LBMC INVESTMENT ADVISORS, LLC Q1 2025 Filing

Filed April 9, 2025

Portfolio Value

$1.3B

Holdings

201

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (201 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVIshares TRUST S&P 500	437,632	$245.9M	19.22%
2	RSPInvesco S&P 500 Eql Wgt	1,330,882	$230.5M	18.02%
3	IWMIshares Russell 2000	710,187	$141.7M	11.07%
4	HDVIshares Msci ETF High Dividend Equity Fund	457,980	$55.5M	4.33%
5	AQLTIshares Core Msci Eafe	565,881	$42.8M	3.35%
6	EFAIshares Tr MSCI EAFE Fd	500,675	$40.9M	3.20%
7	AQLTIshares Tr Dow Jones Select Divid Index	231,157	$31.0M	2.43%
8	VEAVanguard Europe Pac Etf	399,918	$20.3M	1.59%
9	IBHHiShares iBonds 2028 Term High Yield and Income ETF	836,135	$19.5M	1.53%
10	IBHGiShares iBonds 2027 Term High Yield and Income ETF	857,119	$19.1M	1.50%
11	VYMVanguard High Div ETF	140,619	$18.1M	1.42%
12	IBHFiShares iBonds 2026 Term High Yield and Income ETF	755,309	$17.5M	1.37%
13	ICFIshares Cohen Steers REIT	254,275	$15.6M	1.22%
14	HCAHca The Healthcare Co	45,136	$15.6M	1.22%
15	IJRIshares Tr S&P Smallcap	143,551	$15.0M	1.17%
16	AAPLApple Computer Inc	64,765	$14.4M	1.12%
17	VOOVanguard S&P 500 Etf	25,898	$13.3M	1.04%
18	IVWIshares Tr S&P 500/ Barra Growth Index	133,175	$12.4M	0.97%
19	VTWOVanguard Russell 2000	148,965	$12.0M	0.94%
20	IDUIshares Tr Dj US Utils	113,827	$11.5M	0.90%
21	VOVanguard Mid Cap	44,433	$11.5M	0.90%
22	IBHIiShares iBonds 2029 Term High Yield and Income ETF	463,248	$10.8M	0.84%
23	AOAIshares Tr S&P Aggressive	135,926	$10.4M	0.81%
24	ICNMIcon Media Holdings Inc	100,000	$10.0M	0.78%
25	IBMPiShares iBonds Dec 2027 Term Muni Bond ETF	372,141	$9.4M	0.74%
26	IBMOiShares iBonds Dec 2026 Term Muni Bond ETF	366,493	$9.4M	0.73%
27	IVEIshares Tr S&P 500/ Value Index Fd	47,934	$9.1M	0.71%
28	VNQVanguard REIT	93,371	$8.5M	0.66%
29	IBMQiShares iBonds Dec 2028 Term Muni Bond ETF	320,704	$8.1M	0.63%
30	IAUiShares iBonds Dec 2025 Term Muni Bond ETF	274,556	$7.3M	0.57%
31	IEMGIshares Core Msci	119,268	$6.4M	0.50%
32	—Highlands Reit Inc Real Estate Invst Trust Marylan	20,616	$6.4M	0.50%
33	VWOVanguard Emerging Market	137,884	$6.2M	0.49%
34	IBHJiShares iBonds 2030 Term High Yield and Income ETF	237,614	$6.2M	0.48%
35	AMZNAmazon Com Inc	32,193	$6.1M	0.48%
36	MSFTMicrosoft Corp	16,007	$6.0M	0.47%
37	AFLA F L A C Inc	52,655	$5.9M	0.46%
38	IBHEiShares iBonds 2025 Term High Yield and Income ETF	247,698	$5.8M	0.45%
39	BRK/BBerkshire Hathaway Cl B	10,446	$5.6M	0.43%
40	IJHIshares Tr S&P Midcap	84,984	$5.0M	0.39%
41	EEMIshares MSCI Emrg Mkt Fd	103,138	$4.5M	0.35%
42	GOOGGoogle Inc Class C	28,652	$4.5M	0.35%
43	AORIshares Tr S&P Allocation Fd	74,955	$4.3M	0.34%
44	SPYS P D R TRUST Unit SR	7,258	$4.1M	0.32%
45	SPDWSPDR Portfolio Developed Wld ex-US ETF	105,168	$3.8M	0.30%
