$125 Million is the total value of LBJ Family Wealth Advisors, Ltd.'s 19 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RETA | REATA PHARMACEUTICALS INC CL A | $4,738,000 | +8.1% | 30,368 | 0.0% | 3.80% | -10.3% | |
| CPB | Campbell Soup Co. | $916,000 | +7.6% | 18,447 | 0.0% | 0.74% | -10.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ishares Rus 1000 Grw ETF | 38 | Q4 2023 | 25.7% |
| ishares Rus 1000 Val ETF | 38 | Q4 2023 | 21.6% |
| ishares Rus MD CP Grw ETF | 38 | Q4 2023 | 20.6% |
| ishares Rus MDCP Val ETF | 38 | Q4 2023 | 10.8% |
| ishares Rus 2000 Val ETF | 38 | Q4 2023 | 9.0% |
| ishares MSCI EAFE ETF | 38 | Q4 2023 | 10.6% |
| ishares Rus 2000 Grw ETF | 38 | Q4 2023 | 10.5% |
| Vanguard Intl Equity Index FTSE EM MKT ETF | 38 | Q4 2023 | 29.8% |
| Vanguard Index Fds. REIT ETF | 38 | Q4 2023 | 3.4% |
| ishares MSCI EMG MKT ETF | 38 | Q4 2023 | 2.6% |
View LBJ Family Wealth Advisors, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-02 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-03 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-04 |
| 13F-HR | 2022-10-03 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-12 |
View LBJ Family Wealth Advisors, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.