LBMC INVESTMENT ADVISORS, LLC at 2023-06-30

Filling information for LBMC INVESTMENT ADVISORS, LLC as Treemap, investor disclosed 164 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
001055102 001055102 A F L A C Inc COM 3884385 55650
00206R102 00206R102 A T & T Corp COM 222418 13945
002824100 002824100 Abbott Laboratories COM 284616 2611
00287Y109 00287Y109 Abbvie Inc COM 381495 2832
007903107 007903107 Advanced Micro Devic COM 485371 4261
02072L102 02072L102 Alpha Architect US Quantitative Val ETF COM 276800 8000
023135106 023135106 Amazon Com Inc COM 2368120 18166
032654105 032654105 Analog Devices Inc COM 368581 1892
037833100 037833100 Apple Computer Inc COM 9778527 50413
04010L103 04010L103 Ares Capital Corp COM 189384 10079
049560105 049560105 Atmos Energy Corp COM 523304 4498
060505104 060505104 Bank Of America Corp COM 634097 22102
084670702 084670702 Berkshire Hathaway Cl B COM 3406931 9991
09260D107 09260D107 Blackstone Group LP COM 803725 8645
097023105 097023105 Boeing Co COM 281208 1332
110122108 110122108 Bristol-Myers Squibb Co COM 479234 7494
126650100 126650100 C V S Corp Del COM 269538 3899
166764100 166764100 Chevrontexaco Corp COM 885408 5627
17275R102 17275R102 Cisco Systems Inc COM 567134 10961
177835105 177835105 City Holding Co COM 269970 3000
191216100 191216100 Coca Cola Company COM 2335134 38777
20825C104 20825C104 Conocophillips COM 670834 6475
22052L104 22052L104 Corteva Inc com COM 242264 4228
22160K105 22160K105 Costco Whsl Corp New COM 614292 1141
25434V724 25434V724 DFA Tax-Managed US Marketwide Value II COM 903635 26192
25434V609 25434V609 Dfa Tax Managed US Small COM 390188 8411
254687106 254687106 Disney Walt Hldg Co COM 935982 10484
260557103 260557103 Dow Chemical Company COM 234237 4398
26441C204 26441C204 Duke Energy Corporation COM 537858 5994
26614N102 26614N102 Dupont De Nemours Inc COM 302048 4228
30231G102 30231G102 Exxon Mobil Corporation COM 2319579 21628
30303M102 30303M102 Facebook Inc Class A COM 487292 1698
31428X106 31428X106 Fedex Corporation COM 444506 1793
345370860 345370860 Ford Motor Company COM 237569 15702
37045V100 37045V100 General Motors Corp COM 536138 13904
02079K305 02079K305 Google Inc Cl A COM 1595721 13331
02079K107 02079K107 Google Inc Class C COM 1536682 12703
383082104 383082104 Gorman Rupp Co Com COM 1761974 61116
40412C101 40412C101 Hca The Healthcare Co COM 14163906 46672
437076102 437076102 Home Depot Inc COM 1703947 5485
438516106 438516106 Honeywell International COM 227005 1094
444859102 444859102 Humana Inc COM 268278 600
458140100 458140100 Intel Corp COM 327945 9807
459200101 459200101 Intl Business Machines COM 719629 5378
46137V357 46137V357 Invesco S&P 500 Eql Wgt COM 201133154 1344114
46137V241 46137V241 Invesco S&P 500(R) Quality ETF COM 264963 5252
464287564 464287564 Ishares Cohen Steers REIT COM 19516484 351205
46434G103 46434G103 Ishares Core Msci COM 7760505 157446
46432F842 46432F842 Ishares Core Msci Eafe COM 37967217 562477
464287234 464287234 Ishares MSCI Emrg Mkt Fd COM 5708150 144291
46429B663 46429B663 Ishares Msci ETF High Dividend Equity Fund COM 50903220 505042
464287655 464287655 Ishares Russell 2000 COM 134250055 716880
464287499 464287499 Ishares Russell Index Fd COM 243560 3335
464287606 464287606 Ishares S&P Midcap COM 1085383 14472
464288687 464288687 Ishares S&P U S Pfd Fund COM 726269 23481
