LBMC INVESTMENT ADVISORS, LLC Q3 2025 Filing

Filed October 7, 2025

Portfolio Value

$1.6B

Holdings

236

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (236 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVIshares TRUST S&P 500	431,124	$288.6M	18.39%
2	RSPInvesco S&P 500 Eql Wgt	1,336,510	$253.5M	16.16%
3	IWMIshares Russell 2000	704,261	$170.4M	10.86%
4	HDVIshares Msci ETF High Dividend Equity Fund	455,280	$55.7M	3.55%
5	AQLTIshares Core Msci Eafe	573,446	$50.1M	3.19%
6	EFAIshares Tr MSCI EAFE Fd	487,157	$45.5M	2.90%
7	IBHHiShares iBonds 2028 Term High Yield and Income ETF	1,515,968	$36.2M	2.31%
8	IBHGiShares iBonds 2027 Term High Yield and Income ETF	1,458,696	$32.8M	2.09%
9	AQLTIshares Tr Dow Jones Select Divid Index	228,942	$32.5M	2.07%
10	VEAVanguard Europe Pac Etf	408,861	$24.5M	1.56%
11	IBHFiShares iBonds 2026 Term High Yield and Income ETF	1,038,643	$24.3M	1.55%
12	VYMVanguard High Div ETF	160,759	$22.7M	1.44%
13	IBHIiShares iBonds 2029 Term High Yield and Income ETF	943,906	$22.5M	1.43%
14	IJRIshares Tr S&P Smallcap	171,736	$20.4M	1.30%
15	HCAHca The Healthcare Co	44,188	$18.8M	1.20%
16	AAPLApple Computer Inc	63,716	$16.2M	1.03%
17	VOOVanguard S&P 500 Etf	25,777	$15.8M	1.01%
18	ICFIshares Cohen Steers REIT	253,930	$15.6M	1.00%
19	IVWIshares Tr S&P 500/ Barra Growth Index	123,137	$14.9M	0.95%
20	VTWOVanguard Russell 2000	151,127	$14.8M	0.94%
21	IBHJiShares iBonds 2030 Term High Yield and Income ETF	521,450	$14.0M	0.89%
22	VOVanguard Mid Cap	44,357	$13.0M	0.83%
23	IDUIshares Tr Dj US Utils	110,709	$12.3M	0.78%
24	IBMPiShares iBonds Dec 2027 Term Muni Bond ETF	471,757	$12.0M	0.77%
25	IBMOiShares iBonds Dec 2026 Term Muni Bond ETF	464,080	$11.9M	0.76%
26	AOAIshares Tr S&P Aggressive	131,605	$11.6M	0.74%
27	IBMQiShares iBonds Dec 2028 Term Muni Bond ETF	438,507	$11.2M	0.72%
28	IVEIshares Tr S&P 500/ Value Index Fd	44,269	$9.1M	0.58%
29	MSFTMicrosoft Corp	16,934	$8.8M	0.56%
30	VNQVanguard REIT	90,830	$8.3M	0.53%
31	IBHKiShares iBonds 2031 Term High Yield and Income ETF	316,062	$8.3M	0.53%
32	VWOVanguard Emerging Market	140,801	$7.6M	0.49%
33	IEMGIshares Core Msci	112,066	$7.4M	0.47%
34	AMZNAmazon Com Inc	33,624	$7.4M	0.47%
35	IAUiShares iBonds Dec 2025 Term Muni Bond ETF	265,437	$7.1M	0.45%
36	IBHEiShares iBonds 2025 Term High Yield and Income ETF	296,042	$6.9M	0.44%
37	IBMRiShares iBonds Dec 2029 Term Muni Bond ETF	260,666	$6.7M	0.42%
38	GOOGGoogle Inc Class C	26,536	$6.5M	0.41%
39	AFLA F L A C Inc	52,655	$5.9M	0.37%
40	BRK/BBerkshire Hathaway Cl B	11,571	$5.8M	0.37%
41	IBDUiShares iBonds Dec 2029 Term Corporate ETF	242,055	$5.7M	0.36%
42	IBDSiShares iBonds Dec 2027 Term Corp ETF	226,281	$5.5M	0.35%
43	EEMIshares MSCI Emrg Mkt Fd	99,262	$5.3M	0.34%
44	SPDWSPDR Portfolio Developed Wld ex-US ETF	117,593	$5.0M	0.32%
