Chief Compliance Officer

0001214659-24-006679.txt : 20240412 0001214659-24-006679.hdr.sgml : 20240412 20240412092907 ACCESSION NUMBER: 0001214659-24-006679 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240412 DATE AS OF CHANGE: 20240412 EFFECTIVENESS DATE: 20240412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LBMC INVESTMENT ADVISORS, LLC CENTRAL INDEX KEY: 0001536924 ORGANIZATION NAME: IRS NUMBER: 621723695 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14681 FILM NUMBER: 24840175 BUSINESS ADDRESS: STREET 1: 201 FRANKLIN ROAD CITY: BRENTWOOD STATE: TN ZIP: 37027 BUSINESS PHONE: 615-377-4600 MAIL ADDRESS: STREET 1: 201 FRANKLIN ROAD CITY: BRENTWOOD STATE: TN ZIP: 37027 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001536924 XXXXXXXX 03-31-2024 03-31-2024 false LBMC INVESTMENT ADVISORS, LLC

201 FRANKLIN ROAD BRENTWOOD TN 37027

13F HOLDINGS REPORT 028-14681 N Tracey Hill Chief Compliance Officer 615-762-3163 Tracey Hill Brentwood TN 04-10-2024 0 186 1153274724 INFORMATION TABLE 2 infotable.xml Apple Computer Inc COM 037833100 8744977 50997 SH SOLE 0 0 50997 Abbvie Inc COM 00287Y109 526961 2894 SH SOLE 0 0 2894 Airbnb Inc COM 009066101 234078 1419 SH SOLE 0 0 1419 Abbott Laboratories COM 002824100 296837 2612 SH SOLE 0 0 2612 Analog Devices Inc COM 032654105 374219 1892 SH SOLE 0 0 1892 A F L A C Inc COM 001055102 4542442 52905 SH SOLE 0 0 52905 Align Technology Inc COM 016255101 655840 2000 SH SOLE 0 0 2000 Applied Materials Inc COM 038222105 216542 1050 SH SOLE 0 0 1050 Advanced Micro Devic COM 007903107 746507 4136 SH SOLE 0 0 4136 Amazon Com Inc COM 023135106 3065378 16994 SH SOLE 0 0 16994 Ishares Tr S&P Aggressive COM 464289859 10257185 139630 SH SOLE 0 0 139630 Ishares Tr S&P Allocation Fd COM 464289867 4452605 79982 SH SOLE 0 0 79982 Smith A O COM 831865209 5272280 58935 SH SOLE 0 0 58935 Ares Capital Corp COM 04010L103 209845 10079 SH SOLE 0 0 10079 Atmos Energy Corp COM 049560105 356135 2996 SH SOLE 0 0 2996 Boeing Co COM 097023105 670061 3472 SH SOLE 0 0 3472 Bank Of America Corp COM 060505104 843802 22252 SH SOLE 0 0 22252 Bristol-Myers Squibb Co COM 110122108 433393 7992 SH SOLE 0 0 7992 Berkshire Hathaway Cl B COM 084670702 4289725 10201 SH SOLE 0 0 10201 Vanguard Short Term Bd Index COM 921937827 748972 9769 SH SOLE 0 0 9769 Blackstone Group LP COM 09260D107 1267906 9651 SH SOLE 0 0 9651 Caterpillar Inc COM 149123101 379621 1036 SH SOLE 0 0 1036 Carnival Corp COM 143658300 173204 10600 SH SOLE 0 0 10600 City Holding Co COM 177835105 312660 3000 SH SOLE 0 0 3000 Conocophillips COM 20825C104 738662 5803 SH SOLE 0 0 5803 Costco Whsl Corp New COM 22160K105 1194920 1631 SH SOLE 0 0 1631 Cisco Systems Inc COM 17275R102 581095 11643 SH SOLE 0 0 11643 Corteva Inc com COM 22052L104 243829 4228 SH SOLE 0 0 4228 C V S Corp Del COM 126650100 310984 3899 SH SOLE 0 0 3899 Chevrontexaco Corp COM 166764100 887603 5627 SH SOLE 0 0 5627 Dupont De Nemours Inc COM 26614N102 324161 4228 SH SOLE 0 0 4228 Dfa Tax Managed US Small COM 25434V609 460324 8457 SH SOLE 0 0 8457 DFA Tax-Managed US Marketwide Value II COM 25434V724 1076873 26329 SH SOLE 0 0 26329 Spdr Dow Jones