$1.02 Billion is the total value of LBMC INVESTMENT ADVISORS, LLC's 164 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 7.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | Ishares TRUST S&P 500 | $207,163,782 | +7.0% | 464,795 | -1.3% | 20.37% | +4.1% |
| RSP | Sell | Invesco S&P 500 Eql Wgt | $201,133,154 | +1.7% | 1,344,114 | -1.7% | 19.77% | -1.1% |
| IWM | Sell | Ishares Russell 2000 | $134,250,055 | +3.4% | 716,880 | -1.5% | 13.20% | +0.6% |
| HDV | Sell | Ishares Msci ETF High Dividend Equity Fund | $50,903,220 | -1.6% | 505,042 | -0.8% | 5.00% | -4.3% |
| EFA | Sell | Ishares Tr MSCI EAFE Fd | $39,267,393 | -1.4% | 541,619 | -2.8% | 3.86% | -4.1% |
| IEFA | Sell | Ishares Core Msci Eafe | $37,967,217 | -3.6% | 562,477 | -4.5% | 3.73% | -6.2% |
| DVY | Sell | Ishares Tr Dow Jones Select Divid Index | $27,982,751 | -5.2% | 246,979 | -1.9% | 2.75% | -7.7% |
| VEA | Buy | Vanguard Europe Pac Etf | $23,461,692 | +2.9% | 508,049 | +0.7% | 2.31% | +0.1% |
| ICF | Sell | Ishares Cohen Steers REIT | $19,516,484 | -2.3% | 351,205 | -2.4% | 1.92% | -5.0% |
| HCA | Sell | Hca The Healthcare Co | $14,163,906 | +14.9% | 46,672 | -0.2% | 1.39% | +11.7% |
| IJR | Sell | Ishares Tr S&P Smallcap | $13,308,371 | +0.3% | 133,551 | -2.6% | 1.31% | -2.5% |
| VOO | Sell | Vanguard S&P 500 Etf | $11,730,373 | +6.8% | 28,802 | -1.4% | 1.15% | +3.9% |
| VYM | Buy | Vanguard High Div ETF | $11,718,364 | +9.6% | 110,478 | +9.0% | 1.15% | +6.7% |
| VTWO | Buy | Vanguard Russell 2000 | $11,151,569 | +5.0% | 147,469 | +0.1% | 1.10% | +2.1% |
| IDU | Sell | Ishares Tr Dj US Utils | $10,079,752 | -5.2% | 123,300 | -2.9% | 0.99% | -7.8% |
| AOA | Sell | Ishares Tr S&P Aggressive | $9,809,050 | +2.5% | 147,860 | -1.8% | 0.96% | -0.3% |
| AAPL | Sell | Apple Computer Inc | $9,778,527 | +7.1% | 50,413 | -8.9% | 0.96% | +4.2% |
| IVW | Sell | Ishares Tr S&P 500/ Barra Growth Index | $9,766,652 | +9.8% | 138,573 | -0.5% | 0.96% | +6.8% |
| VO | Buy | Vanguard Mid Cap | $9,554,066 | +4.4% | 43,396 | +0.0% | 0.94% | +1.5% |
| IVE | Sell | Ishares Tr S&P 500/ Value Index Fd | $8,941,695 | +5.7% | 55,473 | -0.4% | 0.88% | +2.8% |
| VWO | Sell | Vanguard Emerging Market | $8,663,342 | -0.3% | 212,963 | -1.0% | 0.85% | -3.0% |
| VNQ | Sell | Vanguard REIT | $8,355,491 | -1.4% | 99,994 | -2.0% | 0.82% | -4.1% |
| IEMG | Sell | Ishares Core Msci | $7,760,505 | -1.7% | 157,446 | -2.7% | 0.76% | -4.4% |
| SPY | Sell | S P D R TRUST Unit SR | $5,994,546 | +8.0% | 13,523 | -0.2% | 0.59% | +5.0% |
| EEM | Sell | Ishares MSCI Emrg Mkt Fd | $5,708,150 | -7.8% | 144,291 | -8.1% | 0.56% | -10.4% |
