Chief Compliance Officer

0001214659-24-012224.txt : 20240711 0001214659-24-012224.hdr.sgml : 20240711 20240711130837 ACCESSION NUMBER: 0001214659-24-012224 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240711 DATE AS OF CHANGE: 20240711 EFFECTIVENESS DATE: 20240711 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: 241111624 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 06-30-2024 06-30-2024 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 07-10-2024 0 187 1153493538 INFORMATION TABLE 2 infotable.xml Apple Computer Inc COM 037833100 13271227 63010 SH SOLE 0 0 63010 Abbvie Inc COM 00287Y109 496473 2895 SH SOLE 0 0 2895 Airbnb Inc COM 009066101 230326 1519 SH SOLE 0 0 1519 Abbott Laboratories COM 002824100 271409 2612 SH SOLE 0 0 2612 Analog Devices Inc COM 032654105 431868 1892 SH SOLE 0 0 1892 A F L A C Inc COM 001055102 4724965 52905 SH SOLE 0 0 52905 Align Technology Inc COM 016255101 603575 2500 SH SOLE 0 0 2500 Applied Materials Inc COM 038222105 247790 1050 SH SOLE 0 0 1050 Advanced Micro Devic COM 007903107 670901 4136 SH SOLE 0 0 4136 Amazon Com Inc COM 023135106 6370873 32967 SH SOLE 0 0 32967 Ishares Tr S&P Aggressive COM 464289859 10465428 139950 SH SOLE 0 0 139950 Ishares Tr S&P Allocation Fd COM 464289867 4345418 77156 SH SOLE 0 0 77156 Smith A O COM 831865209 4821342 58955 SH SOLE 0 0 58955 Ares Capital Corp COM 04010L103 210046 10079 SH SOLE 0 0 10079 Atmos Energy Corp COM 049560105 349483 2996 SH SOLE 0 0 2996 Boeing Co COM 097023105 792472 4354 SH SOLE 0 0 4354 Bank Of America Corp COM 060505104 855185 21503 SH SOLE 0 0 21503 Bristol-Myers Squibb Co COM 110122108 332157 7998 SH SOLE 0 0 7998 Vanguard Bond Index Fund COM 921937835 227153 3153 SH SOLE 0 0 3153 Berkshire Hathaway Cl B COM 084670702 4149767 10201 SH SOLE 0 0 10201 Vanguard Short Term Bd Index COM 921937827 664008 8657 SH SOLE 0 0 8657 Blackstone Group LP COM 09260D107 1195087 9653 SH SOLE 0 0 9653 Caterpillar Inc COM 149123101 345092 1036 SH SOLE 0 0 1036 Carnival Corp COM 143658300 237931 12710 SH SOLE 0 0 12710 City Holding Co COM 177835105 318750 3000 SH SOLE 0 0 3000 Conocophillips COM 20825C104 663996 5805 SH SOLE 0 0 5805 Costco Whsl Corp New COM 22160K105 1386334 1631 SH SOLE 0 0 1631 Salesforce Com COM 79466L302 423187 1646 SH SOLE 0 0 1646 Cisco Systems Inc COM 17275R102 553459 11649 SH SOLE 0 0 11649 Capital Southwest Corp COM 140501107 476143 18250 SH SOLE 0 0 18250 Corteva Inc com COM 22052L104 228058 4228 SH SOLE 0 0 4228 C V S Corp Del COM 126650100 230275 3899 SH SOLE 0 0 3899 Chevrontexaco Corp COM 166764100 880175 5627 SH SOLE 0 0 5627 Dupont De Nemours Inc COM 26614N102 340312 4228 SH SOLE 0 0 4228 Dfa Tax Managed US Small COM 25434V609 439698 8477 SH SOLE 0 0 8477 DFA Tax-Managed US Marketwide Value II COM 25434V724 1035896 26379 SH SOLE 0 0 26379 Spdr Dow Jones COM 78467X109 365545 935 SH