The Analysis of LBJ Family Wealth Advisors, Ltd.'s Holdings
Currently, LBJ Family Wealth Advisors, Ltd. holds 29 types of securities in its portfolio with a total value $181.8K. In the most recent quarter, they have increased their positions in VONV (+1.3K shares, valued at $123.95318127250901), WIP (+2.6K shares, valued at $103.31913270427626), VTWG (+357 shares, valued at $84.2641293694871); decreased their positions in IWF (-3.3K shares, valued at $1.6K), EFA (-10.2K shares, valued at $978.3971677624728), IWD (-3.7K shares, valued at $777.8486596242961). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR RUS 1000 GRW ETF97.9K shares-3.27%2025-12-312026-01-02
IWD ISHARES RUSSELL 1000 VALUE ETF160.6K shares-2.25%2025-12-312026-01-02 IWP ISHARES TR RUS MD CP GR ETF133.0K shares-0.17%2025-12-312026-01-02 IWS ISHARES RUSSELL MID-CAP VALUE ETF125.7K shares0.08%2025-12-312026-01-02 IWN ISHARES RUSSELL 2000 VALUE ETF62.1K shares-0.25%2025-12-312026-01-02 WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF249.1K shares1.06%2025-12-312026-01-02 IWO ISHARES TR RUS 2000 GRW ETF25.5K shares-0.44%2025-12-312026-01-02 EFA ISHARES MSCI EAFE ETF67.2K shares-13.16%2025-12-312026-01-02 VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF115.3K shares-2.74%2025-12-312026-01-02 VNQ VANGUARD REAL ESTATE ETF29.9K shares0.03%2025-12-312026-01-02 XOM EXXON MOBIL CORP COM21.8K shares0.00%2025-12-312026-01-02 VONV VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF28.3K shares4.98%2025-12-312026-01-02 VTWV VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS14.4K shares2.25%2025-12-312026-01-02 EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS31.9K shares-1.43%2025-12-312026-01-02 IWB ISHARES RUSSELL 1000 INDEX FUND4.6K shares0.22%2025-12-312026-01-02 TCBI TEXAS CAP BANCSHARES INC COM18.5K shares-0.69%2025-12-312026-01-02 VONG VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF13.7K shares2.46%2025-12-312026-01-02 VTWG VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS6.1K shares6.19%2025-12-312026-01-02 VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF4.0K shares-18.64%2025-12-312026-01-02 EZM WISDOMTREE TR US MIDCAP FUND10.4K shares-3.69%2025-12-312026-01-02 MSFT MICROSOFT CORP1.1K shares-15.27%2025-12-312026-01-02 CPB CAMPBELL SOUP CO CAP USD0.037518.6K shares0.01%2025-12-312026-01-02 VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND6.5K shares0.00%2025-12-312026-01-02 VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS720 shares0.00%2025-12-312026-01-02 AAPL APPLE INC1.2K shares32.82%2025-12-312026-01-02 STTK SHATTUCK LABS INC COM82.2K shares0.00%2025-12-312026-01-02 NVDA NVIDIA CORPORATION COM1.6K shares0.00%2025-12-312026-01-02 VGT VANGUARD WORLD FD INF TECH ETF345 shares-14.60%2025-12-312026-01-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available