LBMC INVESTMENT ADVISORS, LLC Q1 2021 Filing
Filed April 20, 2021
Portfolio Value
$949.0M
Holdings
135
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (135 positions)
| Stock | Value |
|---|---|
RSPInvesco S&P 500 Eql Wgt | $184.3M |
IVVIshares TRUST S&P 500 | $182.2M |
IWMIshares Russell 2000 | $161.2M |
EFAIshares Tr MSCI EAFE Fd | $49.1M |
HDVIshares Msci ETF High Dividend Equity Fund | $41.0M |
AQLTIshares Core Msci Eafe | $26.6M |
AQLTIshares Tr Dow Jones Select Divid Index | $25.7M |
ICFIshares Cohen Steers REIT | $21.0M |
VEAVanguard Europe Pac Etf | $20.6M |
EEMIshares MSCI Emrg Mkt Fd | $15.3M |
VTIVanguard Total Stock Mkt | $13.6M |
AOAIshares Tr S&P Aggressive | $10.8M |
IJRIshares Tr S&P Smallcap | $10.5M |
VTWOVanguard Russell 2000 | $10.1M |
IDUIshares Tr Dj US Utils | $10.0M |
VOOVanguard S&P 500 Etf | $9.6M |
HCAHca The Healthcare Co | $9.1M |
IVWIshares Tr S&P 500/ Barra Growth Index | $7.8M |
VTEBVanguard Tax-Exempt Bond ETF | $7.1M |
VWOVanguard Emerging Market | $6.5M |
IVEIshares Tr S&P 500/ Value Index Fd | $6.5M |
IEMGIshares Core Msci | $6.3M |
VNQVanguard REIT | $6.2M |
VOVanguard Mid Cap | $6.0M |
AOSSmith A O | $4.6M |
VYMVanguard High Div ETF | $4.5M |
AORIshares Tr S&P Allocation Fd | $4.4M |
VXUSVanguard Total International Stock ETF | $3.6M |
AAPLApple Computer Inc | $3.6M |
ACHOwens &Minor Inc Hldg Co | $3.5M |
AFLA F L A C Inc | $2.9M |
SPYS P D R TRUST Unit SR | $2.8M |
BRK/BBerkshire Hathaway Cl B | $2.7M |
VCSHVanguard Short Term Cor | $2.7M |
MSFTMicrosoft Corp | $2.5M |
NDQNasdaq 100 Shares | $2.4M |
PNFPPinnancle Finl Partners Inc | $2.3M |
DISDisney Walt Hldg Co | $2.2M |
GRCGorman Rupp Co Com | $2.0M |
IJHIshares Tr S&P Midcap | $2.0M |
VIGVanguard Div Appreciation | $2.0M |
HDHome Depot Inc | $1.8M |
USMViShares Edge MSCI Min Vol USA | $1.8M |
BSVVanguard Short Term Bd Index | $1.8M |
KOCoca Cola Company | $1.6M |
PFFIshares S&P U S Pfd Fund | $1.6M |
AMZNAmazon Com Inc | $1.5M |
SCHXSchw US Lcap Etf | $1.2M |
XOMExxon Mobil Corporation | $1.1M |
IJKIshares S&P Midcap | $1.1M |
GOOGLGoogle Inc Cl A | $1.0M |
BACBank Of America Corp | $1.0M |
FNDXSchwab Fundamental US | $989K |
SOThe Southern Company | $980K |
SMBKSmartfinancial Inc | $959K |
SPYGSpdr S&P 500 Growth Etf | $885K |
SYYSysco Corporation | $836K |
IDV*Ishares Tr Dow Jones | $832K |
MUBIshares National Muni Bond Etf | $814K |
JPMJ P Morgan Chase & Co | $801K |
GMGeneral Motors Corp | $799K |
MAMastercard Inc | $794K |
KMBKimberly-Clark Corp | $736K |
JNJJohnson & Johnson | $704K |
MDBMongodb Inc Cl A | $669K |
VTVanguard Total World | $642K |
GPNGlobal Pmts Inc Com | $638K |
DUKDuke Energy Corporation | $578K |
PEPPepsico Incorporated | $554K |
GOOGGoogle Inc Class C | $553K |
BNDVanguard Bond Index Fund | $547K |
METAFacebook Inc Class A | $545K |
FNDFSchwab Fundamental Inl | $544K |
FNDASch Fnd US Sm Etf | $534K |
IBMIntl Business Machines | $522K |
RFRegions Financial Cp New | $513K |
CVXChevrontexaco Corp | $501K |
GQ9Spdr Gold TRUST | $499K |
—Tivity Health Inc Com | $494K |
IWFIshares Tr Russell | $493K |
ORCLOracle Corporation | $478K |
UNHUnitedhealth Group Inc | $467K |
TA T & T Corp | $455K |
RNGRingcentral Inc-Class A | $447K |
PENNPenn National Gaming | $436K |
ATOAtmos Energy Corp | $436K |
SCHASchw US Scap Etf | $419K |
NEENextera Energy Inc | $417K |
MRKMerck & Co Inc | $407K |
SCHFSchw Intl Eq Etf | $407K |
BABoeing Co | $403K |
BACVerizon Communications | $402K |
USBU S Bancorp Del New | $402K |
CRMSalesforce Com | $402K |
BMYBristol-Myers Squibb Co | $394K |
SNPSSynopsys Inc | $385K |
LUVSouthwest Airlines Co | $385K |
WQTMWisdomTree Cloud Computing ETF | $381K |
COPConocophillips | $342K |
RTXRaytheon Technologies Ord | $337K |
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