$948 Million is the total value of LBMC INVESTMENT ADVISORS, LLC's 158 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 17.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Sell | Invesco S&P 500 Eql Wgt | $195,399,680 | +9.3% | 1,383,361 | -1.5% | 20.62% | +0.2% |
| IVV | Sell | Ishares TRUST S&P 500 | $179,925,259 | +6.0% | 468,299 | -1.0% | 18.98% | -2.8% |
| IWM | Sell | Ishares Russell 2000 | $127,363,576 | +4.5% | 730,463 | -1.1% | 13.44% | -4.2% |
| HDV | Buy | Ishares Msci ETF High Dividend Equity Fund | $53,235,797 | +14.7% | 510,704 | +0.5% | 5.62% | +5.1% |
| EFA | Sell | Ishares Tr MSCI EAFE Fd | $36,573,470 | +10.2% | 557,183 | -6.0% | 3.86% | +1.0% |
| IEFA | Sell | Ishares Core Msci Eafe | $35,944,420 | +16.6% | 583,135 | -0.3% | 3.79% | +6.9% |
| DVY | Sell | Ishares Tr Dow Jones Select Divid Index | $30,671,493 | +10.2% | 254,324 | -2.1% | 3.24% | +1.0% |
| VEA | Sell | Vanguard Europe Pac Etf | $22,282,924 | +15.3% | 530,925 | -0.1% | 2.35% | +5.7% |
| ICF | Buy | Ishares Cohen Steers REIT | $20,250,953 | +3.5% | 369,273 | +1.3% | 2.14% | -5.1% |
| IJR | Sell | Ishares Tr S&P Smallcap | $12,530,761 | +1.2% | 132,404 | -6.7% | 1.32% | -7.2% |
| HCA | Buy | Hca The Healthcare Co | $11,222,903 | +30.6% | 46,770 | +0.0% | 1.18% | +19.7% |
| IDU | Buy | Ishares Tr Dj US Utils | $11,118,433 | +11.2% | 128,477 | +4.3% | 1.17% | +1.9% |
| VYM | Buy | Vanguard High Div ETF | $10,626,464 | +17.9% | 98,202 | +3.4% | 1.12% | +8.0% |
| VTWO | Sell | Vanguard Russell 2000 | $10,478,674 | -2.2% | 148,908 | -7.4% | 1.11% | -10.3% |
| VOO | Sell | Vanguard S&P 500 Etf | $10,261,140 | +2.5% | 29,206 | -4.2% | 1.08% | -6.0% |
| AOA | Buy | Ishares Tr S&P Aggressive | $8,953,035 | +8.1% | 149,842 | +0.3% | 0.94% | -0.8% |
| VWO | Buy | Vanguard Emerging Market | $8,567,773 | +95.6% | 219,799 | +83.1% | 0.90% | +79.4% |
| VNQ | Sell | Vanguard REIT | $8,535,567 | -1.1% | 103,487 | -3.9% | 0.90% | -9.4% |
| IVW | Buy | Ishares Tr S&P 500/ Barra Growth Index | $8,414,902 | +4.5% | 143,844 | +3.3% | 0.89% | -4.2% |
| IVE | Buy | Ishares Tr S&P 500/ Value Index Fd | $8,358,300 | +15.6% | 57,616 | +2.4% | 0.88% | +6.0% |
| IEMG | Buy | Ishares Core Msci | $7,612,474 | +31.5% | 163,008 | +21.0% | 0.80% | +20.6% |
| AAPL | Sell | Apple Computer Inc | $6,981,983 | -10.9% | 53,737 | -5.3% | 0.74% | -18.3% |
| VO | Buy | Vanguard Mid Cap | $6,950,070 | +22.4% | 34,101 | +12.9% | 0.73% | +12.1% |
| EEM | Sell | Ishares MSCI Emrg Mkt Fd | $6,004,063 | -38.5% | 158,419 | -43.4% | 0.63% | -43.5% |
