$990 Million is the total value of LBMC INVESTMENT ADVISORS, LLC's 164 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 8.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | Sell | Invesco S&P 500 Eql Wgt | $197,770,421 | +1.2% | 1,367,518 | -1.1% | 19.99% | -3.1% |
| IVV | Buy | Ishares TRUST S&P 500 | $193,673,727 | +7.6% | 471,134 | +0.6% | 19.57% | +3.1% |
| IWM | Sell | Ishares Russell 2000 | $129,828,002 | +1.9% | 727,735 | -0.4% | 13.12% | -2.4% |
| HDV | Sell | Ishares Msci ETF High Dividend Equity Fund | $51,748,979 | -2.8% | 509,040 | -0.3% | 5.23% | -6.9% |
| EFA | Sell | Ishares Tr MSCI EAFE Fd | $39,835,852 | +8.9% | 556,989 | -0.0% | 4.03% | +4.3% |
| IEFA | Buy | Ishares Core Msci Eafe | $39,391,473 | +9.6% | 589,252 | +1.0% | 3.98% | +5.0% |
| DVY | Sell | Ishares Tr Dow Jones Select Divid Index | $29,510,175 | -3.8% | 251,836 | -1.0% | 2.98% | -7.8% |
| VEA | Sell | Vanguard Europe Pac Etf | $22,796,308 | +2.3% | 504,678 | -4.9% | 2.30% | -2.0% |
| ICF | Sell | Ishares Cohen Steers REIT | $19,976,788 | -1.4% | 359,683 | -2.6% | 2.02% | -5.5% |
| IJR | Buy | Ishares Tr S&P Smallcap | $13,264,679 | +5.9% | 137,174 | +3.6% | 1.34% | +1.4% |
| HCA | Hca The Healthcare Co | $12,332,315 | +9.9% | 46,770 | 0.0% | 1.25% | +5.2% | |
| VOO | Sell | Vanguard S&P 500 Etf | $10,980,770 | +7.0% | 29,199 | -0.0% | 1.11% | +2.5% |
| VYM | Buy | Vanguard High Div ETF | $10,689,309 | +0.6% | 101,320 | +3.2% | 1.08% | -3.7% |
| IDU | Sell | Ishares Tr Dj US Utils | $10,635,066 | -4.3% | 127,047 | -1.1% | 1.08% | -8.4% |
| VTWO | Sell | Vanguard Russell 2000 | $10,622,157 | +1.4% | 147,366 | -1.0% | 1.07% | -3.0% |
| AOA | Buy | Ishares Tr S&P Aggressive | $9,571,771 | +6.9% | 150,523 | +0.5% | 0.97% | +2.3% |
| VO | Buy | Vanguard Mid Cap | $9,152,315 | +31.7% | 43,392 | +27.2% | 0.92% | +26.2% |
| AAPL | Buy | Apple Computer Inc | $9,126,866 | +30.7% | 55,348 | +3.0% | 0.92% | +25.1% |
| IVW | Sell | Ishares Tr S&P 500/ Barra Growth Index | $8,896,657 | +5.7% | 139,250 | -3.2% | 0.90% | +1.2% |
| VWO | Sell | Vanguard Emerging Market | $8,687,219 | +1.4% | 215,030 | -2.2% | 0.88% | -2.9% |
| VNQ | Sell | Vanguard REIT | $8,472,832 | -0.7% | 102,033 | -1.4% | 0.86% | -5.0% |
| IVE | Sell | Ishares Tr S&P 500/ Value Index Fd | $8,456,239 | +1.2% | 55,721 | -3.3% | 0.86% | -3.1% |
| IEMG | Sell | Ishares Core Msci | $7,897,980 | +3.8% | 161,877 | -0.7% | 0.80% | -0.6% |
| EEM | Sell | Ishares MSCI Emrg Mkt Fd | $6,193,985 | +3.2% | 156,969 | -0.9% | 0.63% | -1.3% |
