LBMC INVESTMENT ADVISORS, LLC
233 holdingsFiling period: 2026-03-31Current AUM: $1.81Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 420.3K | $274.6M | $315.4M | 17.38% | -7,073 | 2026-03-31 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 1.32M | $254.0M | $284.5M | 15.68% | -8,773 | 2026-03-31 |
| 3 | IWM | ISHARES TR | 704.8K | $174.8M | $205.2M | 11.31% | -4,465 | 2026-03-31 |
| 4 | HDV | ISHARES TR | 458.4K | $62.2M | $65.8M | 3.63% | +1.6K | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 595.2K | $53.9M | $58.5M | 3.22% | -2,518 | 2026-03-31 |
| 6 | EFA | ISHARES TR | 488.4K | $47.4M | $51.6M | 2.84% | -1,666 | 2026-03-31 |
| 7 | IBHH | ISHARES TR | 1.74M | $40.9M | $40.8M | 2.25% | +28.1K | 2026-03-31 |
| 8 | IBHG | ISHARES TR | 1.62M | $35.8M | $35.6M | 1.96% | +42.0K | 2026-03-31 |
| 9 | DVY | ISHARES TR | 230.7K | $34.9M | $37.2M | 2.05% | +1.6K | 2026-03-31 |
| 10 | IBHI | ISHARES TR | 1.47M | $34.2M | $34.2M | 1.88% | +116.2K | 2026-03-31 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 431.8K | $27.7M | $30.5M | 1.68% | +14.4K | 2026-03-31 |
| 12 | VYM | VANGUARD WHITEHALL FDS | 175.5K | $26.0M | $28.4M | 1.57% | +1.8K | 2026-03-31 |
| 13 | IBHF | ISHARES TR | 1.12M | $25.8M | $25.3M | 1.40% | +17.6K | 2026-03-31 |
| 14 | IBHJ | ISHARES TR | 933.6K | $24.5M | $24.6M | 1.35% | +123.9K | 2026-03-31 |
| 15 | IJR | ISHARES TR | 178.8K | $22.2M | $26.0M | 1.43% | +1.9K | 2026-03-31 |
| 16 | HCA | HCA HEALTHCARE INC | 43.3K | $20.5M | $17.4M | 0.96% | -699 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 62.6K | $15.9M | $19.3M | 1.07% | -1,209 | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 25.3K | $15.1M | $17.4M | 0.96% | +404 | 2026-03-31 |
| 19 | VTWO | VANGUARD SCOTTSDALE FDS | 149.4K | $15.0M | $17.6M | 0.97% | -1,908 | 2026-03-31 |
| 20 | ICF | ISHARES TR | 239.3K | $14.8M | $16.5M | 0.91% | -14,524 | 2026-03-31 |
| 21 | IBMP | ISHARES TR | 566.7K | $14.4M | $14.4M | 0.79% | +29.1K | 2026-03-31 |
| 22 | IBMQ | ISHARES TR | 559.7K | $14.3M | $14.3M | 0.79% | +41.3K | 2026-03-31 |
| 23 | IBMO | ISHARES TR | 525.1K | $13.5M | $13.5M | 0.74% | +9.4K | 2026-03-31 |
| 24 | IVW | ISHARES TR | 118.0K | $13.3M | $16.0M | 0.88% | -9,384 | 2026-03-31 |
| 25 | IDU | ISHARES TR | 106.9K | $12.4M | $12.0M | 0.66% | -3,420 | 2026-03-31 |
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