13F HOLDINGS REPORT

LBMC INVESTMENT ADVISORS, LLC

Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001214659-25-010206

Total Value

$1.40B

Positions

214

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (214)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	Ishares TRUST S&P 500	464287200	436,014	$270.7M	19.31%
2	Invesco S&P 500 Eql Wgt	IVZ	1,329,740	$241.7M	17.23%
3	Ishares Russell 2000	464287655	701,496	$151.4M	10.80%
4	Ishares Msci ETF High Dividend Equity Fund	46429B663	458,651	$53.7M	3.83%
5	Ishares Core Msci Eafe	46432F842	565,130	$47.2M	3.36%
6	Ishares Tr MSCI EAFE Fd	464287465	495,928	$44.3M	3.16%
7	Ishares Tr Dow Jones Select Divid Index	464287168	231,517	$30.7M	2.19%
8	iShares iBonds 2028 Term High Yield and Income ETF	46436E387	1,173,912	$27.9M	1.99%
9	iShares iBonds 2027 Term High Yield and Income ETF	46436E478	1,165,621	$26.3M	1.87%
10	Vanguard Europe Pac Etf	921943858	406,696	$23.2M	1.65%
11	iShares iBonds 2026 Term High Yield and Income ETF	46436E528	854,318	$19.8M	1.42%
12	Vanguard High Div ETF	921946406	146,459	$19.5M	1.39%
13	Hca The Healthcare Co	HCA	45,138	$17.3M	1.23%
14	Ishares Tr S&P Smallcap	464287804	154,292	$16.9M	1.20%
15	Ishares Cohen Steers REIT	464287564	256,086	$15.7M	1.12%
16	Vanguard S&P 500 Etf	922908363	25,810	$14.7M	1.05%
17	Vanguard Russell 2000	92206C664	162,373	$14.2M	1.01%
18	Ishares Tr S&P 500/ Barra Growth Index	464287309	128,432	$14.1M	1.01%
19	Apple Computer Inc	AAPL	64,302	$13.2M	0.94%
20	Vanguard Mid Cap	922908629	44,470	$12.4M	0.89%
21	iShares iBonds 2029 Term High Yield and Income ETF	46436E379	511,879	$12.1M	0.86%
22	Ishares Tr Dj US Utils	464287697	112,844	$11.8M	0.84%
23	Ishares Tr S&P Aggressive	464289859	134,824	$11.2M	0.80%
24	iShares iBonds Dec 2027 Term Muni Bond ETF	46435U283	424,215	$10.8M	0.77%
25	iShares iBonds Dec 2026 Term Muni Bond ETF	46435U259	411,927	$10.6M	0.75%
26	iShares iBonds Dec 2028 Term Muni Bond ETF	46435U325	375,752	$9.5M	0.68%
27	Ishares Tr S&P 500/ Value Index Fd	464287408	44,413	$8.7M	0.62%
28	Vanguard REIT	922908553	90,244	$8.0M	0.57%
29	Microsoft Corp	MSFT	15,574	$7.7M	0.55%
30	iShares iBonds 2030 Term High Yield and Income ETF	46436E122	277,111	$7.4M	0.53%
31	iShares iBonds Dec 2025 Term Muni Bond ETF	46435U432	274,808	$7.4M	0.52%
32	Amazon Com Inc	AMZN	32,045	$7.0M	0.50%
33	Vanguard Emerging Market	922042858	141,046	$7.0M	0.50%
34	Ishares Core Msci	46434G103	112,692	$6.8M	0.48%
35	iShares iBonds 2025 Term High Yield and Income ETF	46435U168	252,539	$5.9M	0.42%
36	iShares iBonds Dec 2029 Term Muni Bond ETF	46436E163	224,821	$5.7M	0.40%
37	A F L A C Inc	AFL	52,655	$5.6M	0.40%
38	Berkshire Hathaway Cl B	BRK-A	10,946	$5.3M	0.38%
39	Google Inc Class C	GOOG	28,961	$5.1M	0.37%
40	Ishares MSCI Emrg Mkt Fd	464287234	101,169	$4.9M	0.35%
41	SPDR Portfolio Developed Wld ex-US ETF	78463X889	117,593	$4.8M	0.34%
42	iShares iBonds Dec 2027 Term Corp ETF	46435UAA9	195,185	$4.7M	0.34%
43	ISHARES IBND DEC 2030 TRM CORP ETF	46436E726	214,281	$4.7M	0.34%
44	Ishares Tr S&P Midcap	464287507	74,517	$4.6M	0.33%
