LBMC Investment Advisors

Latest statistics and disclosures from Lbmc Investment Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Lbmc Investment Advisors

Companies in the Lbmc Investment Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 21.89 454581 +2% 258.40
Invesco S&p 500 Equal Weight Etf 20.40 1.30M +2% 84.02
iShares Russell 2000 Index (IWM) 15.57 730109 +2% 114.46
iShares MSCI EAFE Index Fund (EFA) 6.56 658551 53.46
Ishares High Dividend Equity F 5.55 416662 71.55
iShares Cohen & Steers Realty Maj. (ICF) 3.06 179102 91.58
Ishares Core Msci Eafe Etf core msci eafe 2.93 315004 +10% 49.89
iShares Dow Jones Select Dividend (DVY) 2.80 204182 +2% 73.54
Vanguard Europe Pacific ETF (VEA) 2.06 332076 33.34
iShares MSCI Emerging Markets Indx (EEM) 1.95 306238 -2% 34.13
iShares Dow Jones US Utilities (IDU) 1.70 65958 138.09
Ishares Tr s^p aggr all 1.36 154323 47.46
iShares S&P; 500 Growth Index (IVW) 0.97 31635 -4% 165.04
Vanguard REIT ETF (VNQ) 0.89 68461 +9% 69.85
Vanguard Emerging Markets ETF (VWO) 0.82 131668 -5% 33.55
iShares S&P; 500 Value Index (IVE) 0.74 41113 -3% 96.25
HCA HOLDINGS Inc 0.74 44448 +5% 89.86
Ishares Inc core msci emkt 0.65 86256 +17% 40.47
iShares S&P; SmallCap 600 Index (IJR) 0.63 60371 56.10
iShares S&P; Growth Allocation Fund (AOR) 0.63 81927 41.38
Vanguard Scottsdale Fds vng rus2000idx 0.49 28328 92.21
A. O. Smith Corporation (AOS) 0.40 56986 37.82
AFLAC Incorporated (AFL) 0.36 56150 +4% 34.25
Gorman-Rupp Company (GRC) 0.36 61116 31.20
Berkshire Hathaway (BRK.B) 0.34 9924 182.79
SPDR S&P; 500 ETF (SPY) 0.32 6559 +3% 257.81
Microsoft Corporation (MSFT) 0.29 9780 +19% 157.67
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.29 48161 31.83
Coca-Cola Company (KO) 0.25 30620 +3% 44.25
Apple (AAPL) 0.23 4926 +20% 254.36
iShares S&P; MidCap 400 Index (IJH) 0.21 7713 143.91
Home Depot (HD) 0.20 5796 +65% 186.68
Walt Disney Company (DIS) 0.20 11390 +6% 96.58
Pinnacle Financial Partners (PNFP) 0.18 26409 +2% 37.53
Amazon (AMZN) 0.14 375 +83% 1949.33
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.14 33340 -6% 22.59
Southern Company (SO) 0.13 13259 54.15
Schwab Strategic Tr us lrg cap etf 0.13 11721 61.26
Smartfinancial 0.13 44298 15.22
Exxon Mobil Corporation (XOM) 0.12 16724 +4% 37.97
iShares S&P; MidCap 400 Growth (IJK) 0.11 3222 +3% 178.46
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.11 17037 35.75
Bank of America Corporation (BAC) 0.10 26353 21.21
International Business Machines (IBM) 0.10 4713 -7% 110.97
Atmos Energy Corporation (ATO) 0.10 5499 99.29
Duke Energy 0.10 6645 80.81
Sch Fnd Us Lg Etf schwb fdt us lg 0.10 17859 31.36
JPMorgan Chase & Co. (JPM) 0.09 5484 90.08
Johnson & Johnson (JNJ) 0.09 3786 +2% 131.01
SYSCO Corporation (SYY) 0.09 10643 45.66
Global Payments (GPN) 0.09 3203 +29% 144.24
Vanguard Short-Term Bond ETF (BSV) 0.09 6063 +41% 82.14
Vanguard S&p 500 Etf idx fd 0.09 2009 -7% 236.93
MasterCard Incorporated (MA) 0.08 1774 +129% 241.83
AT&T; (T) 0.08 15475 +17% 29.14
Merck & Co (MRK) 0.08 5579 76.90
Pepsi (PEP) 0.08 3749 120.03
Bristol Myers Squibb (BMY) 0.07 6337 55.70
Verizon Communications (VZ) 0.07 6546 +4% 53.77
Oracle Corporation (ORCL) 0.07 8014 -2% 48.29
Vanguard Total World Stock Idx Fd (VT) 0.07 6282 +74% 62.72
Franklin Financial Networ 0.07 18115 20.37
Nextera Energy Inc C om 0.06 1298 240.37
salesforce (CRM) 0.06 2105 NEW 143.94
General Motors Company (GM) 0.06 14904 20.80
Sch Fnd Intl Lg Etf 0.06 15558 21.02
Ringcentral 0.06 1500 NEW 212.00
Alphabet Inc Class C cs 0.06 280 +3% 1164.29
Mongodb Inc. Class A 0.06 2500 NEW 136.40
U.S. Ban (USB) 0.05 7221 34.48
Chevron Corporation (CVX) 0.05 3808 72.48
Intel Corporation (INTC) 0.05 4653 +4% 54.16
SPDR Gold Trust (GLD) 0.05 1974 147.92
iShares Dow Jones US Real Estate (IYR) 0.05 3960 69.44
Schwab International Equity ETF (SCHF) 0.05 9627 25.86
Facebook Inc cl a 0.05 1760 -22% 167.05
Sch Fnd Us Sm Etf schwab fdt us sc 0.05 9717 25.83
Waste Management (WM) 0.04 2200 92.73
Pfizer (PFE) 0.04 6192 32.62
Regions Financial Corporation (RF) 0.04 23050 8.98
Philip Morris International (PM) 0.04 3037 -26% 73.10
Procter & Gamble Company (PG) 0.04 1878 +8% 110.22
United Technologies Corporation (UTX) 0.04 2503 +2% 94.29
City Holding Company (CHCO) 0.04 3206 66.44
Vanguard Dividend Appreciation ETF (VIG) 0.04 2224 103.42
Alphabet Inc Class A cs 0.04 181 1160.22
Tivity Health 0.03 22114 6.29
General Electric Company (GE) 0.02 14393 +4% 7.92
Ford Motor Company (F) 0.01 11071 4.79
Surgery Partners 0.01 10578 6.52

Past Filings by Lbmc Investment Advisors

View past SEC 13F filings by Lbmc Investment Advisors

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