Lbmc Investment Advisors, LLC ETFs

Lbmc Investment Advisors, LLC

$1.26 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FNDF Schwab Fundamental Intl Large	$0	$717,000 0.06% of portfolio	19,697	Q1 2025 Reduced 0.86%
PFF Ishares Trust Ishares Pfd And	$0	$706,000 0.06% of portfolio	22,916	Q4 2024 Reduced 2.41%
SPYV Spdr Portfolio S&P 500 Value E	$0	$679,000 0.05% of portfolio	13,412	Q1 2025 Added 0.34%
VIG Vanguard Dividend Appreciation	$0	$659,000 0.05% of portfolio	3,621	Q1 2025 Reduced 1.34%
FNDA Schwab Fundamental U S Small C	$0	$597,000 0.05% of portfolio	21,854	Q1 2025 Reduced 18.0%
BSV Vanguard Bd Index Fd Inc Short	$0	$578,000 0.05% of portfolio	7,397	Q1 2025 Reduced 3.57%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$543,000 0.04% of portfolio	1,294	Q3 2024 Added 38.4%
IDV Ishares Tr	$0	$541,000 0.04% of portfolio	17,347	Q1 2025 Reduced 8.35%
SCHF Schwab Strategic Tr Intl Eqty	$0	$528,000 0.04% of portfolio	26,496	Q1 2025 Reduced 0.68%
SCHA Schwab Strategic Tr Us Small C	$0	$464,000 0.04% of portfolio	19,766	Q1 2025 Reduced 0.93%
DFAT Dimensional ETF Tr U S Target	$0	$439,000 0.03% of portfolio	8,528	Q1 2025 Added 0.18%
SDY Spdr Series Tr Spdr S&P Divide	$0	$356,000 0.03% of portfolio	2,653	Q1 2025 Added 0.08%
SPHQ Invesco Exchange Traded Fd Tr	$0	$343,000 0.03% of portfolio	5,230	Q2 2024 Reduced 0.82%
QVAL Ea Ser Tr Alpha Architect U S	$0	$339,000 0.03% of portfolio	8,000	Q2 2021 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$336,000 0.03% of portfolio	8,538	Q4 2024 Added 0.09%
JEPI J P Morgan Exchange Traded Fd	$0	$321,000 0.03% of portfolio	5,664	Q1 2025 New
QLD Proshares Ultra Qqq	$0	$316,000 0.03% of portfolio	3,556	Q2 2023 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$306,000 0.02% of portfolio	6,614	Q1 2025 Reduced 2.2%
IWR Ishares Russell Mid Cap ETF	$0	$305,000 0.02% of portfolio	3,608	Q3 2024 Added 7.8%
QQQM Invesco Exchange Traded Fd Tr	$0	$286,000 0.02% of portfolio	1,483	Q4 2024 Added 12.69%
KRE Spdr S&P Regional Banking ETF	$0	$282,000 0.02% of portfolio	5,000	Q1 2024 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$270,000 0.02% of portfolio	3,293	Q1 2025 Added 0.15%
XLY Select Sector Spdr Consumer Di	$0	$269,000 0.02% of portfolio	1,366	Q4 2023 Reduced 5.2%
FNDE Schwab Fundamental Emerging Mk	$0	$268,000 0.02% of portfolio	8,735	Q4 2021 Reduced 27.77%
FNDC Schwab Fundamental Intl Small	$0	$258,000 0.02% of portfolio	7,061	Q4 2022 New
GLD Spdr Gold Trust	$106B	$234,000 0.02% of portfolio	815	Q1 2025 New
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$234,000 0.02% of portfolio	10,551	Q1 2025 Added 0.26%
IAU Ishares Gold Trust	$53.1B	$228,000 0.02% of portfolio	3,878	Q1 2025 New
SCHR Schwab Intermediate Term Us Tr	$0	$227,000 0.02% of portfolio	9,188	Q1 2025 Reduced 1.42%
SCHP Schwab Strategic Us Tips ETF	$0	$201,000 0.02% of portfolio	7,516	Q1 2025 New

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