| IJH | Buy | Ishares Tr S&P Midcap | $5,535,302 | +4.5% | 21,169 | +0.0% | 0.54% | +1.7% |
| MSFT | Sell | Microsoft Corp | $4,390,952 | +16.4% | 12,894 | -1.5% | 0.43% | +13.4% |
| AOS | Buy | Smith A O | $4,284,222 | +5.3% | 58,865 | +0.0% | 0.42% | +2.4% |
| AOR | Sell | Ishares Tr S&P Allocation Fd | $4,145,011 | +1.4% | 80,564 | -1.4% | 0.41% | -1.2% |
| AFL | A F L A C Inc | $3,884,385 | +8.2% | 55,650 | 0.0% | 0.38% | +5.2% | |
| BRKB | Sell | Berkshire Hathaway Cl B | $3,406,931 | +8.3% | 9,991 | -2.0% | 0.34% | +5.3% |
| IBML | Buy | iShares iBonds Dec 2023 Term Muni Bd ETF | $3,326,701 | +0.3% | 130,510 | +0.1% | 0.33% | -2.4% |
| IBMN | Buy | iShares iBonds Dec 2025 Term Muni Bd ETF | $2,601,711 | -1.0% | 98,793 | +0.0% | 0.26% | -3.8% |
| AMZN | Sell | Amazon Com Inc | $2,368,120 | +22.8% | 18,166 | -2.7% | 0.23% | +19.5% |
| KO | Buy | Coca Cola Company | $2,335,134 | -2.9% | 38,777 | +0.0% | 0.23% | -5.3% |
| XOM | Sell | Exxon Mobil Corporation | $2,319,579 | -2.3% | 21,628 | -0.1% | 0.23% | -5.0% |
| QQQ | Sell | Nasdaq 100 Shares | $2,239,864 | +11.2% | 6,063 | -3.4% | 0.22% | +8.4% |
| IBMM | Buy | iShares iBonds Dec 2024 Term Muni Bond | $2,164,763 | -0.4% | 84,036 | +0.0% | 0.21% | -3.2% |
| SPYG | Buy | Spdr S&P 500 Growth Etf | $2,008,304 | +10.4% | 32,918 | +0.2% | 0.20% | +7.1% |
| SPSM | New | SPDR(R) Portfolio S&P 600 Sm Cap ETF | $1,985,307 | – | 51,115 | +100.0% | 0.20% | – |
| SO | Buy | The Southern Company | $1,939,615 | +1.2% | 27,610 | +0.3% | 0.19% | -1.5% |
| XLV | Sell | Sector Spdr Health Fund | $1,856,656 | +2.0% | 13,988 | -0.5% | 0.18% | -0.5% |
| GRC | Gorman Rupp Co Com | $1,761,974 | +15.3% | 61,116 | 0.0% | 0.17% | +12.3% | |
| HD | Buy | Home Depot Inc | $1,703,947 | +5.3% | 5,485 | +0.0% | 0.17% | +2.4% |
| GOOGL | Buy | Google Inc Cl A | $1,595,721 | +15.9% | 13,331 | +0.5% | 0.16% | +12.9% |
| GOOG | Google Inc Class C | $1,536,682 | +16.3% | 12,703 | 0.0% | 0.15% | +12.7% | |
| SCHX | Buy | Schw US Lcap Etf | $1,441,048 | +8.3% | 27,517 | +0.0% | 0.14% | +5.2% |
| VT | Buy | Vanguard Total World | $1,402,108 | +6.4% | 14,458 | +1.0% | 0.14% | +3.8% |
| FNDX | Buy | Schwab Fundamental US | $1,334,153 | +4.8% | 23,174 | +0.0% | 0.13% | +1.6% |
| Nestle Sa Ord | $1,243,295 | -1.4% | 10,345 | 0.0% | 0.12% | -3.9% | ||
| IBMO | iShares iBonds Dec 2026 Term Muni Bd ETF | $1,233,568 | -1.4% | 48,990 | 0.0% | 0.12% | -4.0% | |
| JNJ | Buy | Johnson & Johnson | $1,207,223 | +29.7% | 7,294 | +21.4% | 0.12% | +26.6% |
