Sponsored

The Analysis of LBMC INVESTMENT ADVISORS, LLC's Holdings & P&L

Currently, LBMC INVESTMENT ADVISORS, LLC holds 230 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in IBHJ (+123.9K shares, valued at $3.2M), IBHI (+116.2K shares, valued at $2.7M), BSJT (+115.5K shares, valued at $2.4M); decreased their positions in IVV (-7.1K shares, valued at $4.6M), N/A (-8.8K shares, valued at $1.7M), IWM (-4.5K shares, valued at $1.1M); initiated new positions in BSJT (+115.5K shares, valued at $2.4M), BSJS (+111.9K shares, valued at $2.4M), BSJU (+91.1K shares, valued at $2.3M).

1M P&L

-210.3M-12.84%

3M P&L

-261.9M-15.51%

HY P&L

-150.9M-9.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.2B

88.6%

2Medical Care Facilities20.5M

1.6%

3Consumer Electronics17.4M

1.3%

Top Industries by Stock Count

1N/A99 stocks

47.8%

2Banks - Regional9 stocks

4.3%

3Software - Infrastructure7 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR420.3K shares-1.65%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3M shares-0.66%2026-03-312026-05-14

IWM ISHARES TR704.8K shares-0.63%2026-03-312026-05-14

HDV ISHARES TR458.4K shares0.36%2026-03-312026-05-14

IEFA ISHARES TR595.2K shares-0.42%2026-03-312026-05-14

EFA ISHARES TR488.4K shares-0.34%2026-03-312026-05-14

IBHH ISHARES TR1.7M shares1.64%2026-03-312026-05-14

IBHG ISHARES TR1.6M shares2.67%2026-03-312026-05-14

Sponsored

DVY ISHARES TR230.7K shares0.70%2026-03-312026-05-14

IBHI ISHARES TR1.5M shares8.60%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS431.8K shares3.44%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS175.5K shares1.05%2026-03-312026-05-14

IBHF ISHARES TR1.1M shares1.59%2026-03-312026-05-14

IBHJ ISHARES TR933.6K shares15.30%2026-03-312026-05-14

IJR ISHARES TR178.8K shares1.10%2026-03-312026-05-14

HCA HCA HEALTHCARE INC43.3K shares-1.59%2026-03-312026-05-14

Sponsored

AAPL APPLE INC62.6K shares-1.89%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS25.3K shares1.62%2026-03-312026-05-14

VTWO VANGUARD SCOTTSDALE FDS149.4K shares-1.26%2026-03-312026-05-14

ICF ISHARES TR239.3K shares-5.72%2026-03-312026-05-14

IBMP ISHARES TR566.7K shares5.41%2026-03-312026-05-14

IBMQ ISHARES TR559.7K shares7.96%2026-03-312026-05-14

IBMO ISHARES TR525.1K shares1.83%2026-03-312026-05-14

IVW ISHARES TR118.0K shares-7.37%2026-03-312026-05-14

Sponsored

IDU ISHARES TR106.9K shares-3.10%2026-03-312026-05-14

IBHK ISHARES TR485.6K shares14.76%2026-03-312026-05-14

IBMR ISHARES TR487.5K shares16.23%2026-03-312026-05-14

VO VANGUARD INDEX FDS42.7K shares-3.65%2026-03-312026-05-14

AOA ISHARES TR126.4K shares1.28%2026-03-312026-05-14

IVE ISHARES TR42.0K shares-5.25%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS92.2K shares-0.53%2026-03-312026-05-14

ALPHABET INC ALPHABET INC27.1K shares0.36%2026-03-312026-05-14

Sponsored

VWO VANGUARD INTL EQUITY INDEX F143.9K shares3.30%2026-03-312026-05-14

IEMG ISHARES INC110.6K shares0.00%2026-03-312026-05-14

IBDU ISHARES TR307.6K shares12.31%2026-03-312026-05-14

IBMS ISHARES TR269.1K shares30.79%2026-03-312026-05-14

AMZN AMAZON COM INC33.3K shares-0.97%2026-03-312026-05-14

MSFT MICROSOFT CORP17.3K shares1.84%2026-03-312026-05-14

IBDS ISHARES TR259.2K shares6.44%2026-03-312026-05-14

IBDV ISHARES TR281.8K shares17.72%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.6K shares-0.16%2026-03-312026-05-14

IBDT ISHARES TR232.6K shares12.53%2026-03-312026-05-14

AFL AFLAC INC52.7K shares0.00%2026-03-312026-05-14

EEM ISHARES TR95.5K shares-2.83%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS118.7K shares-0.09%2026-03-312026-05-14

