LBJ Family Wealth Advisors

LBJ Family Wealth Advisors as of March 31, 2025

Portfolio Holdings for LBJ Family Wealth Advisors

LBJ Family Wealth Advisors holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf Etf (IWF) 23.6 $37M 102k 361.08
Ishares Russell 1000 Value Etf Etf (IWD) 19.8 $31M 165k 188.16
Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 10.2 $16M 136k 117.49
Ishares Russell Mid-cap Value Etf Etf (IWS) 10.1 $16M 126k 125.97
Ishares Russell 2000 Value Etf Etf (IWN) 6.0 $9.4M 62k 150.99
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP) 5.7 $9.0M 239k 37.50
Ishares Tr Rus 2000 Grw Etf Etf (IWO) 4.2 $6.6M 26k 255.53
Ishares Msci Eafe Etf Etf (EFA) 4.0 $6.3M 77k 81.73
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Etf (VWO) 3.6 $5.6M 124k 45.26
Vanguard Real Estate Etf Etf (VNQ) 1.7 $2.7M 30k 90.53
Exxon Mobil Corp common (XOM) 1.7 $2.6M 22k 118.95
Vanguard Scottsdale Funds Vanguard Russ1000 Value Idx Fd Etf Etf (VONV) 1.3 $2.0M 25k 82.55
Vanguard Scottsdale Funds Vanguard Russ2000 Val Idx Fd Etf Etf (VTWV) 1.0 $1.6M 12k 133.08
Ishares Trust Msci Emg Mkts Etf Usd Dis Etf (EEM) 0.9 $1.5M 33k 43.71
Texas Cap Bancshares common (TCBI) 0.9 $1.4M 19k 74.71
Ishares Russell 1000 Index Fund Etf (IWB) 0.9 $1.4M 4.6k 306.69
Vanguard Index Fds Vanguard Total Stk Mkt Etf Etf (VTI) 0.9 $1.3M 4.9k 274.74
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Etf (VONG) 0.7 $1.1M 12k 92.79
Vanguard Scottsdale Funds Vanguard Russ200 Grw Idx Etf Etf (VTWG) 0.6 $1.0M 5.4k 186.39
Campbell Soup Co Cap Usd0.0375 common (CPB) 0.5 $742k 19k 39.90
Wisdomtree Tr Us Midcap Fund Etf (EZM) 0.4 $641k 11k 59.57
Microsoft Corp common (MSFT) 0.3 $501k 1.3k 375.56
Vanguard Total International Stock Index Fund Etf (VXUS) 0.3 $404k 6.5k 62.13
Blackstone common (BX) 0.2 $273k 2.0k 139.57
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Etf (VUG) 0.2 $267k 720.00 370.83
Vanguard World Fd Inf Tech Etf Etf (VGT) 0.1 $219k 404.00 542.08
Apple common (AAPL) 0.1 $203k 916.00 221.62
Shattuck Labs common (STTK) 0.0 $78k 82k 0.95