Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LBMC INVESTMENT ADVISORS LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 18, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
INVESCO EXCHANGETRAD (46137V357)
|
1,265,720 |
$136,445k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
442,343 |
$130,381k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
711,737 |
$110,675k |
|
ISHARES (464287465)
|
690,034 |
$45,356k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
408,268 |
$38,581k |
|
ISHARES TR COHEN&ST RLTY (464287564)
|
186,012 |
$20,954k |
|
ISHARES (464287168)
|
192,175 |
$19,133k |
|
ISHARES (464287234)
|
377,193 |
$16,185k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
237,694 |
$14,594k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
346,685 |
$14,460k |
|
ISHARES TR U.S. UTILITS ETF (464287697)
|
65,386 |
$9,860k |
|
ISHARES TR (464289859)
|
150,789 |
$8,316k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
36,779 |
$6,592k |
|
HCA HEALTHCARE (40412C101)
|
43,318 |
$5,855k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
66,615 |
$5,215k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
43,183 |
$5,034k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
55,390 |
$4,841k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
100,345 |
$4,268k |
|
ISHARES TR (464289867)
|
84,155 |
$3,873k |
|
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX (92206C664)
|
28,478 |
$3,559k |
|
AFLAC INC (001055102)
|
54,058 |
$2,963k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
56,527 |
$2,908k |
|
Boeing Co/The (097023105)
|
7,399 |
$2,693k |
|
SMITH A O (831865209)
|
56,150 |
$2,648k |
|
VANGUARD BD INDEX FD INC (921937827)
|
30,630 |
$2,467k |
|
Berkshire Hathaway, Inc. (084670702)
|
10,149 |
$2,163k |
|
GORMAN RUPP COMPANY (383082104)
|
61,116 |
$2,006k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
6,620 |
$1,940k |
|
ISHARES TR (464288687)
|
48,060 |
$1,771k |
|
COCA-COLA CO (191216100)
|
29,701 |
$1,512k |
|
DISNEY WALT CO (254687106)
|
10,669 |
$1,490k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
7,232 |
$1,405k |
|
PINNACLE FINL PARTNERS INC (72346Q104)
|
22,826 |
$1,312k |
|
Exxon Mobil Corp (30231G102)
|
15,258 |
$1,169k |
|
MICROSOFT CORP (594918104)
|
8,569 |
$1,148k |
|
ISHARES (464288448)
|
35,746 |
$1,098k |
|
SPDR SERIES TRUST (78464A409)
|
27,139 |
$1,051k |
|
SmartFinancial, Inc. (83190L208)
|
44,298 |
$961k |
|
SCHWAB STRATEGIC TR (808524201)
|
11,721 |
$823k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
3,558 |
$805k |
|
JPMORGAN CHASE & CO (46625H100)
|
7,191 |
$804k |
|
SYSCO CORP (871829107)
|
10,643 |
$753k |
|
Bank of America Corp. (060505104)
|
25,918 |
$752k |
|
Apple Inc (037833100)
|
3,721 |
$736k |
|
SOUTHERN CO (842587107)
|
12,950 |
$716k |
|
HOME DEPOT INC (437076102)
|
3,438 |
$715k |
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
17,859 |
$698k |
|
VERIZON COMMUNICATIONS (92343V104)
|
11,446 |
$654k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
2,401 |
$646k |
|
DUKE ENERGY CORP (26441C204)
|
7,057 |
$623k |
|
Atmos Energy Corp (049560105)
|
5,499 |
$581k |
|
AT&T INC (00206R102)
|
16,106 |
$540k |
|
DB COMMODITY INDEX TRACKING (46138B103)
|
34,202 |
$538k |
|
JOHNSON & JOHNSON (478160104)
|
3,685 |
$513k |
|
Franklin Financial Network, Inc. (35352P104)
|
18,390 |
$512k |
|
Chevron Corp (166764100)
|
3,895 |
$485k |
|
ORACLE CORP (68389X105)
|
8,228 |
$469k |
|
MERCK & CO INC (58933Y105)
|
5,549 |
$465k |
|
Facebook Inc (30303M102)
|
2,299 |
$444k |
|
SCHWAB STRATEGIC TR (808524755)
|
15,558 |
$433k |
|
Amazon.com Inc (023135106)
|
222 |
$420k |
|
PEPSICO INC (713448108)
|
3,155 |
$414k |
|
TOTAL SYS SVCS INC (891906109)
|
3,143 |
$403k |
|
US BANCORP DEL (902973304)
|
7,175 |
$376k |
|
INTL BUSINESS MCHN (459200101)
|
2,680 |
$370k |
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
9,717 |
$366k |
|
TIVITY HEALTH INC (88870R102)
|
22,114 |
$364k |
|
ISHARES U (464287739)
|
3,960 |
$346k |
|
PHILIP MORRIS INTL (718172109)
|
4,328 |
$340k |
|
REGIONS FINL CORP (7591EP100)
|
22,420 |
$335k |
|
ROYAL DUTCH SHELL (780259107)
|
5,000 |
$329k |
|
UNITED TECHNOLOGIES (913017109)
|
2,529 |
$329k |
|
SCHWAB STRATEGIC TR (808524805)
|
9,627 |
$309k |
|
PFIZER INC (717081103)
|
7,030 |
$305k |
|
ConocoPhillips (20825C104)
|
4,904 |
$299k |
|
Alphabet Inc (02079K107)
|
267 |
$289k |
|
VANGUARD GROUP (921908844)
|
2,471 |
$285k |
|
Bristol-Myers Squibb Co (110122108)
|
6,293 |
$285k |
|
DuPont de Nemours Inc (26614N102)
|
3,653 |
$274k |
|
INTEL CORP (458140100)
|
5,655 |
$271k |
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
3,611 |
$271k |
|
NEXTERA ENERGY INC (65339F101)
|
1,298 |
$266k |
|
SPDR GOLD TR GOLD (78463V107)
|
1,974 |
$263k |
|
WASTE MGMT INC DEL (94106L109)
|
2,200 |
$254k |
|
CITY HLDG CO (177835105)
|
3,206 |
$244k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,501 |
$236k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
3,286 |
$235k |
|
SCHWAB STRATEGIC TRUST (808524730)
|
7,893 |
$227k |
|
WESBANCO INC. (950810101)
|
5,769 |
$222k |
|
CISCO SYSTEMS INC (17275R102)
|
3,955 |
$216k |
|
ABBOTT LABS (002824100)
|
2,552 |
$215k |
|
SCHWAB STRATEGIC TR (808524748)
|
6,647 |
$208k |
|
ALPHABET INC (02079K305)
|
189 |
$205k |
|
PerkinElmer Inc (714046109)
|
2,133 |
$205k |
|
GENERAL ELECTRIC CO (369604103)
|
13,728 |
$144k |
|
FORD MOTOR CO (345370860)
|
11,550 |
$118k |
|
Surgery Partners Inc (86881A100)
|
10,578 |
$86k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.