IBDR ISHARES TR211.4K shares-0.62%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T7.3K shares-0.67%2026-03-312026-05-14

ALPHABET INC ALPHABET INC15.8K shares-0.52%2026-03-312026-05-14

Sponsored

AOR ISHARES TR70.5K shares-2.97%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR6.7K shares5.15%2026-03-312026-05-14

META META PLATFORMS INC6.7K shares1.02%2026-03-312026-05-14

GRC GORMAN RUPP CO61.1K shares0.00%2026-03-312026-05-14

IJH ISHARES TR53.8K shares-18.34%2026-03-312026-05-14

IBHL ISHARES TR141.4K shares17.87%2026-03-312026-05-14

AOS SMITH A O CORP52.9K shares0.00%2026-03-312026-05-14

IBMT ISHARES TR126.0K shares28.25%2026-03-312026-05-14

Sponsored

SPYG SPDR SERIES TRUST33.0K shares-0.73%2026-03-312026-05-14

LLY ELI LILLY & CO3.5K shares0.69%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP16.4K shares0.00%2026-03-312026-05-14

KO COCA COLA CO38.8K shares-0.33%2026-03-312026-05-14

AON PLC AON PLC9.1K shares-2.96%2026-03-312026-05-14

NVDA NVIDIA CORPORATION16.5K shares6.20%2026-03-312026-05-14

HD HOME DEPOT INC8.8K shares10.85%2026-03-312026-05-14

VGT VANGUARD WORLD FD3.9K shares35.71%2026-03-312026-05-14

Sponsored

EUSA ISHARES INC25.0K shares121.64%2026-03-312026-05-14

SO SOUTHERN CO26.4K shares-5.21%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO8.5K shares-2.20%2026-03-312026-05-14

BSJT INVESCO EXCH TRD SLF IDX FD115.5K sharesnew addition2026-03-312026-05-14

BSJS INVESCO EXCH TRD SLF IDX FD111.9K sharesnew addition2026-03-312026-05-14

XOM EXXON MOBIL CORP14.1K shares-1.96%2026-03-312026-05-14

BSJU INVESCO EXCH TRD SLF IDX FD91.1K sharesnew addition2026-03-312026-05-14

CAT CATERPILLAR INC3.2K shares0.85%2026-03-312026-05-14

Sponsored

IBDW ISHARES TR105.1K shares28.41%2026-03-312026-05-14

QUS SPDR SERIES TRUST12.1K shares-2.44%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION2.1K shares1.81%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR70.1K shares0.00%2026-03-312026-05-14

TEMA ETF TRUST TEMA ETF TRUST30.0K sharesnew addition2026-03-312026-05-14

ORCL ORACLE CORP11.5K shares5.25%2026-03-312026-05-14

BROADCOM INC BROADCOM INC5.5K shares-0.02%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F12.2K shares0.86%2026-03-312026-05-14

Sponsored

JNJ JOHNSON & JOHNSON6.9K shares-1.07%2026-03-312026-05-14

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC19.4K sharesnew addition2026-03-312026-05-14

FNDX SCHWAB STRATEGIC TR58.9K shares0.00%2026-03-312026-05-14

SPYM SPDR SERIES TRUST21.2K shares0.15%2026-03-312026-05-14

BSJR INVESCO EXCH TRD SLF IDX FD71.1K sharesnew addition2026-03-312026-05-14

MA MASTERCARD INCORPORATED3.1K shares0.00%2026-03-312026-05-14

IBDX ISHARES TR59.8K shares21.70%2026-03-312026-05-14

IJK ISHARES TR14.5K shares0.03%2026-03-312026-05-14

Sponsored

RTX RTX CORPORATION7.3K shares0.97%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC6.9K shares0.00%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS5.7K shares-0.52%2026-03-312026-05-14

CVX CHEVRON CORPORATION6.5K shares8.86%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE4.7K shares-2.05%2026-03-312026-05-14

BSJV INVESCO EXCH TRD SLF IDX FD49.7K sharesnew addition2026-03-312026-05-14

ABBV ABBVIE INC5.9K shares0.02%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST26.4K shares0.16%2026-03-312026-05-14

Sponsored

DIS DISNEY WALT CO12.7K shares0.01%2026-03-312026-05-14

WMT WALMART INC9.4K shares-0.83%2026-03-312026-05-14

V VISA INC3.8K shares1.55%2026-03-312026-05-14

VIOO VANGUARD ADMIRAL FDS INC9.9K sharesnew addition2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC10.0K shares0.00%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC3.2K shares0.00%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC9.0K shares0.66%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC9.4K shares1.25%2026-03-312026-05-14

