Universe · entity
LBMC INVESTMENT ADVISORS, LLC
Institutional manager (13F) · CIK 1536924
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $275M | 420,340 |
| 2 | INVESCO EXCHANGE TRADED FD T | $254M | 1,323,360 |
| 3 | ISHARES TR | $175M | 704,809 |
| 4 | ISHARES TR | $62M | 458,400 |
| 5 | ISHARES TR | $54M | 595,160 |
| 6 | ISHARES TR | $47M | 488,440 |
| 7 | ISHARES TR | $41M | 1,741,128 |
| 8 | ISHARES TR | $36M | 1,616,618 |
| 9 | ISHARES TR | $35M | 230,707 |
| 10 | ISHARES TR | $34M | 1,467,776 |
| 11 | VANGUARD TAX-MANAGED FDS | $28M | 431,796 |
| 12 | VANGUARD WHITEHALL FDS | $26M | 175,457 |
| 13 | ISHARES TR | $26M | 1,123,830 |
| 14 | ISHARES TR | $24M | 933,587 |
| 15 | ISHARES TR | $22M | 178,762 |
| 16 | HCA HEALTHCARE INC | $20M | 43,300 |
| 17 | APPLE INC | $16M | 62,625 |
| 18 | VANGUARD INDEX FDS | $15M | 25,287 |
| 19 | VANGUARD SCOTTSDALE FDS | $15M | 149,385 |
| 20 | ISHARES TR | $15M | 239,252 |
| 21 | ISHARES TR | $14M | 566,726 |
| 22 | ISHARES TR | $14M | 559,681 |
| 23 | ISHARES TR | $13M | 525,143 |
| 24 | ISHARES TR | $13M | 118,008 |
| 25 | ISHARES TR | $12M | 106,885 |
| 26 | ISHARES TR | $12M | 485,609 |
| 27 | ISHARES TR | $12M | 487,494 |
| 28 | VANGUARD INDEX FDS | $12M | 42,739 |
| 29 | ISHARES TR | $11M | 126,421 |
| 30 | ISHARES TR | $9M | 41,978 |
| 31 | VANGUARD INDEX FDS | $8M | 92,164 |
| 32 | ALPHABET INC | $8M | 27,135 |
| 33 | VANGUARD INTL EQUITY INDEX F | $8M | 143,861 |
| 34 | ISHARES INC | $8M | 110,648 |
| 35 | ISHARES TR | $7M | 307,572 |
| 36 | ISHARES TR | $7M | 269,144 |
| 37 | AMAZON COM INC | $7M | 33,298 |
| 38 | MICROSOFT CORP | $6M | 17,303 |
| 39 | ISHARES TR | $6M | 259,209 |
| 40 | ISHARES TR | $6M | 281,756 |
| 41 | BERKSHIRE HATHAWAY INC DEL | $6M | 12,551 |
| 42 | ISHARES TR | $6M | 232,558 |
| 43 | AFLAC INC | $6M | 52,655 |
| 44 | ISHARES TR | $5M | 95,465 |
| 45 | SPDR INDEX SHS FDS | $5M | 118,669 |
| 46 | ISHARES TR | $5M | 211,425 |
| 47 | STATE STR SPDR S&P 500 ETF T | $5M | 7,250 |
| 48 | ALPHABET INC | $5M | 15,849 |
| 49 | ISHARES TR | $5M | 70,497 |
| 50 | INVESCO QQQ TR | $4M | 6,703 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.