| QUS | Buy | SPDR(R) MSCI USA StrategicFactors ETF | $1,194,658 | +6.7% | 9,716 | +0.6% | 0.12% | +3.5% |
| IJK | Buy | Ishares S&P Midcap | $1,085,383 | +4.9% | 14,472 | +0.1% | 0.11% | +1.9% |
| JPM | J P Morgan Chase & Co | $1,089,352 | +11.6% | 7,490 | 0.0% | 0.11% | +8.1% | |
| MDY | Mid Cap S P D R TRUST | $1,063,180 | +4.5% | 2,220 | 0.0% | 0.10% | +1.9% | |
| MDB | Mongodb Inc Cl A | $1,027,475 | +76.3% | 2,500 | 0.0% | 0.10% | +71.2% | |
| MRK | Merck & Co Inc | $1,009,778 | +8.5% | 8,751 | 0.0% | 0.10% | +5.3% | |
| SPDW | Buy | SPDR(R) Portfolio Developed Wld ex-US ETF | $982,020 | +20.2% | 30,179 | +18.7% | 0.10% | +16.9% |
| SMBK | Smartfinancial Inc | $952,850 | -7.0% | 44,298 | 0.0% | 0.09% | -9.6% | |
| IBHD | Buy | iShares iBonds 2024 Term HY and Inc ETF | $947,870 | +12.2% | 41,069 | +12.5% | 0.09% | +9.4% |
| DIS | Sell | Disney Walt Hldg Co | $935,982 | -18.0% | 10,484 | -8.0% | 0.09% | -20.0% |
| SPYD | SPDR(R) Portfolio S&P 500 High Div ETF | $905,716 | -2.4% | 24,426 | 0.0% | 0.09% | -5.3% | |
| Buy | DFA Tax-Managed US Marketwide Value II | $903,635 | +3.3% | 26,192 | +0.2% | 0.09% | +1.1% | |
| CVX | Chevrontexaco Corp | $885,408 | -3.6% | 5,627 | 0.0% | 0.09% | -6.5% | |
| ORCL | Oracle Corporation | $864,951 | +28.2% | 7,263 | 0.0% | 0.08% | +25.0% | |
| PEP | Sell | Pepsico Incorporated | $850,294 | -5.5% | 4,591 | -7.0% | 0.08% | -7.7% |
| IYR | Ishares Tr Dow Jones Re | $857,784 | +1.9% | 9,912 | 0.0% | 0.08% | -1.2% | |
| LLY | Lilly Eli & Company | $844,164 | +36.6% | 1,800 | 0.0% | 0.08% | +33.9% | |
| BSV | Sell | Vanguard Short Term Bd Index | $843,098 | -10.4% | 11,157 | -9.4% | 0.08% | -12.6% |
| BX | Buy | Blackstone Group LP | $803,725 | +5.9% | 8,645 | +0.0% | 0.08% | +2.6% |
| SYY | Sysco Corporation | $787,633 | -3.9% | 10,615 | 0.0% | 0.08% | -7.2% | |
| IWF | Buy | Ishares Tr Russell | $764,073 | +54.0% | 2,777 | +36.7% | 0.08% | +50.0% |
| PFF | Sell | Ishares S&P U S Pfd Fund | $726,269 | -44.7% | 23,481 | -44.2% | 0.07% | -46.6% |
| IBM | Sell | Intl Business Machines | $719,629 | -2.8% | 5,378 | -4.7% | 0.07% | -5.3% |
| MA | Mastercard Inc | $682,899 | +8.2% | 1,736 | 0.0% | 0.07% | +4.7% | |
| KMB | Kimberly-Clark Corp | $686,158 | +2.9% | 4,970 | 0.0% | 0.07% | 0.0% | |
| FNDA | Sch Fnd US Sm Etf | $685,464 | +3.7% | 13,587 | 0.0% | 0.07% | 0.0% | |
| V | Visa Inc Cl A | $685,060 | +5.3% | 2,885 | 0.0% | 0.07% | +1.5% | |
| COP | Buy | Conocophillips | $670,834 | +4.5% | 6,475 | +0.0% | 0.07% | +1.5% |
| FNDF | Schwab Fundamental Inl | $656,327 | +3.3% | 20,326 | 0.0% | 0.06% | +1.6% | |
