LBMC INVESTMENT ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    brentwood, TN
  • Num holdings

    236

  • Value ($000)

    $1,568,885

  • Date Filed
    10/07/2025
  • Form type
    13F-HR
  • CIK
    0001536924
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

Ishares TRUST S&P 500

COM
464287200
$288.55M
18 %

431,124

RSP
RSP

Invesco S&P 500 Eql Wgt

COM
46137V357
$253.54M
16 %

1,336,510

IWM
IWM

Ishares Russell 2000

COM
464287655
$170.40M
11 %

704,261

HDV
HDV

Ishares Msci ETF High Dividend Equity Fund

COM
46429B663
$55.75M
4 %

455,280

IEFA
IEFA

Ishares Core Msci Eafe

COM
46432F842
$50.07M
3 %

573,446

EFA
EFA

Ishares Tr MSCI EAFE Fd

COM
464287465
$45.49M
3 %

487,157

IBHH
IBHH

iShares iBonds 2028 Term High Yield and Income ETF

COM
46436E387
$36.17M
2 %

1,515,968

IBHG
IBHG

iShares iBonds 2027 Term High Yield and Income ETF

COM
46436E478
$32.81M
2 %

1,458,696

DVY
DVY

Ishares Tr Dow Jones Select Divid Index

COM
464287168
$32.53M
2 %

228,942

VEA
VEA

Vanguard Europe Pac Etf

COM
921943858
$24.50M
2 %

408,861

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