Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LBMC INVESTMENT ADVISORS LLC 04-10-2024 03-31-2024 186 1,153,274,724
Institutional Holdings
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
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