LBJ Family Wealth Advisors, Ltd.

Q2 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    27

  • Value ($000)

    $172

  • Date Filed
    07/07/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWF
IWF

ISHARES TR RUS 1000 GRW ETF

ETF
464287614
$43.35K
25 %

102,098

IWD
IWD

ISHARES RUSSELL 1000 VALUE ETF

ETF
464287598
$32.02K
19 %

164,865

IWP
IWP

ISHARES TR RUS MD CP GR ETF

ETF
464287481
$18.88K
11 %

136,164

IWS
IWS

ISHARES RUSSELL MID-CAP VALUE ETF

ETF
464287473
$16.72K
10 %

126,510

IWN
IWN

ISHARES RUSSELL 2000 VALUE ETF

ETF
464287630
$9.87K
6 %

62,562

WIP
WIP

SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF

ETF
78464A490
$9.65K
6 %

242,044

IWO
IWO

ISHARES TR RUS 2000 GRW ETF

ETF
464287648
$7.39K
4 %

25,864

EFA
EFA

ISHARES MSCI EAFE ETF

ETF
464287465
$6.94K
4 %

77,673

VWO
VWO

VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF

ETF
922042858
$5.86K
3 %

118,567

VNQ
VNQ

VANGUARD REAL ESTATE ETF

ETF
922908553
$2.66K
2 %

29,846

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