LBMC INVESTMENT ADVISORS, LLC

PrivateCIK: 1536924

Location

BRENTWOOD, TN

230

Positions

$1.64B

Total AUM (reported)

20.45M

Total Shares

Allocation by class

CORE S&P500 ETF$274.57M16.7%

S&P500 EQL WGT$253.98M15.5%

RUSSELL 2000 ETF$174.79M10.7%

COM$134.10M8.2%

CORE HIGH DV ETF$62.21M3.8%

CORE MSCI EAFE$53.88M3.3%

MSCI EAFE ETF$47.44M2.9%

Portfolio Concentration

Top 3$703.34M42.9%

4–10$309.28M18.9%

11–25$275.34M16.8%

Rest$351.85M21.5%

Top 3 weight

42.9%

Top 10 weight

61.8%

Voting Authority Distribution

Total shares with voting rights: 20.45M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

20.45M

% of voting shares100.0%

Investment Discretion (by position count)

Sole230

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings230

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares420.34K

TypeSH

Market value$274.57M

16.74%

Sole

0.00

Shared

0.00

None

420.34K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares1.32M

TypeSH

Market value$253.98M

15.49%

Sole

0.00

Shared

0.00

None

1.32M

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares704.81K

TypeSH

Market value$174.79M

10.66%

Sole

0.00

Shared

0.00

None

704.81K

ISHARES TR

SOLE

CORE HIGH DV ETF

Shares458.40K

TypeSH

Market value$62.21M

3.79%

Sole

0.00

Shared

0.00

None

458.40K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares595.16K

TypeSH

Market value$53.88M

3.29%

Sole

0.00

Shared

0.00

None

595.16K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares488.44K

TypeSH

Market value$47.44M

2.89%

Sole

0.00

Shared

0.00

None

488.44K

ISHARES TR

SOLE

IBONDS 28 TR HI

Shares1.74M

TypeSH

Market value$40.86M

2.49%

Sole

0.00

Shared

0.00

None

1.74M

ISHARES TR

SOLE

IBONDS 2027 TERM

Shares1.62M

TypeSH

Market value$35.78M

2.18%

Sole

0.00

Shared

0.00

None

1.62M

ISHARES TR

SOLE

SELECT DIVID ETF

Shares230.71K

TypeSH

Market value$34.93M

2.13%

Sole

0.00

Shared

0.00

None

230.71K

ISHARES TR

SOLE

IBONDS 29 TR HI

Shares1.47M

TypeSH

Market value$34.17M

2.08%

Sole

0.00

Shared

0.00

None

1.47M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares431.80K

TypeSH

Market value$27.67M

1.69%

Sole

0.00

Shared

0.00

None

431.80K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares175.46K

TypeSH

Market value$25.99M

1.58%

Sole

0.00

Shared

0.00

None

175.46K

ISHARES TR

SOLE

IBONDS 2026 TERM

Shares1.12M

TypeSH

Market value$25.79M

1.57%

Sole

0.00

Shared

0.00

None

1.12M

ISHARES TR

SOLE

IBONDS 2030 TERM

Shares933.59K

TypeSH

Market value$24.48M

1.49%

Sole

0.00

Shared

0.00

None

933.59K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares178.76K

TypeSH

Market value$22.22M

1.36%

Sole

0.00

Shared

0.00

None

178.76K

HCA HEALTHCARE INC

SOLE

COM

Shares43.30K

TypeSH

Market value$20.49M

1.25%

Sole

0.00

Shared

0.00

None

43.30K

APPLE INC

SOLE

COM

Shares62.63K

TypeSH

Market value$15.89M

0.97%

Sole

0.00

Shared

0.00

None

62.63K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares25.29K

TypeSH

Market value$15.11M

0.92%

Sole

0.00

Shared

0.00

None

25.29K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000IDX

Shares149.38K

TypeSH

Market value$14.96M

0.91%

Sole

0.00

Shared

0.00

None

149.38K

ISHARES TR

SOLE

SELECT US REIT

Shares239.25K

TypeSH

Market value$14.81M

0.90%

Sole

0.00

Shared

0.00

None

239.25K

ISHARES TR

SOLE

IBONDS DEC 27

Shares566.73K

TypeSH

Market value$14.42M

0.88%

Sole

0.00

Shared

0.00

None

566.73K

ISHARES TR

SOLE

IBONDS DEC 28

Shares559.68K

TypeSH

Market value$14.29M

0.87%

Sole

0.00

Shared

0.00

None

559.68K

ISHARES TR

SOLE

IBONDS DEC 26

Shares525.14K

TypeSH

Market value$13.46M

0.82%

Sole

0.00

Shared

0.00

None

525.14K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares118.01K

TypeSH

Market value$13.35M

0.81%

Sole

0.00

Shared

0.00

None

118.01K

ISHARES TR

SOLE

U.S. UTILITS ETF

Shares106.89K

TypeSH

Market value$12.41M

0.76%

Sole

0.00

Shared

0.00

None

106.89K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	420.34K	SH	$274.57M 16.74%	420.34K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	1.32M	SH	$253.98M 15.49%	1.32M
ISHARES TRSOLE	RUSSELL 2000 ETF	704.81K	SH	$174.79M 10.66%	704.81K
ISHARES TRSOLE	CORE HIGH DV ETF	458.40K	SH	$62.21M 3.79%	458.40K
ISHARES TRSOLE	CORE MSCI EAFE	595.16K	SH	$53.88M 3.29%	595.16K
ISHARES TRSOLE	MSCI EAFE ETF	488.44K	SH	$47.44M 2.89%	488.44K
ISHARES TRSOLE	IBONDS 28 TR HI	1.74M	SH	$40.86M 2.49%	1.74M
ISHARES TRSOLE	IBONDS 2027 TERM	1.62M	SH	$35.78M 2.18%	1.62M
ISHARES TRSOLE	SELECT DIVID ETF	230.71K	SH	$34.93M 2.13%	230.71K
ISHARES TRSOLE	IBONDS 29 TR HI	1.47M	SH	$34.17M 2.08%	1.47M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	431.80K	SH	$27.67M 1.69%	431.80K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	175.46K	SH	$25.99M 1.58%	175.46K
ISHARES TRSOLE	IBONDS 2026 TERM	1.12M	SH	$25.79M 1.57%	1.12M
ISHARES TRSOLE	IBONDS 2030 TERM	933.59K	SH	$24.48M 1.49%	933.59K
ISHARES TRSOLE	CORE S&P SCP ETF	178.76K	SH	$22.22M 1.36%	178.76K
HCA HEALTHCARE INCSOLE	COM	43.30K	SH	$20.49M 1.25%	43.30K
APPLE INCSOLE	COM	62.63K	SH	$15.89M 0.97%	62.63K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	25.29K	SH	$15.11M 0.92%	25.29K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000IDX	149.38K	SH	$14.96M 0.91%	149.38K
ISHARES TRSOLE	SELECT US REIT	239.25K	SH	$14.81M 0.90%	239.25K
ISHARES TRSOLE	IBONDS DEC 27	566.73K	SH	$14.42M 0.88%	566.73K
ISHARES TRSOLE	IBONDS DEC 28	559.68K	SH	$14.29M 0.87%	559.68K
ISHARES TRSOLE	IBONDS DEC 26	525.14K	SH	$13.46M 0.82%	525.14K
ISHARES TRSOLE	S&P 500 GRWT ETF	118.01K	SH	$13.35M 0.81%	118.01K
ISHARES TRSOLE	U.S. UTILITS ETF	106.89K	SH	$12.41M 0.76%	106.89K

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