Lbmc Investment Advisors, LLC ETFs

Lbmc Investment Advisors, LLC

$1.53 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWF Ishares Russell 1000 Gr ETF	$0	$937,000 0.06% of portfolio	2,038	Q1 2025 Reduced 0.63%
EUSA Ishares Msci Usa Equal Weighte	$0	$864,000 0.06% of portfolio	8,400	Q2 2025 New
FDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$824,000 0.05% of portfolio	16,748	Q3 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$748,000 0.05% of portfolio	13,535	Q3 2025 Added 0.45%
FNDF Schwab Fundamental Intl Large	$0	$701,000 0.05% of portfolio	16,321	Q3 2025 Reduced 17.14%
FNDA Schwab Fundamental U S Small C	$0	$680,000 0.04% of portfolio	21,854	Q1 2025 Reduced 18.0%
VIG Vanguard Dividend Appreciation	$0	$665,000 0.04% of portfolio	3,651	Q3 2025 Reduced 6.1%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$635,000 0.04% of portfolio	13,580	Q3 2025 Added 16.02%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$600,000 0.04% of portfolio	1,295	Q2 2025 Added 0.08%
IDV Ishares Tr	$0	$583,000 0.04% of portfolio	15,775	Q3 2025 Reduced 9.13%
BSV Vanguard Bd Index Fd Inc Short	$0	$555,000 0.04% of portfolio	7,043	Q3 2025 Reduced 5.02%
SCHF Schwab Strategic Tr Intl Eqty	$0	$523,000 0.03% of portfolio	22,484	Q3 2025 Reduced 15.14%
DFAT Dimensional ETF Tr U S Target	$0	$499,000 0.03% of portfolio	8,573	Q3 2025 Added 0.27%
QLD Proshares Ultra Qqq	$0	$487,000 0.03% of portfolio	3,556	Q2 2023 New
SCHA Schwab Strategic Tr Us Small C	$0	$448,000 0.03% of portfolio	16,070	Q3 2025 Reduced 18.7%
SPHQ Invesco Exchange Traded Fd Tr	$0	$383,000 0.03% of portfolio	5,230	Q2 2024 Reduced 0.82%
PFF Ishares Trust Ishares Pfd And	$0	$383,000 0.03% of portfolio	12,142	Q3 2025 Reduced 24.52%
SDY Spdr Series Tr Spdr S&P Divide	$0	$372,000 0.02% of portfolio	2,657	Q3 2025 Added 0.08%
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$370,000 0.02% of portfolio	16,569	Q3 2025 Added 0.54%
QVAL Ea Ser Tr Alpha Architect U S	$0	$370,000 0.02% of portfolio	8,000	Q2 2021 New
QQQM Invesco Exchange Traded Fd Tr	$0	$366,000 0.02% of portfolio	1,483	Q4 2024 Added 12.69%
IWR Ishares Russell Mid Cap ETF	$0	$353,000 0.02% of portfolio	3,658	Q2 2025 Added 1.39%
XLY Select Sector Spdr Consumer Di	$0	$327,000 0.02% of portfolio	1,366	Q4 2023 Reduced 5.2%
VXUS Vanguard Star Fd Vanguard Tota	$0	$316,000 0.02% of portfolio	4,307	Q3 2025 New
KRE Spdr S&P Regional Banking ETF	$0	$316,000 0.02% of portfolio	5,000	Q1 2024 New
FNDE Schwab Fundamental Emerging Mk	$0	$315,000 0.02% of portfolio	8,735	Q4 2021 Reduced 27.77%
FNDC Schwab Fundamental Intl Small	$0	$314,000 0.02% of portfolio	7,061	Q4 2022 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$311,000 0.02% of portfolio	3,304	Q3 2025 Added 0.15%
GLD Spdr Gold Trust	$127B	$289,000 0.02% of portfolio	815	Q1 2025 New
IAU Ishares Gold Trust	$63.9B	$282,000 0.02% of portfolio	3,878	Q1 2025 New
VUG Vanguard Growth ETF	$0	$259,000 0.02% of portfolio	541	Q2 2025 New
TMFC Rbb Rf Inc Motley Fool 100 Ind	$0	$237,000 0.02% of portfolio	3,364	Q2 2025 New
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$223,000 0.01% of portfolio	9,930	Q2 2025 New
XLC Select Sector Spdr Tr Communic	$0	$214,000 0.01% of portfolio	1,815	Q3 2025 New
VOOG Vanguard S&P 500 Growth ETF	$0	$214,000 0.01% of portfolio	500	Q3 2025 New
CFO Victory Portfolios Ii Shs Us 5	$0	$210,000 0.01% of portfolio	2,872	Q2 2025 New
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$208,000 0.01% of portfolio	9,070	Q2 2025 New
OEF Ishares S&P 100 ETF	$0	$185,000 0.01% of portfolio	697	Q2 2025 New

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