Filed: 4/9/2025ACC: 0001214659-25-005648
📋 What this filing means
LBMC INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 201 equity positions with a total reported market value of $1.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
201
Positions
$1.28B
Total AUM (reported)
13.90M
Total Shares
Allocation by class
COM$1.28B100.0%
Portfolio Concentration
Top 3$618.13M48.3%
4–10$229.24M17.9%
11–25$196.96M15.4%
Rest$235.38M18.4%
Top 3 weight
48.3%
Top 10 weight
66.2%
Voting Authority Distribution
Total shares with voting rights: 13.90M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.90M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole201
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings201
Rows:
Ishares TRUST S&P 500
SOLEShares437.63K
TypeSH
Market value$245.91M
19.22%
Sole
0.00
Shared
0.00
None
437.63K
Invesco S&P 500 Eql Wgt
SOLEShares1.33M
TypeSH
Market value$230.55M
18.02%
Sole
0.00
Shared
0.00
None
1.33M
Ishares Russell 2000
SOLEShares710.19K
TypeSH
Market value$141.68M
11.07%
Sole
0.00
Shared
0.00
None
710.19K
Ishares Msci ETF High Dividend Equity Fund
SOLEShares457.98K
TypeSH
Market value$55.47M
4.33%
Sole
0.00
Shared
0.00
None
457.98K
Ishares Core Msci Eafe
SOLEShares565.88K
TypeSH
Market value$42.81M
3.35%
Sole
0.00
Shared
0.00
None
565.88K
Ishares Tr MSCI EAFE Fd
SOLEShares500.68K
TypeSH
Market value$40.92M
3.20%
Sole
0.00
Shared
0.00
None
500.68K
Ishares Tr Dow Jones Select Divid Index
SOLEShares231.16K
TypeSH
Market value$31.04M
2.43%
Sole
0.00
Shared
0.00
None
231.16K
Vanguard Europe Pac Etf
SOLEShares399.92K
TypeSH
Market value$20.33M
1.59%
Sole
0.00
Shared
0.00
None
399.92K
iShares iBonds 2028 Term High Yield and Income ETF
SOLEShares836.13K
TypeSH
Market value$19.53M
1.53%
Sole
0.00
Shared
0.00
None
836.13K
iShares iBonds 2027 Term High Yield and Income ETF
SOLEShares857.12K
TypeSH
Market value$19.14M
1.50%
Sole
0.00
Shared
0.00
None
857.12K
Vanguard High Div ETF
SOLEShares140.62K
TypeSH
Market value$18.13M
1.42%
Sole
0.00
Shared
0.00
None
140.62K
iShares iBonds 2026 Term High Yield and Income ETF
SOLEShares755.31K
TypeSH
Market value$17.54M
1.37%
Sole
0.00
Shared
0.00
None
755.31K
Ishares Cohen Steers REIT
SOLEShares254.28K
TypeSH
Market value$15.65M
1.22%
Sole
0.00
Shared
0.00
None
254.28K
Hca The Healthcare Co
SOLEShares45.14K
TypeSH
Market value$15.60M
1.22%
Sole
0.00
Shared
0.00
None
45.14K
Ishares Tr S&P Smallcap
SOLEShares143.55K
TypeSH
Market value$15.01M
1.17%
Sole
0.00
Shared
0.00
None
143.55K
Apple Computer Inc
SOLEShares64.77K
TypeSH
Market value$14.39M
1.12%
Sole
0.00
Shared
0.00
None
64.77K
Vanguard S&P 500 Etf
SOLEShares25.90K
TypeSH
Market value$13.31M
1.04%
Sole
0.00
Shared
0.00
None
25.90K
Ishares Tr S&P 500/ Barra Growth Index
SOLEShares133.18K
TypeSH
Market value$12.36M
0.97%
Sole
0.00
Shared
0.00
None
133.18K
Vanguard Russell 2000
SOLEShares148.97K
TypeSH
Market value$12.01M
0.94%
Sole
0.00
Shared
0.00
None
148.97K
Ishares Tr Dj US Utils
SOLEShares113.83K
TypeSH
Market value$11.54M
0.90%
Sole
0.00
Shared
0.00
None
113.83K
Vanguard Mid Cap
SOLEShares44.43K
TypeSH
Market value$11.49M
