% | +10.5% |
| SPLG | New | SPDR (R) Portfolio S&P 500 ETF | $580,000 | – | 13,077 | +100.0% | 0.06% | – |
| V | Sell | Visa Inc Cl A | $568,000 | -12.5% | 2,884 | -1.5% | 0.06% | +8.8% |
| BMY | Buy | Bristol-Myers Squibb Co | $575,000 | +5.5% | 7,464 | +0.0% | 0.06% | +29.2% |
| VXF | Vanguard Extended Mkt | $559,000 | -20.8% | 4,261 | 0.0% | 0.06% | -1.6% | |
| COST | Buy | Costco Whsl Corp New | $564,000 | -12.0% | 1,176 | +5.6% | 0.06% | +7.0% |
| MA | Sell | Mastercard Inc | $535,000 | -30.8% | 1,695 | -21.7% | 0.06% | -14.7% |
| ORCL | Oracle Corporation | $507,000 | -15.6% | 7,263 | 0.0% | 0.06% | +3.8% | |
| ATO | Atmos Energy Corp | $495,000 | -6.1% | 4,413 | 0.0% | 0.05% | +14.9% | |
| ABBV | Sell | Abbvie Inc | $475,000 | -10.7% | 3,100 | -5.5% | 0.05% | +10.6% |
| PFE | Buy | Pfizer Incorporated | $469,000 | +13.8% | 8,953 | +12.6% | 0.05% | +41.7% |
| SNPS | Synopsys Inc | $462,000 | -8.9% | 1,522 | 0.0% | 0.05% | +11.1% | |
| SCHA | Buy | Schw US Scap Etf | $456,000 | +19.1% | 11,688 | +44.7% | 0.05% | +47.1% |
| IWF | Buy | Ishares Tr Russell | $444,000 | -21.1% | 2,030 | +0.0% | 0.05% | -4.0% |
| GM | Buy | General Motors Corp | $442,000 | -27.3% | 13,918 | +0.1% | 0.05% | -11.1% |
| RTX | Sell | Raytheon Technologies Ord | $431,000 | -16.1% | 4,483 | -13.6% | 0.05% | +4.4% |
| VIG | Sell | Vanguard Div Appreciation | $426,000 | -81.5% | 2,970 | -79.1% | 0.05% | -77.5% |
| VMBS | New | Vanguard Mortgage Backed | $416,000 | – | 8,699 | +100.0% | 0.04% | – |
| NEE | Nextera Energy Inc | $410,000 | -8.5% | 5,293 | 0.0% | 0.04% | +12.5% | |
| QUS | SPDR (R) MSCI USA StrategicFactors ETF | $408,000 | -13.2% | 3,774 | 0.0% | 0.04% | +4.8% | |
| RF | Sell | Regions Financial Cp New | $395,000 | -17.4% | 21,086 | -1.7% | 0.04% | +2.4% |
| IBHD | New | iShares iBonds 2024 Term HY and Inc ETF | $399,000 | – | 17,975 | +100.0% | 0.04% | – |
| UNH | Sell | Unitedhealth Group Inc | $391,000 | -38.9% | 762 | -39.3% | 0.04% | -26.3% |
| VZ | Sell | Verizon Communications | $381,000 | -9.3% | 7,501 | -9.0% | 0.04% | +10.8% |
| CVS | Buy | C V S Corp Del | $382,000 | +20.9% | 4,119 | +32.1% | 0.04% | +46.4% |
| SPHQ | Invesco S&P 500 (R) Quality ETF | $374,000 | -15.8% | 8,905 | 0.0% | 0.04% | +5.1% | |
| PNFP | Sell | Pinnancle Finl Partners Inc | $377,000 | -73.1% | 5,214 | -65.7% | 0.04% | -66.9% |
| PM | Sell | Philip Morris Intl Inc | $355,000 | -0.6% | 3,594 | -5.5% | 0.04% | +21.9% |
| MCD | Sell | Mc Donalds Corp | $349,000 | -2.2% | 1,415 | -2.1% | 0.04% | +18.8% |
| WMT | Buy | Wal-Mart Stores Inc | $349,000 | -18.3% | 2,869 | +0.1% | 0.04% | 0.0% |
| USB | Buy | U S Bancorp Del New | $338,000 | -13.3% | 7,350 | +0.3% | 0.04% | +5.7% |
| SDY | Buy | Spdr S&P Dividend Etf | $332,000 | -7.3% | 2,795 | +0.1% | 0.04% | +12.5% |
| AMD | Sell | Advanced Micro Devic | $328,000 | -32.9% | 4,286 | -4.1% | 0.04% | -16.3% |
