Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
29
1
5
1
0
0
10
0
2
LBMC INVESTMENT ADVISORS LLC

Time Period2018-12-31

Total Holdings92

Total Value ($x1000)542,856
Activities
New1

Increased43

Unchanged13

Decreased35

Sold Out10

Top 10 Stock Holdingstotal 82.5%
RSP20.3

IVV19.35

IWM16.73

EFA7.16

HDV6.04

 
ICF3.27

DVY2.9

EEM2.7

VEA2.45

IDU1.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
RSP
20.3%
S&P500 EQL WGT
IVV
19.35%
CORE S&P500 ETF
IWM
16.73%
RUSSELL 2000 ETF
EFA
7.16%
MSCI EAFE ETF
HDV
6.04%
HIGH DIVIDND ETF
ICF
3.27%
COHEN&STEER REIT
DVY
2.9%
SELECT DIVID ETF
EEM
2.7%
MSCI EMG MKT ETF
VEA
2.45%
FTSE DEV MKT ETF
IDU
1.6%
U.S. UTILITS ETF
IEFA
1.36%
CORE MSCI EAFE
AOA
1.26%
AGGRES ALLOC ETF
IVW
1.14%
S&P 500 GRWT ETF
HCA
0.99%
COM
IVE
0.81%
S&P 500 VAL ETF
IJR
0.77%
CORE S&P SCP ETF
BSV
0.71%
SHORT TRM BOND
VWO
0.71%
FTSE EMR MKT ETF
AOR
0.64%
GRWT ALLOCAT ETF
VTWO
0.56%
VNG RUS2000IDX
VNQ
0.55%
REIT ETF
AOS
0.44%
COM
BA
0.43%
COM
BRK.B
0.38%
CL B NEW
GRC
0.36%
COM
PFF
0.3%
U.S. PFD STK ETF
SPY
0.25%
TR UNIT
KO
0.24%
COM
DIS
0.21%
COM DISNEY
IJH
0.2%
CORE S&P MCP ETF
XOM
0.19%
COM
IEMG
0.18%
CORE MSCI EMKT
IDV
0.18%
INTL SEL DIV ETF
PNFP
0.18%
COM
MSFT
0.16%
COM
SMBK
0.15%
COM NEW
AFL
0.15%
COM
AAPL
0.14%
COM
VZ
0.13%
COM
SCHX
0.13%
US LRG CAP ETF
JPM
0.13%
COM
SYY
0.13%
COM
DUK
0.12%
COM NEW
BAC
0.12%
COM
SO
0.12%
COM
HD
0.12%
COM
VOO
0.12%
SHS
DWDP
0.11%
COM
IJK
0.11%
S&P MC 400GR ETF
FNDX
0.11%
SCHWAB FDT US LG
SPYG
0.1%
S&P 500 GROWTH
TVTY
0.1%
COM
ATO
0.09%
COM
DBC
0.09%
UNIT
JNJ
0.09%
COM
T
0.09%
COM
FSB
0.08%
COM
MRK
0.08%
COM
FNDF
0.07%
SCHWB FDT INT LG
CVX
0.07%
COM
ORCL
0.06%
COM
PFE
0.06%
COM
COP
0.06%
COM
PKI
0.06%
COM
BMY
0.06%
COM
USB
0.06%
COM NEW
IBM
0.06%
COM
FNDA
0.06%
SCHWAB FDT US SC
AMZN
0.06%
COM
MO
0.06%
COM
INTC
0.06%
COM
RDS/B
0.06%
SPON ADR B
PEP
0.05%
COM
PM
0.05%
COM
RF
0.05%
COM
SCHF
0.05%
INTL EQTY ETF
GOOG
0.05%
CAP STK CL C
IYR
0.05%
U.S. REAL ES ETF
VT
0.04%
TT WRLD ST ETF
CHCO
0.04%
COM
FB
0.04%
CL A
NEE
0.04%
COM
GOOGL
0.04%
CAP STK CL A
WM
0.04%
COM
UTX
0.04%
COM
VIG
0.04%
DIV APP ETF
WSBC
0.04%
COM
FNDE
0.04%
SCHWB FDT EMK LG
PSX
0.04%
COM
GE
0.02%
COM
SGRY
0.02%
COM
F
0.02%
COM PAR $0.01
GLD
0.14%
GOLD SHS
LPNT
0.1%
COM
HTLD
0.07%
COM
TECD
0.07%
COM
SCHA
0.04%
US SML CAP ETF
FNDC
0.04%
SCHWB FDT INT SC
UNH
0.04%
COM
HON
0.04%
COM
XLE
0.03%
SBI INT-ENERGY
CMCSA
0.03%
CL A