LBMC Investment Advisors

Lbmc Investment Advisors as of March 31, 2017

Portfolio Holdings for Lbmc Investment Advisors

Lbmc Investment Advisors holds 76 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rydex S&P Equal Weight ETF 19.7 $110M 1.2M 90.82
iShares S&P 500 Index (IVV) 17.6 $98M 414k 237.27
iShares Russell 2000 Index (IWM) 17.1 $95M 693k 137.48
iShares MSCI EAFE Index Fund (EFA) 7.7 $43M 693k 62.29
Ishares High Dividend Equity F (HDV) 6.5 $36M 434k 83.86
iShares Cohen & Steers Realty Maj. (ICF) 4.5 $25M 254k 99.75
iShares Dow Jones Select Dividend (DVY) 3.7 $21M 228k 91.10
iShares Dow Jones US Utilities (IDU) 3.0 $17M 130k 128.42
iShares MSCI Emerging Markets Indx (EEM) 2.4 $13M 339k 39.39
Vanguard Short-Term Bond ETF (BSV) 2.2 $12M 151k 79.72
Vanguard Europe Pacific ETF (VEA) 1.4 $7.6M 193k 39.30
iShares S&P 500 Growth Index (IVW) 1.2 $6.9M 53k 131.51
Vanguard Emerging Markets ETF (VWO) 1.2 $6.8M 172k 39.72
Vanguard Scottsdale Fds vng rus2000idx (VTWO) 1.1 $6.1M 55k 110.37
iShares S&P 500 Value Index (IVE) 1.0 $5.7M 55k 104.05
Ishares Tr s^p aggr all (AOA) 1.0 $5.5M 111k 49.94
Hca Holdings (HCA) 0.7 $3.9M 44k 89.00
A. O. Smith Corporation (AOS) 0.6 $3.3M 65k 51.16
iShares S&P Growth Allocation Fund (AOR) 0.6 $3.1M 74k 42.39
Vanguard REIT ETF (VNQ) 0.5 $2.5M 31k 82.59
Berkshire Hathaway (BRK.B) 0.4 $2.1M 13k 166.69
Gorman-Rupp Company (GRC) 0.3 $1.9M 61k 31.40
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.3 $1.6M 27k 57.96
Pinnacle Financial Partners (PNFP) 0.3 $1.5M 22k 66.47
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $1.3M 33k 38.71
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $1.3M 41k 31.45
Boeing Company (BA) 0.2 $1.2M 7.0k 176.86
Southern Company (SO) 0.2 $977k 20k 49.80
iShares S&P MidCap 400 Index (IJH) 0.2 $963k 5.6k 171.20
Smartfinancial (SMBK) 0.2 $924k 44k 21.03
Exxon Mobil Corporation (XOM) 0.2 $907k 11k 82.01
SPDR Gold Trust (GLD) 0.2 $906k 7.6k 118.77
iShares S&P SmallCap 600 Index (IJR) 0.1 $842k 12k 69.19
Coca-Cola Company (KO) 0.1 $796k 19k 42.43
Apple (AAPL) 0.1 $774k 5.4k 143.71
PowerShares DB Com Indx Trckng Fund 0.1 $766k 50k 15.21
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $808k 7.1k 113.74
Tivity Health 0.1 $786k 27k 29.09
iShares S&P MidCap 400 Growth (IJK) 0.1 $743k 3.9k 190.90
WisdomTree SmallCap Earnings Fund (EES) 0.1 $720k 22k 32.19
LifePoint Hospitals 0.1 $685k 11k 65.50
Franklin Financial Networ 0.1 $691k 18k 38.73
International Business Machines (IBM) 0.1 $607k 3.5k 174.28
SYSCO Corporation (SYY) 0.1 $551k 11k 51.91
Verizon Communications (VZ) 0.1 $566k 12k 48.73
Philip Morris International (PM) 0.1 $561k 5.0k 112.81
Tech Data Corporation 0.1 $571k 6.1k 93.85
Vanguard S&p 500 Etf idx (VOO) 0.1 $586k 2.7k 216.48
McDonald's Corporation (MCD) 0.1 $439k 3.4k 129.54
Johnson & Johnson (JNJ) 0.1 $461k 3.7k 124.46
At&t (T) 0.1 $456k 11k 41.55
Heartland Express (HTLD) 0.1 $460k 23k 20.07
Regions Financial Corporation (RF) 0.1 $462k 32k 14.53
Altria (MO) 0.1 $470k 6.6k 71.36
Atmos Energy Corporation (ATO) 0.1 $421k 5.3k 79.06
Duke Energy (DUK) 0.1 $470k 5.7k 81.97
Surgery Partners (SGRY) 0.1 $438k 22k 19.52
Bank of America Corporation (BAC) 0.1 $396k 17k 23.57
General Electric Company 0.1 $365k 12k 29.83
iShares Dow Jones US Real Estate (IYR) 0.1 $385k 4.9k 78.57
WisdomTree SmallCap Dividend Fund (DES) 0.1 $369k 4.6k 80.51
Microsoft Corporation (MSFT) 0.1 $337k 5.1k 65.81
Newell Rubbermaid (NWL) 0.1 $353k 7.5k 47.20
Nashville Area Etf nashville area e 0.1 $331k 12k 28.47
Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $253k 1.8k 144.41
Royal Dutch Shell 0.1 $283k 5.1k 55.76
Ford Motor Company (F) 0.1 $281k 24k 11.64
Vanguard Dividend Appreciation ETF (VIG) 0.1 $261k 2.9k 89.81
Wal-Mart Stores (WMT) 0.0 $208k 2.9k 72.10
Pfizer (PFE) 0.0 $208k 6.1k 34.28
Spdr S&p 500 Etf (SPY) 0.0 $221k 940.00 235.11
AFLAC Incorporated (AFL) 0.0 $222k 3.1k 72.43
Merck & Co (MRK) 0.0 $236k 3.7k 63.66
Nextera Energy (NEE) 0.0 $243k 1.9k 128.23
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.0 $240k 1.1k 213.14
Facebook Inc cl a (META) 0.0 $206k 1.5k 141.78