LBJ Family Wealth Advisors

Latest statistics and disclosures from LBJ Family Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWF, IWD, IWS, IWP, IWN, and represent 70.24% of LBJ Family Wealth Advisors's stock portfolio.
  • LBJ Family Wealth Advisors has $157M in assets under management (AUM), dropping by 0.00%.
  • Central Index Key (CIK): 0001601622

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Portfolio Holdings for LBJ Family Wealth Advisors

LBJ Family Wealth Advisors holds 23 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ishares Rus 1000 Grw ETF Etf (IWF) 23.7 $37M 111k 337.05
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ishares Rus 1000 Val ETF Etf (IWD) 19.5 $31M 172k 179.11
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ishares Rus MDCP Val ETF Etf (IWS) 10.3 $16M 129k 125.33
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ishares Rus MD CP Grw ETF Etf (IWP) 10.2 $16M 141k 114.14
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ishares Rus 2000 Val ETF Etf (IWN) 6.5 $10M 64k 158.81
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SPDR Series Trust DB Int. Gvt. ETF Etf (WIP) 6.0 $9.4M 235k 39.98
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ishares MSCI EAFE ETF Etf (EFA) 4.8 $7.5M 95k 79.86
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ishares Rus 2000 Grw ETF Etf (IWO) 4.5 $7.1M 26k 270.81
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Vanguard Intl Equity Index FTSE EM MKT ETF Etf (VWO) 3.9 $6.1M 146k 41.77
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Vanguard Index Fds. REIT ETF Etf (VNQ) 2.2 $3.5M 41k 86.48
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Vanguard Russell 1000 Value ETF Etf (VONV) 1.1 $1.8M 22k 78.66
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Vanguard Russell 2000 Value ETF Etf (VTWV) 1.0 $1.5M 11k 139.82
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Vanguard Total Stk Mkt Etf Etf (VTI) 0.9 $1.4M 5.6k 259.85
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ishares MSCI EMG MKT ETF Etf (EEM) 0.9 $1.3M 33k 41.09
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ishares Rus 1000 ETF Etf (IWB) 0.8 $1.3M 4.6k 287.96
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Vanguard Russell 1000 Growth ETF Etf (VONG) 0.8 $1.2M 14k 86.68
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Texas Capital Bancshares common (TCBI) 0.7 $1.2M 19k 61.53
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Vanguard Russell 2000 Growth ETF Etf (VTWG) 0.6 $900k 4.6k 197.15
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Campbell Soup common (CPB) 0.5 $826k 19k 44.43
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Wisdomtree Tr Us Midcp Earning Etf (EZM) 0.4 $650k 11k 60.98
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Vanguard Total International Stock Market Index Etf (VXUS) 0.4 $598k 9.9k 60.29
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Vanguard Index Fds Vanguard Growth Etf Etf (VUG) 0.2 $248k 720.00 344.44
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Vanguard Information Technology ETF Etf (VGT) 0.1 $228k 435.00 524.14
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Past Filings by LBJ Family Wealth Advisors

SEC 13F filings are viewable for LBJ Family Wealth Advisors going back to 2013

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