StockDriftsStockDriftsTop 50 Lbmc Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.74% | 420.3K | $274.6M | -1.65%(-7.07K) | $390.55(+90.10%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 15.49% | 1.32M | $254.0M | -0.66%(-8.77K) | $155.97(+29.23%) | 2026-03-31 | |
| IWM | ISHARES TR | 10.66% | 704.8K | $174.8M | -0.63%(-4.46K) | $218.90(+26.81%) | 2026-03-31 | |
| HDV | ISHARES TR | 3.79% | 458.4K | $62.2M | +0.36%(+1.62K) | $18.14(+50.53%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.29% | 595.2K | $53.9M | -0.42%(-2.52K) | $69.26(+37.47%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.89% | 488.4K | $47.4M | -0.34%(-1.67K) | $78.29(+29.93%) | 2026-03-31 | |
| IBHH | ISHARES TR | 2.49% | 1.74M | $40.9M | +1.64%(+28.13K) | $23.56(-0.42%) | 2026-03-31 | |
| IBHG | ISHARES TR | 2.18% | 1.62M | $35.8M | +2.67%(+41.97K) | $22.37(-1.29%) | 2026-03-31 | |
| DVY | ISHARES TR | 2.13% | 230.7K | $34.9M | +0.70%(+1.59K) | $114.02(+32.39%) | 2026-03-31 | |
| IBHI | ISHARES TR | 2.08% | 1.47M | $34.2M | +8.60%(+116.19K) | $23.63(-1.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.96% | +40.35% |
| Top 20 Holdings Unweighted | +12.05% | +40.67% |
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