小隐寺数据中心API 小隐寺主站

LBMC INVESTMENT ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LBMC INVESTMENT ADVISORS, LLC

报告期 2026-03-31 · CIK 0001536924

持仓数

230

前50大市值合计

$1.47B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$274.6M

420,340

18.7%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$254.0M

1,323,360

17.3%

IWM ISHARES TR

RUSSELL 2000 ETF

$174.8M

704,809

11.9%

HDV ISHARES TR

CORE HIGH DV ETF

$62.2M

458,400

4.2%

IEFA ISHARES TR

CORE MSCI EAFE

$53.9M

595,160

3.7%

EFA ISHARES TR

MSCI EAFE ETF

$47.4M

488,440

3.2%

IBHH ISHARES TR

IBONDS 28 TR HI

$40.9M

1,741,128

2.8%

IBHG ISHARES TR

IBONDS 2027 TERM

$35.8M

1,616,618

2.4%

DVY ISHARES TR

SELECT DIVID ETF

$34.9M

230,707

2.4%

IBHI ISHARES TR

IBONDS 29 TR HI

$34.2M

1,467,776

2.3%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$27.7M

431,796

1.9%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$26.0M

175,457

1.8%

IBHF ISHARES TR

IBONDS 2026 TERM

$25.8M

1,123,830

1.8%

IBHJ ISHARES TR

IBONDS 2030 TERM

$24.5M

933,587

1.7%

IJR ISHARES TR

CORE S&P SCP ETF

$22.2M

178,762

1.5%

HCA HCA HEALTHCARE INC

COM

$20.5M

43,300

1.4%

AAPL APPLE INC

COM

$15.9M

62,625

1.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$15.1M

25,287

1.0%

VTWO VANGUARD SCOTTSDALE FDS

VNG RUS2000IDX

$15.0M

149,385

1.0%

ICF ISHARES TR

SELECT US REIT

$14.8M

239,252

1.0%

IBMP ISHARES TR

IBONDS DEC 27

$14.4M

566,726

1.0%

IBMQ ISHARES TR

IBONDS DEC 28

$14.3M

559,681

1.0%

IBMO ISHARES TR

IBONDS DEC 26

$13.5M

525,143

0.9%

IVW ISHARES TR

S&P 500 GRWT ETF

$13.3M

118,008

0.9%

IDU ISHARES TR

U.S. UTILITS ETF

$12.4M

106,885

0.8%

IBHK ISHARES TR

IBONDS 2031 TERM

$12.4M

485,609

0.8%

IBMR ISHARES TR

IBONDS DEC 2029

$12.4M

487,494

0.8%

VO VANGUARD INDEX FDS

MID CAP ETF

$12.3M

42,739

0.8%

AOA ISHARES TR

CORE 80/20 AGGRE

$11.2M

126,421

0.8%

IVE ISHARES TR

S&P 500 VAL ETF

$8.9M

41,978

0.6%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$8.2M

92,164

0.6%

GOOG ALPHABET INC

CAP STK CL C

$7.8M

27,135

0.5%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$7.8M

143,861

0.5%

IEMG ISHARES INC

CORE MSCI EMKT

$7.7M

110,648

0.5%

IBDU ISHARES TR

IBONDS DEC 29

$7.2M

307,572

0.5%

IBMS ISHARES TR

IBONDS DEC 2030

$7.0M

269,144

0.5%

AMZN AMAZON COM INC

COM

$6.9M

33,298

0.5%

MSFT MICROSOFT CORP

COM

$6.4M

17,303

0.4%

IBDS ISHARES TR

IBONDS 27 ETF

$6.3M

259,209

0.4%

IBDV ISHARES TR

IBONDS DEC 2030

$6.2M

281,756

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$6.0M

12,551

0.4%

IBDT ISHARES TR

IBDS DEC28 ETF

$5.9M

232,558

0.4%

AFL AFLAC INC

COM

$5.8M

52,655

0.4%

EEM ISHARES TR

MSCI EMG MKT ETF

$5.4M

95,465

0.4%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$5.4M

118,669

0.4%

IBDR ISHARES TR

IBONDS DEC2026

$5.1M

211,425

0.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.7M

7,250

0.3%

GOOGL ALPHABET INC

CAP STK CL A

$4.6M

15,849

0.3%

AOR ISHARES TR

CORE 60/40 BALAN

$4.5M

70,497

0.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$3.9M

6,703

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

59%前 6 大占比

IVV18.7%RSP17.3%IWM11.9%HDV4.2%IEFA3.7%EFA3.2%