$134 Thousand is the total value of LBJ Family Wealth Advisors, Ltd.'s 22 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 16.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWS | Sell | ishares Rus MDCP Val ETFetf | $14,341 | -99.9% | 136,143 | -10.6% | 10.70% | +11.1% |
IWP | Sell | ishares Rus MD CP Grw ETFetf | $12,858 | -99.9% | 153,800 | -18.1% | 9.60% | -53.4% |
IWO | Sell | ishares Rus 2000 Grw ETFetf | $5,996 | -100.0% | 27,952 | -79.4% | 4.48% | -57.4% |
VTWV | Sell | Vanguard Russell 2000 Value ETFetf | $772 | -100.0% | 6,340 | -95.6% | 0.58% | -86.3% |
VTWG | Sell | Vanguard Russell 2000 Growth ETFetf | $516 | -99.9% | 3,313 | -58.9% | 0.38% | -0.8% |
VUG | Exit | Vanguard Large Cap Growth ETFetf | $0 | – | -68,293 | -100.0% | -7.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-04
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.