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Home > Institutional Investor > Lbmc Investment Advisors, Llc > Profile

Instuitional Investor - Lbmc Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lbmc Investment Advisors, Llc
Portfolio Value $1,568,884,822
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 431,124 $288,551,269 18.39%
2.
Invesco S&P 500 Eql Wgt
 1,336,510 $253,535,858 16.16%
3.
Ishares Trust
 IEF 704,261 $170,402,883 10.86%
4.
Ishares Msci Etf High Dividend Equity Fund
 455,280 $55,748,985 3.55%
5.
Ishares Trust
 VLUE 573,446 $50,067,527 3.19%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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