SOLE 0 0 935 Disney Walt Hldg Co COM 254687106 1267969 12770 SH SOLE 0 0 12770 Dow Chemical Company COM 260557103 233314 4398 SH SOLE 0 0 4398 Duke Energy Corporation COM 26441C204 324658 3239 SH SOLE 0 0 3239 Ishares Tr Dow Jones Select Divid Index COM 464287168 28205520 233142 SH SOLE 0 0 233142 Ishares MSCI Emrg Mkt Fd COM 464287234 5205092 122214 SH SOLE 0 0 122214 Ishares Tr MSCI EAFE Fd COM 464287465 40550539 517688 SH SOLE 0 0 517688 Ford Motor Company COM 345370860 167436 13352 SH SOLE 0 0 13352 Fedex Corporation COM 31428X106 477671 1593 SH SOLE 0 0 1593 Fifth Third Bancorp COM 316773100 291920 8000 SH SOLE 0 0 8000 Sch Fnd US Sm Etf COM 808524763 731864 13326 SH SOLE 0 0 13326 Schwab Fundamental Intl COM 808524748 245440 7061 SH SOLE 0 0 7061 Schwab Funda Emg Mkts COM 808524730 258294 8735 SH SOLE 0 0 8735 Schwab Fundamental Inl COM 808524755 695941 19867 SH SOLE 0 0 19867 Schwab Fundamental US COM 808524771 1532017 22873 SH SOLE 0 0 22873 General Electric Company COM 369604301 726501 4570 SH SOLE 0 0 4570 General Motors Corp COM 37045V100 297994 6414 SH SOLE 0 0 6414 Google Inc Class C COM 02079K107 5044705 27504 SH SOLE 0 0 27504 Google Inc Cl A COM 02079K305 2428791 13334 SH SOLE 0 0 13334 Gorman Rupp Co Com COM 383082104 2243568 61116 SH SOLE 0 0 61116 Hca The Healthcare Co COM 40412C101 14982000 46632 SH SOLE 0 0 46632 Home Depot Inc COM 437076102 2557868 7430 SH SOLE 0 0 7430 Ishares Msci ETF High Dividend Equity Fund COM 46429B663 50537273 464924 SH SOLE 0 0 464924 Honeywell International COM 438516106 233613 1094 SH SOLE 0 0 1094 Block H & R Incorporated COM 093671105 271150 5000 SH SOLE 0 0 5000 Humana Inc COM 444859102 224190 600 SH SOLE 0 0 600 iShares iBonds 2024 Term HY and Inc ETF COM 46435U184 1870380 80481 SH SOLE 0 0 80481 iShares iBonds 2025 Term HY and Inc ETF COM 46435U168 3349494 143910 SH SOLE 0 0 143910 ISHARES IBND 2026 TRM HG YD INCM ETF COM 46436E528 3833638 167335 SH SOLE 0 0 167335 ISHS IBND 2027 TRM HGH YLD INCM ETF COM 46436E478 4298185 195106 SH SOLE 0 0 195106 iShares iBonds 2028 Term HY & Inc ETF COM 46436E387 2822188 122067 SH SOLE 0 0 122067 ISHARS IBND 2029 TRM HG YLD INCM ETF COM 46436E379 1871210 80885 SH SOLE 0 0 80885 Intl Business Machines COM 459200101 939860 5434 SH SOLE 0 0 5434 iShares iBonds Dec 2024 Term Muni Bond COM 46435U697 2800814 107537 SH SOLE 0 0 107537 iShares iBonds Dec 2025 Term Muni Bd ETF COM 46435U432 5587635 210974 SH SOLE 0 0 210974 iShares iBonds Dec 2026 Term Muni Bd ETF COM 46435U259 6532088 257981 SH SOLE 0 0 257981 iShares iBonds Dec 2027 Term Muni Bd ETF COM 46435U283 5083881 203274 SH SOLE 0 0 203274 iShares iBonds Dec 2028 Term Muni Bd ETF COM 46435U325 3624190 144852 SH SOLE 0 0 144852 Ishares Cohen Steers REIT COM 464287564 18194068 317578 SH SOLE 0 0 317578 Icon Media Holdings Inc COM 45110Q104 70 100000 SH SOLE 0 0 100000 Ishares