Lbmc-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RF",
  "SMCI",
  "SNOW",
  "MU",
  "FNDF",
  "FNDA",
  null,
  "ABT",
  "ABBV",
  "MAIN",
  "GOOGL",
  "AXP",
  null,
  "T",
  "CAT",
  "AVGO",
  "HRB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  null,
  null,
  "FITB",
  "APLD",
  "HON",
  "HD",
  "MCD",
  null,
  null,
  null,
  "META",
  null,
  "IVW",
  "IJH",
  "ICF",
  null,
  "MA",
  "MSFT",
  "GE",
  null,
  null,
  "BX",
  "IJR",
  "ORCL",
  null,
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MDB",
  "FNDX",
  null,
  "IEFA",
  "RY",
  null,
  "SCHX",
  "SHOP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "SNPS",
  "TXN",
  "TFC",
  "UAL",
  "VNQ",
  "VO",
  "PNFP",
  "RCL",
  "SCHW",
  null,
  "VWO",
  null,
  null,
  null,
  "CSWC",
  "VIG",
  null,
  "SMBK",
  null,
  "GRC",
  null,
  "VYM",
  "DD",
  "TT",
  "ATO",
  "ALGN",
  "AON",
  "GM",
  "AFL",
  "AMD",
  "SDY",
  "F",
  "IWR",
  "IIIV",
  "AOS",
  null,
  "AMZN",
  "IVE",
  "HCA",
  "LUV",
  null,
  null,
  "VGT",
  "USB",
  "VEA",
  "VTWO",
  "BSV",
  "VT",
  "VOO",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  "ET",
  "DVY",
  "SCHF",
  "SCHA",
  null,
  "SO",
  "PSX",
  "CRM",
  "RVTY",
  "DIA",
  null,
  null,
  "GEV",
  "MCK",
  "SPYV",
  "FDX",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CCL",
  "CVX",
  "CSCO",
  "CHCO",
  "KO",
  "COP",
  "COST",
  "CTVA",
  "DE",
  null,
  "RSP",
  null,
  "EFA",
  "ADI",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "VTI",
  "JPM",
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 201
Total Value: 1279709239
Accession Number: 0001214659-25-005648
Form Type: 13F-HR
CIK: lbmc-investment-advisors
Manager Name: Lbmc-Investment-Advisors

Data Enrichment

72% identified

145 identified56 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

201 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 11

Sort by:

464287200

IVV|464287200

Shares:437.6K

Value:$245.9M

% of Portfolio:19.2% ($245.9M/$1.3B)

46137V357

RSP|46137V357

Shares:1.3M

Value:$230.5M

% of Portfolio:18.0% ($230.5M/$1.3B)

464287655

IWM|464287655

Shares:710.2K

Value:$141.7M

% of Portfolio:11.1% ($141.7M/$1.3B)

46429B663

Shares:458.0K

Value:$55.5M

% of Portfolio:4.3% ($55.5M/$1.3B)

46432F842

IEFA|46432F842

Shares:565.9K

Value:$42.8M

% of Portfolio:3.3% ($42.8M/$1.3B)

464287465

EFA|464287465

Shares:500.7K

Value:$40.9M

% of Portfolio:3.2% ($40.9M/$1.3B)

464287168

DVY|464287168

Shares:231.2K

Value:$31.0M

% of Portfolio:2.4% ($31.0M/$1.3B)

921943858

VEA|921943858

Shares:399.9K

Value:$20.3M

% of Portfolio:1.6% ($20.3M/$1.3B)

46436E387

Shares:836.1K

Value:$19.5M

% of Portfolio:1.5% ($19.5M/$1.3B)

46436E478

Shares:857.1K

Value:$19.1M

% of Portfolio:1.5% ($19.1M/$1.3B)

921946406

VYM|921946406

Shares:140.6K

Value:$18.1M

% of Portfolio:1.4% ($18.1M/$1.3B)

46436E528

Shares:755.3K

Value:$17.5M

% of Portfolio:1.4% ($17.5M/$1.3B)

464287564

ICF|464287564

Shares:254.3K

Value:$15.6M

% of Portfolio:1.2% ($15.6M/$1.3B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:45.1K

Value:$15.6M

% of Portfolio:1.2% ($15.6M/$1.3B)

464287804

IJR|464287804

Shares:143.6K

Value:$15.0M

% of Portfolio:1.2% ($15.0M/$1.3B)

Apple Inc.

AAPL|037833100

Shares:64.8K

Value:$14.4M

% of Portfolio:1.1% ($14.4M/$1.3B)

922908363

VOO|922908363

Shares:25.9K

Value:$13.3M

% of Portfolio:1.0% ($13.3M/$1.3B)

464287309

IVW|464287309

Shares:133.2K

Value:$12.4M

% of Portfolio:1.0% ($12.4M/$1.3B)

92206C664

VTWO|92206C664

Shares:149.0K

Value:$12.0M

% of Portfolio:0.9% ($12.0M/$1.3B)