| SPY | Buy | S P D R TRUST Unit SR | $5,549,509 | +7.3% | 13,556 | +0.2% | 0.56% | +2.7% |
| IJH | Sell | Ishares Tr S&P Midcap | $5,294,488 | -7.0% | 21,164 | -10.0% | 0.54% | -10.8% |
| AOR | Sell | Ishares Tr S&P Allocation Fd | $4,088,186 | +4.3% | 81,715 | -1.7% | 0.41% | -0.2% |
| AOS | Buy | Smith A O | $4,068,829 | +28.2% | 58,841 | +6.1% | 0.41% | +22.7% |
| MSFT | Buy | Microsoft Corp | $3,772,905 | +24.1% | 13,087 | +3.2% | 0.38% | +18.7% |
| AFL | A F L A C Inc | $3,590,552 | -10.3% | 55,650 | 0.0% | 0.36% | -14.0% | |
| IBML | Buy | iShares iBonds Dec 2023 Term Muni Bd ETF | $3,317,147 | +2.7% | 130,442 | +2.4% | 0.34% | -1.8% |
| BRKB | Berkshire Hathaway Cl B | $3,147,058 | -0.0% | 10,192 | 0.0% | 0.32% | -4.2% | |
| IBMN | Buy | iShares iBonds Dec 2025 Term Muni Bd ETF | $2,628,598 | +115.5% | 98,782 | +113.6% | 0.27% | +106.2% |
| KO | Buy | Coca Cola Company | $2,404,849 | +21.5% | 38,769 | +24.6% | 0.24% | +16.3% |
| XOM | Buy | Exxon Mobil Corporation | $2,374,244 | +19.5% | 21,651 | +20.1% | 0.24% | +14.3% |
| IBMM | Buy | iShares iBonds Dec 2024 Term Muni Bond | $2,173,504 | +181.0% | 84,016 | +179.7% | 0.22% | +168.3% |
| QQQ | Buy | Nasdaq 100 Shares | $2,013,539 | +20.7% | 6,274 | +0.2% | 0.20% | +15.3% |
| SLY | Spdr Ser Tr S&P 600 Small Cap Etf | $1,932,186 | +2.2% | 22,994 | 0.0% | 0.20% | -2.0% | |
| AMZN | Sell | Amazon Com Inc | $1,928,114 | +21.4% | 18,667 | -1.3% | 0.20% | +16.1% |
| SO | Buy | The Southern Company | $1,915,762 | -1.4% | 27,533 | +1.1% | 0.19% | -5.4% |
| SPYG | Sell | Spdr S&P 500 Growth Etf | $1,819,031 | +8.6% | 32,858 | -0.6% | 0.18% | +4.0% |
| XLV | Buy | Sector Spdr Health Fund | $1,819,598 | -4.4% | 14,055 | +0.3% | 0.18% | -8.5% |
| HD | Buy | Home Depot Inc | $1,618,077 | -6.1% | 5,483 | +0.5% | 0.16% | -9.9% |
| GRC | Gorman Rupp Co Com | $1,527,900 | -2.4% | 61,116 | 0.0% | 0.15% | -6.7% | |
| GOOGL | Sell | Google Inc Cl A | $1,376,497 | +16.1% | 13,270 | -1.3% | 0.14% | +11.2% |
| SCHX | Schw US Lcap Etf | $1,330,901 | +7.1% | 27,515 | 0.0% | 0.14% | +3.1% | |
| GOOG | Google Inc Class C | $1,321,112 | +17.2% | 12,703 | 0.0% | 0.13% | +12.6% | |
| PFF | Buy | Ishares S&P U S Pfd Fund | $1,312,868 | +79.2% | 42,052 | +75.2% | 0.13% | +72.7% |
| VT | Buy | Vanguard Total World | $1,317,798 | +7.3% | 14,310 | +0.5% | 0.13% | +2.3% |
| FNDX | Schwab Fundamental US | $1,272,661 | +2.8% | 23,173 | 0.0% | 0.13% | -1.5% | |
| Nestle Sa Ord | $1,260,582 | +5.1% | 10,345 | 0.0% | 0.13% | +0.8% | ||
| IBMO | Buy | iShares iBonds Dec 2026 Term Muni Bd ETF | $1,250,715 | +403.7% | 48,990 | +397.4% | 0.13% | +384.6% |