464287200 464287200 Ishares TRUST S&P 500 COM 207163782 464795
464287697 464287697 Ishares Tr Dj US Utils COM 10079752 123300
464288448 464288448 Ishares Tr Dow Jones COM 599780 22779
464287739 464287739 Ishares Tr Dow Jones Re COM 857784 9912
464287168 464287168 Ishares Tr Dow Jones Select Divid Index COM 27982751 246979
464287465 464287465 Ishares Tr MSCI EAFE Fd COM 39267393 541619
464287614 464287614 Ishares Tr Russell COM 764073 2777
464287408 464287408 Ishares Tr S&P 500/ Value Index Fd COM 8941695 55473
464287309 464287309 Ishares Tr S&P 500/ Barra Growth Index COM 9766652 138573
464289859 464289859 Ishares Tr S&P Aggressive COM 9809050 147860
464289867 464289867 Ishares Tr S&P Allocation Fd COM 4145011 80564
464287507 464287507 Ishares Tr S&P Midcap COM 5535302 21169
464287804 464287804 Ishares Tr S&P Smallcap COM 13308371 133551
46625H100 46625H100 J P Morgan Chase & Co COM 1089352 7490
478160104 478160104 Johnson & Johnson COM 1207223 7294
494368103 494368103 Kimberly-Clark Corp COM 686158 4970
532457108 532457108 Lilly Eli & Company COM 844164 1800
559080106 559080106 Magellan Midstream Ptnrs COM 257195 4127
57636Q104 57636Q104 Mastercard Inc COM 682899 1736
580135101 580135101 Mc Donalds Corp COM 427699 1433
58155Q103 58155Q103 Mckesson Corporation COM 216646 507
58933Y105 58933Y105 Merck & Co Inc COM 1009778 8751
595112103 595112103 Micron Technology Inc COM 204855 3246
594918104 594918104 Microsoft Corp COM 4390952 12894
78467Y107 78467Y107 Mid Cap S P D R TRUST COM 1063180 2220
60937P106 60937P106 Mongodb Inc Cl A COM 1027475 2500
67066G104 67066G104 NVIDIA Corp COM 347970 823
46090E103 46090E103 Nasdaq 100 Shares COM 2239864 6063
H57312649 H57312649 Nestle Sa Ord COM 1243295 10345
65339F101 65339F101 Nextera Energy Inc COM 392860 5295
654106103 654106103 Nike Inc Class B COM 212525 1926
68389X105 68389X105 Oracle Corporation COM 864951 7263
713448108 713448108 Pepsico Incorporated COM 850294 4591
714046109 714046109 PerkinElmer Inc COM 253379 2133
717081103 717081103 Pfizer Incorporated COM 619808 16898
718172109 718172109 Philip Morris Intl Inc COM 359739 3685
718546104 718546104 Phillips COM 262959 2757
72346Q104 72346Q104 Pinnancle Finl Partners Inc COM 608938 10749
693475105 693475105 Pnc Finl Services Gp Inc COM 227006 1802
46138B103 46138B103 Powershs Db Commdty Indx COM 542364 23893
74347R206 74347R206 ProShares Ultra QQQ COM 228954 3556
742718109 742718109 Procter & Gamble Co COM 235804 1554
74373P108 74373P108 Provectus Pharmaceutical Inc COM 2488 22000
744320102 744320102 Prudential Financial Inc COM 202294 2293
75513E101 75513E101 Raytheon Technologies Ord COM 404859 4133
7591EP100 7591EP100 Regions Financial Cp New COM 380046 21327
780087102 780087102 Royal Bk Cda Montreal COM 215280 2254
78029U205 78029U205 Royal Helium Ltd COM 24489 90700
78462F103 78462F103 S P D R TRUST Unit SR COM 5994546 13523
78464A854 78464A854 SPDR Portfolio S&P 500 ETF COM 280352 5380
78468R812 78468R812 SPDR(R) MSCI USA StrategicFactors ETF COM 1194658 9716
78463X889 78463X889 SPDR(R) Portfolio Developed Wld ex-US ETF COM 982020 30179
78468R788 78468R788 SPDR(R) Portfolio S&P 500 High Div ETF COM 905716 24426
78464A508 78464A508 SPDR(R) Portfolio S&P 500 Value ETF COM 623382 14430
78468R853 78468R853 SPDR(R) Portfolio S&P 600 Sm Cap ETF COM 1985307 51115
