LBMC INVESTMENT ADVISORS, LLC

Q4 2024 13F Holdings

  • Location
    brentwood, TN
  • Num holdings

    198

  • Value ($000)

    $1,268,873

  • Date Filed
    01/16/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

Ishares TRUST S&P 500

COM
464287200
$260.63M
21 %

442,744

RSP
RSP

Invesco S&P 500 Eql Wgt

COM
46137V357
$235.28M
19 %

1,342,693

IWM
IWM

Ishares Russell 2000

COM
464287655
$157.96M
12 %

714,873

HDV
HDV

Ishares Msci ETF High Dividend Equity Fund

COM
46429B663
$52.13M
4 %

464,338

IEFA
IEFA

Ishares Core Msci Eafe

COM
46432F842
$39.41M
3 %

560,749

EFA
EFA

Ishares Tr MSCI EAFE Fd

COM
464287465
$38.12M
3 %

504,142

DVY
DVY

Ishares Tr Dow Jones Select Divid Index

COM
464287168
$30.70M
2 %

233,853

VEA
VEA

Vanguard Europe Pac Etf

COM
921943858
$19.04M
2 %

398,218

VYM
VYM

Vanguard High Div ETF

COM
921946406
$17.84M
1 %

139,832

IJR
IJR

Ishares Tr S&P Smallcap

COM
464287804
$17.72M
1 %

153,804

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