$145 Thousand is the total value of LBJ Family Wealth Advisors, Ltd.'s 23 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWO | Buy | ishares Rus 2000 Grw ETFetf | $6,640 | +12.6% | 26,324 | +0.0% | 4.59% | +3.8% |
| VTWV | Buy | Vanguard Russell 2000 Value ETFetf | $1,438 | +15.0% | 10,529 | +0.6% | 1.00% | +6.1% |
| IWB | Buy | ishares Rus 1000 ETFetf | $1,198 | +12.4% | 4,566 | +0.6% | 0.83% | +3.6% |
| VTWG | Buy | Vanguard Russell 2000 Growth ETFetf | $815 | +13.0% | 4,441 | +0.5% | 0.56% | +4.3% |
| CPB | Buy | Campbell Soup Co. | $804 | +5.2% | 18,592 | +0.0% | 0.56% | -3.0% |
| EZM | Buy | WISDOMTREE TR US MIDCP EARNINGetf | $610 | +13.4% | 10,635 | +0.3% | 0.42% | +4.5% |
| VGT | New | Vanguard Information Technology ETFetf | $210 | – | 435 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-03
Signatures
The EDGAR filing(s) were signed by:
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.