LBJ Family Wealth Advisors as of Dec. 31, 2013
Portfolio Holdings for LBJ Family Wealth Advisors
LBJ Family Wealth Advisors holds 14 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Russell 1000 Growth Index (IWF) | 21.6 | $15M | 166k | 87.13 | |
iShares Russell 1000 Value Index (IWD) | 18.7 | $13M | 134k | 94.03 | |
iShares MSCI EAFE Index Fund (EFA) | 10.7 | $7.2M | 108k | 66.08 | |
iShares Russell Midcap Value Index (IWS) | 8.2 | $5.5M | 82k | 67.56 | |
iShares Russell Midcap Growth Idx. (IWP) | 7.7 | $5.1M | 59k | 87.11 | |
iShares Russell 2000 Value Index (IWN) | 6.5 | $4.3M | 44k | 99.53 | |
Texas Capital Bancshares | 6.3 | $4.2M | 67k | 62.75 | |
Powershares Db Cmdty Idx Tra unit ben int | 4.5 | $3.0M | 115k | 26.49 | |
Spdr Series Trust Db Int. Gvt. Etf etf | 3.8 | $2.5M | 43k | 59.27 | |
iShares Russell 2000 Growth Index (IWO) | 3.6 | $2.4M | 18k | 139.08 | |
Vanguard REIT ETF (VNQ) | 3.1 | $2.1M | 30k | 70.76 | |
iShares MSCI Emerging Markets Indx (EEM) | 2.6 | $1.8M | 46k | 38.78 | |
Vanguard Emerging Markets ETF (VWO) | 1.6 | $1.1M | 28k | 38.22 | |
Campbell Soup Company (CPB) | 1.1 | $767k | 18k | 43.06 |