Sponsored

SHOP SHOPIFY INC8.9K shares0.00%2026-03-312026-05-14

DGRO ISHARES TR15.0K shares0.00%2026-03-312026-05-14

GEV GE VERNOVA INC1.2K shares0.00%2026-03-312026-05-14

BA BOEING CO4.7K shares0.00%2026-03-312026-05-14

CSCO CISCO SYS INC11.9K shares0.03%2026-03-312026-05-14

WFC WELLS FARGO & CO11.6K shares-0.86%2026-03-312026-05-14

VTI VANGUARD INDEX FDS2.9K shares0.03%2026-03-312026-05-14

SMBK SMARTFINANCIAL INC23.0K shares0.00%2026-03-312026-05-14

Sponsored

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC39.4K shares0.00%2026-03-312026-05-14

IWF ISHARES TR2.0K shares0.00%2026-03-312026-05-14

COP CONOCOPHILLIPS6.5K shares1.21%2026-03-312026-05-14

BAC BANK AMERICA CORP17.6K shares-14.16%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR5.7K shares0.00%2026-03-312026-05-14

FDEC FIRST TR EXCHNG TRADED FD VI16.7K shares0.00%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS3.8K shares5.14%2026-03-312026-05-14

TSLA TESLA INC2.2K shares10.25%2026-03-312026-05-14

Sponsored

IBIT ISHARES BITCOIN TRUST ETF20.8K shares-8.15%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR16.3K shares0.00%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC894 shares2.17%2026-03-312026-05-14

NBIS NEBIUS GROUP N.V.7.2K shares0.00%2026-03-312026-05-14

IBTI ISHARES TR33.3K shares37.07%2026-03-312026-05-14

SPYV SPDR SERIES TRUST13.1K shares-4.09%2026-03-312026-05-14

RF REGIONS FINANCIAL CORP NEW28.1K shares0.66%2026-03-312026-05-14

FNDA SCHWAB STRATEGIC TR21.9K shares0.00%2026-03-312026-05-14

Sponsored

PNC PNC FINL SVCS GROUP INC3.3K shares0.00%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS14.4K shares6.18%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC1.9K shares-1.41%2026-03-312026-05-14

FIS TR FIS TR20.8K sharesnew addition2026-03-312026-05-14

SNOW SNOWFLAKE INC4.3K shares0.00%2026-03-312026-05-14

FBTC FIDELITY WISE ORIGIN BITCOIN10.8K shares-14.26%2026-03-312026-05-14

MDB MONGODB INC2.5K shares0.00%2026-03-312026-05-14

PEP PEPSICO INC3.9K shares2.46%2026-03-312026-05-14

Sponsored

XLK SELECT SECTOR SPDR TR4.5K shares0.00%2026-03-312026-05-14

ADI ANALOG DEVICES INC1.9K shares-3.91%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC2.2K shares95.08%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND1.3K shares0.08%2026-03-312026-05-14

IBTH ISHARES TR26.4K shares50.77%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC4.0K shares22.78%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II2.5K shares66.82%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR23.3K shares3.83%2026-03-312026-05-14

Sponsored

IBDY ISHARES TR21.4K shares0.00%2026-03-312026-05-14

IBTG ISHARES TR23.9K shares57.47%2026-03-312026-05-14

IDV ISHARES TR12.9K shares-3.96%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST8.6K shares0.20%2026-03-312026-05-14

ABT ABBOTT LABORATORIES5.2K shares-1.00%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS6.6K shares-4.70%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC1.8K shares0.00%2026-03-312026-05-14

NEE NEXTERA ENERGY INC5.3K shares-3.00%2026-03-312026-05-14

Sponsored

SCHA SCHWAB STRATEGIC TR16.1K shares0.00%2026-03-312026-05-14

PSX PHILLIPS 662.5K shares2.63%2026-03-312026-05-14

MS MORGAN STANLEY2.8K shares1.56%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO7.5K shares1.32%2026-03-312026-05-14

QLD PROSHARES TR7.1K shares0.00%2026-03-312026-05-14

DE DEERE & CO751 shares0.00%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP4.5K shares1.91%2026-03-312026-05-14

QVAL EA SERIES TRUST8.0K shares0.00%2026-03-312026-05-14

Sponsored

TT TRANE TECHNOLOGIES PLC1.0K shares0.00%2026-03-312026-05-14

SNPS SYNOPSYS INC1.0K shares0.00%2026-03-312026-05-14

ATO ATMOS ENERGY CORP2.2K shares-0.97%2026-03-312026-05-14

VMC VULCAN MATLS CO1.5K shares0.00%2026-03-312026-05-14

CSWC CAPITAL SOUTHWEST CORP18.3K shares0.00%2026-03-312026-05-14

USB US BANCORP7.7K shares-3.63%2026-03-312026-05-14

UAL UNITED AIRLS HLDGS INC4.3K shares0.00%2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares0.00%2026-03-312026-05-14

