Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
Ishares TRUST S&P 500 (IVV) | 449,532 | -9,200 | $236,332 |
IVV | 449,532 | -9,200 | $236,332 |
Invesco S&P 500 Eql Wgt | 1,340,113 | +14,686 | $226,975 |
RSP | 1,340,113 | +14,686 | $226,975 |
Ishares Russell 2000 (IWM) | 706,274 | +4,669 | $148,529 |
IWM | 706,274 | +4,669 | $148,529 |
Ishares Msci ETF High Dividend Equity Fund (HDV) | 479,389 | -1,355 | $52,833 |
HDV | 479,389 | -1,355 | $52,833 |
Ishares Tr MSCI EAFE Fd (EFA) | 516,683 | -14,348 | $41,262 |
EFA | 516,683 | -14,348 | $41,262 |
Ishares Core Msci Eafe (IEFA) | 533,322 | -5,149 | $39,583 |
IEFA | 533,322 | -5,149 | $39,583 |
Ishares Tr Dow Jones Select Divid Index (DVY) | 236,923 | -3,273 | $29,184 |
DVY | 236,923 | -3,273 | $29,184 |
Vanguard Europe Pac Etf (VEA) | 489,594 | -5 | $24,563 |
VEA | 489,594 | -5 | $24,563 |
Ishares Cohen Steers REIT (ICF) | 338,595 | -5,878 | $19,537 |
ICF | 338,595 | -5,878 | $19,537 |
Ishares Tr S&P Smallcap (IJR) | 149,830 | +2,343 | $16,559 |
IJR | 149,830 | +2,343 | $16,559 |
Hca The Healthcare Co | 46,363 | UNCH | $15,463 |
HCA | 46,363 | UNCH | $15,463 |
Vanguard High Div ETF (VYM) | 117,621 | -75 | $14,231 |
VYM | 117,621 | -75 | $14,231 |
Vanguard S&P 500 Etf (VOO) | 28,024 | -873 | $13,471 |
VOO | 28,024 | -873 | $13,471 |
Vanguard Russell 2000 (VTWO) | 154,949 | +76 | $13,180 |
VTWO | 154,949 | +76 | $13,180 |
Ishares Tr S&P 500 Barra Growth Index (IVW) | 143,138 | +7,210 | $12,087 |
IVW | 143,138 | +7,210 | $12,087 |
Vanguard Mid Cap (VO) | 45,689 | -1,601 | $11,416 |
VO | 45,689 | -1,601 | $11,416 |
Ishares Tr S&P 500 Value Index Fd (IVE) | 55,159 | +561 | $10,304 |
IVE | 55,159 | +561 | $10,304 |
Ishares Tr S&P Aggressive (AOA) | 139,630 | -879 | $10,257 |
AOA | 139,630 | -879 | $10,257 |
Ishares Tr Dj US Utils (IDU) | 118,470 | -1,183 | $10,013 |
IDU | 118,470 | -1,183 | $10,013 |
Apple Computer Inc | 50,997 | +837 | $8,745 |
AAPL | 50,997 | +837 | $8,745 |
Vanguard Emerging Market (VWO) | 186,678 | -1,798 | $7,798 |
VWO | 186,678 | -1,798 | $7,798 |
Vanguard REIT (VNQ) | 89,917 | -2,055 | $7,776 |
VNQ | 89,917 | -2,055 | $7,776 |
Ishares Core Msci (IEMG) | 138,897 | -4,124 | $7,167 |
IEMG | 138,897 | -4,124 | $7,167 |
Ishares Tr S&P Midcap (IJH) | 106,700 | +86,344 | $6,481 |
IJH | 106,700 | +86,344 | $6,481 |
Ishares MSCI Emrg Mkt Fd (EEM) | 133,792 | -2,891 | $5,496 |
EEM | 133,792 | -2,891 | $5,496 |
S P D R TRUST Unit SR | 10,498 | +49 | $5,491 |
SPY | 10,498 | +49 | $5,491 |
Microsoft Corp | 12,829 | +584 | $5,398 |