| IJH | Buy | Ishares Tr S&P Midcap | $5,690,518 | +12.6% | 23,525 | +2.0% | 0.60% | +3.1% |
| SPY | Buy | S P D R TRUST Unit SR | $5,173,188 | +81.6% | 13,527 | +69.6% | 0.55% | +66.5% |
| AFL | A F L A C Inc | $4,003,477 | +28.0% | 55,650 | 0.0% | 0.42% | +17.2% | |
| AOR | Sell | Ishares Tr S&P Allocation Fd | $3,919,757 | +4.8% | 83,116 | -0.5% | 0.41% | -3.9% |
| IBML | Buy | iShares iBonds Dec 2023 Term Muni Bd ETF | $3,230,268 | +17.7% | 127,427 | +17.2% | 0.34% | +7.9% |
| AOS | Buy | Smith A O | $3,173,004 | +18.4% | 55,433 | +0.5% | 0.34% | +8.4% |
| BRKB | Berkshire Hathaway Cl B | $3,148,383 | +15.7% | 10,192 | 0.0% | 0.33% | +6.1% | |
| MSFT | Sell | Microsoft Corp | $3,040,130 | -0.1% | 12,677 | -3.0% | 0.32% | -8.3% |
| XOM | Sell | Exxon Mobil Corporation | $1,987,632 | +26.0% | 18,020 | -0.3% | 0.21% | +15.4% |
| KO | Buy | Coca Cola Company | $1,979,456 | +13.6% | 31,119 | +0.0% | 0.21% | +4.0% |
| SO | Buy | The Southern Company | $1,943,890 | +5.3% | 27,222 | +0.3% | 0.20% | -3.3% |
| XLV | Sell | Sector Spdr Health Fund | $1,904,038 | +7.0% | 14,016 | -4.6% | 0.20% | -2.0% |
| SLY | New | Spdr Ser Tr S&P 600 Small Cap Etf | $1,890,337 | – | 22,994 | +100.0% | 0.20% | – |
| HD | Buy | Home Depot Inc | $1,723,396 | +14.5% | 5,456 | +0.0% | 0.18% | +5.2% |
| SPYG | Buy | Spdr S&P 500 Growth Etf | $1,675,388 | +1.2% | 33,065 | +0.0% | 0.18% | -7.3% |
| QQQ | Sell | Nasdaq 100 Shares | $1,668,108 | -13.5% | 6,264 | -13.2% | 0.18% | -20.7% |
| AMZN | Buy | Amazon Com Inc | $1,588,356 | -22.9% | 18,909 | +3.7% | 0.17% | -29.1% |
| GRC | Gorman Rupp Co Com | $1,565,792 | +7.7% | 61,116 | 0.0% | 0.16% | -1.2% | |
| FNDX | Buy | Schwab Fundamental US | $1,238,365 | +16.0% | 23,173 | +3.6% | 0.13% | +6.5% |
| SCHX | Schw US Lcap Etf | $1,242,302 | +6.6% | 27,515 | 0.0% | 0.13% | -2.2% | |
| VT | Buy | Vanguard Total World | $1,227,711 | +10.0% | 14,244 | +0.7% | 0.13% | +1.6% |
| SMBK | Smartfinancial Inc | $1,218,195 | +11.3% | 44,298 | 0.0% | 0.13% | +2.4% | |
| IBMN | Buy | iShares iBonds Dec 2025 Term Muni Bd ETF | $1,219,744 | +128.0% | 46,255 | +123.9% | 0.13% | +108.1% |
| Nestle Sa Ord | $1,198,879 | +6.8% | 10,345 | 0.0% | 0.13% | -2.3% | ||
| GOOGL | Sell | Google Inc Cl A | $1,185,811 | -12.7% | 13,440 | -5.4% | 0.12% | -19.9% |
| GOOG | Sell | Google Inc Class C | $1,127,137 | -9.5% | 12,703 | -2.0% | 0.12% | -16.8% |
| QUS | Sell | SPDR MSCI USA StrategicFactors ETF | $1,065,819 | -5.3% | 9,662 | -12.8% | 0.11% | -13.8% |
| JNJ | Buy | Johnson & Johnson | $1,060,837 | +8.1% | 6,005 | +0.0% | 0.11% | -0.9% |