COM 78467X109 371741 935 SH SOLE 0 0 935 Disney Walt Hldg Co COM 254687106 1562581 12770 SH SOLE 0 0 12770 Dow Chemical Company COM 260557103 254776 4398 SH SOLE 0 0 4398 Duke Energy Corporation COM 26441C204 313144 3238 SH SOLE 0 0 3238 Ishares Tr Dow Jones Select Divid Index COM 464287168 29184223 236923 SH SOLE 0 0 236923 Ishares MSCI Emrg Mkt Fd COM 464287234 5496191 133792 SH SOLE 0 0 133792 Ishares Tr MSCI EAFE Fd COM 464287465 41262266 516683 SH SOLE 0 0 516683 Ford Motor Company COM 345370860 176545 13294 SH SOLE 0 0 13294 Fedex Corporation COM 31428X106 461580 1593 SH SOLE 0 0 1593 Fifth Third Bancorp COM 316773100 297680 8000 SH SOLE 0 0 8000 Sch Fnd US Sm Etf COM 808524763 759982 13326 SH SOLE 0 0 13326 Schwab Fundamental Intl COM 808524748 250454 7061 SH SOLE 0 0 7061 Schwab Funda Emg Mkts COM 808524730 242484 8735 SH SOLE 0 0 8735 Schwab Fundamental Inl COM 808524755 707464 19867 SH SOLE 0 0 19867 Schwab Fundamental US COM 808524771 1541395 22873 SH SOLE 0 0 22873 General Electric Company COM 369604301 626615 3570 SH SOLE 0 0 3570 General Mills Inc COM 370334104 200906 2871 SH SOLE 0 0 2871 General Motors Corp COM 37045V100 426471 9404 SH SOLE 0 0 9404 Google Inc Class C COM 02079K107 2664702 17501 SH SOLE 0 0 17501 Google Inc Cl A COM 02079K305 2012048 13331 SH SOLE 0 0 13331 Global Pmts Inc Com COM 37940X102 242860 1817 SH SOLE 0 0 1817 Gorman Rupp Co Com COM 383082104 2417138 61116 SH SOLE 0 0 61116 Hca The Healthcare Co COM 40412C101 15463473 46363 SH SOLE 0 0 46363 Home Depot Inc COM 437076102 2682160 6992 SH SOLE 0 0 6992 Ishares Msci ETF High Dividend Equity Fund COM 46429B663 52833447 479389 SH SOLE 0 0 479389 Honeywell International COM 438516106 224544 1094 SH SOLE 0 0 1094 Block H R Incorporated COM 093671105 245550 5000 SH SOLE 0 0 5000 Humana Inc COM 444859102 208032 600 SH SOLE 0 0 600 iShares iBonds 2024 Term HY and Inc ETF COM 46435U184 1665137 71419 SH SOLE 0 0 71419 iShares iBonds 2025 Term HY and Inc ETF COM 46435U168 2609412 111609 SH SOLE 0 0 111609 ISHARES IBND 2026 TRM HG YD INCM ETF COM 46436E528 2424297 105130 SH SOLE 0 0 105130 ISHS IBND 2027 TRM HGH YLD INCM ETF COM 46436E478 2429760 109154 SH SOLE 0 0 109154 iShares iBonds 2028 Term HY & Inc ETF COM 46436E387 1790589 76718 SH SOLE 0 0 76718 Intl Business Machines COM 459200101 1035039 5420 SH SOLE 0 0 5420 iShares iBonds Dec 2024 Term Muni Bond COM 46435U697 2538539 97824 SH SOLE 0 0 97824 iShares iBonds Dec 2025 Term Muni Bd ETF COM 46435U432 5129523 193860 SH SOLE 0 0 193860 iShares iBonds Dec 2026 Term Muni Bd ETF COM 46435U259 4730807 186620 SH SOLE 0 0 186620 iShares iBonds Dec 2027 Term Muni Bd ETF COM 46435U283 3956492 157191 SH SOLE 0 0 157191 iShares iBonds Dec 2028 Term Muni Bd ETF COM 46435U325 2504443 99107 SH SOLE 0 0 99107 Ishares Cohen Steers REIT COM 464287564 19536920 338595 SH SOLE 0 0 338595 Icon Media Holdings Inc COM 45110Q104 40 100000 SH SOLE 0 0 100000 Ishares Tr Dj US Utils COM 464287697 10013075 118470 SH SOLE 0 0 118470 Ishares Tr Dow Jones COM 464288448 592349 21125 SH SOLE 0 0 21125 Ishares Core Msci Eafe COM 46432F842 39583180 533322 SH SOLE 0 0 533322 Ishares Core Msci