LBMC INVESTMENT ADVISORS, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001536924 · BRENTWOOD, TN

As of Sep 30, 2025, LBMC INVESTMENT ADVISORS, LLC reported 236 positions worth .6B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	431,124	$288.6M	18.48%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	1,336,510	$253.5M	16.24%
ISHARES RUSSELL 2000 ETF	IWM	—	704,261	70.4M	10.91%
ISHARES CORE HIGH DIVIDEND ETF	HDV	—	455,280	$55.7M	3.57%
ISHARES CORE MSCI EAFE ETF	IEFA	—	573,446	$50.1M	3.21%
ISHARES MSCI EAFE ETF	EFA	—	487,157	$45.5M	2.91%
ISHARES TR	IBHH	—	1,515,968	$36.2M	2.32%
ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF	IBHG	—	1,458,696	$32.8M	2.10%
ISHARES SELECT DIVIDEND ETF	DVY	—	228,942	$32.5M	2.08%
VANGUARD TAX-MANAGED FUNDS	VEA	—	408,861	$24.5M	1.57%
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF	IBHF	—	1,038,643	$24.3M	1.56%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND	VYM	—	160,759	$22.7M	1.45%
ISHARES TR	IBHI	—	943,906	$22.5M	1.44%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	171,736	$20.4M	1.31%
HCA HEALTHCARE INC	HCA	Healthcare	44,188	8.8M	1.21%
APPLE INC	AAPL	Technology	63,716	6.2M	1.04%
VANGUARD 500 INDEX FUND	VOO	—	25,777	5.8M	1.01%
ISHARES SELECT US REIT ETF	ICF	—	253,930	5.6M	1.00%
ISHARES S&P 500 GROWTH ETF	IVW	—	123,137	4.9M	0.95%
VANGUARD RUSSELL 2000 INDEX FUND	VTWO	—	151,127	4.8M	0.95%
ISHARES TR	IBHJ	—	521,450	4.0M	0.89%
VANGUARD MID-CAP INDEX FUND	VO	—	44,357	3.0M	0.83%
ISHARES US UTILITIES ETF	IDU	—	110,709	2.3M	0.79%
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF	IBMP	—	471,757	2.0M	0.77%
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF	IBMO	—	464,080	1.9M	0.76%