0.90%
Sole
0.00
Shared
0.00
None
44.43K
iShares iBonds 2029 Term High Yield and Income ETF
SOLEShares463.25K
TypeSH
Market value$10.76M
0.84%
Sole
0.00
Shared
0.00
None
463.25K
Ishares Tr S&P Aggressive
SOLEShares135.93K
TypeSH
Market value$10.40M
0.81%
Sole
0.00
Shared
0.00
None
135.93K
iShares iBonds Dec 2027 Term Muni Bond ETF
SOLEShares372.14K
TypeSH
Market value$9.41M
0.74%
Sole
0.00
Shared
0.00
None
372.14K
iShares iBonds Dec 2026 Term Muni Bond ETF
SOLEShares366.49K
TypeSH
Market value$9.37M
0.73%
Sole
0.00
Shared
0.00
None
366.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Ishares TRUST S&P 500SOLE | COM | 437.63K | SH | $245.91M 19.22% | 0.00 | 0.00 | 437.63K |
Invesco S&P 500 Eql WgtSOLE | COM | 1.33M | SH | $230.55M 18.02% | 0.00 | 0.00 | 1.33M |
Ishares Russell 2000SOLE | COM | 710.19K | SH | $141.68M 11.07% | 0.00 | 0.00 | 710.19K |
Ishares Msci ETF High Dividend Equity FundSOLE | COM | 457.98K | SH | $55.47M 4.33% | 0.00 | 0.00 | 457.98K |
Ishares Core Msci EafeSOLE | COM | 565.88K | SH | $42.81M 3.35% | 0.00 | 0.00 | 565.88K |
Ishares Tr MSCI EAFE FdSOLE | COM | 500.68K | SH | $40.92M 3.20% | 0.00 | 0.00 | 500.68K |
Ishares Tr Dow Jones Select Divid IndexSOLE | COM | 231.16K | SH | $31.04M 2.43% | 0.00 | 0.00 | 231.16K |
Vanguard Europe Pac EtfSOLE | COM | 399.92K | SH | $20.33M 1.59% | 0.00 | 0.00 | 399.92K |
iShares iBonds 2028 Term High Yield and Income ETFSOLE | COM | 836.13K | SH | $19.53M 1.53% | 0.00 | 0.00 | 836.13K |
iShares iBonds 2027 Term High Yield and Income ETFSOLE | COM | 857.12K | SH | $19.14M 1.50% | 0.00 | 0.00 | 857.12K |
Vanguard High Div ETFSOLE | COM | 140.62K | SH | $18.13M 1.42% | 0.00 | 0.00 | 140.62K |
iShares iBonds 2026 Term High Yield and Income ETFSOLE | COM | 755.31K | SH | $17.54M 1.37% | 0.00 | 0.00 | 755.31K |
Ishares Cohen Steers REITSOLE | COM | 254.28K | SH | $15.65M 1.22% | 0.00 | 0.00 | 254.28K |
Hca The Healthcare CoSOLE | COM | 45.14K | SH | $15.60M 1.22% | 0.00 | 0.00 | 45.14K |
Ishares Tr S&P SmallcapSOLE | COM | 143.55K | SH | $15.01M 1.17% | 0.00 | 0.00 | 143.55K |
Apple Computer IncSOLE | COM | 64.77K | SH | $14.39M 1.12% | 0.00 | 0.00 | 64.77K |
Vanguard S&P 500 EtfSOLE | COM | 25.90K | SH | $13.31M 1.04% | 0.00 | 0.00 | 25.90K |
Ishares Tr S&P 500/ Barra Growth IndexSOLE | COM | 133.18K | SH | $12.36M 0.97% | 0.00 | 0.00 | 133.18K |
Vanguard Russell 2000SOLE | COM | 148.97K | SH | $12.01M 0.94% | 0.00 | 0.00 | 148.97K |
Ishares Tr Dj US UtilsSOLE | COM | 113.83K | SH | $11.54M 0.90% | 0.00 | 0.00 | 113.83K |
Vanguard Mid CapSOLE | COM | 44.43K | SH | $11.49M 0.90% | 0.00 | 0.00 | 44.43K |
iShares iBonds 2029 Term High Yield and Income ETFSOLE | COM | 463.25K | SH | $10.76M 0.84% | 0.00 | 0.00 | 463.25K |
Ishares Tr S&P AggressiveSOLE | COM | 135.93K | SH | $10.40M 0.81% | 0.00 | 0.00 | 135.93K |
iShares iBonds Dec 2027 Term Muni Bond ETFSOLE | COM | 372.14K | SH | $9.41M 0.74% | 0.00 | 0.00 | 372.14K |
iShares iBonds Dec 2026 Term Muni Bond ETFSOLE | COM | 366.49K | SH | $9.37M 0.73% | 0.00 | 0.00 | 366.49K |
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