| CVX | Sell | Chevrontexaco Corp | $1,009,990 | +20.4% | 5,627 | -3.6% | 0.11% | +10.3% |
| JPM | J P Morgan Chase & Co | $1,004,415 | +28.3% | 7,490 | 0.0% | 0.11% | +17.8% | |
| DIS | Disney Walt Hldg Co | $989,795 | -7.9% | 11,393 | 0.0% | 0.10% | -16.1% | |
| IJK | Buy | Ishares S&P Midcap | $987,080 | +8.6% | 14,452 | +0.2% | 0.10% | -1.0% |
| MDY | New | Mid Cap S P D R TRUST | $982,994 | – | 2,220 | +100.0% | 0.10% | – |
| GLD | Spdr Gold TRUST | $969,323 | +9.7% | 5,714 | 0.0% | 0.10% | 0.0% | |
| SPYD | New | SPDR Portfolio S&P 500 High Div ETF | $966,781 | – | 24,426 | +100.0% | 0.10% | – |
| MRK | Sell | Merck & Co Inc | $970,923 | +26.9% | 8,751 | -1.5% | 0.10% | +15.9% |
| BSV | Sell | Vanguard Short Term Bd Index | $952,403 | -6.2% | 12,651 | -6.7% | 0.10% | -14.5% |
| PEP | Pepsico Incorporated | $888,242 | +10.6% | 4,917 | 0.0% | 0.09% | +2.2% | |
| Buy | DFA Tax-Managed US Marketwide Value II | $873,468 | +13.3% | 26,089 | +0.2% | 0.09% | +3.4% | |
| IYR | Buy | Ishares Tr Dow Jones Re | $834,491 | +240.6% | 9,912 | +229.3% | 0.09% | +214.3% |
| SYY | Sysco Corporation | $811,517 | +8.1% | 10,615 | 0.0% | 0.09% | 0.0% | |
| IBMM | Buy | iShares iBonds Dec 2024 Term Muni Bond | $773,476 | +124.8% | 30,038 | +122.4% | 0.08% | +105.0% |
| COP | Buy | Conocophillips | $763,617 | +15.4% | 6,471 | +0.0% | 0.08% | +6.6% |
| SPLG | Buy | SPDR Portfolio S&P 500 ETF | $772,172 | +40.7% | 17,167 | +31.3% | 0.08% | +28.6% |
| SPDW | Buy | SPDR Portfolio Developed Wld ex-US ETF | $754,954 | +16.3% | 25,428 | +1.1% | 0.08% | +6.7% |
| BAC | Buy | Bank Of America Corp | $737,082 | +13.4% | 22,255 | +3.5% | 0.08% | +4.0% |
| PFF | Sell | Ishares S&P U S Pfd Fund | $732,753 | -45.1% | 24,001 | -43.1% | 0.08% | -50.0% |
| KMB | Sell | Kimberly-Clark Corp | $674,678 | +13.2% | 4,970 | -6.1% | 0.07% | +2.9% |
| IDV | Buy | Ishares Tr Dow Jones | $659,086 | +22.5% | 24,267 | +1.6% | 0.07% | +12.9% |
| LLY | Sell | Lilly Eli & Company | $658,512 | +9.9% | 1,800 | -2.9% | 0.07% | 0.0% |
| IBHD | Buy | iShares iBonds 2024 Term HY and Inc ETF | $645,752 | +40.7% | 28,435 | +38.0% | 0.07% | +28.3% |
| BX | Buy | Blackstone Group LP | $640,979 | -11.3% | 8,640 | +0.0% | 0.07% | -18.1% |
| FNDA | Buy | Sch Fnd US Sm Etf | $634,785 | +15.0% | 13,587 | +4.7% | 0.07% | +4.7% |
| DUK | Buy | Duke Energy Corporation | $612,603 | +11.2% | 5,948 | +0.4% | 0.06% | +3.2% |
| MA | Mastercard Inc | $603,774 | +22.2% | 1,736 | 0.0% | 0.06% | +12.3% | |
| V | Visa Inc Cl A | $599,274 | +17.0% | 2,884 | 0.0% | 0.06% | +6.8% | |
