Lbj Family Wealth Advisors, Ltd.
CIK Number: 0001601622
Main Sectors:
Top Industries:
Filing Date: Apr 1, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IWF | iShares Russell... | 450.40 | +0.11% | 102.19K | -1.99% | 36.9M | 111.25 | 23.56% | Share |
| 2 | IWD | iShares Russell... | 198.66 | -0.29% | 164.6K | -2.32% | 30.97M | 122.19 | 19.77% | Share |
| 3 | IWP | iShares Russell... | 139.75 | -0.98% | 135.84K | -0.61% | 15.96M | 56.19 | 10.19% | Share |
| 4 | IWS | iShares Russell... | 136.53 | -0.81% | 125.96K | -0.08% | 15.87M | 80.15 | 10.13% | Share |
| 5 | IWN | iShares Russell... | 167.47 | -1.27% | 62.38K | +0.16% | 9.42M | 125.82 | 6.01% | Share |
| 6 | WIP | SPDR FTSE Inter... | 38.58 | -0.78% | 238.8K | -0.38% | 8.96M | 52.08 | 5.72% | Share |
| 7 | IWO | iShares Russell... | 300.39 | -1.45% | 25.86K | +0.06% | 6.61M | 193.89 | 4.22% | Share |
| 8 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 77.09K | -17.27% | 6.3M | 64.51 | 4.02% | Share |
| 9 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 123.57K | -16.09% | 5.59M | 39.05 | 3.57% | Share |
| 10 | VNQ | Vanguard Real E... | 89.16 | -0.71% | 29.84K | +0.30% | 2.7M | 82.75 | 1.72% | Share |
| 11 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 21.83K | -6.79% | 2.6M | 114.3 | 1.66% | Share |
| 12 | VONV | Vanguard Russel... | 87.19 | -0.26% | 24.74K | +1.34% | 2.04M | 69.41 | 1.30% | Share |
| 13 | VTWV | Vanguard Russel... | 148.08 | -1.09% | 12.21K | -2.12% | 1.63M | 120.17 | 1.04% | Share |
| 14 | EEM | iShares MSCI Em... | 49.86 | -1.27% | 33.24K | 0.00% | 1.45M | 38.24 | 0.93% | Share |
| 15 | TCBI | Texas Capital B... | 84.59 | +0.40% | 18.98K | 0.00% | 1.42M | 72.95 | 0.91% | Share |
| 16 | IWB | iShares Russell... | 354.15 | -0.03% | 4.62K | +0.20% | 1.42M | 144.12 | 0.90% | Share |
| 17 | VTI | Vanguard Total ... | 317.25 | -0.13% | 4.87K | -5.55% | 1.34M | 118.03 | 0.85% | Share |
| 18 | VONG | Vanguard Russel... | 115.87 | +0.12% | 12.37K | -11.91% | 1.15M | 66.43 | 0.73% | Share |
| 19 | VTWG | Vanguard Russel... | 219.93 | -1.24% | 5.37K | -4.16% | 1M | 170.4 | 0.64% | Share |
| 20 | CPB | Campbell Soup C... | 32.40 | -0.43% | 18.6K | -0.08% | 742K | 44.14 | 0.47% | Share |
| 21 | EZM | WisdomTree U.S.... | 64.68 | -1.04% | 10.76K | +0.23% | 641K | 35.26 | 0.41% | Share |
| 22 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 1.33K | 0.00% | 501K | 456.71 | 0.32% | Share |
| 23 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 6.5K | +137.82% | 404K | 55.58 | 0.26% | Share |
| 24 | BX | Blackstone Inc. | 174.53 | -1.17% | 1.96K | -29.46% | 273K | 122.25 | 0.17% | Share |
| 25 | VUG | Vanguard Growth... | 463.54 | +0.15% | 720 | 0.00% | 267K | 282.96 | 0.17% | Share |
| 26 | VGT | Vanguard Inform... | 704.44 | -0.4% | 404 | 0.00% | 219K | 484 | 0.14% | Share |
| 27 | AAPL | Apple Inc. | 232.81 | -0.22% | 916 | +0.11% | 203K | 232.99 | 0.13% | Share |
| 28 | STTK | Shattuck Labs, ... | 0.86 | +6.13% | 82.18K | 0.00% | 78K | 3.99 | 0.05% | Share |