Lbmc Investment Advisors, LLC ETFs

Lbmc Investment Advisors, LLC

$1.38 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EUSA Ishares Msci Usa Equal Weighte	$0	$832,000 0.06% of portfolio	8,400	Q2 2025 New
FNDF Schwab Fundamental Intl Large	$0	$788,000 0.06% of portfolio	19,697	Q1 2025 Reduced 0.86%
VIG Vanguard Dividend Appreciation	$0	$708,000 0.05% of portfolio	3,888	Q2 2025 Added 7.37%
SPYV Spdr Portfolio S&P 500 Value E	$0	$705,000 0.05% of portfolio	13,475	Q2 2025 Added 0.47%
FNDA Schwab Fundamental U S Small C	$0	$626,000 0.05% of portfolio	21,854	Q1 2025 Reduced 18.0%
IDV Ishares Tr	$0	$599,000 0.04% of portfolio	17,360	Q2 2025 Added 0.07%
SCHF Schwab Strategic Tr Intl Eqty	$0	$585,000 0.04% of portfolio	26,496	Q1 2025 Reduced 0.68%
BSV Vanguard Bd Index Fd Inc Short	$0	$583,000 0.04% of portfolio	7,415	Q2 2025 Added 0.24%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$570,000 0.04% of portfolio	1,295	Q2 2025 Added 0.08%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$500,000 0.04% of portfolio	11,705	Q2 2025 Added 37.09%
SCHA Schwab Strategic Tr Us Small C	$0	$500,000 0.04% of portfolio	19,766	Q1 2025 Reduced 0.93%
PFF Ishares Trust Ishares Pfd And	$0	$493,000 0.04% of portfolio	16,087	Q2 2025 Reduced 29.8%
DFAT Dimensional ETF Tr U S Target	$0	$461,000 0.03% of portfolio	8,550	Q2 2025 Added 0.26%
QLD Proshares Ultra Qqq	$0	$418,000 0.03% of portfolio	3,556	Q2 2023 New
SPHQ Invesco Exchange Traded Fd Tr	$0	$372,000 0.03% of portfolio	5,230	Q2 2024 Reduced 0.82%
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$368,000 0.03% of portfolio	16,480	Q2 2025 Added 56.19%
SDY Spdr Series Tr Spdr S&P Divide	$0	$360,000 0.03% of portfolio	2,655	Q2 2025 Added 0.08%
QVAL Ea Ser Tr Alpha Architect U S	$0	$352,000 0.03% of portfolio	8,000	Q2 2021 New
QQQM Invesco Exchange Traded Fd Tr	$0	$336,000 0.02% of portfolio	1,483	Q4 2024 Added 12.69%
IWR Ishares Russell Mid Cap ETF	$0	$336,000 0.02% of portfolio	3,658	Q2 2025 Added 1.39%
VMBS Vanguard Mortg Backed Sec ETF	$0	$306,000 0.02% of portfolio	6,614	Q1 2025 Reduced 2.2%
XLY Select Sector Spdr Consumer Di	$0	$296,000 0.02% of portfolio	1,366	Q4 2023 Reduced 5.2%
KRE Spdr S&P Regional Banking ETF	$0	$296,000 0.02% of portfolio	5,000	Q1 2024 New
FNDC Schwab Fundamental Intl Small	$0	$296,000 0.02% of portfolio	7,061	Q4 2022 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$292,000 0.02% of portfolio	3,299	Q2 2025 Added 0.18%
FNDE Schwab Fundamental Emerging Mk	$0	$288,000 0.02% of portfolio	8,735	Q4 2021 Reduced 27.77%
GLD Spdr Gold Trust	$109B	$248,000 0.02% of portfolio	815	Q1 2025 New
IAU Ishares Gold Trust	$54.9B	$241,000 0.02% of portfolio	3,878	Q1 2025 New
VUG Vanguard Growth ETF	$0	$237,000 0.02% of portfolio	541	Q2 2025 New
SCHR Schwab Intermediate Term Us Tr	$0	$229,000 0.02% of portfolio	9,188	Q1 2025 Reduced 1.42%
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$223,000 0.02% of portfolio	9,930	Q2 2025 New
TMFC Rbb Rf Inc Motley Fool 100 Ind	$0	$217,000 0.02% of portfolio	3,364	Q2 2025 New
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$207,000 0.02% of portfolio	9,070	Q2 2025 New
CFO Victory Portfolios Ii Shs Us 5	$0	$204,000 0.01% of portfolio	2,872	Q2 2025 New
SCHP Schwab Strategic Us Tips ETF	$0	$200,000 0.01% of portfolio	7,516	Q1 2025 New
OEF Ishares S&P 100 ETF	$0	$185,000 0.01% of portfolio	697	Q2 2025 New

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