| ORCL | Oracle Corporation | $593,678 | +33.7% | 7,263 | 0.0% | 0.06% | +23.5% | |
| IBM | Buy | Intl Business Machines | $600,913 | +19.0% | 4,265 | +0.4% | 0.06% | +8.6% |
| FNDF | Schwab Fundamental Inl | $590,877 | +15.6% | 20,326 | 0.0% | 0.06% | +5.1% | |
| DBC | Buy | Powershs Db Commdty Indx | $588,954 | +3.1% | 23,893 | +0.1% | 0.06% | -6.1% |
| VXF | Vanguard Extended Mkt | $566,149 | +4.5% | 4,261 | 0.0% | 0.06% | -3.2% | |
| SPYV | Buy | SPDR Portfolio S&P 500 Value ETF | $555,997 | +13.5% | 14,297 | +0.6% | 0.06% | +5.4% |
| COST | Costco Whsl Corp New | $536,844 | -3.3% | 1,176 | 0.0% | 0.06% | -10.9% | |
| BMY | Buy | Bristol-Myers Squibb Co | $537,822 | +1.3% | 7,475 | +0.1% | 0.06% | -6.6% |
| VIG | Buy | Vanguard Div Appreciation | $532,499 | +19.4% | 3,507 | +6.3% | 0.06% | +9.8% |
| PNFP | Buy | Pinnancle Finl Partners Inc | $530,275 | +7.1% | 7,224 | +18.3% | 0.06% | -1.8% |
| SLYG | Buy | Spdr S&P 600 Small Cap | $502,560 | +6.5% | 6,957 | +0.3% | 0.05% | -1.9% |
| ATO | Buy | Atmos Energy Corp | $497,628 | +10.8% | 4,440 | +0.6% | 0.05% | +1.9% |
| MDB | Mongodb Inc Cl A | $492,100 | -0.8% | 2,500 | 0.0% | 0.05% | -8.8% | |
| SNPS | Synopsys Inc | $485,959 | +4.5% | 1,522 | 0.0% | 0.05% | -5.6% | |
| IBHC | New | iShares iBonds 2023 Term HY and Inc ETF | $479,667 | – | 20,437 | +100.0% | 0.05% | – |
| TRUX | Truxton Corp | $470,229 | +1.8% | 7,329 | 0.0% | 0.05% | -5.7% | |
| GM | General Motors Corp | $467,731 | +4.9% | 13,904 | 0.0% | 0.05% | -3.9% | |
| ABBV | Sell | Abbvie Inc | $457,362 | +9.9% | 2,830 | -8.7% | 0.05% | 0.0% |
| RF | Buy | Regions Financial Cp New | $452,847 | +8.1% | 21,004 | +0.7% | 0.05% | 0.0% |
| NEE | Buy | Nextera Energy Inc | $442,550 | +6.6% | 5,294 | +0.0% | 0.05% | -2.1% |
| IWF | Buy | Ishares Tr Russell | $435,071 | +1.9% | 2,031 | +0.0% | 0.05% | -6.1% |
| SCHF | Sell | Schw Intl Eq Etf | $429,649 | -13.0% | 13,339 | -24.0% | 0.04% | -21.1% |
| SCHA | Buy | Schw US Scap Etf | $425,274 | +12.2% | 10,498 | +4.8% | 0.04% | +2.3% |
| PFE | Sell | Pfizer Incorporated | $421,679 | +7.6% | 8,230 | -8.1% | 0.04% | -2.2% |
| RTX | Sell | Raytheon Technologies Ord | $416,581 | +16.0% | 4,128 | -5.9% | 0.04% | +7.3% |
| WMT | Wal-Mart Stores Inc | $400,229 | +9.4% | 2,823 | 0.0% | 0.04% | 0.0% | |
| MCD | Buy | Mc Donalds Corp | $375,311 | +14.4% | 1,424 | +0.3% | 0.04% | +5.3% |
| DFAT | Buy | Dfa Tax Managed US Small | $368,145 | +12.9% | 8,376 | +0.2% | 0.04% | +2.6% |
| PM | Buy | Philip Morris Intl Inc | $368,573 | +22.9% | 3,642 | +0.7% | 0.04% | +11.4% |