46	AONA O N Plc	9,391	$3.7M	0.29%
47	AOSSmith A O	52,918	$3.5M	0.27%
48	METAFacebook Inc Class A	5,957	$3.4M	0.27%
49	IBDUiShares iBonds Dec 2029 Term Corporate ETF	142,530	$3.3M	0.26%
50	IBDSiShares iBonds Dec 2027 Term Corp ETF	122,953	$3.0M	0.23%
51	NDQNasdaq 100 Shares	6,180	$2.9M	0.23%
52	SOThe Southern Company	31,461	$2.9M	0.23%
53	KOCoca Cola Company	39,890	$2.9M	0.22%
54	HDHome Depot Inc	7,695	$2.8M	0.22%
55	IBMRiShares iBonds Dec 2029 Term Muni Bond ETF	112,413	$2.8M	0.22%
56	SALTATLAS SALT ORD	10,000	$2.7M	0.21%
57	SPYGSpdr S&P 500 Growth Etf	33,187	$2.7M	0.21%
58	IBDVISHARES IBND DEC 2030 TRM CORP ETF	112,605	$2.4M	0.19%
59	XOMExxon Mobil Corporation	18,157	$2.2M	0.17%
60	IBDTiShares iBonds Dec 2028 Term Corp ETF	85,416	$2.2M	0.17%
61	SPYMSPDR Portfolio S&P 500 ETF	32,769	$2.2M	0.17%
62	GOOGLGoogle Inc Cl A	13,922	$2.2M	0.17%
63	GRCGorman Rupp Co Com	61,116	$2.1M	0.17%
64	PVCTProvectus Pharmaceutical Inc	20,000	$2.0M	0.16%
65	QUSSPDR MSCI USA StrategicFactors ETF	12,305	$1.9M	0.15%
66	VTVanguard Total World	16,551	$1.9M	0.15%
67	PNFPPinnancle Finl Partners Inc	17,141	$1.8M	0.14%
68	SCHXSchw US Lcap Etf	80,995	$1.8M	0.14%
69	IBHKiShares iBonds 2031 Term High Yield and Income ETF	67,940	$1.7M	0.13%
70	JPMJ P Morgan Chase & Co	6,781	$1.7M	0.13%
71	LLYLilly Eli & Company	1,800	$1.5M	0.12%
72	FNDXSchwab Fundamental US	62,929	$1.5M	0.12%
73	NVDANVIDIA Corp	12,969	$1.4M	0.11%
74	COSTCostco Whsl Corp New	1,481	$1.4M	0.11%
75	SPSMSPDR Portfolio S&P 600 Sm Cap ETF	33,820	$1.4M	0.11%
76	SMBKSmartfinancial Inc	43,865	$1.4M	0.11%
77	BXBlackstone Group LP	9,659	$1.4M	0.11%
78	IBMIntl Business Machines	5,325	$1.3M	0.10%
79	JNJJohnson & Johnson	7,630	$1.3M	0.10%
80	DISDisney Walt Hldg Co	12,772	$1.3M	0.10%
81	IJKIshares S&P Midcap	14,489	$1.2M	0.09%
82	XLVSector Spdr Health Fund	8,122	$1.2M	0.09%
83	VVisa Inc Cl A	3,245	$1.1M	0.09%
84	IBDRiShares iBonds Dec 2026 Term Corp ETF	46,825	$1.1M	0.09%
85	DFUVDFA Tax-Managed US Marketwide Value II	26,518	$1.1M	0.09%
86	ORCLOracle Corporation	7,263	$1.0M	0.08%
87	CVXChevrontexaco Corp	5,983	$1.0M	0.08%
88	MAMastercard Inc	1,736	$952K	0.07%
89	GEGeneral Electric Company	4,694	$940K	0.07%
90	SMCISuper Micro Computer Inc	24,985	$855K	0.07%
91	SHOPShopify Inc	8,950	$855K	0.07%
92	WMTWal-Mart Stores Inc	9,233	$811K	0.06%
93	BABoeing Co	4,715	$804K	0.06%
94	—Nestle Sa Ord	7,945	$803K	0.06%
95	VTIVanguard Total Stock Mkt	2,894	$795K	0.06%
96	MRKMerck & Co Inc	8,786	$789K	0.06%
97	CSCOCisco Systems Inc	12,126	$748K	0.06%
98	VGTVanguard Information Technology ETF	1,358	$737K	0.06%
99	IWFIshares Tr Russell	2,038	$736K	0.06%
100	BACBank Of America Corp	17,393	$726K	0.06%

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