Latest LBJ Family Wealth Advisors, Ltd. Stock Portfolio
About LBJ Family Wealth Advisors, Ltd. and 13F Hedge Fund Stock Holdings
LBJ Family Wealth Advisors, Ltd. is a hedge fund based in AUSTIN, TX. On 15-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $301 Millions. In it's latest 13F Holdings report, LBJ Family Wealth Advisors, Ltd. reported an equity portfolio of $157.4 Millions as of 30 Sep, 2024.
The top stock holdings of LBJ Family Wealth Advisors, Ltd. are IJR, IJR, IJR. The fund has invested 23.7% of it's portfolio in ISHARES RUS 1000 GRW ETF and 19.5% of portfolio in ISHARES RUS 1000 VAL ETF.
The top stock holdings of LBJ Family Wealth Advisors, Ltd. are IJR, IJR, IJR. The fund has invested 23.7% of it's portfolio in ISHARES RUS 1000 GRW ETF and 19.5% of portfolio in ISHARES RUS 1000 VAL ETF.
LBJ Family Wealth Advisors, Ltd. Annual Return Estimates Vs S&P 500
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Sector Distribution
| Sector | % |
|---|---|
| Others | 98.7 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 98.7 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 98.7 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
LBJ Family Wealth Advisors, Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of LBJ Family Wealth Advisors, Ltd.
Last Reported on: 01 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AGZD | wisdomtree tr us midcp earning | 0.41 | 10,659 | 650,000 | unchanged | 0.00 | ||
| BIL | spdr series trust db int. gvt. etf | 5.96 | 234,722 | 9,384,000 | unchanged | 0.00 | ||
| BNDW | vanguard russell 1000 value etf | 1.12 | 22,363 | 1,759,000 | unchanged | 0.00 | ||
| BNDW | vanguard russell 2000 value etf | 0.95 | 10,721 | 1,499,000 | unchanged | 0.00 | ||
| BNDW | vanguard russell 1000 growth etf | 0.75 | 13,648 | 1,183,000 | unchanged | 0.00 | ||
| BNDW | vanguard russell 2000 growth etf | 0.57 | 4,565 | 900,000 | unchanged | 0.00 | ||
| CPB | campbell soup co. | 0.52 | 18,593 | 826,000 | unchanged | 0.00 | ||
| IJR | ishares rus 1000 grw etf | 23.72 | 110,768 | 37,334,000 | unchanged | 0.00 | ||
| IJR | ishares rus 1000 val etf | 19.54 | 171,719 | 30,757,000 | unchanged | 0.00 | ||
| IJR | ishares rus mdcp val etf | 10.30 | 129,322 | 16,208,000 | unchanged | 0.00 | ||
| IJR | ishares rus md cp grw etf | 10.21 | 140,762 | 16,067,000 | unchanged | 0.00 | ||
| IJR | ishares rus 2000 val etf | 6.48 | 64,260 | 10,205,000 | unchanged | 0.00 | ||
| IJR | ishares msci eafe etf | 4.79 | 94,494 | 7,546,000 | unchanged | 0.00 | ||
| IJR | ishares rus 2000 grw etf | 4.53 | 26,343 | 7,134,000 | unchanged | 0.00 | ||
| IJR | ishares msci emg mkt etf | 0.86 | 32,828 | 1,349,000 | unchanged | 0.00 | ||
| IJR | ishares rus 1000 etf | 0.84 | 4,577 | 1,318,000 | unchanged | 0.00 | ||
| TCBI | texas capital bancshares inc. | 0.74 | 18,982 | 1,168,000 | unchanged | 0.00 | ||
| VAW | vanguard information technology etf | 0.14 | 435 | 228,000 | unchanged | 0.00 | ||
| VB | vanguard index fds. reit etf | 2.22 | 40,450 | 3,498,000 | unchanged | 0.00 | ||
| VB | vanguard total stk mkt etf | 0.92 | 5,557 | 1,444,000 | unchanged | 0.00 | ||