13F-HR filed by LBMC INVESTMENT ADVISORS, LLC
LBMC INVESTMENT ADVISORS, LLC filed this 13F-HR for the quarter ended 2017-03-31, filed 2017-05-05, with 76 holding rows worth $558,801,000.
- Accession
- 0001214659-17-003002
- Filer
- CIK 1536924
- Filed
- 2017-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2017
A holdings report, 76 entries on the cover page, a total value of $558,801,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $558,801,000 with VALUE read as thousands by filing date, 13F file number 028-14681. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Guggenheim S&P 500 Equal Weighted ETf | 78355W106 | Equity | 1,211,147 | $109,996,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 414,067 | $98,246,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 693,055 | $95,281,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 692,477 | $43,134,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 434,081 | $36,402,000 | thousands by filing date | |
| ISHARES TR | 464287564 | SELECT US REIT | 254,228 | $25,359,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 227,502 | $20,725,000 | thousands by filing date | |
| ISHARES TR | 464287697 | U.S. UTILITS ETF | 129,785 | $16,667,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 338,643 | $13,339,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 151,103 | $12,046,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 193,110 | $7,589,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 52,543 | $6,910,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 171,692 | $6,820,000 | thousands by filing date | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 55,086 | $6,080,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 55,167 | $5,740,000 | thousands by filing date | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 110,633 | $5,525,000 | thousands by filing date | |
| HCA Healthcare Inc | 40412C101 | COM | 44,013 | $3,917,000 | thousands by filing date | |
| SMITH A O CORP COM | 831865209 | Stock | 64,693 | $3,310,000 | thousands by filing date | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 73,972 | $3,136,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 30,634 | $2,530,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 12,658 | $2,110,000 | thousands by filing date | |
| GORMAN RUPP CO COM | 383082104 | Stock | 61,116 | $1,919,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 27,245 | $1,579,000 | thousands by filing date | |
| PINNACLE FINANCIAL PARTNERS IN | 72346Q104 | COM | 21,890 | $1,455,000 | thousands by filing date | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 40,605 | $1,277,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 32,784 | $1,269,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 6,983 | $1,235,000 | thousands by filing date | |
| Southern Company | 842587107 | COM | 19,617 | $977,000 | thousands by filing date | |
| IJH | 464287507 | COM | 5,625 | $963,000 | thousands by filing date | |
| SMARTFINANCIAL INC | 83190L208 | COMMON STOCK | 43,931 | $924,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 11,060 | $907,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 7,628 | $906,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 12,170 | $842,000 | thousands by filing date | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 7,104 | $808,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 18,761 | $796,000 | thousands by filing date | |
| TIVITY HEALTH INC | 88870R102 | COM | 27,015 | $786,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 5,386 | $774,000 | thousands by filing date | |
| POWERSHARES | 73935S105 | EXCHANGE TRADED | 50,372 | $766,000 | thousands by filing date | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 3,892 | $743,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W562 | US SMALLCAP FUND | 22,368 | $720,000 | thousands by filing date | |
| FRANKLIN FINL NETWORK INC | 35352P104 | COM | 17,842 | $691,000 | thousands by filing date | |
| LIFEPOINT HEALTH INC | 53219L109 | COM | 10,458 | $685,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 3,483 | $607,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,707 | $586,000 | thousands by filing date | |
| TECH DATA CORP | 878237106 | COM | 6,084 | $571,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 11,616 | $566,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 4,973 | $561,000 | thousands by filing date | |
| SYSCOCORP | 871829107 | COM | 10,615 | $551,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 6,586 | $470,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 5,734 | $470,000 | thousands by filing date | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 31,795 | $462,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 3,704 | $461,000 | thousands by filing date | |
| HEARTLAND EXPRESS INC | 422347104 | COM | 22,923 | $460,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 10,975 | $456,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 3,389 | $439,000 | thousands by filing date | |
| SURGERY PARTNERS INC | 86881A100 | COM | 22,439 | $438,000 | thousands by filing date | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 5,325 | $421,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 16,800 | $396,000 | thousands by filing date | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 4,900 | $385,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 4,583 | $369,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 12,236 | $365,000 | thousands by filing date | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 7,479 | $353,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 5,121 | $337,000 | thousands by filing date | |
| Nashville Area ETF | 53957P106 | NASHVILLE AREA E | 11,626 | $331,000 | thousands by filing date | |
| ROYAL DUTCH SHELL PLC SPN ADR | 780259107 | SPON ADR B | 5,075 | $283,000 | thousands by filing date | |
| FORD MTR CO COM | 345370860 | Stock | 24,149 | $281,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,906 | $261,000 | thousands by filing date | |
| RENAISSANCERE HLDGS LTD COM | G7496G103 | Stock | 1,752 | $253,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 1,895 | $243,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464a201 | ST STR SP600GRWO | 1,126 | $240,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,707 | $236,000 | thousands by filing date | |
| AFLAC INC COM | 001055102 | Stock | 3,065 | $222,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 940 | $221,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 6,068 | $208,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 2,885 | $208,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,453 | $206,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-17-003002 | this filing | 2017-05-05 | acceptance time not in the bulk data set |