Titelia

Holdings of LBMC INVESTMENT ADVISORS, LLC

192 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 71.3 % of the equity sleeve

Sector breakdown

  • Funds 40.5 %
  • Technology 2.8 %
  • Health care 2.2 %
  • Financials 2.1 %
  • Communication 1.3 %
  • Consumer discretionary 0.9 %
  • Industrials 0.6 %
  • Consumer staples 0.5 %
  • Energy 0.3 %
  • Utilities 0.3 %
  • Materials 0.1 %
  • Unattributed 48.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1921.4B $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 420,340274.6M $
2Invesco S&P 500 Equal Weight ETF 1,323,360254M $
3iShares Russell 2000 ETF 704,809174.8M $
4iShares Core High Dividend ETF 458,40062.2M $
5iShares Core MSCI EAFE ETF 595,16053.9M $
6iShares MSCI EAFE ETF 488,44047.4M $
7iShares Select Dividend ETF 230,70734.9M $
8Vanguard FTSE Developed Markets ETF 431,79627.7M $
9Vanguard High Dividend Yield E 175,45726M $
10iShares Core S&P Small-Cap ETF 178,76222.2M $
11HCA Healthcare Inc 43,30020.5M $
12Apple Inc 62,62515.9M $
13Vanguard S&P 500 ETF 25,28715.1M $
14Vanguard Scottsdale Funds 149,38515M $
15iShares Select U.S. REIT ETF 239,25214.8M $
16iShares Trust 118,00813.3M $
17iShares Trust 106,88512.4M $
18Vanguard Mid-Cap ETF 42,73912.3M $
19iShares Core 80/20 Aggressive 126,42111.2M $
20iShares Trust 41,9788.9M $
21Vanguard Real Estate ETF 92,1648.2M $
22Alphabet Inc 27,1357.8M $
23Vanguard International Equity Index Funds 143,8617.8M $
24iShares Core MSCI Emerging Markets ETF 110,6487.7M $
25iShares iBonds Dec 2029 Term C 307,5727.2M $
26Amazon.com Inc 33,2986.9M $
27Microsoft Corp 17,3036.4M $
28iShares iBonds Dec 2027 Term C 259,2096.3M $
29iShares iBonds Dec 2030 Term C 281,7566.2M $
30Berkshire Hathaway Inc 12,5516M $
31iShares iBonds Dec 2028 Term C 232,5585.9M $
32Aflac Inc 52,6555.8M $
33iShares MSCI Emerging Markets ETF 95,4655.4M $
34State Street SPDR Portfolio Developed World ex-US ETF 118,6695.4M $
35iShares iBonds Dec 2026 Term C 211,4255.1M $
36State Street SPDR S&P 500 ETF Trust 7,2504.7M $
37Alphabet Inc 15,8494.6M $
38iShares Core 60/40 Balanced Al 70,4974.5M $
39Invesco QQQ Trust Series 1 6,7033.9M $
40Meta Platforms Inc 6,7063.8M $
41Gorman-Rupp Co/The 61,1163.8M $
42iShares Core S&P Mid-Cap ETF 53,7573.6M $
43A O Smith Corp 52,9183.5M $
44SPDR Series Trust 33,0233.2M $
45Eli Lilly & Co 3,4943.2M $
46Capital One Financial Corp 16,3573M $
47Coca-Cola Co/The 38,7592.9M $
48NVIDIA Corp 16,5352.9M $
49Home Depot Inc/The 8,7642.9M $
50Vanguard Information Technology ETF 3,8882.7M $
51Southern Co/The 26,3682.5M $
52JPMorgan Chase & Co 8,5462.5M $
53Exxon Mobil Corp 14,1242.4M $
54Caterpillar Inc 3,1862.3M $
55iShares iBonds Dec 2031 Term C 105,1252.2M $
56SPDR Series Trust 12,1452.1M $
57Costco Wholesale Corp 2,0782.1M $
58Schwab U.S. Large-Cap ETF 70,0931.8M $
59Oracle Corp 11,5451.7M $
60Broadcom Inc 5,4701.7M $
61Vanguard Total World Stock ETF 12,1581.7M $
62Johnson & Johnson 6,8641.7M $
63Pinnacle Financial Partners Inc 19,4101.7M $
64Schwab Fundamental U.S. Large Company ETF 58,9231.6M $
65SPDR Series Trust 21,1771.6M $
66Mastercard Inc 3,1411.6M $
67iShares iBonds Dec 2032 Term C 59,8081.5M $
68iShares S&P Mid-Cap 400 Growth ETF 14,5151.5M $
69RTX Corp 7,3111.4M $
70Advanced Micro Devices Inc 6,9111.4M $
71International Business Machines Corp. 5,6881.4M $
72Chevron Corp 6,5111.3M $
73General Electric Co 4,7211.3M $
74AbbVie Inc 5,9071.3M $
75DFA Dimensional US Marketwide Value ETF 26,3711.3M $
76Walt Disney Co/The 12,7221.2M $
77Walmart Inc 9,3851.2M $
78Visa Inc 3,8051.2M $
79Citigroup Inc 9,9791.1M $
80Micron Technology Inc 3,2461.1M $
81Merck & Co Inc 8,9991.1M $
82Blackstone Inc 9,3811.1M $
83iShares Core Dividend Growth ETF 15,0001.1M $
84GE Vernova Inc 1,1671M $
85Boeing Co/The 4,715938.4K $
86Cisco Systems, Inc. 11,943926.7K $
87Wells Fargo & Co 11,626925.6K $
88Vanguard Total Stock Market ETF 2,866919.4K $
89SmartFinancial Inc 23,048900.7K $
90Super Micro Computer Inc 39,418897.5K $
91iShares Russell 1000 Growth ETF 2,038869K $
92ConocoPhillips 6,549864.5K $
93Bank of America Corp 17,647860.3K $
94State Street Health Care Select Sector SPDR ETF 5,687833.8K $
95First Trust Exchange-Traded Fund VIII 16,748832.7K $
96VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,849827.7K $
97Tesla Inc 2,226827.5K $
98iShares Bitcoin Trust ETF 20,786798.6K $
99Schwab Fundamental International Equity Etf 16,321798.6K $
100Goldman Sachs Group Inc/The 894756.6K $