LBMC INVESTMENT ADVISORS, LLC Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$1.4B

Holdings

214

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (214 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVIshares TRUST S&P 500	436,014	$270.7M	19.31%
2	RSPInvesco S&P 500 Eql Wgt	1,329,740	$241.7M	17.23%
3	IWMIshares Russell 2000	701,496	$151.4M	10.80%
4	HDVIshares Msci ETF High Dividend Equity Fund	458,651	$53.7M	3.83%
5	AQLTIshares Core Msci Eafe	565,130	$47.2M	3.36%
6	EFAIshares Tr MSCI EAFE Fd	495,928	$44.3M	3.16%
7	AQLTIshares Tr Dow Jones Select Divid Index	231,517	$30.7M	2.19%
8	IBHHiShares iBonds 2028 Term High Yield and Income ETF	1,173,912	$27.9M	1.99%
9	IBHGiShares iBonds 2027 Term High Yield and Income ETF	1,165,621	$26.3M	1.87%
10	VEAVanguard Europe Pac Etf	406,696	$23.2M	1.65%
11	IBHFiShares iBonds 2026 Term High Yield and Income ETF	854,318	$19.8M	1.42%
12	VYMVanguard High Div ETF	146,459	$19.5M	1.39%
13	HCAHca The Healthcare Co	45,138	$17.3M	1.23%
14	IJRIshares Tr S&P Smallcap	154,292	$16.9M	1.20%
15	ICFIshares Cohen Steers REIT	256,086	$15.7M	1.12%
16	VOOVanguard S&P 500 Etf	25,810	$14.7M	1.05%
17	VTWOVanguard Russell 2000	162,373	$14.2M	1.01%
18	IVWIshares Tr S&P 500/ Barra Growth Index	128,432	$14.1M	1.01%
19	AAPLApple Computer Inc	64,302	$13.2M	0.94%
20	VOVanguard Mid Cap	44,470	$12.4M	0.89%
21	IBHIiShares iBonds 2029 Term High Yield and Income ETF	511,879	$12.1M	0.86%
22	IDUIshares Tr Dj US Utils	112,844	$11.8M	0.84%
23	AOAIshares Tr S&P Aggressive	134,824	$11.2M	0.80%
24	IBMPiShares iBonds Dec 2027 Term Muni Bond ETF	424,215	$10.8M	0.77%
25	IBMOiShares iBonds Dec 2026 Term Muni Bond ETF	411,927	$10.6M	0.75%
26	IBMQiShares iBonds Dec 2028 Term Muni Bond ETF	375,752	$9.5M	0.68%
27	IVEIshares Tr S&P 500/ Value Index Fd	44,413	$8.7M	0.62%
28	VNQVanguard REIT	90,244	$8.0M	0.57%
29	MSFTMicrosoft Corp	15,574	$7.7M	0.55%
30	IBHJiShares iBonds 2030 Term High Yield and Income ETF	277,111	$7.4M	0.53%
31	IAUiShares iBonds Dec 2025 Term Muni Bond ETF	274,808	$7.4M	0.52%
32	AMZNAmazon Com Inc	32,045	$7.0M	0.50%
33	VWOVanguard Emerging Market	141,046	$7.0M	0.50%
34	IEMGIshares Core Msci	112,692	$6.8M	0.48%
35	IBHEiShares iBonds 2025 Term High Yield and Income ETF	252,539	$5.9M	0.42%
36	IBMRiShares iBonds Dec 2029 Term Muni Bond ETF	224,821	$5.7M	0.40%
37	AFLA F L A C Inc	52,655	$5.6M	0.40%
38	BRK/BBerkshire Hathaway Cl B	10,946	$5.3M	0.38%
39	GOOGGoogle Inc Class C	28,961	$5.1M	0.37%
40	EEMIshares MSCI Emrg Mkt Fd	101,169	$4.9M	0.35%
41	SPDWSPDR Portfolio Developed Wld ex-US ETF	117,593	$4.8M	0.34%
42	IBDSiShares iBonds Dec 2027 Term Corp ETF	195,185	$4.7M	0.34%
43	IBDVISHARES IBND DEC 2030 TRM CORP ETF	214,281	$4.7M	0.34%
44	IJHIshares Tr S&P Midcap	74,517	$4.6M	0.33%
