LF

LBJ Family Wealth Advisors, Ltd.

13F
LBJ Family Wealth Advisors, Ltd.
Last update 2024-07-15 23 Stocks (0 new)
Value $157.00 Mil Turnover 0 %
Countries:
Top Holdings: IWF(23.71%)IWD(19.54%)IWS(10.30%)IWP(10.21%)IWN(6.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
LBJ Family Wealth Advisors, Lt... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF 		iShares Russell 1000 Growth ETF
110,768
37330.000
0%
23.710
0%
-
+2.44%
+23.82%
99072.405
 
IWD 		iShares Russell 1000 Value ETF
171,719
30760.000
0%
19.540
0%
-
+8.23%
+14.15%
60076.444
 
IWS 		iShares Russell Mid-Cap Value ETF
129,322
16210.000
0%
10.300
0%
-
+9.18%
+12.74%
13556.840
 
IWP 		iShares Russell Mid-Cap Growth ETF
140,762
16070.000
0%
10.210
0%
-
+6.43%
+12.14%
14914.118
 
IWN 		iShares Russell 2000 Value ETF
64,260
10210.000
0%
6.490
0%
-
+10.61%
+6.75%
12409.395
 
WIP 		SPDR Citi International Government Inflation-Protected Bond ETF
234,722
9380.000
0%
5.960
0%
-
+3.90%
-4.15%
343.729
 
EFA 		iShares MSCI EAFE ETF
94,494
7550.000
0%
4.800
0%
-
+8.07%
+12.13%
58830.336
 
IWO 		iShares Russell 2000 Growth ETF
26,343
7130.000
0%
4.530
0%
-
+8.82%
+11.95%
11829.587
 
VWO 		Vanguard FTSE Emerging Markets ETF
146,172
6110.000
0%
3.880
0%
-
+10.69%
+17.62%
83583.958
 
VNQ 		Vanguard Real Estate Index Fund ETF
40,450
3500.000
0%
2.220
0%
-
+17.04%
+10.36%
34483.616
 

LBJ Family Wealth Advisors, Ltd.'s Historical Top Holdings Breakdowns

LBJ Family Wealth Advisors, Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VNQ 		Vanguard Real Estate Index Fund ETF2024-03-31Add
+0.41%
●
82.58 ($85.44) 89.12
$97.21
13.78%
Add 22.87%
40,450
7,530
IWP 		iShares Russell Mid-Cap Growth ETF2024-03-31Add
+0.38%
●
100.66 ($108.18) 114.14
$117.11
8.25%
Add 3.83%
140,762
5,187
IWS 		iShares Russell Mid-Cap Value ETF2024-03-31Add
+0.32%
●
112.43 ($117.76) 125.33
$131.11
11.34%
Add 3.2%
129,322
4,014
WIP 		SPDR Citi International Government Inflation-Protected Bond ETF2024-03-31Add
+0.23%
●
39.64 ($40.16) 41.29
$40.20
0.10%
Add 4.04%
234,722
9,105
IWF 		iShares Russell 1000 Growth ETF2024-03-31Add
+0.23%
●
294.43 ($322.28) 339.01
$375.91
16.64%
Add 0.99%
110,768
1,085
IWD 		iShares Russell 1000 Value ETF2024-03-31Add
+0.21%
●
161.84 ($169.21) 179.11
$188.39
11.34%
Add 1.07%
171,719
1,811
VONV 		Vanguard Russell 1000 Value Index Fund2024-03-31Add
+0.05%
●
71.01 ($74.27) 78.64
$82.67
11.31%
Add 4.2%
22,363
902
EFA 		iShares MSCI EAFE ETF2024-03-31Reduce
-0.05%
●
73.11 ($76.49) 80.04
$84.38
10.32%
Reduce -0.99%
94,494
-946
VTWG 		Vanguard Russell 2000 Growth Index Fund2024-03-31Add
+0.02%
●
174.39 ($185.88) 197.1
$205.71
10.67%
Add 2.79%
4,565
124
VTWV 		Vanguard Russell 2000 Value Index Fund2024-03-31Add
+0.02%
●
128.13 ($133.13) 139.82
$145.91
9.60%
Add 1.82%
10,721
192

LBJ Family Wealth Advisors, Ltd. Total Holding History ($B)

To

LBJ Family Wealth Advisors, Ltd.'s Asset Allocation

To

LBJ Family Wealth Advisors, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LBJ Family Wealth Advisors, Ltd.'s Hypothetical Growth since 2024-06-30

LBJ Family Wealth Advisors, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

LBJ Family Wealth Advisors, Ltd.'s Holdings Heat Map

Size field:

LBJ Family Wealth Advisors, Ltd.'s Holdings Bubble Chart

LBJ Family Wealth Advisors, Ltd. News

  • 1

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