Tr Dj US Utils COM 464287697 10391839 118250 SH SOLE 0 0 118250 Ishares Tr Dow Jones COM 464288448 596212 21547 SH SOLE 0 0 21547 Ishares Core Msci Eafe COM 46432F842 39152923 539000 SH SOLE 0 0 539000 Ishares Core Msci COM 46434G103 7290033 136186 SH SOLE 0 0 136186 i3 Verticals Inc COM 46571Y107 236256 10700 SH SOLE 0 0 10700 Ishares Tr S&P Midcap COM 464287507 5048607 86271 SH SOLE 0 0 86271 Ishares S&P Midcap COM 464287606 1274428 14464 SH SOLE 0 0 14464 Ishares Tr S&P Smallcap COM 464287804 16273044 152569 SH SOLE 0 0 152569 Intel Corp COM 458140100 317155 10241 SH SOLE 0 0 10241 Ishares Tr S&P 500/ Value Index Fd COM 464287408 9208350 50593 SH SOLE 0 0 50593 Ishares TRUST S&P 500 COM 464287200 243870480 445645 SH SOLE 0 0 445645 Ishares Tr S&P 500/ Barra Growth Index COM 464287309 13207316 142720 SH SOLE 0 0 142720 Ishares Tr Russell COM 464287614 739241 2028 SH SOLE 0 0 2028 Ishares Russell 2000 COM 464287655 141362711 696746 SH SOLE 0 0 696746 Ishares Russell Index Fd COM 464287499 271398 3347 SH SOLE 0 0 3347 Ishares Tr Dow Jones Re COM 464287739 264097 3010 SH SOLE 0 0 3010 Johnson & Johnson COM 478160104 855522 5853 SH SOLE 0 0 5853 J P Morgan Chase & Co COM 46625H100 1436257 7101 SH SOLE 0 0 7101 Coca Cola Company COM 191216100 2442818 38379 SH SOLE 0 0 38379 Spdr S&P Regional COM 78464A698 245500 5000 SH SOLE 0 0 5000 Lilly Eli & Company COM 532457108 1629684 1800 SH SOLE 0 0 1800 Mastercard Inc COM 57636Q104 766001 1736 SH SOLE 0 0 1736 Main Street Capital Corp COM 56035L104 333234 6600 SH SOLE 0 0 6600 Mc Donalds Corp COM 580135101 370335 1453 SH SOLE 0 0 1453 Mckesson Corporation COM 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Intl Inc COM 718172109 383384 3784 SH SOLE 0 0 3784 Pnc Finl Services Gp Inc COM 693475105 513449 3302 SH SOLE 0 0 3302 Pinnancle Finl Partners Inc COM 72346Q104 1245711 15564 SH SOLE 0 0 15564 FIS CHRISTIAN STOCK FUND ETF COM 78433H204 580606 20780 SH SOLE 0 0 20780 Prudential Financial Inc COM 744320102 268887 2294 SH SOLE 0 0 2294 Phillips COM 718546104 336452 2383 SH SOLE 0 0 2383 Provectus Pharmaceutical Inc COM 74373P108 2774 22000 SH SOLE 0 0 22000 Paypal Holdings Inco COM 70450Y103 203105 3500 SH SOLE 0 0 3500 ProShares Ultra QQQ COM 74347R206 354954 3556 SH SOLE 0 0 3556 Nasdaq 100 Shares COM 46090E103 2986078 6233 SH SOLE 0 0 6233 Invesco NASDAQ 100 ETF COM 46138G649 259397 1316 SH SOLE 0 0 1316 SPDR MSCI USA StrategicFactors ETF COM 78468R812 1996291 13539 SH SOLE 0 0 13539 Alpha Architect US Quantitative Val ETF COM 02072L102 342960 8000 SH SOLE 0 0 8000 Royal Carribean Cruisesf COM V7780T103 239145 1500 SH SOLE 0 0 1500 ATLAS SALT ORD COM 04943J100 4300 10000 SH SOLE 0 0 10000 Regions Financial Cp New COM 7591EP100 363241 18126 SH SOLE 0 0 18126 Invesco S&P 500 Eql Wgt COM 46137V357 219111737 1333770 SH SOLE 0 0 1333770 Raytheon Technologies Ord COM 