| SNPS | Synopsys Inc | $662,694 | +12.7% | 1,522 | 0.0% | 0.06% | +10.2% | |
| BAC | Buy | Bank Of America Corp | $634,097 | +0.7% | 22,102 | +0.4% | 0.06% | -3.1% |
| PFE | Sell | Pfizer Incorporated | $619,808 | -10.8% | 16,898 | -0.8% | 0.06% | -12.9% |
| SPYV | Buy | SPDR(R) Portfolio S&P 500 Value ETF | $623,382 | +6.6% | 14,430 | +0.5% | 0.06% | +3.4% |
| PNFP | Buy | Pinnancle Finl Partners Inc | $608,938 | +2.8% | 10,749 | +0.1% | 0.06% | 0.0% |
| COST | Costco Whsl Corp New | $614,292 | +8.4% | 1,141 | 0.0% | 0.06% | +5.3% | |
| IDV | Buy | Ishares Tr Dow Jones | $599,780 | -2.3% | 22,779 | +2.0% | 0.06% | -4.8% |
| CSCO | Buy | Cisco Systems Inc | $567,134 | -1.0% | 10,961 | +0.1% | 0.06% | -3.4% |
| VIG | Vanguard Div Appreciation | $570,622 | +5.5% | 3,513 | 0.0% | 0.06% | +1.8% | |
| SLYG | Buy | Spdr S&P 600 Small Cap | $538,223 | +4.7% | 6,994 | +0.3% | 0.05% | +1.9% |
| DBC | Powershs Db Commdty Indx | $542,364 | -4.4% | 23,893 | 0.0% | 0.05% | -7.0% | |
| GM | General Motors Corp | $536,138 | +5.1% | 13,904 | 0.0% | 0.05% | +1.9% | |
| DUK | Buy | Duke Energy Corporation | $537,858 | -6.6% | 5,994 | +0.4% | 0.05% | -8.6% |
| ATO | Buy | Atmos Energy Corp | $523,304 | +4.2% | 4,498 | +0.6% | 0.05% | 0.0% |
| GLD | Sell | Spdr Gold TRUST | $493,273 | -52.9% | 2,767 | -51.6% | 0.05% | -54.7% |
| FB | Sell | Facebook Inc Class A | $487,292 | +29.7% | 1,698 | -4.2% | 0.05% | +26.3% |
| AMD | Buy | Advanced Micro Devic | $485,371 | +16.4% | 4,261 | +0.1% | 0.05% | +14.3% |
| IBHC | Buy | iShares iBonds 2023 Term HY and Inc ETF | $490,001 | +1.0% | 20,736 | +0.9% | 0.05% | -2.0% |
| BMY | Buy | Bristol-Myers Squibb Co | $479,234 | -7.6% | 7,494 | +0.1% | 0.05% | -9.6% |
| SCHF | Schw Intl Eq Etf | $475,535 | +2.4% | 13,339 | 0.0% | 0.05% | 0.0% | |
| SCHA | Buy | Schw US Scap Etf | $459,864 | +4.5% | 10,499 | +0.0% | 0.04% | +2.3% |
| WMT | Sell | Wal-Mart Stores Inc | $443,761 | +5.4% | 2,823 | -1.1% | 0.04% | +2.3% |
| FDX | Fedex Corporation | $444,506 | +8.5% | 1,793 | 0.0% | 0.04% | +7.3% | |
| TRUX | Truxton Corp | $441,426 | -9.8% | 7,329 | 0.0% | 0.04% | -12.2% | |
| MCD | Buy | Mc Donalds Corp | $427,699 | +7.0% | 1,433 | +0.3% | 0.04% | +5.0% |
| RTX | Buy | Raytheon Technologies Ord | $404,859 | +0.1% | 4,133 | +0.1% | 0.04% | -2.4% |
| TSLA | Tesla Motors Inc | $401,555 | +26.2% | 1,534 | 0.0% | 0.04% | +21.9% | |
| NEE | Buy | Nextera Energy Inc | $392,860 | -3.7% | 5,295 | +0.0% | 0.04% | -4.9% |
| ABBV | Buy | Abbvie Inc | $381,495 | -15.4% | 2,832 | +0.0% | 0.04% | -17.4% |
| DFAT | Buy | Dfa Tax Managed US Small | $390,188 | +4.5% | 8,411 | +0.3% | 0.04% | 0.0% |