| CVS | Sell | C V S Corp Del | $363,348 | -7.5% | 3,899 | -5.3% | 0.04% | -15.6% |
| SDY | Sell | Spdr S&P Dividend Etf | $329,506 | +5.6% | 2,634 | -5.9% | 0.04% | -2.8% |
| UNH | Unitedhealth Group Inc | $324,470 | +5.0% | 612 | 0.0% | 0.03% | -5.6% | |
| USB | Buy | U S Bancorp Del New | $322,693 | +8.7% | 7,400 | +0.4% | 0.03% | 0.0% |
| FDX | Fedex Corporation | $310,562 | +16.8% | 1,793 | 0.0% | 0.03% | +6.5% | |
| DIA | Spdr Dow Jones | $309,656 | +15.1% | 935 | 0.0% | 0.03% | +6.5% | |
| ADI | Analog Devices Inc | $310,345 | +17.6% | 1,892 | 0.0% | 0.03% | +10.0% | |
| HUM | Humana Inc | $307,314 | +5.6% | 600 | 0.0% | 0.03% | -3.0% | |
| VMBS | Vanguard Mortgage Backed | $307,852 | +0.9% | 6,763 | 0.0% | 0.03% | -8.6% | |
| BA | New | Boeing Co | $306,066 | – | 1,607 | +100.0% | 0.03% | – |
| PKI | Perkinelmer Inc | $299,089 | +16.4% | 2,133 | 0.0% | 0.03% | +6.7% | |
| VZ | Buy | Verizon Communications | $295,553 | +3.7% | 7,501 | +0.1% | 0.03% | -6.1% |
| DD | Dupont De Nemours Inc | $290,168 | +36.2% | 4,228 | 0.0% | 0.03% | +24.0% | |
| ABT | Abbott Laboratories | $286,561 | +13.3% | 2,610 | 0.0% | 0.03% | +3.4% | |
| PSX | Buy | Phillips | $286,727 | +29.2% | 2,755 | +0.0% | 0.03% | +15.4% |
| T | Sell | A T & T Corp | $285,609 | +19.5% | 15,514 | -0.3% | 0.03% | +7.1% |
| PNC | Pnc Finl Services Gp Inc | $284,663 | +5.8% | 1,802 | 0.0% | 0.03% | -3.2% | |
| AMD | Sell | Advanced Micro Devic | $275,661 | +1.3% | 4,256 | -0.7% | 0.03% | -6.5% |
| SLYV | Buy | SPDR S&P 600 Small Cap Value ETF | $272,754 | +10.9% | 3,675 | +0.4% | 0.03% | +3.6% |
| CHCO | City Holding Co | $279,270 | +5.0% | 3,000 | 0.0% | 0.03% | -6.5% | |
| WFC | Sell | Wells Fargo & Co New | $270,718 | +2.5% | 6,556 | -0.1% | 0.03% | -3.3% |
| CSCO | Sell | Cisco Systems Inc | $264,909 | +10.4% | 5,561 | -7.2% | 0.03% | 0.0% |
| IIIV | New | i3 Verticals Inc | $260,438 | – | 10,700 | +100.0% | 0.03% | – |
| QVAL | Alpha Architect US Quantitative Val ETF | $257,320 | +10.0% | 8,000 | 0.0% | 0.03% | 0.0% | |
| IBMO | iShares iBonds Dec 2026 Term Muni Bd ETF | $248,319 | +2.2% | 9,850 | 0.0% | 0.03% | -7.1% | |
| CTVA | Corteva Inc com | $248,522 | +2.7% | 4,228 | 0.0% | 0.03% | -7.1% | |
| UPS | Buy | United Parcel Service B | $236,680 | +8.6% | 1,361 | +0.7% | 0.02% | 0.0% |
| HON | New | Honeywell International | $241,060 | – | 1,125 | +100.0% | 0.02% | – |
| PRU | New | Prudential Financial Inc | $227,984 | – | 2,292 | +100.0% | 0.02% | – |
| IWR | Buy | Ishares Russell Index Fd | $224,855 | +8.6% | 3,334 | +0.1% | 0.02% | 0.0% |
