Tracey Hill

@Lbmc Investment Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.269B

Total holdings198

Assets growth rate0.27%

Assets growth rate (2-Q avg)4.99%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lbmc Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 198 positions.

Assets under management

The assets under management (AUM) of Lbmc Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.269B in assets, with a quarterly growth rate of 0.27% and a 2-quarter average growth rate of 4.99%. The portfolio is managed by Tracey Hill, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RSPInvesco S&p 500 Eql Wgt Recent Activity Increased 0.32%	18.55%	$235.28M 1.343M shares@ $175.24 avg price	Increased 0.32%
IWMIshares Russell 2000 Recent Activity Increased 0.8%	12.45%	$157.958M 714,873 shares@ $220.97 avg price	Increased 0.8%
DVYIshares Tr Dow Jones Select Divid Index Recent Activity Increased 0.55%	2.42%	$30.703M 233,853 shares@ $131.29 avg price	Increased 0.55%
VYMVanguard High Div Etf Recent Activity Increased 6.53%	1.41%	$17.841M 139,832 shares@ $127.59 avg price	Increased 6.53%
VTWOVanguard Russell 2000 Recent Activity Increased 1.85%	1.05%	$13.303M 148,917 shares@ $89.34 avg price	Increased 1.85%
IBHGIshares Ibonds 2027 Term High Yield And Income Etf Recent Activity Increased 55.68%	0.95%	$12.019M 540,414 shares@ $22.25 avg price	Increased 55.68%
IBHHIshares Ibonds 2028 Term High Yield And Income Etf Recent Activity Increased 70.73%	0.79%	$10.006M 428,185 shares@ $23.37 avg price	Increased 70.73%
IBHFIshares Ibonds 2026 Term High Yield And Income Etf Recent Activity Increased 102.67%	0.79%	$9.952M 429,875 shares@ $23.16 avg price	Increased 102.67%
IVEIshares Tr S&p 500 Value Index Fd Recent Activity Increased 0.13%	0.77%	$9.662M 50,621 shares@ $190.88 avg price	Increased 0.13%
IBMOIshares Ibonds Dec 2026 Term Muni Bond Etf Recent Activity Increased 4.4%	0.67%	$8.397M 329,799 shares@ $25.46 avg price	Increased 4.4%