| DIS | Disney Walt Hldg Co | $1,140,748 | +15.3% | 11,393 | 0.0% | 0.12% | +10.6% | |
| QUS | SPDR(R) MSCI USA StrategicFactors ETF | $1,120,119 | +5.1% | 9,662 | 0.0% | 0.11% | +0.9% | |
| GLD | Spdr Gold TRUST | $1,046,919 | +8.0% | 5,714 | 0.0% | 0.11% | +3.9% | |
| IJK | Buy | Ishares S&P Midcap | $1,034,240 | +4.8% | 14,463 | +0.1% | 0.10% | +1.0% |
| SMBK | Smartfinancial Inc | $1,025,056 | -15.9% | 44,298 | 0.0% | 0.10% | -19.4% | |
| MDY | Mid Cap S P D R TRUST | $1,017,670 | +3.5% | 2,220 | 0.0% | 0.10% | -1.0% | |
| JPM | J P Morgan Chase & Co | $976,028 | -2.8% | 7,490 | 0.0% | 0.10% | -6.6% | |
| BSV | Sell | Vanguard Short Term Bd Index | $941,434 | -1.2% | 12,308 | -2.7% | 0.10% | -5.0% |
| MRK | Merck & Co Inc | $931,019 | -4.1% | 8,751 | 0.0% | 0.09% | -7.8% | |
| JNJ | Buy | Johnson & Johnson | $931,068 | -12.2% | 6,007 | +0.0% | 0.09% | -16.1% |
| SPYD | SPDR(R) Portfolio S&P 500 High Div ETF | $928,188 | -4.0% | 24,426 | 0.0% | 0.09% | -7.8% | |
| CVX | Chevrontexaco Corp | $918,101 | -9.1% | 5,627 | 0.0% | 0.09% | -13.1% | |
| PEP | Buy | Pepsico Incorporated | $899,928 | +1.3% | 4,937 | +0.4% | 0.09% | -3.2% |
| Buy | DFA Tax-Managed US Marketwide Value II | $875,099 | +0.2% | 26,138 | +0.2% | 0.09% | -4.3% | |
| IYR | Ishares Tr Dow Jones Re | $841,529 | +0.8% | 9,912 | 0.0% | 0.08% | -3.4% | |
| IBHD | Buy | iShares iBonds 2024 Term HY and Inc ETF | $844,675 | +30.8% | 36,519 | +28.4% | 0.08% | +25.0% |
| SYY | Sysco Corporation | $819,796 | +1.0% | 10,615 | 0.0% | 0.08% | -3.5% | |
| SPDW | SPDR(R) Portfolio Developed Wld ex-US ETF | $816,743 | +8.2% | 25,428 | 0.0% | 0.08% | +3.8% | |
| BX | Buy | Blackstone Group LP | $759,137 | +18.4% | 8,642 | +0.0% | 0.08% | +13.2% |
| IBM | Buy | Intl Business Machines | $740,035 | +23.2% | 5,645 | +32.4% | 0.08% | +19.0% |
| PFE | Buy | Pfizer Incorporated | $694,702 | +64.7% | 17,027 | +106.9% | 0.07% | +59.1% |
| ORCL | Oracle Corporation | $674,878 | +13.7% | 7,263 | 0.0% | 0.07% | +7.9% | |
| FNDA | Sch Fnd US Sm Etf | $661,279 | +4.2% | 13,587 | 0.0% | 0.07% | 0.0% | |
| KMB | Kimberly-Clark Corp | $667,073 | -1.1% | 4,970 | 0.0% | 0.07% | -5.6% | |
| V | Buy | Visa Inc Cl A | $650,358 | +8.5% | 2,885 | +0.0% | 0.07% | +4.8% |
| COP | Buy | Conocophillips | $642,178 | -15.9% | 6,473 | +0.0% | 0.06% | -19.8% |
| BAC | Sell | Bank Of America Corp | $629,403 | -14.6% | 22,007 | -1.1% | 0.06% | -17.9% |
| MA | Mastercard Inc | $631,000 | +4.5% | 1,736 | 0.0% | 0.06% | 0.0% | |
