Lbmc Investment Advisors
$1.6B Assets Reported
238 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 420,340 | $275M | 16.7% |
| RSP | INVESCO EXCHANGE TRADED FD T | 1,323,360 | $254M | 15.5% |
| IWM | ISHARES TR | 704,809 | $175M | 10.7% |
| HDV | ISHARES TR | 458,400 | $62M | 3.8% |
| IEFA | ISHARES TR | 595,160 | $54M | 3.3% |
| EFA | ISHARES TR | 488,440 | $47M | 2.9% |
| IBHH | ISHARES TR | 1,741,128 | $41M | 2.5% |
| IBHG | ISHARES TR | 1,616,618 | $36M | 2.2% |
| DVY | ISHARES TR | 230,707 | $35M | 2.1% |
| IBHI | ISHARES TR | 1,467,776 | $34M | 2.1% |
Track Lbmc Investment Advisors's 13F portfolio: $1.6B in reported holdings, 238 positions. Top holdings, AUM, and quarterly changes on SentiSense.