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Lbmc Investment Advisors, LLC

Q1 2025 Holdings

Filed 2025-04-09 | 201 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Trust S&P 500(IVV)COM464287200$245.9M437,63219.2%
Invesco S&P 500 Eql Wgt(RSP)COM46137V357$230.5M1,330,88218.0%
Ishares Russell 2000(IWM)COM464287655$141.7M710,18711.1%
Ishares Msci ETF High Dividend Equity Fund(HDV)COM46429B663$55.5M457,9804.3%
Ishares Core Msci Eafe(IEFA)COM46432F842$42.8M565,8813.3%
Ishares Tr Msci Eafe Fd(EFA)COM464287465$40.9M500,6753.2%
Ishares Tr Dow Jones Select Divid Index(DVY)COM464287168$31.0M231,1572.4%
Vanguard Europe Pac Etf(VEA)COM921943858$20.3M399,9181.6%
iShares iBonds 2028 Term High Yield and Income ETF(IBHH)COM46436E387$19.5M836,1351.5%
iShares iBonds 2027 Term High Yield and Income ETF(IBHG)COM46436E478$19.1M857,1191.5%
Vanguard High Div ETF(VYM)COM921946406$18.1M140,6191.4%
iShares iBonds 2026 Term High Yield and Income ETF(IBHF)COM46436E528$17.5M755,3091.4%
Ishares Cohen Steers REIT(ICF)COM464287564$15.6M254,2751.2%
Hca The Healthcare Co(HCA)COM40412C101$15.6M45,1361.2%
Ishares Tr S&P Smallcap(IJR)COM464287804$15.0M143,5511.2%
Apple Computer Inc(AAPL)COM037833100$14.4M64,7651.1%
Vanguard S&P 500 Etf(VOO)COM922908363$13.3M25,8981.0%
Ishares Tr S&P 500/ Barra Growth Index(IVW)COM464287309$12.4M133,1751.0%
Vanguard Russell 2000(VTWO)COM92206C664$12.0M148,9650.9%
Ishares Tr Dj US Utils(IDU)COM464287697$11.5M113,8270.9%
Vanguard Mid Cap(VO)COM922908629$11.5M44,4330.9%
iShares iBonds 2029 Term High Yield and Income ETF(IBHI)COM46436E379$10.8M463,2480.8%
Ishares Tr S&P Aggressive(AOA)COM464289859$10.4M135,9260.8%
iShares iBonds Dec 2027 Term Muni Bond ETF(IBMP)COM46435U283$9.4M372,1410.7%
iShares iBonds Dec 2026 Term Muni Bond ETF(IBMO)COM46435U259$9.4M366,4930.7%
Ishares Tr S&P 500/ Value Index Fd(IVE)COM464287408$9.1M47,9340.7%
Vanguard REIT(VNQ)COM922908553$8.5M93,3710.7%
iShares iBonds Dec 2028 Term Muni Bond ETF(IBMQ)COM46435U325$8.1M320,7040.6%
iShares iBonds Dec 2025 Term Muni Bond ETFCOM46435U432$7.3M274,5560.6%
Ishares Core Msci(IEMG)COM46434G103$6.4M119,2680.5%
Vanguard Emerging Market(VWO)COM922042858$6.2M137,8840.5%
iShares iBonds 2030 Term High Yield and Income ETF(IBHJ)COM46436E122$6.2M237,6140.5%
Amazon Com Inc(AMZN)COM023135106$6.1M32,1930.5%
Microsoft Corp(MSFT)COM594918104$6.0M16,0070.5%
A F L A C Inc(AFL)COM001055102$5.9M52,6550.5%
iShares iBonds 2025 Term High Yield and Income ETF(IBHE)COM46435U168$5.8M247,6980.4%
Berkshire Hathaway Cl B(BRK/B)COM084670702$5.6M10,4460.4%
Ishares Tr S&P Midcap(IJH)COM464287507$5.0M84,9840.4%
Ishares Msci Emrg Mkt Fd(EEM)COM464287234$4.5M103,1380.4%
Google Inc Class C(GOOG)COM02079K107$4.5M28,6520.3%
Ishares Tr S&P Allocation Fd(AOR)COM464289867$4.3M74,9550.3%
S P D R Trust Unit SR(SPY)COM78462F103$4.1M7,2580.3%
Spdr Portfolio Developed Wld ex-US ETF(SPDW)COM78463X889$3.8M105,1680.3%
A O N Plc(AON)COMG0403H108$3.7M9,3910.3%
Smith A O(AOS)COM831865209$3.5M52,9180.3%
Facebook Inc Class A(META)COM30303M102$3.4M5,9570.3%
iShares iBonds Dec 2029 Term Corporate ETF(IBDU)COM46436E205$3.3M142,5300.3%
iShares iBonds Dec 2027 Term Corp ETF(IBDS)COM46435UAA9$3.0M122,9530.2%
Nasdaq 100 Shares(QQQ)COM46090E103$2.9M6,1800.2%
The Southern Company(SO)COM842587107$2.9M31,4610.2%
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