45	Ishares Tr S&P Allocation Fd	464289867	74,103	$4.6M	0.33%
46	iShares iBonds Dec 2029 Term Corporate ETF	46436E205	192,654	$4.5M	0.32%
47	S P D R TRUST Unit SR	SPY	7,274	$4.5M	0.32%
48	Facebook Inc Class A	META	5,957	$4.4M	0.31%
49	iShares iBonds Dec 2028 Term Corp ETF	46435U515	153,710	$3.9M	0.28%
50	iShares iBonds Dec 2026 Term Corp ETF	46435GAA0	143,302	$3.5M	0.25%
51	Nasdaq 100 Shares	IVZ	6,296	$3.5M	0.25%
52	Smith A O	AOS	52,918	$3.5M	0.25%
53	A O N Plc	AON	9,391	$3.4M	0.24%
54	Spdr S&P 500 Growth Etf	78464A409	33,210	$3.2M	0.23%
55	Home Depot Inc	HD	7,698	$2.8M	0.20%
56	Coca Cola Company	KO	38,897	$2.8M	0.20%
57	The Southern Company	SOMN	29,269	$2.7M	0.19%
58	Google Inc Cl A	GOOG	13,690	$2.4M	0.17%
59	Gorman Rupp Co Com	GRC	61,116	$2.2M	0.16%
60	Vanguard Total World	922042742	16,076	$2.1M	0.15%
61	SPDR MSCI USA StrategicFactors ETF	78468R812	12,367	$2.0M	0.14%
62	NVIDIA Corp	NVDA	12,737	$2.0M	0.14%
63	Pinnancle Finl Partners Inc	72346Q104	18,146	$2.0M	0.14%
64	J P Morgan Chase & Co	VYLD	6,781	$2.0M	0.14%
65	Exxon Mobil Corporation	XOM	18,172	$2.0M	0.14%
66	Schw US Lcap Etf	808524201	79,388	$1.9M	0.14%
67	Vanguard Information Technology ETF	92204A702	2,864	$1.9M	0.14%
68	iShares iBonds 2031 Term High Yield and Income ETF	46438G661	67,940	$1.8M	0.13%
69	iShares iBonds Dec 2031 Term Corp ETF	46436E486	81,724	$1.7M	0.12%
70	Oracle Corporation	ORCL-PD	7,263	$1.6M	0.11%
71	Disney Walt Hldg Co	254687106	12,772	$1.6M	0.11%
72	Intl Business Machines	INTR	5,334	$1.6M	0.11%
73	Schwab Fundamental US	808524771	62,929	$1.5M	0.11%
74	iShares iBonds Dec 2030 Term Muni Bond ETF	46438G687	60,174	$1.5M	0.11%
75	SPDR Portfolio S&P 500 ETF	78464A854	21,036	$1.5M	0.11%
76	Smartfinancial Inc	SMBK	43,865	$1.5M	0.11%
77	Costco Whsl Corp New	22160K105	1,481	$1.5M	0.10%
78	Blackstone Group LP	BX	9,661	$1.4M	0.10%
79	Lilly Eli & Company	LLY	1,800	$1.4M	0.10%
80	Ishares S&P Midcap	464287606	14,495	$1.3M	0.09%
81	iShares Bitcoin Trust ETF	IBIT	21,530	$1.3M	0.09%
82	Super Micro Computer Inc	SMCI	24,985	$1.2M	0.09%
83	General Electric Company	369604301	4,695	$1.2M	0.09%
84	FIDELITY WISE ORIGIN BITCOIN FUND	FBTC	12,655	$1.2M	0.08%
85	Visa Inc Cl A	V	3,245	$1.2M	0.08%
86	iShares iBonds Dec 2032 Term Corp ETF	46436E312	43,495	$1.1M	0.08%
87	Johnson & Johnson	JNJ	7,171	$1.1M	0.08%
88	Sector Spdr Health Fund	81369Y209	8,122	$1.1M	0.08%
89	DFA Tax-Managed US Marketwide Value II	25434V724	25,330	$1.1M	0.08%
90	Shopify Inc	SHOP	8,950	$1.0M	0.07%
91	Boeing Co	BA-PA	4,715	$987,934	0.07%
92	Mastercard Inc	MA	1,736	$975,716	0.07%
93	Snowflake Cl A Ord	SNOW	4,328	$968,477	0.07%
94	Wal-Mart Stores Inc	WMT	9,234	$902,891	0.06%
95	Vanguard Total Stock Mkt	922908769	2,894	$879,489	0.06%
96	Ishares Tr Russell	464287614	2,038	$865,243	0.06%
97	Chevrontexaco Corp	CVX	5,983	$856,706	0.06%
98	Cisco Systems Inc	CSCO	12,132	$841,712	0.06%
99	iShares MSCI USA Equal Weighted ETF	464286681	8,400	$832,608	0.06%
100	Bank Of America Corp	060505104	17,446	$825,552	0.06%
101	Advanced Micro Devic	AMD	5,691	$807,553	0.06%
102	Vanguard Div Appreciation	921908844	3,888	$795,772	0.06%