| RF | Buy | Regions Financial Cp New | $380,046 | -3.2% | 21,327 | +0.8% | 0.04% | -7.5% |
| ADI | Analog Devices Inc | $368,581 | -1.2% | 1,892 | 0.0% | 0.04% | -5.3% | |
| PM | Buy | Philip Morris Intl Inc | $359,739 | +1.0% | 3,685 | +0.6% | 0.04% | -2.8% |
| NVDA | Sell | NVIDIA Corp | $347,970 | +20.1% | 823 | -21.1% | 0.03% | +17.2% |
| UNH | Unitedhealth Group Inc | $335,487 | +1.7% | 698 | 0.0% | 0.03% | 0.0% | |
| DIA | Spdr Dow Jones | $321,358 | +3.4% | 935 | 0.0% | 0.03% | +3.2% | |
| SDY | Buy | Spdr S&P Dividend Etf | $323,325 | -0.8% | 2,638 | +0.1% | 0.03% | -3.0% |
| INTC | Buy | Intel Corp | $327,945 | +2.4% | 9,807 | +0.1% | 0.03% | 0.0% |
| VMBS | Vanguard Mortgage Backed | $311,030 | -1.2% | 6,763 | 0.0% | 0.03% | -3.1% | |
| DD | Dupont De Nemours Inc | $302,048 | -0.5% | 4,228 | 0.0% | 0.03% | -3.2% | |
| WFC | Wells Fargo & Co New | $279,831 | +14.2% | 6,556 | 0.0% | 0.03% | +12.0% | |
| SPLG | SPDR Portfolio S&P 500 ETF | $280,352 | +8.2% | 5,380 | 0.0% | 0.03% | +7.7% | |
| SLYV | Buy | SPDR(R) S&P 600 Small Cap Value ETF | $286,486 | +1.9% | 3,711 | +0.6% | 0.03% | 0.0% |
| BA | Sell | Boeing Co | $281,208 | -17.6% | 1,332 | -17.1% | 0.03% | -17.6% |
| ABT | Buy | Abbott Laboratories | $284,616 | +7.7% | 2,611 | +0.0% | 0.03% | +3.7% |
| VZ | Buy | Verizon Communications | $281,697 | -3.9% | 7,575 | +0.5% | 0.03% | -6.7% |
| IBHE | iShares iBonds 2025 Term HY and Inc ETF | $277,150 | +0.4% | 12,050 | 0.0% | 0.03% | -3.6% | |
| QVAL | Alpha Architect US Quantitative Val ETF | $276,800 | +2.3% | 8,000 | 0.0% | 0.03% | 0.0% | |
| CHCO | City Holding Co | $269,970 | -1.0% | 3,000 | 0.0% | 0.03% | -3.6% | |
| HUM | Humana Inc | $268,278 | -7.9% | 600 | 0.0% | 0.03% | -10.3% | |
| PSX | Buy | Phillips | $262,959 | -5.9% | 2,757 | +0.0% | 0.03% | -7.1% |
| CVS | C V S Corp Del | $269,538 | -7.0% | 3,899 | 0.0% | 0.03% | -10.3% | |
| SPHQ | Invesco S&P 500(R) Quality ETF | $264,963 | +6.6% | 5,252 | 0.0% | 0.03% | +4.0% | |
| PKI | PerkinElmer Inc | $253,379 | -10.9% | 2,133 | 0.0% | 0.02% | -13.8% | |
| MMP | Magellan Midstream Ptnrs | $257,195 | +14.9% | 4,127 | 0.0% | 0.02% | +8.7% | |
| CTVA | Corteva Inc com | $242,264 | -5.0% | 4,228 | 0.0% | 0.02% | -7.7% | |
| IWR | Buy | Ishares Russell Index Fd | $243,560 | +4.5% | 3,335 | +0.0% | 0.02% | 0.0% |
| USB | Buy | U S Bancorp Del New | $246,288 | -8.0% | 7,454 | +0.4% | 0.02% | -11.1% |
| UPS | Buy | United Parcel Service B | $248,458 | -6.7% | 1,386 | +0.9% | 0.02% | -11.1% |
