LBJ Family Wealth Advisors

LBJ Family Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for LBJ Family Wealth Advisors

LBJ Family Wealth Advisors holds 29 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf Etf (IWF) 25.0 $42M 104k 401.58
Ishares Russell 1000 Value Etf Etf (IWD) 18.6 $31M 169k 185.13
Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 10.3 $17M 137k 126.75
Ishares Russell Mid-cap Value Etf Etf (IWS) 9.7 $16M 126k 129.34
Ishares Russell 2000 Value Etf Etf (IWN) 6.1 $10M 62k 164.17
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP) 5.2 $8.7M 240k 36.18
Ishares Tr Rus 2000 Grw Etf Etf (IWO) 4.4 $7.4M 26k 287.81
Ishares Msci Eafe Etf Etf (EFA) 4.2 $7.0M 93k 75.61
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Etf (VWO) 3.9 $6.5M 147k 44.04
Vanguard Real Estate Etf Etf (VNQ) 1.6 $2.6M 30k 89.08
Exxon Mobil Corp common (XOM) 1.5 $2.5M 23k 107.58
Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd Etf Etf (VONV) 1.2 $2.0M 24k 81.24
Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd Etf Etf (VTWV) 1.1 $1.8M 13k 144.61
Vanguard Index Fds Vanguard Total Stk Mkt Etf Etf (VTI) 0.9 $1.5M 5.2k 289.76
Ishares Russell 1000 Index Fund Etf (IWB) 0.9 $1.5M 4.6k 322.27
Texas Cap Bancshares common (TCBI) 0.9 $1.5M 19k 78.18
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Etf (VONG) 0.9 $1.5M 14k 103.32
Ishares Trust Msci Emg Mkts Etf Usd Dis Etf (EEM) 0.8 $1.4M 33k 41.81
Vanguard Scottsdale Funds Vanguard Russ200 Grw Idx Etf Etf (VTWG) 0.7 $1.2M 5.6k 210.07
Campbell Soup Co Cap Usd0.0375 common (CPB) 0.5 $779k 19k 41.85
Wisdomtree Tr Us Midcap Fund Etf (EZM) 0.4 $671k 11k 62.50
Microsoft Corp common (MSFT) 0.3 $562k 1.3k 421.29
Blackstone common (BX) 0.3 $478k 2.8k 172.38
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Etf (VUG) 0.2 $296k 720.00 411.11
Vanguard World Fd Inf Tech Etf Etf (VGT) 0.1 $251k 404.00 621.29
Apple common (AAPL) 0.1 $229k 915.00 250.27
Nvidia Corporation common (NVDA) 0.1 $214k 1.6k 134.42
Vanguard Total International Stock Index Fund Etf (VXUS) 0.1 $161k 2.7k 58.89
Shattuck Labs common (STTK) 0.1 $99k 82k 1.20