103	Nestle Sa Ord	H57312649	7,945	$789,791	0.06%
104	Schwab Fundamental Inl	808524755	19,697	$788,274	0.06%
105	SPDR Portfolio S&P 500 Value ETF	78464A508	13,475	$705,279	0.05%
106	Merck & Co Inc	MRK	8,786	$695,500	0.05%
107	Truxton Corp	89845Y107	8,339	$667,120	0.05%
108	FIS CHRISTIAN STOCK FUND ETF	78433H204	20,780	$636,352	0.05%
109	Sch Fnd US Sm Etf	808524763	21,854	$626,117	0.04%
110	Ge Vernova Llc Com	GEV	1,167	$617,523	0.04%
111	Pnc Finl Services Gp Inc	693475105	3,302	$615,623	0.04%
112	Ishares Tr Dow Jones	464288448	17,360	$599,090	0.04%
113	Conocophillips	COP	6,593	$591,699	0.04%
114	Schw Intl Eq Etf	808524805	26,496	$585,562	0.04%
115	Vanguard Short Term Bd Index	921937827	7,415	$583,544	0.04%
116	Wells Fargo & Co New	949746101	7,131	$571,375	0.04%
117	Spdr Dow Jones	78467X109	1,295	$570,451	0.04%
118	Abbvie Inc	ABBV	3,072	$570,293	0.04%
119	Tesla Motors Inc	TSLA	1,778	$564,799	0.04%
120	Raytheon Technologies Ord	RTX	3,813	$556,736	0.04%
121	Synopsys Inc	SNPS	1,083	$555,232	0.04%
122	Mc Donalds Corp	MCD	1,801	$526,161	0.04%
123	Mongodb Inc Cl A	MDB	2,500	$524,975	0.04%
124	Pepsico Incorporated	PEP	3,892	$513,869	0.04%
125	Novo Nordisk A/S B	NONOF	7,250	$503,594	0.04%
126	SPDR S&P Emerging Markets ETF	78463X509	11,705	$500,268	0.04%
127	Schw US Scap Etf	808524607	19,766	$500,084	0.04%
128	Ishares S&P U S Pfd Fund	464288687	16,087	$493,551	0.04%
129	Atmos Energy Corp	ATO	2,996	$461,714	0.03%
130	Dfa Tax Managed US Small	25434V609	8,550	$461,362	0.03%
131	Analog Devices Inc	ADI	1,892	$450,334	0.03%
132	Regions Financial Cp New	RF-PF	18,914	$444,856	0.03%
133	Trane Technologies PLC	TT	1,000	$437,410	0.03%
134	ProShares Ultra QQQ	74347R206	3,556	$418,611	0.03%
135	Broadcom Ltd	AVGO	1,494	$411,945	0.03%
136	Capital Southwest Corp	CSWC	18,250	$402,230	0.03%
137	Caterpillar Inc	CAT	1,036	$402,186	0.03%
138	The Charles Schwab Corp	SCHW-PJ	4,388	$400,361	0.03%
139	Micron Technology Inc	MU	3,246	$400,070	0.03%
140	Nebius Group NV	NBIS	7,190	$397,823	0.03%
141	iShares iBonds Dec 2033 Term Corp ETF	46436E130	15,310	$396,606	0.03%
142	Main Street Capital Corp	56035L104	6,630	$391,833	0.03%
143	Philip Morris Intl Inc	718172109	2,139	$389,591	0.03%
144	Duke Energy Corporation	DUKB	3,243	$382,714	0.03%
145	iShares iBonds Dec 2034 Term Corp ETF	46438G653	14,600	$381,498	0.03%
146	Align Technology Inc	ALGN	2,000	$378,660	0.03%
147	Invesco S&P 500(R) Quality ETF	IVZ	5,230	$372,690	0.03%
148	Abbott Laboratories	ABLZF	2,728	$371,061	0.03%
149	Procter & Gamble Co	742718109	2,328	$370,897	0.03%
150	iShares iBonds Dec 2028 Term Treasury ETF	46436E833	16,480	$368,482	0.03%
151	Nextera Energy Inc	NEE-PW	5,299	$367,873	0.03%
152	City Holding Co	CHCO	3,000	$367,260	0.03%
153	Pfizer Incorporated	PFE	15,041	$364,588	0.03%
154	Fedex Corporation	FDX	1,593	$362,124	0.03%
155	U S Bancorp Del New	USB-PS	7,984	$361,268	0.03%
156	Spdr S&P Dividend Etf	78464A763	2,655	$360,336	0.03%
157	Alpha Architect US Quantitative Val ETF	02072L102	8,000	$352,080	0.03%
158	Truist Finl Corp Com	89832Q109	8,098	$348,133	0.02%
