LBMC INVESTMENT ADVISORS, LLC Q4 2020 Filing
Filed January 21, 2021
Portfolio Value
$848.7M
Holdings
131
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (131 positions)
| Stock | Value |
|---|---|
IVVIshares TRUST S&P 500 | $169.1M |
RSPInvesco S&P 500 Eql Wgt | $160.6M |
IWMIshares Russell 2000 | $139.6M |
EFAIshares Tr MSCI EAFE Fd | $47.1M |
HDVIshares Msci ETF High Dividend Equity Fund | $37.1M |
AQLTIshares Core Msci Eafe | $21.9M |
AQLTIshares Tr Dow Jones Select Divid Index | $21.1M |
ICFIshares Cohen Steers REIT | $19.5M |
VEAVanguard Europe Pac Etf | $19.5M |
EEMIshares MSCI Emrg Mkt Fd | $14.8M |
VTIVanguard Total Stock Mkt | $12.9M |
AOAIshares Tr S&P Aggressive | $10.3M |
IDUIshares Tr Dj US Utils | $9.7M |
VOOVanguard S&P 500 Etf | $9.0M |
VTWOVanguard Russell 2000 | $9.0M |
IJRIshares Tr S&P Smallcap | $8.9M |
IVWIshares Tr S&P 500/ Barra Growth Index | $7.7M |
VTEBVanguard Tax-Exempt Bond ETF | $7.2M |
HCAHca The Healthcare Co | $7.1M |
VWOVanguard Emerging Market | $6.2M |
VOVanguard Mid Cap | $5.6M |
VNQVanguard REIT | $5.5M |
IVEIshares Tr S&P 500/ Value Index Fd | $5.3M |
IEMGIshares Core Msci | $4.6M |
AORIshares Tr S&P Allocation Fd | $4.3M |
AAPLApple Computer Inc | $3.9M |
VYMVanguard High Div ETF | $3.8M |
AOSSmith A O | $3.7M |
VXUSVanguard Total International Stock ETF | $3.5M |
VCSHVanguard Short Term Cor | $3.0M |
SPYS P D R TRUST Unit SR | $2.6M |
AFLA F L A C Inc | $2.5M |
BRK/BBerkshire Hathaway Cl B | $2.4M |
MSFTMicrosoft Corp | $2.3M |
DISDisney Walt Hldg Co | $2.1M |
GRCGorman Rupp Co Com | $2.0M |
VIGVanguard Div Appreciation | $1.9M |
BSVVanguard Short Term Bd Index | $1.9M |
IJHIshares Tr S&P Midcap | $1.8M |
USMViShares Edge MSCI Min Vol USA | $1.7M |
HDHome Depot Inc | $1.7M |
PNFPPinnancle Finl Partners Inc | $1.7M |
KOCoca Cola Company | $1.7M |
PFFIshares S&P U S Pfd Fund | $1.7M |
AMZNAmazon Com Inc | $1.5M |
SCHXSchw US Lcap Etf | $1.1M |
SOThe Southern Company | $962K |
SPYGSpdr S&P 500 Growth Etf | $941K |
IJKIshares S&P Midcap | $915K |
MDBMongodb Inc Cl A | $898K |
GOOGLGoogle Inc Cl A | $889K |
FNDXSchwab Fundamental US | $836K |
BACBank Of America Corp | $812K |
XOMExxon Mobil Corporation | $805K |
SMBKSmartfinancial Inc | $804K |
MAMastercard Inc | $796K |
SYYSysco Corporation | $791K |
IDV*Ishares Tr Dow Jones | $778K |
GPNGlobal Pmts Inc Com | $682K |
JPMJ P Morgan Chase & Co | $672K |
GQ9Spdr Gold TRUST | $666K |
GMGeneral Motors Corp | $621K |
NDQNasdaq 100 Shares | $612K |
FBKFB Financial Corp | $607K |
JNJJohnson & Johnson | $603K |
PEPPepsico Incorporated | $571K |
BNDVanguard Bond Index Fund | $569K |
RNGRingcentral Inc-Class A | $568K |
DUKDuke Energy Corporation | $561K |
VTVanguard Total World | $533K |
IBMIntl Business Machines | $506K |
GOOGGoogle Inc Class C | $486K |
METAFacebook Inc Class A | $485K |
FNDFSchwab Fundamental Inl | $469K |
TA T & T Corp | $450K |
UNHUnitedhealth Group Inc | $445K |
ORCLOracle Corporation | $441K |
—Tivity Health Inc Com | $433K |
MRKMerck & Co Inc | $432K |
FNDASch Fnd US Sm Etf | $428K |
CRMSalesforce Com | $422K |
ATOAtmos Energy Corp | $421K |
BACVerizon Communications | $409K |
NEENextera Energy Inc | $407K |
SNPSSynopsys Inc | $402K |
BMYBristol-Myers Squibb Co | $398K |
RFRegions Financial Cp New | $396K |
PENNPenn National Gaming | $359K |
BMTABrit Amer Tobacco | $351K |
CVXChevrontexaco Corp | $350K |
SDYSpdr S&P Dividend Etf | $348K |
SCHFSchw Intl Eq Etf | $347K |
USBU S Bancorp Del New | $339K |
SCHASchw US Scap Etf | $324K |
RTXRaytheon Technologies Ord | $312K |
IWFIshares Tr Russell | $308K |
PKNPerkinelmer Inc | $306K |
BABoeing Co | $306K |
DDDupont De Nemours Inc | $303K |
MCDMc Donalds Corp | $280K |
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