| T | Buy | A T & T Corp | $332,000 | -2.6% | 15,817 | +9.5% | 0.04% | +20.0% |
| DFAT | Buy | Dfa Tax Managed US Small | $335,000 | +53.7% | 8,340 | +78.3% | 0.04% | +89.5% |
| TSLA | New | Tesla Motors Inc | $318,000 | – | 472 | +100.0% | 0.04% | – |
| VTWV | Vanguard Russell 2000 Value ETF | $322,000 | -15.7% | 2,706 | 0.0% | 0.04% | +2.9% | |
| PKI | Perkinelmer Inc | $303,000 | -18.5% | 2,133 | 0.0% | 0.03% | 0.0% | |
| SCHD | Sell | Sch US Div Equity Etf | $304,000 | -70.8% | 4,247 | -67.8% | 0.03% | -64.1% |
| DIA | Buy | Spdr Dow Jones | $287,000 | -11.1% | 934 | +0.2% | 0.03% | +6.9% |
| FB | Sell | Facebook Inc Class A | $286,000 | -48.1% | 1,773 | -28.5% | 0.03% | -36.7% |
| PNC | Sell | Pnc Finl Services Gp Inc | $285,000 | -17.2% | 1,804 | -3.3% | 0.03% | +3.3% |
| HUM | Humana Inc | $281,000 | +7.7% | 600 | 0.0% | 0.03% | +34.8% | |
| ABT | Buy | Abbott Laboratories | $284,000 | -8.1% | 2,610 | +0.0% | 0.03% | +14.8% |
| MDT | Buy | Medtronic Inc | $274,000 | -19.2% | 3,056 | +0.1% | 0.03% | 0.0% |
| IYR | Ishares Tr Dow Jones Re | $277,000 | -15.0% | 3,010 | 0.0% | 0.03% | +3.4% | |
| ADI | Analog Devices Inc | $276,000 | -11.8% | 1,892 | 0.0% | 0.03% | +7.1% | |
| SCHR | New | Schwab Intermediate Term | $268,000 | – | 5,194 | +100.0% | 0.03% | – |
| BA | New | Boeing Co | $265,000 | – | 1,936 | +100.0% | 0.03% | – |
| NVDA | Buy | NVIDIA Corp | $261,000 | +2.4% | 1,722 | +84.4% | 0.03% | +21.7% |
| EBLU | Ecofin Global Water ESG | $261,000 | -15.3% | 7,327 | 0.0% | 0.03% | +3.7% | |
| SCHP | New | Sch US Tips Etf | $256,000 | – | 4,584 | +100.0% | 0.03% | – |
| CSCO | Buy | Cisco Systems Inc | $255,000 | -23.4% | 5,985 | +0.1% | 0.03% | -3.4% |
| FDX | Fedex Corporation | $248,000 | -2.0% | 1,093 | 0.0% | 0.03% | +22.7% | |
| UPS | Sell | United Parcel Service B | $245,000 | -16.1% | 1,340 | -1.7% | 0.03% | +3.8% |
| VTWG | Vanguard Russell 2000 Growth ETF | $246,000 | -19.3% | 1,640 | 0.0% | 0.03% | 0.0% | |
| WCLD | Buy | WisdomTree Cloud Computing ETF | $235,000 | -28.1% | 8,383 | +4.9% | 0.03% | -10.3% |
| CHCO | City Holding Co | $240,000 | +1.7% | 3,000 | 0.0% | 0.03% | +23.8% | |
| BTI | Brit Amer Tobacco | $240,000 | +2.1% | 5,585 | 0.0% | 0.03% | +23.8% | |
| EMGF | New | iShares MSCI Emerging Mkts Mltfctr ETF | $239,000 | – | 5,573 | +100.0% | 0.03% | – |
| STZ | Constellation Brand Cl A | $239,000 | +1.3% | 1,025 | 0.0% | 0.03% | +23.8% | |
| DD | Dupont De Nemours Inc | $235,000 | -24.4% | 4,228 | 0.0% | 0.03% | -7.1% | |
| QVAL | Alpha Architect US Quantitative Val ETF | $239,000 | -18.4% | 8,000 | 0.0% | 0.03% | 0.0% | |
| PSX | Buy | Phillips | $226,000 | -5.0% | 2,753 | +0.0% | 0.02% | +19.0% |
| SLYG | New | Spdr S&P 600 Small Cap | $232,000 | – | 3,287 | +100.0% | 0.02% | – |
| FNDE | Schwab Funda Emg Mkts | $226,000 | -10.7% | 8,735 | 0.0% | 0.02% | +13.6% | |