| SCHR | Buy | Schwab Intermediate Term | $229,412 | +7.7% | 4,660 | +7.7% | 0.02% | -4.0% |
| DG | Buy | Dollar General Corp | $229,751 | +4.0% | 933 | +1.1% | 0.02% | -4.0% |
| SPHQ | Sell | Invesco S&P 500 Quality ETF | $231,088 | -34.7% | 5,252 | -41.0% | 0.02% | -41.5% |
| PG | New | Procter & Gamble Co | $230,977 | – | 1,524 | +100.0% | 0.02% | – |
| NKE | New | Nike Inc Class B | $222,288 | – | 1,900 | +100.0% | 0.02% | – |
| FNDC | New | Schwab Fundamental Intl | $220,727 | – | 7,061 | +100.0% | 0.02% | – |
| WSBC | New | Wesbanco Inc | $213,301 | – | 5,768 | +100.0% | 0.02% | – |
| FNDE | Schwab Funda Emg Mkts | $216,453 | +5.6% | 8,735 | 0.0% | 0.02% | -4.2% | |
| DOW | New | Dow Chemical Company | $215,316 | – | 4,273 | +100.0% | 0.02% | – |
| FB | Facebook Inc Class A | $213,363 | -11.5% | 1,773 | 0.0% | 0.02% | -17.9% | |
| F | Sell | Ford Motor Company | $209,890 | +1.9% | 18,047 | -1.7% | 0.02% | -8.3% |
| TXN | New | Texas Instruments Inc | $205,038 | – | 1,241 | +100.0% | 0.02% | – |
| VCSH | New | Vanguard Short Term Cor | $205,344 | – | 2,731 | +100.0% | 0.02% | – |
| MMP | New | Magellan Midstream Ptnrs | $207,217 | – | 4,127 | +100.0% | 0.02% | – |
| ARCC | Ares Capital Corp | $186,159 | +9.5% | 10,079 | 0.0% | 0.02% | 0.0% | |
| LTMCF | Lithium Chile Inc | $62,010 | +10.7% | 150,000 | 0.0% | 0.01% | +16.7% | |
| Royal Helium Ltd | $19,047 | -4.8% | 90,700 | 0.0% | 0.00% | 0.0% | ||
| UNVC | UNIVEC Inc | $178 | – | 22,200 | 0.0% | 0.00% | – | |
| PVCT | Provectus Pharmaceutical Inc | $2,383 | +138.3% | 22,000 | 0.0% | 0.00% | – | |
| HRB | Exit | Block H & R Incorporated | $0 | – | -5,000 | -100.0% | -0.02% | – |
| WCLD | Exit | WisdomTree Cloud Computing ETF | $0 | – | -8,383 | -100.0% | -0.03% | – |
| MDT | Exit | Medtronic Inc | $0 | – | -3,056 | -100.0% | -0.03% | – |
| EBLU | Exit | Ecofin Global Water ESG | $0 | – | -7,327 | -100.0% | -0.03% | – |
| VTWG | Exit | Vanguard Russell 2000 Growth ETF | $0 | – | -1,640 | -100.0% | -0.03% | – |
| EMGF | Exit | iShares MSCI Emerging Mkts Mltfctr ETF | $0 | – | -6,751 | -100.0% | -0.03% | – |
| VTWV | Exit | Vanguard Russell 2000 Value ETF | $0 | – | -2,706 | -100.0% | -0.04% | – |
| TSLA | Exit | Tesla Motors Inc | $0 | – | -1,648 | -100.0% | -0.05% | – |
| IGV | Exit | iShares North American Tech-Software ETF | $0 | – | -2,496 | -100.0% | -0.07% | – |
| SRLN | Exit | SPDR(R) Blackstone / GSO Senior Loan ETF | $0 | – | -17,646 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-10
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.