LI

LBMC INVESTMENT ADVISORS, LLC

13F
LBMC INVESTMENT ADVISORS, LLC
Last update 2025-07-09 212 Stocks (16 new)
Value $1.40 Bil Turnover 4 %
Countries:
Top Holdings: IVV(19.31%)RSP(17.23%)IWM(10.80%)HDV(3.83%)IEFA(3.36%)
Summary Stock Picks Current Portfolio
LBMC INVESTMENT ADVISORS, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
436,014
270,721.3
-0.37%
19.310
-0.07%
0.040
+16.52%
+9.05%
642,854.0
 
RSP
Invesco S&P 500 Equal Weight ETF
1,329,740
241,667.0
-0.09%
17.230
-0.02%
0.340
+12.08%
+7.77%
75,130.3
 
IWM
iShares Russell 2000 ETF
701,496
151,375.9
-1.22%
10.800
-0.14%
0.240
+15.87%
+1.99%
64,980.6
 
HDV
iShares Core High Dividend ETF
458,651
53,740.1
+0.15%
3.830
+0.01%
0.490
+6.19%
+8.46%
11,239.5
 
IEFA
iShares Core MSCI EAFE ETF
565,130
47,177.1
-0.13%
3.360
0%
0.030
+11.27%
+23.13%
146,655.7
 
EFA
iShares MSCI EAFE ETF
495,928
44,331.0
-0.95%
3.160
-0.03%
0.070
+10.54%
+22.45%
65,633.7
 
DVY
iShares Select Dividend ETF
231,517
30,747.7
+0.16%
2.190
0%
0.160
+8.49%
+6.94%
20,244.3
 
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
iShares iBonds 2028 Term High Yield and Income ETF
1,173,912
27,856.9
+40.40%
1.990
+0.57%
11.130
+3.68%
+4.82%
260.6
 
IBHG
iShares iBonds 2027 Term High Yield and Income ETF
iShares iBonds 2027 Term High Yield and Income ETF
1,165,621
26,273.1
+35.99%
1.870
+0.49%
8.270
+2.73%
+4.51%
327.3
 
VEA
Vanguard FTSE Developed Markets ETF
406,696
23,185.8
+1.69%
1.650
+0.03%
0.010
+12.09%
+23.18%
162,665.8
 

LBMC INVESTMENT ADVISORS, LLC's Historical Top Holdings Breakdowns

LBMC INVESTMENT ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
iShares iBonds 2028 Term High Yield and Income ETF
2025-06-30
Add
Add
+0.57%
●
22.36 ($23.29) 23.73
$23.69
1.72%
Add 40.4%
1,173,912
337,777
IBHG
iShares iBonds 2027 Term High Yield and Income ETF
iShares iBonds 2027 Term High Yield and Income ETF
2025-06-30
Add
Add
+0.49%
●
21.56 ($22.24) 22.54
$22.50
1.17%
Add 35.99%
1,165,621
308,502
IBMR
iShares iBonds Dec 2029 Term Muni Bond ETF
iShares iBonds Dec 2029 Term Muni Bond ETF
2025-06-30
Add
Add
+0.20%
●
24.65 ($24.95) 25.23
$25.27
1.28%
Add 100%
224,821
112,408
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
2025-06-30
Add
Add
+0.17%
●
24.06 ($24.16) 24.25
$24.20
0.19%
Add 206.04%
143,302
96,477
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
2025-06-30
Add
Add
+0.16%
●
21.28 ($21.66) 21.98
$21.86
0.95%
Add 90.29%
214,281
101,676
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
iShares iBonds 2026 Term High Yield and Income ETF
2025-06-30
Add
Add
+0.16%
●
22.57 ($23.06) 23.23
$23.25
0.80%
Add 13.11%
854,318
99,009
IWM
iShares Russell 2000 ETF
2025-06-30
Reduce
Reduce
-0.14%
●
174.82 ($201.21) 215.79
$224.23
11.44%
Reduce -1.22%
701,496
-8,691
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
2025-06-30
Add
Add
+0.13%
●
23.96 ($24.13) 24.27
$24.20
0.31%
Add 58.75%
195,185
72,232
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
2025-06-30
Add
Add
+0.12%
●
24.94 ($25.2) 25.42
$25.34
0.54%
Add 79.95%
153,710
68,294
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
iShares iBonds Dec 2031 Term Corporate ETF
2025-06-30
New Buy
New Buy
+0.12%
●
20.23 ($20.65) 21.04
$20.90
1.21%
New holding
81,724
81,724

LBMC INVESTMENT ADVISORS, LLC Total Holding History ($B)

To

LBMC INVESTMENT ADVISORS, LLC's Asset Allocation

To

LBMC INVESTMENT ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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LBMC INVESTMENT ADVISORS, LLC's Hypothetical Growth since 2025-06-30

LBMC INVESTMENT ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LBMC INVESTMENT ADVISORS, LLC's Holdings Heat Map

Size field:

LBMC INVESTMENT ADVISORS, LLC's Holdings Bubble Chart

LBMC INVESTMENT ADVISORS, LLC News

  • 1

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