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 |
---|---|---|---|---|---|---|---|---|---|
Schwab Fundamental Inl | COM | 101 | $707,464 | 19,867 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
Pepsico Incorporated | COM | 102 | $699,823 | 3,999 | 0.00 | 0.00 | -551 | -12.11 | 03-31-2024 |
Boeing Co | COM | 103 | $670,061 | 3,472 | 0.00 | 0.00 | 1,687 | 94.51 | 03-31-2024 |
Align Technology Inc | COM | 104 | $655,840 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 |