| FNDF | Schwab Fundamental Inl | $635,594 | +7.6% | 20,326 | 0.0% | 0.06% | +3.2% | |
| IDV | Sell | Ishares Tr Dow Jones | $613,775 | -6.9% | 22,327 | -8.0% | 0.06% | -11.4% |
| LLY | Lilly Eli & Company | $618,156 | -6.1% | 1,800 | 0.0% | 0.06% | -10.1% | |
| PNFP | Buy | Pinnancle Finl Partners Inc | $592,439 | +11.7% | 10,740 | +48.7% | 0.06% | +7.1% |
| VXF | Vanguard Extended Mkt | $597,427 | +5.5% | 4,261 | 0.0% | 0.06% | 0.0% | |
| MDB | Mongodb Inc Cl A | $582,800 | +18.4% | 2,500 | 0.0% | 0.06% | +13.5% | |
| SPYV | Buy | SPDR(R) Portfolio S&P 500 Value ETF | $584,762 | +5.2% | 14,361 | +0.4% | 0.06% | 0.0% |
| SNPS | Synopsys Inc | $587,873 | +21.0% | 1,522 | 0.0% | 0.06% | +15.7% | |
| DUK | Buy | Duke Energy Corporation | $575,940 | -6.0% | 5,970 | +0.4% | 0.06% | -10.8% |
| CSCO | Buy | Cisco Systems Inc | $572,594 | +116.1% | 10,953 | +97.0% | 0.06% | +107.1% |
| COST | Sell | Costco Whsl Corp New | $566,929 | +5.6% | 1,141 | -3.0% | 0.06% | 0.0% |
| DBC | Powershs Db Commdty Indx | $567,212 | -3.7% | 23,893 | 0.0% | 0.06% | -8.1% | |
| VIG | Buy | Vanguard Div Appreciation | $541,043 | +1.6% | 3,513 | +0.2% | 0.06% | -1.8% |
| BMY | Buy | Bristol-Myers Squibb Co | $518,726 | -3.6% | 7,484 | +0.1% | 0.05% | -8.8% |
| GM | General Motors Corp | $509,999 | +9.0% | 13,904 | 0.0% | 0.05% | +6.1% | |
| SLYG | Buy | Spdr S&P 600 Small Cap | $514,235 | +2.3% | 6,973 | +0.2% | 0.05% | -1.9% |
| ATO | Buy | Atmos Energy Corp | $502,160 | +0.9% | 4,469 | +0.7% | 0.05% | -3.8% |
| IWF | Ishares Tr Russell | $496,303 | +14.1% | 2,031 | 0.0% | 0.05% | +8.7% | |
| TRUX | Truxton Corp | $489,211 | +4.0% | 7,329 | 0.0% | 0.05% | -2.0% | |
| IBHC | Buy | iShares iBonds 2023 Term HY and Inc ETF | $485,161 | +1.1% | 20,549 | +0.5% | 0.05% | -3.9% |
| SCHF | Schw Intl Eq Etf | $464,197 | +8.0% | 13,339 | 0.0% | 0.05% | +4.4% | |
| ABBV | Buy | Abbvie Inc | $451,141 | -1.4% | 2,831 | +0.0% | 0.05% | -4.2% |
| SCHA | Schw US Scap Etf | $440,181 | +3.5% | 10,498 | 0.0% | 0.04% | -2.2% | |
| WMT | Buy | Wal-Mart Stores Inc | $420,895 | +5.2% | 2,854 | +1.1% | 0.04% | +2.4% |
| AMD | Advanced Micro Devic | $417,131 | +51.3% | 4,256 | 0.0% | 0.04% | +44.8% | |
| FDX | Fedex Corporation | $409,702 | +31.9% | 1,793 | 0.0% | 0.04% | +24.2% | |
| RTX | Buy | Raytheon Technologies Ord | $404,481 | -2.9% | 4,130 | +0.0% | 0.04% | -6.8% |
| NEE | Nextera Energy Inc | $408,072 | -7.8% | 5,294 | 0.0% | 0.04% | -12.8% | |
| RF | Buy | Regions Financial Cp New | $392,561 | -13.3% | 21,151 | +0.7% | 0.04% | -16.7% |
