account_balance
Investment manager · 13F filer · SEC CIK 1536924
LBMC Investment Advisors, LLC
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Reported value$1.85Bas of Jun 30, 2026
Positions245 33 new, 18 sold out
Top 10 weight61.7%IVV alone is 17%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
16.9%
RSPInvesco Exchange Traded Fd T
15.2%
IWMiShares Tr
11.4%
HDViShares Tr
3.4%
IEFAiShares Tr
3.3%Added +5%
EFAiShares Tr
2.7%
IBHHiShares Tr
2.5%+11%
IBHIiShares Tr
2.2%+16%
IBHGiShares Tr
2.1%
DVYiShares Tr
2.0%
IBHJiShares Tr
1.7%
VEAVanguard Tax-Managed FDS
1.7%
IVViShares Tr
16.9%
RSPInvesco Exchange Traded Fd T
15.2%
IWMiShares Tr
11.4%
HDV3.4%
IEFA3.3%
EFA2.7%
IBHH2.5%
IBHI2.2%
IBHG2.1%
DVY2.0%
IBHJ
VEA1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 16.9% Held
RSP Invesco Exchange Traded Fd T 15.2% Held
IWM iShares Tr 11.4% Held
HDV iShares Tr 3.4% Held
IEFA iShares Tr 3.3% Added +5%
EFA iShares Tr 2.7% Held
IBHH iShares Tr 2.5% Added +11%
IBHI iShares Tr 2.2% Added +16%
IBHG iShares Tr 2.1% Added +10%
DVY iShares Tr 2.0% Held
IBHJ iShares Tr 1.7% Added +27%
VEA Vanguard Tax-Managed FDS 1.7% Held
What changed
Biggest moves since Mar 31, 2026
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