Lbj Family Wealth Advisors, Ltd.

CIK Number: 0001601622

156.64M
Market Value
29
# of Holdings
25 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IWF iShares Russell...
419.42
+0.96% 104.27K -1.3% 41.87M 111.25 24.96%
2 IWD iShares Russell...
192.93
+0.76% 168.52K -0.72% 31.2M 122.19 18.60%
3 IWP iShares Russell...
138.18
+0.96% 136.67K -0.94% 17.32M 56.19 10.33%
4 IWS iShares Russell...
131.23
+0.94% 126.06K -0.72% 16.3M 80.15 9.72%
5 IWN iShares Russell...
157.65
+1.62% 62.28K -0.94% 10.22M 125.78 6.10%
6 WIP SPDR FTSE Inter...
39.75
+0.59% 239.72K +0.14% 8.67M 52.08 5.17%
7 IWO iShares Russell...
284.86
+1.70% 25.84K -1.26% 7.44M 193.85 4.43%
8 EFA iShares MSCI EA...
88.55
+1.13% 93.18K +0.49% 7.05M 64.51 4.20%
9 VWO Vanguard Emergi...
49.45
+0.69% 147.26K +0.34% 6.49M 39.05 3.87%
10 VNQ Vanguard Real E...
88.31
-1.01% 29.75K +0.26% 2.65M 82.73 1.58%
11 XOM Exxon Mobil Cor...
110.07
+1.57% 23.42K +9.78% 2.52M 114.3 1.50%
12 VONV Vanguard Russel...
84.65
+0.71% 24.41K +4.56% 1.98M 69.24 1.18%
13 VTWV Vanguard Russel...
138.78
+1.53% 12.47K +0.73% 1.8M 120.17 1.08%
14 VTI Vanguard Total ...
302.04
+0.90% 5.16K +5.40% 1.49M 118.03 0.89%
15 IWB iShares Russell...
336.34
+0.86% 4.61K +0.24% 1.49M 143.81 0.89%
16 TCBI Texas Capital B...
78.96
+2.44% 18.98K -0.01% 1.48M 72.95 0.88%
17 VONG Vanguard Russel...
107.91
+0.93% 14.04K +8.64% 1.45M 66.43 0.86%
18 EEM iShares MSCI Em...
48.28
+0.67% 33.24K +0.84% 1.39M 38.24 0.83%
19 VTWG Vanguard Russel...
208.04
+1.65% 5.6K -1.11% 1.18M 170.4 0.70%
20 CPB Campbell Soup C...
30.96
-0.71% 18.61K +0.09% 779K 44.14 0.46%
21 EZM WisdomTree U.S....
61.59
+1.25% 10.74K +0.25% 671K 35.21 0.40%
22 MSFT Microsoft Corpo...
497.50
+1.06% 1.33K -0.97% 562K 456.71 0.34%
23 BX Blackstone Inc.
148.20
+3.22% 2.77K -7.5% 478K 122.25 0.28%
24 VUG Vanguard Growth...
433.78
+0.82% 720 0.00% 296K 282.96 0.18%
25 VGT Vanguard Inform...
656.89
+0.75% 404 0.00% 251K 484 0.15%
26 AAPL Apple Inc.
201.21
-0.18% 915 -3.07% 229K 233 0.14%
27 NVDA NVIDIA Corporat...
155.10
+0.51% 1.59K +100.00% 214K 134.29 0.13%
28 VXUS Vanguard Total ...
68.64
+1.01% 2.73K -57.95% 161K 46.59 0.10%
29 STTK Shattuck Labs, ...
1.00
-4.77% 82.18K 0.00% 99K 3.99 0.06%