LBJ Family Wealth Advisors

LBJ Family Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for LBJ Family Wealth Advisors

LBJ Family Wealth Advisors holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
ishares Rus 1000 Grw ETF Etf (IWF) 22.6 $30M 113k 265.99
ishares Rus 1000 Val ETF Etf (IWD) 19.5 $26M 172k 151.82
ishares Rus MDCP Val ETF Etf (IWS) 10.2 $14M 131k 104.34
ishares Rus MD CP Grw ETF Etf (IWP) 9.8 $13M 143k 91.35
SPDR Series Trust DB Int. Gvt. ETF Etf (WIP) 6.7 $9.0M 230k 38.91
ishares Rus 2000 Val ETF Etf (IWN) 6.7 $8.9M 66k 135.55
ishares MSCI EAFE ETF Etf (EFA) 5.0 $6.6M 96k 68.92
ishares Rus 2000 Grw ETF Etf (IWO) 4.4 $5.9M 26k 224.14
Vanguard Intl Equity Index FTSE EM MKT ETF Etf (VWO) 4.3 $5.7M 147k 39.21
Vanguard Index Fds. REIT ETF Etf (VNQ) 2.3 $3.0M 40k 75.65
Vanguard Russell 1000 Value ETF Etf (VONV) 1.1 $1.4M 22k 66.65
Vanguard Russell 2000 Value ETF Etf (VTWV) 0.9 $1.2M 11k 119.39
ishares MSCI EMG MKT ETF Etf (EEM) 0.9 $1.2M 33k 37.96
Vanguard Total Stk Mkt Etf Etf (VTI) 0.9 $1.2M 5.8k 212.47
Texas Capital Bancshares common (TCBI) 0.8 $1.1M 19k 58.92
ishares Rus 1000 ETF Etf (IWB) 0.8 $1.1M 4.5k 234.85
Vanguard Russell 1000 Growth ETF Etf (VONG) 0.7 $927k 14k 68.41
Campbell Soup common (CPB) 0.6 $764k 19k 41.10
Vanguard Russell 2000 Growth ETF Etf (VTWG) 0.5 $721k 4.4k 163.12
Vanguard Total International Stock Market Index Etf (VXUS) 0.5 $650k 12k 53.55
Wisdomtree Tr Us Midcp Earning Etf (EZM) 0.4 $538k 11k 50.74
Vanguard Index Fds Vanguard Growth Etf Etf (VUG) 0.2 $213k 781.00 272.73