75513E101 506429 5045 SH SOLE 0 0 5045 PerkinElmer Inc COM 714046109 223666 2133 SH SOLE 0 0 2133 Royal Bk Cda Montreal COM 780087102 239781 2254 SH SOLE 0 0 2254 Schw US Scap Etf COM 808524607 480050 10117 SH SOLE 0 0 10117 Schw Intl Eq Etf COM 808524805 550866 14338 SH SOLE 0 0 14338 Schwab Intermediate Term COM 808524854 227268 4660 SH SOLE 0 0 4660 The Charles Schwab Corp COM 808513105 323352 4388 SH SOLE 0 0 4388 Schw US Lcap Etf COM 808524201 1762100 27426 SH SOLE 0 0 27426 Spdr S&P Dividend Etf COM 78464A763 369861 2908 SH SOLE 0 0 2908 Shopify Inc COM 82509L107 591148 8950 SH SOLE 0 0 8950 SPDR S&P 600 Small Cap Growth ETF COM 78464A201 281106 3274 SH SOLE 0 0 3274 Smartfinancial Inc COM 83190L208 1048534 44298 SH SOLE 0 0 44298 Synopsys Inc COM 871607107 644450 1083 SH SOLE 0 0 1083 The Southern Company COM 842587107 1824599 23522 SH SOLE 0 0 23522 SPDR Portfolio Developed Wld ex-US ETF COM 78463X889 3781266 107790 SH SOLE 0 0 107790 SPDR S&P Emerging Markets ETF COM 78463X509 321308 8530 SH SOLE 0 0 8530 Invesco S&P 500 Quality ETF COM 46137V241 332314 5230 SH SOLE 0 0 5230 SPDR Portfolio S&P 500 ETF COM 78464A854 1003136 15674 SH SOLE 0 0 15674 SPDR Portfolio S&P 600 Sm Cap ETF COM 78468R853 1382118 33280 SH SOLE 0 0 33280 S P D R TRUST Unit SR COM 78462F103 4212814 7741 SH SOLE 0 0 7741 Spdr S&P 500 Growth Etf COM 78464A409 2651733 33093 SH SOLE 0 0 33093 SPDR Portfolio S&P 500 Value ETF COM 78464A508 644053 13214 SH SOLE 0 0 13214 Square Inc Cl A COM 852234103 292914 4542 SH SOLE 0 0 4542 South St Corp Com COM 840441109 756711 9902 SH SOLE 0 0 9902 Sysco Corporation COM 871829107 757805 10615 SH SOLE 0 0 10615 A T & T Corp COM 00206R102 259099 13558 SH SOLE 0 0 13558 Truist Finl Corp Com COM 89832Q109 314607 8098 SH SOLE 0 0 8098 Truxton Corp COM 89845Y107 452932 7329 SH SOLE 0 0 7329 Tesla Motors Inc COM 88160R101 393583 1989 SH SOLE 0 0 1989 Trane Technologies PLC COM G8994E103 328930 1000 SH SOLE 0 0 1000 Texas Instruments Inc COM 882508104 241412 1241 SH SOLE 0 0 1241 United Continental Holdings Inc Com Usd0 COM 910047109 207632 4267 SH SOLE 0 0 4267 Unitedhealth Group Inc COM 91324P102 329491 647 SH SOLE 0 0 647 United Parcel Service B COM 911312106 229969 1680 SH SOLE 0 0 1680 U S Bancorp Del New COM 902973304 312402 7869 SH SOLE 0 0 7869 Visa Inc Cl A COM 92826C839 767776 2925 SH SOLE 0 0 2925 Vanguard Europe Pac Etf COM 921943858 21990940 444981 SH SOLE 0 0 444981 Vanguard Information Technology ETF COM 92204A702 306208 531 SH SOLE 0 0 531 Vanguard Div Appreciation COM 921908844 475216 2603 SH SOLE 0 0 2603 Vanguard Mortgage Backed COM 92206C771 307040 6763 SH SOLE 0 0 6763 Vanguard REIT COM 922908553 7219722 86195 SH SOLE 0 0 86195 Vanguard Mid Cap COM 922908629 11061185 45689 SH SOLE 0 0 45689 Vanguard S&P 500 Etf COM 922908363 13597009 27187 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