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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 $1,051,932,325
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 458,732 $219,104,166 20.82%
2.
Invesco S&P 500 Eql Wgt
 1,325,427 $209,152,314 19.88%
3.
Ishares Trust
 IEF 701,605 $140,819,043 13.38%
4.
Ishares Msci Etf High Dividend Equity Fund
 480,744 $49,031,111 4.66%
5.
Ishares Trust
 IEF 531,031 $40,013,154 3.8%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)