45	AORIshares Tr S&P Allocation Fd	74,103	$4.6M	0.33%
46	IBDUiShares iBonds Dec 2029 Term Corporate ETF	192,654	$4.5M	0.32%
47	SPYS P D R TRUST Unit SR	7,274	$4.5M	0.32%
48	METAFacebook Inc Class A	5,957	$4.4M	0.31%
49	IBDTiShares iBonds Dec 2028 Term Corp ETF	153,710	$3.9M	0.28%
50	IBDRiShares iBonds Dec 2026 Term Corp ETF	143,302	$3.5M	0.25%
51	NDQNasdaq 100 Shares	6,296	$3.5M	0.25%
52	AOSSmith A O	52,918	$3.5M	0.25%
53	AONA O N Plc	9,391	$3.4M	0.24%
54	SPYGSpdr S&P 500 Growth Etf	33,210	$3.2M	0.23%
55	HDHome Depot Inc	7,698	$2.8M	0.20%
56	KOCoca Cola Company	38,897	$2.8M	0.20%
57	SOThe Southern Company	29,269	$2.7M	0.19%
58	GOOGLGoogle Inc Cl A	13,690	$2.4M	0.17%
59	GRCGorman Rupp Co Com	61,116	$2.2M	0.16%
60	VTVanguard Total World	16,076	$2.1M	0.15%
61	QUSSPDR MSCI USA StrategicFactors ETF	12,367	$2.0M	0.14%
62	NVDANVIDIA Corp	12,737	$2.0M	0.14%
63	PNFPPinnancle Finl Partners Inc	18,146	$2.0M	0.14%
64	JPMJ P Morgan Chase & Co	6,781	$2.0M	0.14%
65	XOMExxon Mobil Corporation	18,172	$2.0M	0.14%
66	SCHXSchw US Lcap Etf	79,388	$1.9M	0.14%
67	VGTVanguard Information Technology ETF	2,864	$1.9M	0.14%
68	IBHKiShares iBonds 2031 Term High Yield and Income ETF	67,940	$1.8M	0.13%
69	IBDWiShares iBonds Dec 2031 Term Corp ETF	81,724	$1.7M	0.12%
70	ORCLOracle Corporation	7,263	$1.6M	0.11%
71	DISDisney Walt Hldg Co	12,772	$1.6M	0.11%
72	IBMIntl Business Machines	5,334	$1.6M	0.11%
73	FNDXSchwab Fundamental US	62,929	$1.5M	0.11%
74	IBMSiShares iBonds Dec 2030 Term Muni Bond ETF	60,174	$1.5M	0.11%
75	SPYMSPDR Portfolio S&P 500 ETF	21,036	$1.5M	0.11%
76	SMBKSmartfinancial Inc	43,865	$1.5M	0.11%
77	COSTCostco Whsl Corp New	1,481	$1.5M	0.10%
78	BXBlackstone Group LP	9,661	$1.4M	0.10%
79	LLYLilly Eli & Company	1,800	$1.4M	0.10%
80	IJKIshares S&P Midcap	14,495	$1.3M	0.09%
81	IBITiShares Bitcoin Trust ETF	21,530	$1.3M	0.09%
82	SMCISuper Micro Computer Inc	24,985	$1.2M	0.09%
83	GEGeneral Electric Company	4,695	$1.2M	0.09%
84	FBTCFIDELITY WISE ORIGIN BITCOIN FUND	12,655	$1.2M	0.08%
85	VVisa Inc Cl A	3,245	$1.2M	0.08%
86	IBDXiShares iBonds Dec 2032 Term Corp ETF	43,495	$1.1M	0.08%
87	JNJJohnson & Johnson	7,171	$1.1M	0.08%
88	XLVSector Spdr Health Fund	8,122	$1.1M	0.08%
89	DFUVDFA Tax-Managed US Marketwide Value II	25,330	$1.1M	0.08%
90	SHOPShopify Inc	8,950	$1.0M	0.07%
91	BABoeing Co	4,715	$988K	0.07%
92	MAMastercard Inc	1,736	$976K	0.07%
93	SNOWSnowflake Cl A Ord	4,328	$968K	0.07%
94	WMTWal-Mart Stores Inc	9,234	$903K	0.06%
95	VTIVanguard Total Stock Mkt	2,894	$879K	0.06%
96	IWFIshares Tr Russell	2,038	$865K	0.06%
97	CVXChevrontexaco Corp	5,983	$857K	0.06%
98	CSCOCisco Systems Inc	12,132	$842K	0.06%
99	EUSAiShares MSCI USA Equal Weighted ETF	8,400	$833K	0.06%
100	BACBank Of America Corp	17,446	$826K	0.06%

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