COM 46434G103 7167084 138897 SH SOLE 0 0 138897 i3 Verticals Inc COM 46571Y107 244923 10700 SH SOLE 0 0 10700 Ishares Tr S&P Midcap COM 464287507 6480943 106700 SH SOLE 0 0 106700 Ishares S&P Midcap COM 464287606 1319275 14458 SH SOLE 0 0 14458 Ishares Tr S&P Smallcap COM 464287804 16559235 149830 SH SOLE 0 0 149830 Intel Corp COM 458140100 452118 10236 SH SOLE 0 0 10236 Ishares Tr S&P 500/ Value Index Fd COM 464287408 10304186 55159 SH SOLE 0 0 55159 Ishares TRUST S&P 500 COM 464287200 236332416 449532 SH SOLE 0 0 449532 Ishares Tr S&P 500/ Barra Growth Index COM 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Marathon Pete Corp COM 56585A102 269649 1338 SH SOLE 0 0 1338 Merck & Co Inc COM 58933Y105 1172508 8886 SH SOLE 0 0 8886 Microsoft Corp COM 594918104 5397504 12829 SH SOLE 0 0 12829 MSGI Security Solutions Inc (NV) COM 553570102 0 50000 SH SOLE 0 0 50000 Micron Technology Inc COM 595112103 382671 3246 SH SOLE 0 0 3246 Nextera Energy Inc COM 65339F101 338493 5296 SH SOLE 0 0 5296 Nike Inc Class B COM 654106103 227047 2416 SH SOLE 0 0 2416 Nestle Sa Ord COM H57312649 862228 8118 SH SOLE 0 0 8118 NVIDIA Corp COM 67066G104 466794 517 SH SOLE 0 0 517 Oracle Corporation COM 68389X105 912305 7263 SH SOLE 0 0 7263 Pepsico Incorporated COM 713448108 699823 3999 SH SOLE 0 0 3999 Pfizer Incorporated COM 717081103 426039 15353 SH SOLE 0 0 15353 Ishares S&P U S Pfd Fund COM 464288687 756795 23481 SH SOLE 0 0 23481 Procter & Gamble Co COM 742718109 252137 1554 SH SOLE 0 0 1554 Philip Morris Intl Inc COM 718172109 344209 3757 SH SOLE 0 0 3757 Pnc Finl Services Gp Inc COM 693475105 533659 3302 SH SOLE 0 0 3302 Pinnancle Finl Partners Inc COM 72346Q104 1247940 14531 SH SOLE 0 0 14531 FIS CHRISTIAN STOCK FUND ETF COM 78433H204 577181 20780 SH SOLE 0 0 20780 Prudential Financial Inc COM 744320102 269329 2294 SH SOLE 0 0 2294 Phillips COM 718546104 389150 2382 SH SOLE 0 0 2382 Provectus Pharmaceutical Inc COM 74373P108 4024 22000 SH SOLE 0 0 22000 ProShares Ultra QQQ COM 74347R206 311105 3556 SH SOLE 0 0 3556 Nasdaq 100 Shares COM 46090E103 2898168 6527 SH SOLE 0 0 6527 SPDR MSCI USA StrategicFactors ETF COM 78468R812 1960813 13464 SH SOLE 0 0 13464 Alpha Architect US Quantitative Val ETF COM 02072L102 359520 8000 SH SOLE 0 0 8000 Royal Carribean Cruisesf COM V7780T103 208515 1500 SH SOLE 0 0 1500 ATLAS SALT ORD COM 04943J100 5504 10000 SH SOLE 0 0 10000 Regions Financial Cp New COM 7591EP100 377192 17927 SH SOLE 0 0 17927 Invesco S&P 500 Eql Wgt COM 46137V357 226975018 1340113 SH SOLE 0 0 1340113 Raytheon Technologies Ord COM 75513E101 491743 5042 SH SOLE 0 0 5042 PerkinElmer Inc COM 714046109 223965 2133 SH SOLE 0 0 2133 Royal Bk Cda Montreal COM 780087102 227384 2254 SH SOLE 0 0 2254 Schw US Scap Etf COM 808524607 498160 10117 SH SOLE 0 0 10117 Schw Intl Eq Etf COM 808524805 520488 13339 SH SOLE 0 0 13339 Schwab Intermediate Term COM 808524854 228573 4660 SH SOLE 0 0 4660 The Charles Schwab Corp COM 808513105 317428 4388 SH SOLE 0 0 4388 Schw US Lcap Etf COM 808524201 1702038 27426 SH SOLE 0 0 27426 Spdr S&P Dividend Etf COM 78464A763 347003 2644 SH SOLE 0 0 2644 SPDR S&P 600 Small Cap Growth