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2026-03-312026-05-14

PFE PFIZER INC13.9K shares0.00%2026-03-312026-05-14

SDY SPDR SERIES TRUST2.7K shares0.08%2026-03-312026-05-14

FDX FEDEX CORP1.1K shares0.00%2026-03-312026-05-14

IBDZ ISHARES TR14.6K shares0.00%2026-03-312026-05-14

INTC INTEL CORP8.6K shares0.00%2026-03-312026-05-14

HON HONEYWELL INTL INC1.7K shares0.00%2026-03-312026-05-14

TFC TRUIST FINL CORP8.1K shares0.00%2026-03-312026-05-14

Sponsored

MCK MCKESSON CORP430 shares0.00%2026-03-312026-05-14

FITB FIFTH THIRD BANCORP8.0K shares0.00%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC2.3K shares9.48%2026-03-312026-05-14

GM GENERAL MTRS CO4.9K shares-23.49%2026-03-312026-05-14

RY ROYAL BK CDA2.3K shares0.00%2026-03-312026-05-14

AMAT APPLIED MATLS INC1.1K shares0.00%2026-03-312026-05-14

CHCO CITY HLDG CO3.0K shares0.00%2026-03-312026-05-14

IWR ISHARES TR3.6K shares0.00%2026-03-312026-05-14

Sponsored

MCD MCDONALDS CORP1.1K shares4.52%2026-03-312026-05-14

MAIN MAIN STR CAP CORP6.6K shares0.00%2026-03-312026-05-14

GLD SPDR GOLD TR815 shares0.00%2026-03-312026-05-14

CAH CARDINAL HEALTH INC1.6K shares0.00%2026-03-312026-05-14

ALGN ALIGN TECHNOLOGY INC2.0K shares0.00%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR3.9K shares0.00%2026-03-312026-05-14

FNDE SCHWAB STRATEGIC TR8.7K shares0.00%2026-03-312026-05-14

FNDC SCHWAB STRATEGIC TR7.1K shares0.00%2026-03-312026-05-14

Sponsored

MPC MARATHON PETE CORP1.3K shares-5.04%2026-03-312026-05-14

KRE SPDR SERIES TRUST5.0K shares0.00%2026-03-312026-05-14

IBTJ ISHARES TR14.7K sharesnew addition2026-03-312026-05-14

IIIV I3 VERTICALS INC14.3K shares37.09%2026-03-312026-05-14

SLYG SPDR SERIES TRUST3.3K shares0.12%2026-03-312026-05-14

T AT&T INC10.7K shares-4.35%2026-03-312026-05-14

PG PROCTER & GAMBLE CO2.1K shares-5.24%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L8.0K shares0.00%2026-03-312026-05-14

Sponsored

CTVA CORTEVA INC3.6K shares0.00%2026-03-312026-05-14

URA GLOBAL X FDS6.1K shares8.14%2026-03-312026-05-14

FBK FB FINL CORP5.6K shares0.09%2026-03-312026-05-14

NUE NUCOR CORP1.7K shares0.00%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-05-14

SHLD GLOBAL X FDS4.0K shares0.33%2026-03-312026-05-14

APLD APPLIED DIGITAL CORP11.9K shares0.00%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC5.6K shares-4.03%2026-03-312026-05-14

Sponsored

ET ENERGY TRANSFER L P13.8K shares0.50%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC4.3K shares0.00%2026-03-312026-05-14

TXN TEXAS INSTRS INC1.3K shares3.63%2026-03-312026-05-14

PFF ISHARES TR7.8K shares-28.98%2026-03-312026-05-14

URI UNITED RENTALS INC325 shares0.00%2026-03-312026-05-14

TJX TJX COS INC NEW1.5K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS531 shares-1.85%2026-03-312026-05-14

MSTR STRATEGY INC1.9K shares0.98%2026-03-312026-05-14

Sponsored

AXP AMERICAN EXPRESS CO750 shares0.00%2026-03-312026-05-14

PRU PRUDENTIAL FINL INC2.3K shares0.00%2026-03-312026-05-14

TMFC RBB FD INC3.4K shares0.00%2026-03-312026-05-14

OEF ISHARES TR697 shares0.00%2026-03-312026-05-14

CFO VICTORY PORTFOLIOS II2.9K shares0.00%2026-03-312026-05-14

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.8K sharesnew addition2026-03-312026-05-14