| XLY | Buy | Sector Spdr Consumer Fd | $244,696 | +14.0% | 1,441 | +0.4% | 0.02% | +9.1% |
| UAL | Sell | United Continental Holdings Inc Com Usd0 | $244,172 | +12.8% | 4,450 | -9.1% | 0.02% | +9.1% |
| IIIV | i3 Verticals Inc | $244,602 | -6.8% | 10,700 | 0.0% | 0.02% | -11.1% | |
| F | Sell | Ford Motor Company | $237,569 | +4.0% | 15,702 | -13.4% | 0.02% | 0.0% |
| QLD | New | ProShares Ultra QQQ | $228,954 | – | 3,556 | +100.0% | 0.02% | – |
| PG | Procter & Gamble Co | $235,804 | +2.1% | 1,554 | 0.0% | 0.02% | 0.0% | |
| FNDE | Schwab Funda Emg Mkts | $233,836 | +2.8% | 8,735 | 0.0% | 0.02% | 0.0% | |
| FNDC | Schwab Fundamental Intl | $234,355 | +0.2% | 7,061 | 0.0% | 0.02% | -4.2% | |
| SCHR | Schwab Intermediate Term | $229,645 | -2.3% | 4,660 | 0.0% | 0.02% | -4.2% | |
| DOW | Buy | Dow Chemical Company | $234,237 | -0.0% | 4,398 | +2.9% | 0.02% | -4.2% |
| T | Sell | A T & T Corp | $222,418 | -25.5% | 13,945 | -10.1% | 0.02% | -26.7% |
| PNC | Pnc Finl Services Gp Inc | $227,006 | -0.9% | 1,802 | 0.0% | 0.02% | -4.3% | |
| TXN | Texas Instruments Inc | $223,405 | -3.2% | 1,241 | 0.0% | 0.02% | -4.3% | |
| HON | Honeywell International | $227,005 | +8.6% | 1,094 | 0.0% | 0.02% | +4.8% | |
| RY | Royal Bk Cda Montreal | $215,280 | -0.1% | 2,254 | 0.0% | 0.02% | -4.5% | |
| MCK | New | Mckesson Corporation | $216,646 | – | 507 | +100.0% | 0.02% | – |
| NKE | Buy | Nike Inc Class B | $212,525 | -10.0% | 1,926 | +0.1% | 0.02% | -12.5% |
| VTI | New | Vanguard Total Stock Mkt | $212,459 | – | 965 | +100.0% | 0.02% | – |
| SCHP | Sch US Tips Etf | $200,125 | -2.2% | 3,817 | 0.0% | 0.02% | -4.8% | |
| MU | New | Micron Technology Inc | $204,855 | – | 3,246 | +100.0% | 0.02% | – |
| PRU | New | Prudential Financial Inc | $202,294 | – | 2,293 | +100.0% | 0.02% | – |
| ARCC | Ares Capital Corp | $189,384 | +2.8% | 10,079 | 0.0% | 0.02% | 0.0% | |
| Royal Helium Ltd | $24,489 | +5.9% | 90,700 | 0.0% | 0.00% | 0.0% | ||
| PVCT | Provectus Pharmaceutical Inc | $2,488 | -31.5% | 22,000 | 0.0% | 0.00% | – | |
| MSGIE | Exit | MSGI Security Solutions Inc (NV) | $0 | – | -50,000 | -100.0% | 0.00% | – |
| UNVC | Exit | UNIVEC Inc | $0 | – | -22,200 | -100.0% | 0.00% | – |
| LTMCF | Exit | Lithium Chile Inc | $0 | – | -150,000 | -100.0% | -0.01% | – |
| GIS | Exit | General Mills Inc | $0 | – | -2,363 | -100.0% | -0.02% | – |
| VXF | Exit | Vanguard Extended Mkt | $0 | – | -4,261 | -100.0% | -0.06% | – |
| SLY | Exit | Spdr Ser Tr S&P 600 Small Cap Etf | $0 | – | -22,994 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
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.