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Lbmc Investment Advisors, LLC

Q2 2025 Holdings

Filed 2025-07-09 | 214 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Trust S&P 500(IVV)COM464287200$270.7M436,01419.3%
Invesco S&P 500 Eql Wgt(RSP)COM46137V357$241.7M1,329,74017.2%
Ishares Russell 2000(IWM)COM464287655$151.4M701,49610.8%
Ishares Msci ETF High Dividend Equity Fund(HDV)COM46429B663$53.7M458,6513.8%
Ishares Core Msci Eafe(IEFA)COM46432F842$47.2M565,1303.4%
Ishares Tr Msci Eafe Fd(EFA)COM464287465$44.3M495,9283.2%
Ishares Tr Dow Jones Select Divid Index(DVY)COM464287168$30.7M231,5172.2%
iShares iBonds 2028 Term High Yield and Income ETF(IBHH)COM46436E387$27.9M1,173,9122.0%
iShares iBonds 2027 Term High Yield and Income ETF(IBHG)COM46436E478$26.3M1,165,6211.9%
Vanguard Europe Pac Etf(VEA)COM921943858$23.2M406,6961.7%
iShares iBonds 2026 Term High Yield and Income ETF(IBHF)COM46436E528$19.8M854,3181.4%
Vanguard High Div ETF(VYM)COM921946406$19.5M146,4591.4%
Hca The Healthcare Co(HCA)COM40412C101$17.3M45,1381.2%
Ishares Tr S&P Smallcap(IJR)COM464287804$16.9M154,2921.2%
Ishares Cohen Steers REIT(ICF)COM464287564$15.7M256,0861.1%
Vanguard S&P 500 Etf(VOO)COM922908363$14.7M25,8101.0%
Vanguard Russell 2000(VTWO)COM92206C664$14.2M162,3731.0%
Ishares Tr S&P 500/ Barra Growth Index(IVW)COM464287309$14.1M128,4321.0%
Apple Computer Inc(AAPL)COM037833100$13.2M64,3020.9%
Vanguard Mid Cap(VO)COM922908629$12.4M44,4700.9%
iShares iBonds 2029 Term High Yield and Income ETF(IBHI)COM46436E379$12.1M511,8790.9%
Ishares Tr Dj US Utils(IDU)COM464287697$11.8M112,8440.8%
Ishares Tr S&P Aggressive(AOA)COM464289859$11.2M134,8240.8%
iShares iBonds Dec 2027 Term Muni Bond ETF(IBMP)COM46435U283$10.8M424,2150.8%
iShares iBonds Dec 2026 Term Muni Bond ETF(IBMO)COM46435U259$10.6M411,9270.8%
iShares iBonds Dec 2028 Term Muni Bond ETF(IBMQ)COM46435U325$9.5M375,7520.7%
Ishares Tr S&P 500/ Value Index Fd(IVE)COM464287408$8.7M44,4130.6%
Vanguard REIT(VNQ)COM922908553$8.0M90,2440.6%
Microsoft Corp(MSFT)COM594918104$7.7M15,5740.6%
iShares iBonds 2030 Term High Yield and Income ETF(IBHJ)COM46436E122$7.4M277,1110.5%
iShares iBonds Dec 2025 Term Muni Bond ETFCOM46435U432$7.4M274,8080.5%
Amazon Com Inc(AMZN)COM023135106$7.0M32,0450.5%
Vanguard Emerging Market(VWO)COM922042858$7.0M141,0460.5%
Ishares Core Msci(IEMG)COM46434G103$6.8M112,6920.5%
iShares iBonds 2025 Term High Yield and Income ETF(IBHE)COM46435U168$5.9M252,5390.4%
iShares iBonds Dec 2029 Term Muni Bond ETF(IBMR)COM46436E163$5.7M224,8210.4%
A F L A C Inc(AFL)COM001055102$5.6M52,6550.4%
Berkshire Hathaway Cl B(BRK/B)COM084670702$5.3M10,9460.4%
Google Inc Class C(GOOG)COM02079K107$5.1M28,9610.4%
Ishares Msci Emrg Mkt Fd(EEM)COM464287234$4.9M101,1690.3%
Spdr Portfolio Developed Wld ex-US ETF(SPDW)COM78463X889$4.8M117,5930.3%
iShares iBonds Dec 2027 Term Corp ETF(IBDS)COM46435UAA9$4.7M195,1850.3%
Ishares Ibnd DEC 2030 TRM Corp ETF(IBDV)COM46436E726$4.7M214,2810.3%
Ishares Tr S&P Midcap(IJH)COM464287507$4.6M74,5170.3%
Ishares Tr S&P Allocation Fd(AOR)COM464289867$4.6M74,1030.3%
iShares iBonds Dec 2029 Term Corporate ETF(IBDU)COM46436E205$4.5M192,6540.3%
S P D R Trust Unit SR(SPY)COM78462F103$4.5M7,2740.3%
Facebook Inc Class A(META)COM30303M102$4.4M5,9570.3%
iShares iBonds Dec 2028 Term Corp ETF(IBDT)COM46435U515$3.9M153,7100.3%
iShares iBonds Dec 2026 Term Corp ETF(IBDR)COM46435GAA0$3.5M143,3020.2%
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