0001536924-12-000006.txt : 20120514 0001536924-12-000006.hdr.sgml : 20120514 20120514121007 ACCESSION NUMBER: 0001536924-12-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120514 DATE AS OF CHANGE: 20120514 EFFECTIVENESS DATE: 20120514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LBMC INVESTMENT ADVISORS, LLC CENTRAL INDEX KEY: 0001536924 IRS NUMBER: 621723694 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14681 FILM NUMBER: 12837363 BUSINESS ADDRESS: STREET 1: 5250 VIRGINIA WAY CITY: BRENTWOOD STATE: TN ZIP: 37027 BUSINESS PHONE: 615-377-4600 MAIL ADDRESS: STREET 1: 5250 VIRGINIA WAY CITY: BRENTWOOD STATE: TN ZIP: 37027 13F-HR 1 13FLBMC03312012DRAFT1.txt LBMC INVESTMENT ADVISORS, LLC FORM 13F MARCH 31, 2012 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calender Year or Quarter Ending: March 31, 2012 Check here if Amendment: [ ]amendment Number: This Amendment: [ ] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: LBMC Investment Advisors, LLC Address: 5250 Virginia Way Brentwood, TN 37027 13F File Number: 28-14681 The institutional investment manager filing this report and the person by whom it is signed represent that the person signing this report is authorized to submit it, that all information contained herein is true, correct, and complete,and that it is understood that all required items, statements, schedules, lists, and tables, are considered integralparts of this submission. Person signing this Report on Behalf of Reporting Manager: Name: Robert Andrew Jordan Title: Director of Operations Phone: 615-309-2387 Signature, Place, and Date of Signing: Robert Andrew Jordan Brentwood, Tennessee 05/10/12 Report Type: (Check one only) [X] 13F HOLDINGS REPORT (Check here if all holdings of this reporting manager are reported in this report) [ ] 13F NOTICE (Check here if no holdings reported are in this report, and all holdings are reported by other reporting managers) [ ] 13F COMBINATION REPORT (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting managers) List of Other Managers Reporting for this Manager: [If there are no entries in this listm omit this section] FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 37 Form 13F Information Table Value Total: 217,342 (Thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name NONE [Repeat as necessary]. FORM 13F INFORMATION TABLE TITLE VALUE SHARES SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE Apple Computer Inc COM 037833100 1132 1889 sh sole 1889 Bank Of America Corp COM 060505104 162 16978 sh sole 16978 Berkshire Hathaway Cl B COM 084670702 338 4160 sh sole 4160 Boeing Co COM 097023105 487 6548 sh sole 6548 Exxon Mobil Corporation COM 30231G102 665 7673 sh sole 7673 Ford Motor Company COM 345370860 241 19328 sh sole 19328 Freeport Mcmoran Copper COM 35671D857 298 7842 sh sole 7842 Intl Business Machines COM 459200101 644 3085 sh sole 3085 Ishares Barclays U S Aggreg COM 464287226 235 2142 sh sole 2142 Ishares MSCI Emrg Mkt Fd COM 464287234 6514 151691 sh sole 151691 Ishares Msci ETF High Dividend COM 46429B663 959 16787 sh sole 16787 Ishares Russell 2000 COM 464287655 24220 292481 sh sole 292481 Ishares S&P U S Pfd Fund COM 464288687 355 9095 sh sole 9095 Ishares Silver TRUST COM 46428Q109 374 11915 sh sole 11915 Ishares Tr Dj US Utils COM 464287697 9812 113883 sh sole 113883 Ishares Tr MSCI EAFE Fd COM 464287465 18687 340437 sh sole 340437 Ishares Tr S&P 500/ Value Ind COM 464287408 4769 73447 sh sole 73447 Ishares Tr S&P 500/ Barra Grow COM 464287309 5476 72653 sh sole 72653 Ishares Tr S&P Aggressive COM 464289859 1379 37823 sh sole 37823 Ishares Tr S&P Allocation Fd COM 464289867 843 25302 sh sole 25302 Ishares TRUST S&P 500 COM 464287200 23381 165573 sh sole 165573 Jarden Corp COM 471109108 1046 26007 sh sole 26007 Pinnancle Finl Partners I COM 72346Q104 384 20930 sh sole 20930 Powershs Db Commdty Indx COM 73935S105 7326 254360 sh sole 254360 Regions Financial Cp New COM 7591EP100 152 23076 sh sole 23076 Rydex S&P 500 Index COM 78355W106 29239 563690 sh sole 563690 Spdr Gold TRUST COM 78463V107 581 3585 sh sole 3585 Spdr S&P China Etf COM 78463X400 314 4591 sh sole 4591 The Southern Company COM 842587107 481 10707 sh sole 10707 Timmins Gold Corp COM 88741P103 56 25000 sh sole 25000 Vanguard Emerging Market COM 922042858 7126 163918 sh sole 163918 Vanguard Europe Pac Etf COM 921943858 2329 68452 sh sole 68452 Vanguard Russell 2000 COM 92206C664 4144 62956 sh sole 62956 Vanguard S&P 500 Etf COM 922908413 1184 18405 sh sole 18405 Vanguard Short Term Bd Index COM 921937827 60746 750504 sh sole 750504 Wisdomtree Dividend COM 97717W406 859 15670 sh sole 15670 Wisdomtree TRUST COM 97717W562 404 7115 sh sole 7115