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 | $321.0M | 17.35% | -4,769 | 2026-06-30 |
| 2 | RSP | Invesco Exchange Traded FD T | 1.32M | $280.6M | $284.7M | 15.40% | -4,356 | 2026-06-30 |
| 3 | IWM | iShares TR | 702.9K | $211.2M | $193.8M | 10.48% | -1,941 | 2026-06-30 |
| 4 | HDV | iShares TR | 2.31M | $63.2M | $69.5M | 3.76% | +1.85M | 2026-06-30 |
| 5 | IEFA | iShares TR | 622.6K | $60.1M | $60.2M | 3.26% | +27.5K | 2026-06-30 |
| 6 | EFA | iShares TR | 486.6K | $50.5M | $50.5M | 2.73% | -1,824 | 2026-06-30 |
| 7 | IBHH | iShares TR | 1.94M | $45.5M | $44.8M | 2.42% | +196.4K | 2026-06-30 |
| 8 | IBHI | iShares TR | 1.71M | $40.0M | $39.0M | 2.11% | +241.7K | 2026-06-30 |
| 9 | IBHG | iShares TR | 1.77M | $39.1M | $38.5M | 2.08% | +155.8K | 2026-06-30 |
| 10 | DVY | iShares TR | 231.3K | $36.1M | $36.9M | 1.99% | +550 | 2026-06-30 |
| 11 | IBHJ | iShares TR | 1.19M | $31.5M | $30.3M | 1.64% | +256.4K | 2026-06-30 |
| 12 | VEA | Vanguard Tax-Managed Fds | 435.1K | $31.0M | $30.4M | 1.64% | +3.3K | 2026-06-30 |
| 13 | VYM | Vanguard Whitehall Fds | 184.0K | $29.1M | $29.7M | 1.60% | +8.6K | 2026-06-30 |
| 14 | IJR | iShares TR | 189.7K | $28.1M | $26.1M | 1.41% | +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 | $16.6M | 0.90% | -160 | 2026-06-30 |
| 17 | AAPL | Apple Inc | 62.4K | $18.0M | $21.2M | 1.14% | -265 | 2026-06-30 |
| 18 | VOO | Vanguard Index Fds | 25.2K | $17.3M | $17.8M | 0.96% | -56 | 2026-06-30 |
| 19 | IBHK | iShares TR | 665.6K | $17.2M | $16.2M | 0.88% | +180.0K | 2026-06-30 |
| 20 | HCA | Hca Healthcare Inc | 43.3K | $16.9M | $20.2M | 1.09% | +1 | 2026-06-30 |
| 21 | ICF | iShares TR | 238.4K | $16.1M | $15.5M | 0.84% | -858 | 2026-06-30 |
| 22 | IVW | iShares TR | 112.6K | $15.5M | $15.8M | 0.85% | -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 | $14.6M | 0.79% | +18.3K | 2026-06-30 |
| 25 | VO | Vanguard Index Fds | 171.1K | $13.8M | $13.8M | 0.75% | +128.3K | 2026-06-30 |
← Scroll →
Page 1 of 10