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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 $1,845,290,357
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 415,571 $311,216,755 16.87%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 1,319,004 $280,644,409 15.21%
3.
Ishares Trust
 IEF 702,868 $211,176,801 11.44%
4.
Ishares Tr - CORE HIGH DV ETF
 2,307,284 $63,242,663 3.43%
5.
Ishares Trust
 HYG 622,624 $60,133,028 3.26%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.