- New Purchases: RSP, HDV, FNDX, SPYG, FNDA, CMCSA, HON,
- Added Positions: IWM, IEFA, AOA, IEMG, XOM, VNQ, SCHX, PEP, BAC, BRK.B,
- Reduced Positions: VTWO, DVY, EFA, ICF, VEA, JNJ, AOS, EEM, IDU, DWDP,
- Sold Out: DES, WY,
For the details of LBMC INVESTMENT ADVISORS, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=LBMC+INVESTMENT+ADVISORS%2C+LLC
These are the top 5 holdings of LBMC INVESTMENT ADVISORS, LLC- Invesco S&P 500 Equal Weight (RSP) - 1,194,024 shares, 20.37% of the total portfolio. New Position
- iShares Core S&P 500 (IVV) - 416,924 shares, 19.5% of the total portfolio. Shares added by 0.77%
- iShares Russell 2000 (IWM) - 693,514 shares, 18.67% of the total portfolio. Shares added by 1.77%
- iShares MSCI EAFE (EFA) - 662,644 shares, 7.2% of the total portfolio. Shares reduced by 1.91%
- iShares Core High Dividend (HDV) - 389,278 shares, 5.63% of the total portfolio. New Position
Lbmc Investment Advisors, Llc initiated holding in Invesco S&P 500 Equal Weight. The purchase prices were between $101.8 and $108.58, with an estimated average price of $105.64. The stock is now traded at around $103.16. The impact to a portfolio due to this purchase was 20.37%. The holding were 1,194,024 shares as of 2018-09-30.
New Purchase: iShares Core High Dividend (HDV)Lbmc Investment Advisors, Llc initiated holding in iShares Core High Dividend. The purchase prices were between $84.68 and $92.46, with an estimated average price of $88.62. The stock is now traded at around $91.51. The impact to a portfolio due to this purchase was 5.63%. The holding were 389,278 shares as of 2018-09-30.
New Purchase: Schwab Fundamental U.S. Large Company Index (FNDX)Lbmc Investment Advisors, Llc initiated holding in Schwab Fundamental U.S. Large Company Index. The purchase prices were between $37.07 and $40.09, with an estimated average price of $38.8. The stock is now traded at around $38.62. The impact to a portfolio due to this purchase was 0.11%. The holding were 17,859 shares as of 2018-09-30.
New Purchase: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)Lbmc Investment Advisors, Llc initiated holding in SPDR Series Trust Portfolio S&P 500 Growth. The purchase prices were between $35.06 and $38.26, with an estimated average price of $37.12. The stock is now traded at around $36.45. The impact to a portfolio due to this purchase was 0.11%. The holding were 18,052 shares as of 2018-09-30.
New Purchase: Schwab Fundamental U.S. Small Company Index (FNDA)Lbmc Investment Advisors, Llc initiated holding in Schwab Fundamental U.S. Small Company Index. The purchase prices were between $39.84 and $41.57, with an estimated average price of $40.77. The stock is now traded at around $38.53. The impact to a portfolio due to this purchase was 0.06%. The holding were 9,717 shares as of 2018-09-30.
New Purchase: Comcast Corp (CMCSA)Lbmc Investment Advisors, Llc initiated holding in Comcast Corp. The purchase prices were between $33.09 and $37.9, with an estimated average price of $35.38. The stock is now traded at around $38.30. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,794 shares as of 2018-09-30.
Added: iShares Core MSCI Emerging Markets (IEMG)Lbmc Investment Advisors, Llc added to a holding in iShares Core MSCI Emerging Markets by 33.71%. The purchase prices were between $49.8 and $54.37, with an estimated average price of $52.18. The stock is now traded at around $50.13. The impact to a portfolio due to this purchase was 0.05%. The holding were 23,698 shares as of 2018-09-30.
Added: Facebook Inc (FB)Lbmc Investment Advisors, Llc added to a holding in Facebook Inc by 20.73%. The purchase prices were between $160.3 and $217.5, with an estimated average price of $181.03. The stock is now traded at around $151.53. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,481 shares as of 2018-09-30.
Sold Out: WisdomTree U.S. SmallCap Dividend Fund (DES)Lbmc Investment Advisors, Llc sold out a holding in WisdomTree U.S. SmallCap Dividend Fund. The sale prices were between $29.57 and $30.66, with an estimated average price of $30.1.
Sold Out: Weyerhaeuser Co (WY)Lbmc Investment Advisors, Llc sold out a holding in Weyerhaeuser Co. The sale prices were between $32.27 and $37.27, with an estimated average price of $34.72.
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