- New Purchases: STTK, VTWV, VUG,
- Added Positions: VXUS,
- Reduced Positions: IWF, IWD, IWN, IWP, IWS, IWO, VWO, IWB, EEM,
- Sold Out: SHY,
For the details of LBJ Family Wealth Advisors, Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/lbj+family+wealth+advisors%2C+ltd./current-portfolio/portfolio
These are the top 5 holdings of LBJ Family Wealth Advisors, Ltd.- iShares Russell 1000 Growth ETF (IWF) - 138,951 shares, 22.42% of the total portfolio. Shares reduced by 3.23%
- iShares Russell 1000 Value ETF (IWD) - 193,910 shares, 18.28% of the total portfolio. Shares reduced by 2.52%
- iShares Russell Mid-Cap Growth ETF (IWP) - 155,587 shares, 10.47% of the total portfolio. Shares reduced by 2.55%
- iShares Russell Mid-Cap Value ETF (IWS) - 136,588 shares, 9.33% of the total portfolio. Shares reduced by 2.48%
- iShares Russell 2000 Value ETF (IWN) - 67,305 shares, 6.63% of the total portfolio. Shares reduced by 3.89%
LBJ Family Wealth Advisors, Ltd. initiated holding in Shattuck Labs Inc. The purchase prices were between $24.14 and $37.68, with an estimated average price of $29.21. The stock is now traded at around $18.840000. The impact to a portfolio due to this purchase was 1.42%. The holding were 82,177 shares as of 2021-06-30.
New Purchase: Vanguard Russell 2000 Value Index Fund (VTWV)LBJ Family Wealth Advisors, Ltd. initiated holding in Vanguard Russell 2000 Value Index Fund. The purchase prices were between $137.11 and $152.1, with an estimated average price of $144.23. The stock is now traded at around $135.820000. The impact to a portfolio due to this purchase was 0.35%. The holding were 4,094 shares as of 2021-06-30.
New Purchase: Vanguard Growth ETF (VUG)LBJ Family Wealth Advisors, Ltd. initiated holding in Vanguard Growth ETF. The purchase prices were between $256.7 and $287.23, with an estimated average price of $271.87. The stock is now traded at around $295.440000. The impact to a portfolio due to this purchase was 0.13%. The holding were 776 shares as of 2021-06-30.
Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)LBJ Family Wealth Advisors, Ltd. sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $86.09 and $86.29, with an estimated average price of $86.21.
Here is the complete portfolio of LBJ Family Wealth Advisors, Ltd.. Also check out:
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