LBJ Family Wealth Advisors, Ltd.

Q4 2024 13F Holdings

  • Location
    austin, TX
  • Num holdings

    23

  • Value ($000)

    $157

  • Date Filed
    01/06/2025
  • Form type
    13F-HR
  • CIK
    0001601622
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWF
IWF

ishares Rus 1000 Grw ETF

ETF
$37.33K
24 %

110,768

IWD
IWD

ishares Rus 1000 Val ETF

ETF
$30.76K
20 %

171,719

IWS
IWS

ishares Rus MDCP Val ETF

ETF
$16.21K
10 %

129,322

IWP
IWP

ishares Rus MD CP Grw ETF

ETF
$16.07K
10 %

140,762

IWN
IWN

ishares Rus 2000 Val ETF

ETF
$10.21K
7 %

64,260

WIP
WIP

SPDR Series Trust DB Int. Gvt. ETF

ETF
$9.38K
6 %

234,722

EFA
EFA

ishares MSCI EAFE ETF

ETF
$7.55K
5 %

94,494

IWO
IWO

ishares Rus 2000 Grw ETF

ETF
$7.13K
5 %

26,343

VWO
VWO

Vanguard Intl Equity Index FTSE EM MKT ETF

ETF
$6.11K
4 %

146,172

VNQ
VNQ

Vanguard Index Fds. REIT ETF

ETF
$3.50K
2 %

40,450

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