Lbj Family Wealth Advisors, Ltd. Top Holdings and 13F Report (2024) About Lbj Family Wealth Advisors, Ltd.Investment ActivityLbj Family Wealth Advisors, Ltd. has $157.41 thousand in total holdings as of September 30, 2024.Lbj Family Wealth Advisors, Ltd. owns shares of 23 different stocks, but just 7 companies or ETFs make up 80% of its holdings.This quarter, Lbj Family Wealth Advisors, Ltd. has purchased 23 new stocks and bought additional shares in 0 stocks.Lbj Family Wealth Advisors, Ltd. sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $37,334iShares Russell 1000 Value ETF $30,757iShares Russell Mid-Cap Value ETF $16,208iShares Russell Mid-Cap Growth ETF $16,067iShares Russell 2000 Value ETF $10,205 Sector Allocation Over TimeMap of 500 Largest Holdings ofLbj Family Wealth Advisors, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$37,3340.0%110,76823.7%ETFIWDiShares Russell 1000 Value ETF$30,7570.0%171,71919.5%ETFIWSiShares Russell Mid-Cap Value ETF$16,2080.0%129,32210.3%ETFIWPiShares Russell Mid-Cap Growth ETF$16,0670.0%140,76210.2%ETFIWNiShares Russell 2000 Value ETF$10,2050.0%64,2606.5%ETFWIPSPDR FTSE International Government Inflation-Protected Bond ETF$9,3840.0%234,7226.0%ETFEFAiShares MSCI EAFE ETF$7,5460.0%94,4944.8%FinanceIWOiShares Russell 2000 Growth ETF$7,1340.0%26,3434.5%ETFVWOVanguard FTSE Emerging Markets ETF$6,1060.0%146,1723.9%ETFVNQVanguard Real Estate ETF$3,4980.0%40,4502.2%ETFVONVVanguard Russell 1000 Value$1,7590.0%22,3631.1%ETFVTWVVanguard Russell 2000 Value ETF$1,4990.0%10,7211.0%ETFVTIVanguard Total Stock Market ETF$1,4440.0%5,5570.9%ETFEEMiShares MSCI Emerging Markets ETF$1,3490.0%32,8280.9%FinanceIWBiShares Russell 1000 ETF$1,3180.0%4,5770.8%ETFVONGVanguard Russell 1000 Growth ETF$1,1830.0%13,6480.8%ETFTCBITexas Capital Bancshares$1,1680.0%18,9820.7%FinanceVTWGVanguard Russell 2000 Growth ETF$9000.0%4,5650.6%ETFCPBCampbell Soup$8260.0%18,5930.5%Consumer DefensiveEZMWisdomTree U.S. MidCap Fund$6500.0%10,6590.4%FinanceVXUSVanguard Total International Stock ETF$5980.0%9,9180.4%ETFVUGVanguard Growth ETF$2480.0%7200.2%ETFVGTVanguard Information Technology ETF$2280.0%4350.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
