LBJ Family Wealth Advisors, Ltd.
Q1 2025 13F Holdings
- Locationaustin, TX
- Num holdings
28
- Value ($000)
$157
- Date Filed04/01/2025
- Form type13F-HR
- CIK0001601622
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR RUS 1000 GRW ETF | ETF | 464287614 | $36.90K | 24 % | 102,192 | ||
IWD ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 | $30.97K | 20 % | 164,600 | ||
IWP ISHARES TR RUS MD CP GR ETF | ETF | 464287481 | $15.96K | 10 % | 135,835 | ||
IWS ISHARES RUSSELL MID-CAP VALUE ETF | ETF | 464287473 | $15.87K | 10 % | 125,960 | ||
IWN ISHARES RUSSELL 2000 VALUE ETF | ETF | 464287630 | $9.42K | 6 % | 62,377 | ||
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | ETF | 78464A490 | $8.96K | 6 % | 238,800 | ||
IWO ISHARES TR RUS 2000 GRW ETF | ETF | 464287648 | $6.61K | 4 % | 25,856 | ||
EFA ISHARES MSCI EAFE ETF | ETF | 464287465 | $6.30K | 4 % | 77,094 | ||
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | ETF | 922042858 | $5.59K | 4 % | 123,570 | ||
VNQ VANGUARD REAL ESTATE ETF | ETF | 922908553 | $2.70K | 2 % | 29,837 |
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