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Myles R. Blechner

Lbmc Investment Advisors, Llc

Assets Managed
$1.64B
Holdings
230
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
0.91%(2Q avg: 2.25%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Lbmc Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 230 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.64B in assets, with a quarterly growth rate of 0.91% and a 2-quarter average growth rate of 2.25%. The portfolio is managed by Myles R. Blechner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.65%
16.75%
$274.57M
420,340 shares@ $653.21 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -0.65%
15.49%
$253.979M
1.323M shares@ $191.93 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -0.62%
10.66%
$174.793M
704,809 shares@ $248.0 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 0.36%
3.8%
$62.214M
458,400 shares@ $135.73 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -0.42%
3.29%
$53.88M
595,160 shares@ $90.54 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -0.33%
2.9%
$47.442M
488,440 shares@ $97.14 avg price
IBHH
Ishares Ibonds 2028 Tm Hy In
Recent Activity
Increased 1.65%
2.5%
$40.864M
1.741M shares@ $23.47 avg price
IBHG
Ishares Ibonds 2027 Hy Inc
Recent Activity
Increased 2.67%
2.19%
$35.776M
1.617M shares@ $22.13 avg price
DVY
Ishares Select Dividend Etf
Recent Activity
Increased 0.7%
2.14%
$34.931M
230,707 shares@ $151.42 avg price
IBHI
Ishares Ibonds 2029 Tm Hy In
Recent Activity
Increased 8.6%
2.09%
$34.174M
1.468M shares@ $23.29 avg price

1-10 of 230