$172 Million is the total value of LBJ Family Wealth Advisors, Ltd.'s 23 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ishares Rus 1000 Grw ETFetf | $41,978,000 | +8.5% | 137,368 | -1.1% | 24.41% | +5.7% |
| IWO | Sell | ishares Rus 2000 Grw ETFetf | $8,198,000 | -2.8% | 27,975 | -1.4% | 4.77% | -5.3% |
| VTI | Sell | VANGUARD TOTAL STK MKT ETFetf | $1,382,000 | -23.9% | 5,724 | -29.7% | 0.80% | -25.8% |
| TCBI | Sell | Texas Capital Bancshares Inc. | $1,278,000 | -3.6% | 21,204 | -4.0% | 0.74% | -6.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-12
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.