159	United Continental Holdings Inc Com Usd0	UNTCW	4,267	$339,781	0.02%
160	Invesco NASDAQ 100 ETF	IVZ	1,483	$336,789	0.02%
161	Ishares Russell Index Fd	464287499	3,658	$336,407	0.02%
162	Fifth Third Bancorp	FITBM	8,000	$329,040	0.02%
163	Bristol-Myers Squibb Co	CELG-RI	6,980	$323,096	0.02%
164	A T & T Corp	T-PC	10,924	$316,136	0.02%
165	General Motors Corp	37045V100	6,404	$315,141	0.02%
166	Corteva Inc com	CTVA	4,228	$315,113	0.02%
167	Mckesson Corporation	MCK	430	$315,095	0.02%
168	Vanguard Mortgage Backed	92206C771	6,614	$306,493	0.02%
169	Carnival Corp	CUKPF	10,710	$301,165	0.02%
170	Spdr S&P Regional	78464A698	5,000	$296,950	0.02%
171	Phillips	PSX	2,489	$296,950	0.02%
172	Schwab Fundamental Intl	808524748	7,061	$296,915	0.02%
173	Sector Spdr Consumer Fd	81369Y407	1,366	$296,873	0.02%
174	Royal Bk Cda Montreal	780087102	2,254	$296,514	0.02%
175	SPDR S&P 600 Small Cap Growth ETF	78464A201	3,299	$292,766	0.02%
176	Salesforce Com	CRM	1,066	$290,688	0.02%
177	Dupont De Nemours Inc	DD	4,228	$289,999	0.02%
178	Schwab Funda Emg Mkts	808524730	8,735	$288,342	0.02%
179	Honeywell International	438516106	1,236	$287,840	0.02%
180	i3 Verticals Inc	IIIV	10,450	$287,166	0.02%
181	Block H & R Incorporated	BSQKZ	5,000	$274,450	0.02%
182	Unitedhealth Group Inc	UNH	869	$271,102	0.02%
183	Paypal Holdings Inco	PYPL	3,500	$260,120	0.02%
184	Deere & Co	DE	510	$259,330	0.02%
185	Texas Instruments Inc	882508104	1,241	$257,656	0.02%
186	CrowdStrike Holdings Inc	CRWD	500	$254,655	0.02%
187	FB Financial Corp	30257X104	5,600	$253,687	0.02%
188	Spdr Gold TRUST	GLD	815	$248,436	0.02%
189	Prudential Financial Inc	PUKPF	2,296	$246,672	0.02%
190	Enterprise Products Pptns Lp	293792107	7,924	$245,738	0.02%
191	Energy Transfer Equity LP	ET-PI	13,418	$243,261	0.02%
192	Verizon Communications	VZ	5,606	$242,563	0.02%
193	Ishares Gold Trust ETF	IAU	3,878	$241,832	0.02%
194	American Express Company	AXP	750	$239,235	0.02%
195	Vanguard Growth	922908736	541	$237,174	0.02%
196	Schwab Intermediate Term	808524854	9,188	$229,976	0.02%
197	iShares iBonds Dec 2027 Term Treasury ETF	46436E841	9,930	$223,326	0.02%
198	Marathon Pete Corp	MARA	1,338	$222,289	0.02%
199	Rbb Fd Inc Motley Fol Etf	74933W601	3,364	$217,012	0.02%
200	Intel Corp	INTC	9,604	$215,122	0.02%
201	Ishares Tr S&P 100 Index	464287101	697	$212,004	0.02%
202	Southwest Airlines Co	844741108	6,458	$209,481	0.01%
203	iShares iBonds Dec 2026 Term Treasury ETF	46436E858	9,070	$207,975	0.01%
204	PerkinElmer Inc	RVTY	2,133	$206,304	0.01%
205	Cintas Corp	CTAS	924	$205,932	0.01%
206	VictoryShares US 500 Enh Vol Wtd ETF	92647N782	2,872	$204,745	0.01%
207	Sch US Tips Etf	808524870	7,516	$200,527	0.01%
208	Ford Motor Company	345370860	13,273	$144,014	0.01%
209	Applied Digital Corp	APLD	11,930	$120,135	0.01%
210	Highlands Reit Inc Real Estate Invst Trust Marylan	439587103	20,616	$6,391	0.00%
211	ATLAS SALT ORD	04943J100	10,000	$3,161	0.00%
212	Provectus Pharmaceutical Inc	PVCT	20,000	$1,498	0.00%
213	Icon Media Holdings Inc	ICLR	100,000	$20	0.00%
214	MSGI Security Solutions Inc (NV)	553570102	50,000	$0	0.00%