Lbj Family Wealth Advisors, Ltd. Top Holdings and 13F Report (2024) About Lbj Family Wealth Advisors, Ltd.Investment ActivityLbj Family Wealth Advisors, Ltd. has $156.64 thousand in total holdings as of June 30, 2024.Lbj Family Wealth Advisors, Ltd. owns shares of 28 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.19% of the portfolio was purchased this quarter.About 3.10% of the portfolio was sold this quarter.This quarter, Lbj Family Wealth Advisors, Ltd. has purchased 29 new stocks and bought additional shares in 8 stocks.Lbj Family Wealth Advisors, Ltd. sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Russell 1000 Growth ETF $36,900iShares Russell 1000 Value ETF $30,971iShares Russell Mid-Cap Growth ETF $15,959iShares Russell Mid-Cap Value ETF $15,867iShares Russell 2000 Value ETF $9,418 Largest Purchases this Quarter Vanguard Total International Stock ETF 3,768 shares (about $234.12)Vanguard Russell 1000 Value 328 shares (about $27.08)iShares Russell 2000 Value ETF 99 shares (about $14.95)Vanguard Real Estate ETF 88 shares (about $7.97)iShares Russell 2000 Growth ETF 16 shares (about $4.09) Largest Sales this Quarter iShares MSCI EAFE ETF 16,090 shares (about $1.32K)Vanguard FTSE Emerging Markets ETF 23,693 shares (about $1.07K)iShares Russell 1000 Growth ETF 2,078 shares (about $750.33)iShares Russell 1000 Value ETF 3,916 shares (about $736.83)Exxon Mobil 1,591 shares (about $189.25) 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$36,900$750 ▼-2.0%102,19223.6%ETFIWDiShares Russell 1000 Value ETF$30,971$737 ▼-2.3%164,60019.8%ETFIWPiShares Russell Mid-Cap Growth ETF$15,959$98 ▼-0.6%135,83510.2%ETFIWSiShares Russell Mid-Cap Value ETF$15,867$13 ▼-0.1%125,96010.1%ETFIWNiShares Russell 2000 Value ETF$9,418$15 ▲0.2%62,3776.0%ETFWIPSPDR FTSE International Government Inflation-Protected Bond ETF$8,955$34 ▼-0.4%238,8005.7%ETFIWOiShares Russell 2000 Growth ETF$6,607$4 ▲0.1%25,8564.2%ETFEFAiShares MSCI EAFE ETF$6,301$1,315 ▼-17.3%77,0944.0%FinanceVWOVanguard FTSE Emerging Markets ETF$5,593$1,072 ▼-16.1%123,5703.6%ETFVNQVanguard Real Estate ETF$2,701$8 ▲0.3%29,8371.7%ETFXOMExxon Mobil$2,597$189 ▼-6.8%21,8331.7%EnergyVONVVanguard Russell 1000 Value$2,042$27 ▲1.3%24,7371.3%ETFVTWVVanguard Russell 2000 Value ETF$1,625$35 ▼-2.1%12,2111.0%ETFEEMiShares MSCI Emerging Markets ETF$1,4530.0%33,2450.9%FinanceTCBITexas Capital Bancshares$1,4180.0%18,9810.9%FinanceIWBiShares Russell 1000 ETF$1,416$3 ▲0.2%4,6170.9%ETFVTIVanguard Total Stock Market ETF$1,338$79 ▼-5.5%4,8700.9%ETFVONGVanguard Russell 1000 Growth ETF$1,148$155 ▼-11.9%12,3720.7%ETFVTWGVanguard Russell 2000 Growth ETF$1,000$43 ▼-4.2%5,3650.6%ETFCAMPBELL SOUP CO CAP USD0.0375$742$1 ▼-0.1%18,5980.5%commonEZMWisdomTree U.S. MidCap Fund$641$1 ▲0.2%10,7610.4%FinanceMSFTMicrosoft$5010.0%1,3340.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$404$234 ▲137.8%6,5020.3%ETFBXBlackstone$273$114 ▼-29.5%1,9560.2%FinanceVUGVanguard Growth ETF$2670.0%7200.2%ETFVGTVanguard Information Technology ETF$2190.0%4040.1%ETFAAPLApple$203$0 ▲0.1%9160.1%Computer and TechnologySTTKShattuck Labs$780.0%82,1770.0%MedicalNVDANVIDIA$0$214 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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