LBMC INVESTMENT ADVISORS, LLC
248 holdingsFiling period: 2026-06-30Current AUM: $1.85Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 415.6K | $311.2M | $315.4M | 17.07% | -4,769 | 2026-06-30 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 1.32M | $280.6M | $282.2M | 15.27% | -4,356 | 2026-06-30 |
| 3 | IWM | ISHARES TR | 702.9K | $211.2M | $200.4M | 10.85% | -1,941 | 2026-06-30 |
| 4 | HDV | ISHARES TR | 2.31M | $63.2M | $67.6M | 3.66% | +1.85M | 2026-06-30 |
| 5 | IEFA | ISHARES TR | 622.6K | $60.1M | $61.2M | 3.31% | +27.5K | 2026-06-30 |
| 6 | EFA | ISHARES TR | 486.6K | $50.5M | $51.3M | 2.78% | -1,824 | 2026-06-30 |
| 7 | IBHH | ISHARES TR | 1.94M | $45.5M | $45.1M | 2.44% | +196.4K | 2026-06-30 |
| 8 | IBHI | ISHARES TR | 1.71M | $40.0M | $39.4M | 2.13% | +241.7K | 2026-06-30 |
| 9 | IBHG | ISHARES TR | 1.77M | $39.1M | $38.7M | 2.09% | +155.8K | 2026-06-30 |
| 10 | DVY | ISHARES TR | 231.3K | $36.1M | $37.2M | 2.01% | +550 | 2026-06-30 |
| 11 | IBHJ | ISHARES TR | 1.19M | $31.5M | $30.9M | 1.67% | +256.4K | 2026-06-30 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 435.1K | $31.0M | $31.1M | 1.68% | +3.3K | 2026-06-30 |
| 13 | VYM | VANGUARD WHITEHALL FDS | 184.0K | $29.1M | $29.7M | 1.61% | +8.6K | 2026-06-30 |
| 14 | IJR | ISHARES TR | 189.7K | $28.1M | $26.6M | 1.44% | +10.9K | 2026-06-30 |
| 15 | IBHF | ISHARES TR | 1.16M | $26.3M | $26.1M | 1.41% | +37.9K | 2026-06-30 |
| 16 | VTWO | VANGUARD SCOTTSDALE FDS | 149.2K | $18.1M | $17.2M | 0.93% | -160 | 2026-06-30 |
| 17 | AAPL | APPLE INC | 62.4K | $18.0M | $20.7M | 1.12% | -265 | 2026-06-30 |
| 18 | VOO | VANGUARD INDEX FDS | 25.2K | $17.3M | $17.6M | 0.95% | -56 | 2026-06-30 |
| 19 | IBHK | ISHARES TR | 665.6K | $17.2M | $16.7M | 0.90% | +180.0K | 2026-06-30 |
| 20 | HCA | HCA HEALTHCARE INC | 43.3K | $16.9M | $18.4M | 0.99% | +1 | 2026-06-30 |
| 21 | ICF | ISHARES TR | 238.4K | $16.1M | $15.6M | 0.84% | -858 | 2026-06-30 |
| 22 | IVW | ISHARES TR | 112.6K | $15.5M | $15.5M | 0.84% | -5,436 | 2026-06-30 |
| 23 | IBMP | ISHARES TR | 584.9K | $14.9M | $14.8M | 0.80% | +18.2K | 2026-06-30 |
| 24 | IBMQ | ISHARES TR | 578.0K | $14.8M | $14.7M | 0.79% | +18.3K | 2026-06-30 |
| 25 | VO | VANGUARD INDEX FDS | 171.1K | $13.8M | $13.7M | 0.74% | +128.3K | 2026-06-30 |
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