45	SPYS P D R TRUST Unit SR	7,287	$4.9M	0.31%
46	AORIshares Tr S&P Allocation Fd	74,707	$4.8M	0.31%
47	IBDTiShares iBonds Dec 2028 Term Corp ETF	186,751	$4.8M	0.30%
48	IBDVISHARES IBND DEC 2030 TRM CORP ETF	214,641	$4.8M	0.30%
49	IBDRiShares iBonds Dec 2026 Term Corp ETF	191,031	$4.6M	0.30%
50	IJHIshares Tr S&P Midcap	66,990	$4.4M	0.28%
51	METAFacebook Inc Class A	5,907	$4.3M	0.28%
52	AOSSmith A O	52,918	$3.9M	0.25%
53	GOOGLGoogle Inc Cl A	15,552	$3.8M	0.24%
54	NDQNasdaq 100 Shares	6,296	$3.8M	0.24%
55	COFCapital One Financial Cp	16,457	$3.5M	0.22%
56	SPYGSpdr S&P 500 Growth Etf	33,236	$3.5M	0.22%
57	AONA O N Plc	9,391	$3.3M	0.21%
58	HDHome Depot Inc	7,692	$3.1M	0.20%
59	ORCLOracle Corporation	10,469	$2.9M	0.19%
60	NVDANVIDIA Corp	15,574	$2.9M	0.19%
61	IBMSiShares iBonds Dec 2030 Term Muni Bond ETF	110,333	$2.9M	0.18%
62	GRCGorman Rupp Co Com	61,116	$2.8M	0.18%
63	JPMJ P Morgan Chase & Co	8,650	$2.7M	0.17%
64	SOThe Southern Company	28,396	$2.7M	0.17%
65	LLYLilly Eli & Company	3,470	$2.6M	0.17%
66	KOCoca Cola Company	38,743	$2.6M	0.16%
67	VGTVanguard Information Technology ETF	2,864	$2.1M	0.14%
68	QUSSPDR MSCI USA StrategicFactors ETF	12,367	$2.1M	0.13%
69	COSTCostco Whsl Corp New	2,031	$1.9M	0.12%
70	SCHXSchw US Lcap Etf	70,093	$1.8M	0.12%
71	PNFPPinnancle Finl Partners Inc	19,123	$1.8M	0.11%
72	MAMastercard Inc	3,141	$1.8M	0.11%
73	AVGOBroadcom Ltd	5,354	$1.8M	0.11%
74	IBMIntl Business Machines	6,178	$1.7M	0.11%
75	IBDWiShares iBonds Dec 2031 Term Corp ETF	81,785	$1.7M	0.11%
76	SPYMSPDR Portfolio S&P 500 ETF	21,138	$1.7M	0.11%
77	BXBlackstone Group LP	9,493	$1.6M	0.10%
78	XLVSector Spdr Health Fund	11,622	$1.6M	0.10%
79	XOMExxon Mobil Corporation	14,146	$1.6M	0.10%
80	VTVanguard Total World	11,543	$1.6M	0.10%
81	SMBKSmartfinancial Inc	43,865	$1.6M	0.10%
82	FNDXSchwab Fundamental US	58,923	$1.5M	0.10%
83	CATCaterpillar Inc	3,159	$1.5M	0.10%
84	DISDisney Walt Hldg Co	12,722	$1.5M	0.09%
85	GEGeneral Electric Company	4,820	$1.4M	0.09%
86	IBITiShares Bitcoin Trust ETF	21,610	$1.4M	0.09%
87	IJKIshares S&P Midcap	14,502	$1.4M	0.09%
88	AMDAdvanced Micro Devic	8,441	$1.4M	0.09%
89	ABBVAbbvie Inc	5,845	$1.4M	0.09%
90	SHOPShopify Inc	8,950	$1.3M	0.08%
91	FBTCFIDELITY WISE ORIGIN BITCOIN FUND	12,655	$1.3M	0.08%
92	VVisa Inc Cl A	3,692	$1.3M	0.08%
93	JNJJohnson & Johnson	6,796	$1.3M	0.08%
94	RTXRaytheon Technologies Ord	7,240	$1.2M	0.08%
95	SMCISuper Micro Computer Inc	24,985	$1.2M	0.08%
96	BACBank Of America Corp	22,782	$1.2M	0.07%
97	DFUVDFA Tax-Managed US Marketwide Value II	26,290	$1.2M	0.07%
98	IBDXiShares iBonds Dec 2032 Term Corp ETF	43,495	$1.1M	0.07%
99	DGROIshares TRUST Core Divid Gwth	15,000	$1.0M	0.07%
100	BABoeing Co	4,715	$1.0M	0.06%

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