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Lbmc Investment Advisors, LLC

Q1 2020 Holdings

Filed 2020-04-21 | 90 holdings | $536.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Trust S&P 500(IVV)COM464287200$117.5K454,58121.9%
Invesco S&P 500 Eql Wgt(RSP)COM46137V357$109.5K1,303,18120.4%
Ishares Russell 2000(IWM)COM464287655$83.6K730,10915.6%
Ishares Tr Msci Eafe Fd(EFA)COM464287465$35.2K658,5516.6%
Ishares Msci ETF High Dividend Equity Fund(HDV)COM46429B663$29.8K416,6625.6%
Ishares Cohen & Steers REIT(ICF)COM464287564$16.4K179,1023.1%
Ishares Core Msci Eafe(IEFA)COM46432F842$15.7K315,0042.9%
Ishares Tr Dow Jones Select Divid Index(DVY)COM464287168$15.0K204,1822.8%
Vanguard Europe Pac Etf(VEA)COM921943858$11.1K332,0762.1%
Ishares Msci Emrg Mkt Fd(EEM)COM464287234$10.5K306,2381.9%
Ishares Tr Dj US Utils(IDU)COM464287697$9.1K65,9581.7%
Ishares Tr S&P Aggressive(AOA)COM464289859$7.3K154,3231.4%
Ishares Tr S&P 500/ Barra Growth Index(IVW)COM464287309$5.2K31,6351.0%
Vanguard REIT(VNQ)COM922908553$4.8K68,4610.9%
Vanguard Emerging Market(VWO)COM922042858$4.4K131,6680.8%
Hca The Healthcare Co(HCA)COM40412C101$4.0K44,4480.7%
Ishares Tr S&P 500/ Value Index Fd(IVE)COM464287408$4.0K41,1130.7%
Ishares Core Msci(IEMG)COM46434G103$3.5K86,2560.7%
Ishares Tr S&P Allocation Fd(AOR)COM464289867$3.4K81,9270.6%
Ishares Tr S&P Smallcap(IJR)COM464287804$3.4K60,3710.6%
Vanguard Russell 2000(VTWO)COM92206C664$2.6K28,3280.5%
Smith A O(AOS)COM831865209$2.2K56,9860.4%
A F L A C Inc(AFL)COM001055102$1.9K56,1500.4%
Gorman Rupp Co Com(GRC)COM383082104$1.9K61,1160.4%
Berkshire Hathaway Cl B(BRK/B)COM084670702$1.8K9,9240.3%
S P D R Trust Unit SR(SPY)COM78462F103$1.7K6,5590.3%
Microsoft Corp(MSFT)COM594918104$1.5K9,7800.3%
Ishares S&P U S Pfd Fund(PFF)COM464288687$1.5K48,1610.3%
Coca Cola Company(KO)COM191216100$1.4K30,6200.3%
Apple Computer Inc(AAPL)COM037833100$1.3K4,9260.2%
Ishares Tr S&P Midcap(IJH)COM464287507$1.1K7,7130.2%
Disney Walt Hldg Co(DIS)COM254687106$1.1K11,3900.2%
Home Depot Inc(HD)COM437076102$1.1K5,7960.2%
Pinnancle Finl Partners IncCOM72346Q104$99126,4090.2%
Ishares Tr Dow Jones(IDV)COM464288448$75333,3400.1%
Amazon Com Inc(AMZN)COM023135106$7313750.1%
Schw US Lcap Etf(SCHX)COM808524201$71811,7210.1%
The Southern Company(SO)COM842587107$71813,2590.1%
Smartfinancial Inc(SMBK)COM83190L208$67444,2980.1%
Exxon Mobil Corporation(XOM)COM30231G102$63516,7240.1%
Spdr S&P 500 Growth Etf(SPYG)COM78464A409$60917,0370.1%
Ishares S&P Midcap(IJK)COM464287606$5753,2220.1%
Schwab Fundamental US(FNDX)COM808524771$56017,8590.1%
Bank Of America Corp(BAC)COM060505104$55926,3530.1%
Atmos Energy Corp(ATO)COM049560105$5465,4990.1%
Duke Energy Corporation(DUK)COM26441C204$5376,6450.1%
Intl Business Machines(IBM)COM459200101$5234,7130.1%
Vanguard Short Term Bd Index(BSV)COM921937827$4986,0630.1%
Johnson & Johnson(JNJ)COM478160104$4963,7860.1%
J P Morgan Chase & Co(JPM)COM46625H100$4945,4840.1%
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