464287697

Shares:113.8K

Value:$11.5M

% of Portfolio:0.9% ($11.5M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	437.6K	QoQ -1.15% (-5.1K) YoY -2.64% (-11.9K)	All Managers (Combined)	$245.9M	19.2% ($245.9M/$1.3B)	QoQ -5.65% (-$14.7M) YoY +4.05% (-$9.6M)
(RSPcusip46137V357)	1.3M	QoQ -0.87% (-11.8K) YoY -0.68% (-9.2K)	All Managers (Combined)	$230.5M	18.0% ($230.5M/$1.3B)	QoQ -2.01% (-$4.7M) YoY +1.57% (-$3.6M)
(IWMcusip464287655)	710.2K	QoQ -0.65% (-4.7K) YoY +0.55% (-3.9K)	All Managers (Combined)	$141.7M	11.1% ($141.7M/$1.3B)	QoQ -10.30% (-$16.3M) YoY -4.61% (-$6.9M)
(cusip46429B663)✕	458.0K	QoQ -1.36% (-6.4K) YoY -4.46% (-21.4K)	All Managers (Combined)	$55.5M	4.3% ($55.5M/$1.3B)	QoQ +6.41% (-$3.3M) YoY +4.99% (-$2.6M)
(IEFAcusip46432F842)	565.9K	QoQ +0.91% (+5.1K) YoY +6.10% (+32.6K)	All Managers (Combined)	$42.8M	3.3% ($42.8M/$1.3B)	QoQ +8.62% (+$3.4M) YoY +8.14% (+$3.2M)
(EFAcusip464287465)	500.7K	QoQ -0.68% (-3.5K) YoY -3.09% (-16.0K)	All Managers (Combined)	$40.9M	3.2% ($40.9M/$1.3B)	QoQ +7.35% (-$2.8M) YoY -0.82% (-$342.1K)
(DVYcusip464287168)	231.2K	QoQ -1.15% (-2.7K) YoY -2.43% (-5.8K)	All Managers (Combined)	$31.0M	2.4% ($31.0M/$1.3B)	QoQ +1.10% (-$339.5K) YoY +6.36% (-$1.9M)
(VEAcusip921943858)	399.9K	QoQ +0.42% (+1.7K) YoY -18.31% (-89.7K)	All Managers (Combined)	$20.3M	1.6% ($20.3M/$1.3B)	QoQ +6.74% (+$1.3M) YoY -17.24% (-$4.2M)
(cusip46436E387)✕	836.1K	QoQ +95.27% (+407.9K) YoY +989.88% (+759.4K)	All Managers (Combined)	$19.5M	1.5% ($19.5M/$1.3B)	QoQ +95.20% (+$9.5M) YoY +990.82% (+$17.7M)
(cusip46436E478)✕	857.1K	QoQ +58.60% (+316.7K) YoY +685.23% (+748.0K)	All Managers (Combined)	$19.1M	1.5% ($19.1M/$1.3B)	QoQ +59.21% (+$7.1M) YoY +687.53% (+$16.7M)
(VYMcusip921946406)	140.6K	QoQ +0.56% (+787) YoY +19.55% (+23.0K)	All Managers (Combined)	$18.1M	1.4% ($18.1M/$1.3B)	QoQ +1.64% (+$293.1K) YoY +27.42% (+$3.9M)
(cusip46436E528)✕	755.3K	QoQ +75.70% (+325.4K) YoY +618.45% (+650.2K)	All Managers (Combined)	$17.5M	1.4% ($17.5M/$1.3B)	QoQ +76.23% (+$7.6M) YoY +623.43% (+$15.1M)
(ICFcusip464287564)	254.3K	QoQ -6.95% (-19.0K) YoY -24.90% (-84.3K)	All Managers (Combined)	$15.6M	1.2% ($15.6M/$1.3B)	QoQ -4.99% (-$821.7K) YoY -19.91% (-$3.9M)
HCA Healthcare, Inc.(HCAcusip40412C101)	45.1K	QoQ 0.00% (+1) YoY -2.64% (-1.2K)	All Managers (Combined)	$15.6M	1.2% ($15.6M/$1.3B)	QoQ +15.12% (+$2.0M) YoY +0.86% (-$133.4K)
(IJRcusip464287804)	143.6K	QoQ -6.66% (-10.3K) YoY -4.19% (-6.3K)	All Managers (Combined)	$15.0M	1.2% ($15.0M/$1.3B)	QoQ -15.29% (-$2.7M) YoY -9.34% (-$1.5M)
Apple Inc.(AAPLcusip037833100)	64.8K	QoQ +5.06% (-3.1K) YoY +26.99% (+13.8K)	All Managers (Combined)	$14.4M	1.1% ($14.4M/$1.3B)	QoQ -6.80% (-$1.1M) YoY +64.50% (+$5.6M)
(VOOcusip922908363)	25.9K	QoQ -1.97% (-523) YoY -7.58% (-2.1K)	All Managers (Combined)	$13.3M	1.0% ($13.3M/$1.3B)	QoQ -6.51% (-$926.8K) YoY -1.20% (-$161.8K)
(IVWcusip464287309)	133.2K	QoQ -5.75% (-8.1K) YoY -6.96% (-10.0K)	All Managers (Combined)	$12.4M	1.0% ($12.4M/$1.3B)	QoQ -13.83% (-$2.0M) YoY +2.28% (-$276.0K)
(VTWOcusip92206C664)	149.0K	QoQ +0.03% (-48) YoY -3.86% (-6.0K)	All Managers (Combined)	$12.0M	0.9% ($12.0M/$1.3B)	QoQ -9.68% (-$1.3M) YoY -8.84% (-$1.2M)
(cusip464287697)✕	113.8K	QoQ +0.16% (+191) YoY -3.91% (-4.6K)	All Managers (Combined)	$11.5M	0.9% ($11.5M/$1.3B)	QoQ +5.59% (+$611.5K) YoY +15.29% (-$1.5M)