Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LBMC INVESTMENT ADVISORS LLC | 04-10-2024 | 03-31-2024 | 186 | 1,153,274,724 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Ishares TRUST S&P 500 | COM | 1 | $236,332,416 | 449,532 | 0.02 | 0.02 | -9,200 | -2.01 | 03-31-2024 |
Invesco S&P 500 Eql Wgt | COM | 2 | $226,975,018 | 1,340,113 | 0.02 | 0.02 | 14,686 | 1.11 | 03-31-2024 |
Ishares Russell 2000 | COM | 3 | $148,529,464 | 706,274 | 0.01 | 0.01 | 4,669 | 0.67 | 03-31-2024 |
Ishares Msci ETF High Dividend Equity Fund | COM | 4 | $52,833,447 | 479,389 | 0.00 | 0.00 | -1,355 | -0.28 | 03-31-2024 |