78464A300 78464A300 SPDR(R) S&P 600 Small Cap Value ETF COM 286486 3711
808524763 808524763 Sch Fnd US Sm Etf COM 685464 13587
808524870 808524870 Sch US Tips Etf COM 200125 3817
808524805 808524805 Schw Intl Eq Etf COM 475535 13339
808524201 808524201 Schw US Lcap Etf COM 1441048 27517
808524607 808524607 Schw US Scap Etf COM 459864 10499
808524730 808524730 Schwab Funda Emg Mkts COM 233836 8735
808524755 808524755 Schwab Fundamental Inl COM 656327 20326
808524748 808524748 Schwab Fundamental Intl COM 234355 7061
808524771 808524771 Schwab Fundamental US COM 1334153 23174
808524854 808524854 Schwab Intermediate Term COM 229645 4660
81369Y407 81369Y407 Sector Spdr Consumer Fd COM 244696 1441
81369Y209 81369Y209 Sector Spdr Health Fund COM 1856656 13988
83190L208 83190L208 Smartfinancial Inc COM 952850 44298
831865209 831865209 Smith A O COM 4284222 58865
78467X109 78467X109 Spdr Dow Jones COM 321358 935
78463V107 78463V107 Spdr Gold TRUST COM 493273 2767
78464A409 78464A409 Spdr S&P 500 Growth Etf COM 2008304 32918
78464A201 78464A201 Spdr S&P 600 Small Cap COM 538223 6994
78464A763 78464A763 Spdr S&P Dividend Etf COM 323325 2638
871607107 871607107 Synopsys Inc COM 662694 1522
871829107 871829107 Sysco Corporation COM 787633 10615
88160R101 88160R101 Tesla Motors Inc COM 401555 1534
882508104 882508104 Texas Instruments Inc COM 223405 1241
842587107 842587107 The Southern Company COM 1939615 27610
89845Y107 89845Y107 Truxton Corp COM 441426 7329
902973304 902973304 U S Bancorp Del New COM 246288 7454
910047109 910047109 United Continental Holdings Inc Com Usd0 COM 244172 4450
911312106 911312106 United Parcel Service B COM 248458 1386
91324P102 91324P102 Unitedhealth Group Inc COM 335487 698
921908844 921908844 Vanguard Div Appreciation COM 570622 3513
922042858 922042858 Vanguard Emerging Market COM 8663342 212963
921943858 921943858 Vanguard Europe Pac Etf COM 23461692 508049
921946406 921946406 Vanguard High Div ETF COM 11718364 110478
922908629 922908629 Vanguard Mid Cap COM 9554066 43396
92206C771 92206C771 Vanguard Mortgage Backed COM 311030 6763
922908553 922908553 Vanguard REIT COM 8355491 99994
92206C664 92206C664 Vanguard Russell 2000 COM 11151569 147469
922908363 922908363 Vanguard S&P 500 Etf COM 11730373 28802
921937827 921937827 Vanguard Short Term Bd Index COM 843098 11157
922908769 922908769 Vanguard Total Stock Mkt COM 212459 965
922042742 922042742 Vanguard Total World COM 1402108 14458
92343V104 92343V104 Verizon Communications COM 281697 7575
92826C839 92826C839 Visa Inc Cl A COM 685060 2885
931142103 931142103 Wal-Mart Stores Inc COM 443761 2823
949746101 949746101 Wells Fargo & Co New COM 279831 6556
46571Y107 46571Y107 i3 Verticals Inc COM 244602 10700
46435U150 46435U150 iShares iBonds 2023 Term HY and Inc ETF COM 490001 20736
46435U184 46435U184 iShares iBonds 2024 Term HY and Inc ETF COM 947870 41069
46435U168 46435U168 iShares iBonds 2025 Term HY and Inc ETF COM 277150 12050
46435G318 46435G318 iShares iBonds Dec 2023 Term Muni Bd ETF COM 3326701 130510
46435U697 46435U697 iShares iBonds Dec 2024 Term Muni Bond COM 2164763 84036
46435U432 46435U432 iShares iBonds Dec 2025 Term Muni Bd ETF COM 2601711 98793
46435U259 46435U259 iShares iBonds Dec 2026 Term Muni Bd ETF COM 1233568 48990

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