LBMC INVESTMENT ADVISORS, LLC
Q2 2025 13F Holdings
- Locationbrentwood, TN
- Num holdings
214
- Value ($000)
$1,402,272
- Date Filed07/09/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV Ishares TRUST S&P 500 | COM | 464287200 | $270.72M | 19 % | 436,014 | ||
RSP Invesco S&P 500 Eql Wgt | COM | 46137V357 | $241.67M | 17 % | 1,329,740 | ||
IWM Ishares Russell 2000 | COM | 464287655 | $151.38M | 11 % | 701,496 | ||
HDV Ishares Msci ETF High Dividend Equity Fund | COM | 46429B663 | $53.74M | 4 % | 458,651 | ||
IEFA Ishares Core Msci Eafe | COM | 46432F842 | $47.18M | 3 % | 565,130 | ||
EFA Ishares Tr MSCI EAFE Fd | COM | 464287465 | $44.33M | 3 % | 495,928 | ||
DVY Ishares Tr Dow Jones Select Divid Index | COM | 464287168 | $30.75M | 2 % | 231,517 | ||
IBHH iShares iBonds 2028 Term High Yield and Income ETF | COM | 46436E387 | $27.86M | 2 % | 1,173,912 | ||
IBHG iShares iBonds 2027 Term High Yield and Income ETF | COM | 46436E478 | $26.27M | 2 % | 1,165,621 | ||
VEA Vanguard Europe Pac Etf | COM | 921943858 | $23.19M | 2 % | 406,696 |
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