LBMC INVESTMENT ADVISORS, LLC
Q1 2025 13F Holdings
- Locationbrentwood, TN
- Num holdings
201
- Value ($000)
$1,279,709
- Date Filed04/09/2025
- Form type13F-HR
- CIK0001536924
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV Ishares TRUST S&P 500 | COM | 464287200 | $245.91M | 19 % | 437,632 | ||
RSP Invesco S&P 500 Eql Wgt | COM | 46137V357 | $230.55M | 18 % | 1,330,882 | ||
IWM Ishares Russell 2000 | COM | 464287655 | $141.68M | 11 % | 710,187 | ||
HDV Ishares Msci ETF High Dividend Equity Fund | COM | 46429B663 | $55.47M | 4 % | 457,980 | ||
IEFA Ishares Core Msci Eafe | COM | 46432F842 | $42.81M | 3 % | 565,881 | ||
EFA Ishares Tr MSCI EAFE Fd | COM | 464287465 | $40.92M | 3 % | 500,675 | ||
DVY Ishares Tr Dow Jones Select Divid Index | COM | 464287168 | $31.04M | 2 % | 231,157 | ||
VEA Vanguard Europe Pac Etf | COM | 921943858 | $20.33M | 2 % | 399,918 | ||
IBHH iShares iBonds 2028 Term High Yield and Income ETF | COM | 46436E387 | $19.53M | 2 % | 836,135 | ||
IBHG iShares iBonds 2027 Term High Yield and Income ETF | COM | 46436E478 | $19.14M | 2 % | 857,119 |
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