| MCD | Buy | Mc Donalds Corp | $399,539 | +6.5% | 1,429 | +0.4% | 0.04% | 0.0% |
| DFAT | Buy | Dfa Tax Managed US Small | $373,374 | +1.4% | 8,390 | +0.2% | 0.04% | -2.6% |
| ADI | Analog Devices Inc | $373,140 | +20.2% | 1,892 | 0.0% | 0.04% | +15.2% | |
| FB | Facebook Inc Class A | $375,770 | +76.1% | 1,773 | 0.0% | 0.04% | +65.2% | |
| PM | Buy | Philip Morris Intl Inc | $356,211 | -3.4% | 3,663 | +0.6% | 0.04% | -7.7% |
| BA | Boeing Co | $341,318 | +11.5% | 1,607 | 0.0% | 0.03% | +6.2% | |
| UNH | Buy | Unitedhealth Group Inc | $329,868 | +1.7% | 698 | +14.1% | 0.03% | -2.9% |
| SDY | Buy | Spdr S&P Dividend Etf | $326,046 | -1.1% | 2,636 | +0.1% | 0.03% | -5.7% |
| INTC | New | Intel Corp | $320,237 | – | 9,802 | +100.0% | 0.03% | – |
| VMBS | Vanguard Mortgage Backed | $314,818 | +2.3% | 6,763 | 0.0% | 0.03% | 0.0% | |
| TSLA | New | Tesla Motors Inc | $318,244 | – | 1,534 | +100.0% | 0.03% | – |
| DIA | Spdr Dow Jones | $310,862 | +0.4% | 935 | 0.0% | 0.03% | -6.1% | |
| DD | Dupont De Nemours Inc | $303,444 | +4.6% | 4,228 | 0.0% | 0.03% | 0.0% | |
| VZ | Buy | Verizon Communications | $293,069 | -0.8% | 7,536 | +0.5% | 0.03% | -3.2% |
| T | Buy | A T & T Corp | $298,718 | +4.6% | 15,518 | +0.0% | 0.03% | 0.0% |
| HUM | Humana Inc | $291,276 | -5.2% | 600 | 0.0% | 0.03% | -9.4% | |
| CVS | C V S Corp Del | $289,735 | -20.3% | 3,899 | 0.0% | 0.03% | -23.7% | |
| NVDA | New | NVIDIA Corp | $289,684 | – | 1,043 | +100.0% | 0.03% | – |
| PKI | Perkinelmer Inc | $284,244 | -5.0% | 2,133 | 0.0% | 0.03% | -9.4% | |
| PSX | Buy | Phillips | $279,389 | -2.6% | 2,756 | +0.0% | 0.03% | -6.7% |
| SLYV | Buy | SPDR(R) S&P 600 Small Cap Value ETF | $281,066 | +3.0% | 3,690 | +0.4% | 0.03% | -3.4% |
| CHCO | City Holding Co | $272,640 | -2.4% | 3,000 | 0.0% | 0.03% | -3.4% | |
| IBHE | New | iShares iBonds 2025 Term HY and Inc ETF | $276,066 | – | 12,050 | +100.0% | 0.03% | – |
| QVAL | Alpha Architect US Quantitative Val ETF | $270,640 | +5.2% | 8,000 | 0.0% | 0.03% | 0.0% | |
| ABT | Abbott Laboratories | $264,327 | -7.8% | 2,610 | 0.0% | 0.03% | -10.0% | |
| USB | Buy | U S Bancorp Del New | $267,585 | -17.1% | 7,423 | +0.3% | 0.03% | -20.6% |
| UPS | Buy | United Parcel Service B | $266,400 | +12.6% | 1,373 | +0.9% | 0.03% | +8.0% |
| IIIV | i3 Verticals Inc | $262,471 | +0.8% | 10,700 | 0.0% | 0.03% | 0.0% | |
| CTVA | Corteva Inc com | $254,991 | +2.6% | 4,228 | 0.0% | 0.03% | 0.0% | |
| SPLG | Sell | SPDR(R) Portfolio S&P 500 ETF | $259,047 | -66.5% | 5,380 | -68.7% | 0.03% | -67.9% |