APH AMPHENOL CORP1.6K shares1.76%2026-03-312026-05-14

VOOG VANGUARD ADMIRAL FDS INC501 shares0.00%2026-03-312026-05-14

Sponsored

SCHC SCHWAB STRATEGIC TR4.3K sharesnew addition2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.5K shares-42.82%2026-03-312026-05-14

IBTK ISHARES TR10.1K sharesnew addition2026-03-312026-05-14

LISTED FDS TR LISTED FDS TR36.8K sharesnew addition2026-03-312026-05-14

IBRX IMMUNITYBIO INC19.0K sharesnew addition2026-03-312026-05-14

F FORD MTR CO11.9K shares0.46%2026-03-312026-05-14

IVV

ISHARES TR

-1.65%

Shares420.3K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-0.66%

Shares1.3M

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-0.63%

Shares704.8K

Event2026-03-31

Filed2026-05-14

HDV

ISHARES TR

0.36%

Shares458.4K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-0.42%

Shares595.2K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

-0.34%

Shares488.4K

Event2026-03-31

Filed2026-05-14

IBHH

ISHARES TR

1.64%

Shares1.7M

Event2026-03-31

Filed2026-05-14

IBHG

ISHARES TR

2.67%

Shares1.6M

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

0.70%

Shares230.7K

Event2026-03-31

Filed2026-05-14

IBHI

ISHARES TR

8.60%

Shares1.5M

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

3.44%

Shares431.8K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

1.05%

Shares175.5K

Event2026-03-31

Filed2026-05-14

IBHF

ISHARES TR

1.59%

Shares1.1M

Event2026-03-31

Filed2026-05-14

IBHJ

ISHARES TR

15.30%

Shares933.6K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

1.10%

Shares178.8K

Event2026-03-31

Filed2026-05-14

HCA

HCA HEALTHCARE INC

-1.59%

Shares43.3K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-1.89%

Shares62.6K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

1.62%

Shares25.3K

Event2026-03-31

Filed2026-05-14

VTWO

VANGUARD SCOTTSDALE FDS

-1.26%

Shares149.4K

Event2026-03-31

Filed2026-05-14

ICF

ISHARES TR

-5.72%

Shares239.3K

Event2026-03-31

Filed2026-05-14

IBMP

ISHARES TR

5.41%

Shares566.7K

Event2026-03-31

Filed2026-05-14

IBMQ

ISHARES TR

7.96%

Shares559.7K

Event2026-03-31

Filed2026-05-14

IBMO

ISHARES TR

1.83%

Shares525.1K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-7.37%

Shares118.0K

Event2026-03-31

Filed2026-05-14

IDU

ISHARES TR

-3.10%

Shares106.9K

Event2026-03-31

Filed2026-05-14

IBHK

ISHARES TR

14.76%

Shares485.6K

Event2026-03-31

Filed2026-05-14

IBMR

ISHARES TR

16.23%

Shares487.5K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-3.65%

Shares42.7K

Event2026-03-31

Filed2026-05-14

AOA

ISHARES TR

1.28%

Shares126.4K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

-5.25%

Shares42.0K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

-0.53%

Shares92.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.36%

Shares27.1K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

3.30%

Shares143.9K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

0.00%

Shares110.6K

Event2026-03-31

Filed2026-05-14

IBDU

ISHARES TR

12.31%

Shares307.6K

Event2026-03-31

Filed2026-05-14

IBMS

ISHARES TR

30.79%

Shares269.1K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-0.97%

Shares33.3K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

1.84%

Shares17.3K

Event2026-03-31

Filed2026-05-14

IBDS

ISHARES TR

6.44%

Shares259.2K

Event2026-03-31

Filed2026-05-14

IBDV

ISHARES TR

17.72%

Shares281.8K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-0.16%

Shares12.6K

Event2026-03-31

Filed2026-05-14

IBDT

ISHARES TR

12.53%

Shares232.6K

Event2026-03-31

Filed2026-05-14

AFL

AFLAC INC

0.00%

Shares52.7K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

-2.83%

Shares95.5K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

-0.09%

Shares118.7K

Event2026-03-31

Filed2026-05-14

IBDR

ISHARES TR

-0.62%

Shares211.4K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-0.67%

Shares7.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-0.52%

Shares15.8K

Event2026-03-31

Filed2026-05-14

AOR

ISHARES TR

-2.97%

Shares70.5K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

5.15%

Shares6.7K

Event2026-03-31

Filed2026-05-14