| DG | Dollar General Corp | $227,000 | +10.7% | 923 | 0.0% | 0.02% | +38.9% | |
| CTVA | Corteva Inc com | $229,000 | -5.8% | 4,228 | 0.0% | 0.02% | +13.6% | |
| PRU | Prudential Financial Inc | $219,000 | -19.2% | 2,291 | 0.0% | 0.02% | 0.0% | |
| DOW | Dow Chemical Company | $221,000 | -18.8% | 4,273 | 0.0% | 0.02% | 0.0% | |
| PG | Procter & Gamble Co | $219,000 | -6.0% | 1,524 | 0.0% | 0.02% | +14.3% | |
| VTI | Sell | Vanguard Total Stock Mkt | $211,000 | -98.6% | 1,118 | -98.3% | 0.02% | -98.3% |
| INTC | Buy | Intel Corp | $215,000 | -24.3% | 5,737 | +0.2% | 0.02% | -8.0% |
| IWR | Ishares Russell Index Fd | $215,000 | -17.3% | 3,331 | 0.0% | 0.02% | 0.0% | |
| FNDC | Schwab Fundamental Intl | $215,000 | -14.0% | 7,061 | 0.0% | 0.02% | +4.5% | |
| ARCC | New | Ares Capital Corp | $181,000 | – | 10,079 | +100.0% | 0.02% | – |
| F | Buy | Ford Motor Company | $169,000 | -12.4% | 15,217 | +33.4% | 0.02% | +5.9% |
| MORT | Exit | VanEck Vectors Mortgage REIT Income ETF | $0 | – | -11,373 | -100.0% | -0.02% | – |
| DE | Exit | Deere & Co | $0 | – | -504 | -100.0% | -0.02% | – |
| VIOO | Exit | Vanguard S&P Small-Cap 600 ETF | $0 | – | -1,012 | -100.0% | -0.02% | – |
| IIIV | Exit | i3 Verticals Inc | $0 | – | -7,450 | -100.0% | -0.02% | – |
| CRM | Exit | Salesforce Com | $0 | – | -1,030 | -100.0% | -0.02% | – |
| HON | Exit | Honeywell International | $0 | – | -1,124 | -100.0% | -0.02% | – |
| TMO | Exit | Thermo Fisher Scntfc | $0 | – | -357 | -100.0% | -0.02% | – |
| XEL | Exit | Xcel Energy Inc | $0 | – | -2,949 | -100.0% | -0.02% | – |
| XLY | Exit | Sector Spdr Consumer Fd | $0 | – | -1,250 | -100.0% | -0.02% | – |
| UAL | Exit | United Continental Holdings Inc Com Usd0 | $0 | – | -4,893 | -100.0% | -0.02% | – |
| TXN | Exit | Texas Instruments Inc | $0 | – | -1,261 | -100.0% | -0.02% | – |
| MU | Exit | Micron Technology Inc | $0 | – | -3,246 | -100.0% | -0.02% | – |
| QLD | Exit | ProShares Ultra QQQ | $0 | – | -3,556 | -100.0% | -0.02% | – |
| TER | Exit | Teradyne Incorporated | $0 | – | -2,217 | -100.0% | -0.02% | – |
| NKE | Exit | Nike Inc Class B | $0 | – | -1,897 | -100.0% | -0.02% | – |
| PLTR | Exit | Palantir Technologies Inc | $0 | – | -19,020 | -100.0% | -0.02% | – |
| GPN | Exit | Global Pmts Inc Com | $0 | – | -2,190 | -100.0% | -0.03% | – |
| TVTY | Exit | Tivity Health Inc Com | $0 | – | -17,990 | -100.0% | -0.05% | – |
| MUB | Exit | Ishares National Muni Bond Etf | $0 | – | -7,015 | -100.0% | -0.07% | – |
| DGRO | Exit | Ishares TRUST Core Divid Gwth | $0 | – | -17,402 | -100.0% | -0.08% | – |
| USMV | Exit | iShares Edge MSCI Min Vol USA | $0 | – | -25,682 | -100.0% | -0.18% | – |
| VXUS | Exit | Vanguard Total International Stock ETF | $0 | – | -62,917 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-07
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.