ETF COM 78464A201 285072 3268 SH SOLE 0 0 3268 Smartfinancial Inc COM 83190L208 933359 44298 SH SOLE 0 0 44298 Synopsys Inc COM 871607107 768096 1344 SH SOLE 0 0 1344 The Southern Company COM 842587107 1685819 23499 SH SOLE 0 0 23499 SPDR Portfolio Developed Wld ex-US ETF COM 78463X889 3820855 106609 SH SOLE 0 0 106609 SPDR S&P Emerging Markets ETF COM 78463X509 308452 8523 SH SOLE 0 0 8523 Invesco S&P 500 Quality ETF COM 46137V241 318595 5273 SH SOLE 0 0 5273 SPDR Portfolio S&P 500 ETF COM 78464A854 964421 15674 SH SOLE 0 0 15674 SPDR Portfolio S&P 600 Sm Cap ETF COM 78468R853 3632361 84395 SH SOLE 0 0 84395 S P D R TRUST Unit SR COM 78462F103 5491031 10498 SH SOLE 0 0 10498 Spdr S&P 500 Growth Etf COM 78464A409 2418553 33063 SH SOLE 0 0 33063 SPDR Portfolio S&P 500 Value ETF COM 78464A508 760265 15175 SH SOLE 0 0 15175 Square Inc Cl A COM 852234103 384162 4542 SH SOLE 0 0 4542 South St Corp Com COM 840441109 841967 9902 SH SOLE 0 0 9902 Constellation Brand Cl A COM 21036P108 210614 775 SH SOLE 0 0 775 Sysco Corporation COM 871829107 861726 10615 SH SOLE 0 0 10615 A T & T Corp COM 00206R102 243637 13843 SH SOLE 0 0 13843 Truist Finl Corp Com COM 89832Q109 315660 8098 SH SOLE 0 0 8098 Thermo Fisher Scntfc COM 883556102 200517 345 SH SOLE 0 0 345 Truxton Corp COM 89845Y107 461727 7329 SH SOLE 0 0 7329 Tesla Motors Inc COM 88160R101 388320 2209 SH SOLE 0 0 2209 Trane Technologies PLC COM G8994E103 300200 1000 SH SOLE 0 0 1000 Texas Instruments Inc COM 882508104 216195 1241 SH SOLE 0 0 1241 United Continental Holdings Inc Com Usd0 COM 910047109 204304 4267 SH SOLE 0 0 4267 Unitedhealth Group Inc COM 91324P102 320071 647 SH SOLE 0 0 647 United Parcel Service B COM 911312106 247267 1664 SH SOLE 0 0 1664 U S Bancorp Del New COM 902973304 350463 7840 SH SOLE 0 0 7840 Visa Inc Cl A COM 92826C839 816329 2925 SH SOLE 0 0 2925 Vanguard Europe Pac Etf COM 921943858 24562910 489594 SH SOLE 0 0 489594 Vanguard Information Technology ETF COM 92204A702 278460 531 SH SOLE 0 0 531 Vanguard Div Appreciation COM 921908844 472085 2585 SH SOLE 0 0 2585 Vanguard S&P Small-Cap 600 ETF COM 921932828 205436 2024 SH SOLE 0 0 2024 Vanguard Mortgage Backed COM 92206C771 308460 6763 SH SOLE 0 0 6763 Vanguard REIT COM 922908553 7775987 89917 SH SOLE 0 0 89917 Vanguard Mid Cap COM 922908629 11415727 45689 SH SOLE 0 0 45689 Vanguard S&P 500 Etf COM 922908363 13471112 28024 SH SOLE 0 0 28024 Vanguard Total World COM 922042742 1770563 16023 SH SOLE 0 0 16023 Vanguard Total Stock Mkt COM 922908769 252054 970 SH SOLE 0 0 970 Vanguard Russell 2000 COM 92206C664 13179935 154949 SH SOLE 0 0 154949 Vanguard Emerging Market COM 922042858 7797537 186678 SH SOLE 0 0 186678 Vanguard High Div ETF COM 921946406 14230988 117621 SH SOLE 0 0 117621 Verizon Communications COM 92343V104 244296 5822 SH SOLE 0 0 5822 Wells Fargo & Co New COM 949746101 393983 6797 SH SOLE 0 0 6797 Wal-Mart Stores Inc COM 931142103 500083 8311 SH SOLE 0 0 8311 Sector Spdr Health Fund COM 81369Y209 1199895 8122 SH SOLE 0 0 8122 Sector Spdr Consumer Fd COM 81369Y407 251194 1366 SH SOLE 0 0 1366 Exxon Mobil Corporation COM 30231G102 2384761 20516 SH SOLE 0 0 20516