MSFT | 12,829 | +584 | $5,398 |
Smith A O | 58,935 | +23 | $5,272 |
AOS | 58,935 | +23 | $5,272 |
iShares iBonds Dec 2025 Term Muni Bd ETF (IBMN) | 193,860 | +91,189 | $5,130 |
IBMN | 193,860 | +91,189 | $5,130 |
iShares iBonds Dec 2026 Term Muni Bd ETF (IBMO) | 186,620 | +109,420 | $4,731 |
IBMO | 186,620 | +109,420 | $4,731 |
A F L A C Inc | 52,905 | -1,645 | $4,542 |
AFL | 52,905 | -1,645 | $4,542 |
Ishares Tr S&P Allocation Fd (AOR) | 79,982 | -414 | $4,453 |
AOR | 79,982 | -414 | $4,453 |
Berkshire Hathaway Cl B | $4,290 | ||
BRK.B | 10,201 | -55 | $4,290 |
iShares iBonds Dec 2027 Term Muni Bd ETF (IBMP) | 157,191 | +118,481 | $3,956 |
IBMP | 157,191 | +118,481 | $3,956 |
SPDR Portfolio Developed Wld ex US ETF (SPDW) | 106,609 | +45,952 | $3,821 |
SPDW | 106,609 | +45,952 | $3,821 |
SPDR Portfolio S&P 600 Sm Cap ETF (SPSM) | 84,395 | +4,840 | $3,632 |
SPSM | 84,395 | +4,840 | $3,632 |
Amazon Com Inc | 16,994 | -70 | $3,065 |
AMZN | 16,994 | -70 | $3,065 |
Nasdaq 100 Shares (QQQ) | 6,527 | +982 | $2,898 |
QQQ | 6,527 | +982 | $2,898 |
Home Depot Inc | 6,992 | +1,502 | $2,682 |
HD | 6,992 | +1,502 | $2,682 |
Google Inc Class C | 17,501 | +3,460 | $2,665 |
GOOG | 17,501 | +3,460 | $2,665 |
iShares iBonds 2025 Term HY and Inc ETF (IBHE) | 111,609 | +97,291 | $2,609 |
IBHE | 111,609 | +97,291 | $2,609 |
iShares iBonds Dec 2024 Term Muni Bond (IBMM) | 97,824 | +13,740 | $2,539 |
IBMM | 97,824 | +13,740 | $2,539 |
iShares iBonds Dec 2028 Term Muni Bd ETF (IBMQ) | 99,107 | +99,107 | $2,504 |
IBMQ | 99,107 | +99,107 | $2,504 |
ISHS IBND 2027 TRM HGH YLD INCM ETF (IBHG) | 109,154 | +109,154 | $2,430 |
IBHG | 109,154 | +109,154 | $2,430 |
ISHARES IBND 2026 TRM HG YD INCM ETF (IBHF) | 105,130 | +105,130 | $2,424 |
IBHF | 105,130 | +105,130 | $2,424 |
Spdr S&P 500 Growth Etf (SPYG) | 33,063 | +28 | $2,419 |
SPYG | 33,063 | +28 | $2,419 |
Gorman Rupp Co Com | 61,116 | UNCH | $2,417 |
GRC | 61,116 | UNCH | $2,417 |
Exxon Mobil Corporation | 20,516 | -1,207 | $2,385 |
XOM | 20,516 | -1,207 | $2,385 |
Coca Cola Company | 38,370 | UNCH | $2,348 |
KO | 38,370 | UNCH | $2,348 |
Google Inc Cl A | 13,331 | UNCH | $2,012 |
GOOGL | 13,331 | UNCH | $2,012 |
See Full List: All Stocks Held By Lbmc Investment Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Lbmc Investment Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $1,153,272 At 12/31/2023: $1,051,935 Lbmc Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lbmc Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings |