LBMC INVESTMENT ADVISORS, LLC Diversified Active

CIK: 0001536924 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 8, 2017

Total Value ($000): $569,267 (100.0% shares, 0.0% debt)

Holdings (74)

Rydex S&P 500 Index 19.9%
Value ($000) $113,509 Shares 1,224,743 Est. Cost $66.64 Unrealized
IVV Ishares TRUST S&P 500 17.9%
Value ($000) $101,766 Shares 418,085 Est. Cost $176.37 Unrealized
IWM Ishares Russell 2000 17.3%
Value ($000) $98,250 Shares 697,207 Est. Cost $104.89 Unrealized
EFA Ishares Tr MSCI EAFE Fd 7.9%
Value ($000) $45,248 Shares 693,982 Est. Cost $60.07 Unrealized
HDV Ishares Msci ETF High Dividend Equity Fund 6.3%
Value ($000) $35,666 Shares 429,040 Est. Cost $69.40 Unrealized
ICF Realty Index Fund 4.5%
Value ($000) $25,398 Shares 251,171 Est. Cost $90.43 Unrealized
DVY Ishares Tr Dow Jones Select Divid Index 3.7%
Value ($000) $21,245 Shares 230,402 Est. Cost $68.48 Unrealized
IDU Ishares Tr Dj US Utils 2.9%
Value ($000) $16,518 Shares 127,030 Est. Cost $99.76 Unrealized
EEM Ishares MSCI Emrg Mkt Fd 2.5%
Value ($000) $14,232 Shares 343,845 Est. Cost $39.63 Unrealized
VEA Vanguard Europe Pac Etf 1.6%
Value ($000) $9,068 Shares 219,465 Est. Cost $37.77 Unrealized
BSV Vanguard Short Term Bd Index 1.4%
Value ($000) $7,894 Shares 98,862 Est. Cost $80.11 Unrealized
VWO Vanguard Emerging Market 1.3%
Value ($000) $7,373 Shares 180,575 Est. Cost $34.27 Unrealized
IVW Ishares Tr S&P 500/ Barra Growth Index 1.3%
Value ($000) $7,184 Shares 52,493 Est. Cost $84.79 Unrealized
VTWO Vanguard Russell 2000 1.1%
Value ($000) $6,210 Shares 55,086 Est. Cost $78.24 Unrealized
IVE Ishares Tr S&P 500/ Value Index Fd 1.0%
Value ($000) $5,782 Shares 55,091 Est. Cost $76.21 Unrealized
AOA Ishares Tr S&P Aggressive 1.0%
Value ($000) $5,570 Shares 107,557 Est. Cost $45.15 Unrealized
HCA Hca The Healthcare Co 0.7%
Value ($000) $3,838 Shares 44,013 Est. Cost $36.81 Unrealized +113.6%
AOS Smith A O 0.6%
Value ($000) $3,641 Shares 64,633 Est. Cost $29.24 Unrealized +59.1%
AOR Ishares Tr S&P Allocation Fd 0.6%
Value ($000) $3,134 Shares 71,867 Est. Cost $38.59 Unrealized
VNQ Vanguard REIT 0.5%
Value ($000) $2,717 Shares 32,649 Est. Cost $75.87 Unrealized
IEFA Ishares Core Msci Eafe 0.4%
Value ($000) $2,453 Shares 40,282 Est. Cost $58.91 Unrealized
BRK/B Berkshire Hathaway Cl B 0.4%
Value ($000) $2,042 Shares 12,058 Est. Cost $141.75 Unrealized +17.3%
GRC Gorman Rupp Co Com 0.3%
Value ($000) $1,557 Shares 61,116 Est. Cost $30.66 Unrealized -12.7%
BA Boeing Co 0.2%
Value ($000) $1,385 Shares 7,004 Est. Cost $109.87 Unrealized +59.2%
Pinnancle Finl Partners Inc 0.2%
Value ($000) $1,377 Shares 21,921 Est. Cost $49.63 Unrealized
IDV Ishares Tr Dow Jones 0.2%
Value ($000) $1,312 Shares 40,095 Est. Cost $34.16 Unrealized
PFF Ishares S&P U S Pfd Fund 0.2%
Value ($000) $1,267 Shares 32,353 Est. Cost $39.47 Unrealized
SMBK Smartfinancial Inc 0.2%
Value ($000) $1,049 Shares 43,931 Est. Cost $15.75 Unrealized +45.5%
IJH Ishares Tr S&P Midcap 0.2%
Value ($000) $979 Shares 5,629 Est. Cost $140.57 Unrealized
SO The Southern Company 0.2%
Value ($000) $947 Shares 19,775 Est. Cost $29.46 Unrealized +19.1%
GLD Spdr Gold TRUST 0.2%
Value ($000) $900 Shares 7,628 Est. Cost $119.12 Unrealized
XOM Exxon Mobil Corporation 0.2%
Value ($000) $879 Shares 10,886 Est. Cost $55.41 Unrealized +0.1%
IJR Ishares Tr S&P Smallcap 0.1%
Value ($000) $853 Shares 12,170 Est. Cost $88.21 Unrealized
AAPL Apple Computer Inc 0.1%
Value ($000) $801 Shares 5,564 Est. Cost $23.05 Unrealized +48.8%
KO Coca Cola Company 0.1%
Value ($000) $797 Shares 17,762 Est. Cost $29.19 Unrealized +15.4%
EES Wisdomtree TRUST 0.1%
Value ($000) $737 Shares 22,428 Est. Cost $45.40 Unrealized
Franklin Finl Network 0.1%
Value ($000) $736 Shares 17,842 Est. Cost $20.99 Unrealized
Powershs Db Commdty Indx 0.1%
Value ($000) $707 Shares 48,922 Est. Cost $25.06 Unrealized
Lifepoint Health Inc 0.1%
Value ($000) $702 Shares 10,458 Est. Cost $69.69 Unrealized
IJK Ishares S&P Midcap 0.1%
Value ($000) $678 Shares 3,448 Est. Cost $157.82 Unrealized
Tech Data Corp 0.1%
Value ($000) $614 Shares 6,084 Est. Cost $84.65 Unrealized
VOO Vanguard S&P 500 Etf 0.1%
Value ($000) $604 Shares 2,719 Est. Cost $205.45 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $588 Shares 5,009 Est. Cost $48.90 Unrealized +51.9%
SPYG Spdr S&P 500 Growth Etf 0.1%
Value ($000) $543 Shares 4,589 Est. Cost $98.99 Unrealized
SYY Sysco Corporation 0.1%
Value ($000) $534 Shares 10,615 Est. Cost $40.25 Unrealized +5.9%
VZ Verizon Communications 0.1%
Value ($000) $516 Shares 11,552 Est. Cost $31.07 Unrealized -5.0%
JNJ Johnson & Johnson 0.1%
Value ($000) $492 Shares 3,718 Est. Cost $62.41 Unrealized +60.9%
MO Altria Group Inc 0.1%
Value ($000) $491 Shares 6,591 Est. Cost $34.76 Unrealized +13.0%
DUK Duke Energy Corporation 0.1%
Value ($000) $483 Shares 5,778 Est. Cost $52.67 Unrealized +12.2%
HTLD Heartland Express Inc 0.1%
Value ($000) $477 Shares 22,923 Est. Cost $18.74 Unrealized +6.4%
RF Regions Financial Cp New 0.1%
Value ($000) $467 Shares 31,904 Est. Cost $6.12 Unrealized +65.9%
ATO Atmos Energy Corp 0.1%
Value ($000) $444 Shares 5,353 Est. Cost $37.93 Unrealized +76.2%
IBM Intl Business Machines 0.1%
Value ($000) $432 Shares 2,807 Est. Cost $108.97 Unrealized -4.8%
BAC Bank Of America Corp 0.1%
Value ($000) $409 Shares 16,851 Est. Cost $12.29 Unrealized +55.5%
NWL Newell Rubbermaid Inc 0.1%
Value ($000) $398 Shares 7,429 Est. Cost $31.47 Unrealized +9.8%
IYR Ishares Tr Dow Jones Re 0.1%
Value ($000) $391 Shares 4,900 Est. Cost $66.38 Unrealized
T A T & T Corp 0.1%
Value ($000) $373 Shares 9,882 Est. Cost $16.30 Unrealized -2.3%
DES Wisdomtree Smallcap Div 0.1%
Value ($000) $370 Shares 4,595 Est. Cost $66.04 Unrealized
MSFT Microsoft Corp 0.1%
Value ($000) $366 Shares 5,303 Est. Cost $49.42 Unrealized +26.1%
Localshares Invt Tr Nashville Area Etf 0.1%
Value ($000) $336 Shares 11,626 Est. Cost $26.39 Unrealized
General Electric Company 0.1%
Value ($000) $328 Shares 12,127 Est. Cost $27.52 Unrealized
Tivity Health Inc Com 0.1%
Value ($000) $306 Shares 7,690 Est. Cost $29.09 Unrealized
SGRY Surgery Partners Inc 0.1%
Value ($000) $304 Shares 13,378 Est. Cost $14.88 Unrealized +38.2%
META Facebook Inc Class A 0.1%
Value ($000) $287 Shares 1,904 Est. Cost $136.25 Unrealized +8.4%
Royal Dutch Shell B Adrf 0.0%
Value ($000) $276 Shares 5,075 Est. Cost $52.80 Unrealized
VIG Vanguard Div Appreciation 0.0%
Value ($000) $271 Shares 2,926 Est. Cost $78.47 Unrealized
NEE Nextera Energy Inc 0.0%
Value ($000) $266 Shares 1,895 Est. Cost $21.80 Unrealized +26.3%
AFL A F L A C Inc 0.0%
Value ($000) $239 Shares 3,076 Est. Cost $27.28 Unrealized +12.6%
MRK Merck & Co Inc 0.0%
Value ($000) $238 Shares 3,707 Est. Cost $46.06 Unrealized +1.0%
JPM J P Morgan Chase & Co 0.0%
Value ($000) $230 Shares 2,511 Est. Cost $68.54 Unrealized 0.0%
SPY S P D R TRUST Unit SR 0.0%
Value ($000) $228 Shares 942 Est. Cost $191.34 Unrealized
ORCL Oracle Corporation 0.0%
Value ($000) $217 Shares 4,319 Est. Cost $40.10 Unrealized 0.0%
AMZN Amazon Com Inc 0.0%
Value ($000) $211 Shares 218 Est. Cost $47.71 Unrealized 0.0%
F Ford Motor Company 0.0%
Value ($000) $137 Shares 12,268 Est. Cost $8.02 Unrealized -11.5%