| SPHQ | Invesco S&P 500(R) Quality ETF | $248,525 | +7.5% | 5,252 | 0.0% | 0.02% | +4.2% | |
| WFC | Wells Fargo & Co New | $245,082 | -9.5% | 6,556 | 0.0% | 0.02% | -13.8% | |
| IWR | Ishares Russell Index Fd | $233,147 | +3.7% | 3,334 | 0.0% | 0.02% | 0.0% | |
| NKE | Buy | Nike Inc Class B | $236,051 | +6.2% | 1,925 | +1.3% | 0.02% | +4.3% |
| SCHR | Schwab Intermediate Term | $235,004 | +2.4% | 4,660 | 0.0% | 0.02% | 0.0% | |
| FNDC | Schwab Fundamental Intl | $233,931 | +6.0% | 7,061 | 0.0% | 0.02% | +4.3% | |
| DOW | Dow Chemical Company | $234,246 | +8.8% | 4,273 | 0.0% | 0.02% | +4.3% | |
| FNDE | Schwab Funda Emg Mkts | $227,547 | +5.1% | 8,735 | 0.0% | 0.02% | 0.0% | |
| MMP | Magellan Midstream Ptnrs | $223,931 | +8.1% | 4,127 | 0.0% | 0.02% | +4.5% | |
| PNC | Pnc Finl Services Gp Inc | $229,078 | -19.5% | 1,802 | 0.0% | 0.02% | -23.3% | |
| PG | Buy | Procter & Gamble Co | $231,064 | +0.0% | 1,554 | +2.0% | 0.02% | -4.2% |
| TXN | Texas Instruments Inc | $230,838 | +12.6% | 1,241 | 0.0% | 0.02% | +4.5% | |
| F | Buy | Ford Motor Company | $228,369 | +8.8% | 18,124 | +0.4% | 0.02% | +4.5% |
| RY | New | Royal Bk Cda Montreal | $215,437 | – | 2,254 | +100.0% | 0.02% | – |
| UAL | New | United Continental Holdings Inc Com Usd0 | $216,515 | – | 4,893 | +100.0% | 0.02% | – |
| XLY | New | Sector Spdr Consumer Fd | $214,590 | – | 1,435 | +100.0% | 0.02% | – |
| SCHP | New | Sch US Tips Etf | $204,629 | – | 3,817 | +100.0% | 0.02% | – |
| HON | Sell | Honeywell International | $209,085 | -13.3% | 1,094 | -2.8% | 0.02% | -16.0% |
| GIS | New | General Mills Inc | $201,930 | – | 2,363 | +100.0% | 0.02% | – |
| ARCC | Ares Capital Corp | $184,194 | -1.1% | 10,079 | 0.0% | 0.02% | -5.0% | |
| LTMCF | Lithium Chile Inc | $96,420 | +55.5% | 150,000 | 0.0% | 0.01% | +42.9% | |
| Royal Helium Ltd | $23,129 | +21.4% | 90,700 | 0.0% | 0.00% | 0.0% | ||
| MSGIE | New | MSGI Security Solutions Inc (NV) | $0 | – | 50,000 | +100.0% | 0.00% | – |
| PVCT | Provectus Pharmaceutical Inc | $3,630 | +52.3% | 22,000 | 0.0% | 0.00% | – | |
| UNVC | UNIVEC Inc | $420 | +136.0% | 22,200 | 0.0% | 0.00% | – | |
| VCSH | Exit | Vanguard Short Term Cor | $0 | – | -2,731 | -100.0% | -0.02% | – |
| WSBC | Exit | Wesbanco Inc | $0 | – | -5,768 | -100.0% | -0.02% | – |
| PRU | Exit | Prudential Financial Inc | $0 | – | -2,292 | -100.0% | -0.02% | – |
| DG | Exit | Dollar General Corp | $0 | – | -933 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-10
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.