Universe · entity
LBJ Family Wealth Advisors, Ltd.
Institutional manager (13F) · CIK 1601622
13F holdings · as of 2026-03-31 · top 28 · reported portfolio $171k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR RUS 1000 GRW ETF | $39k | 94,354 |
| 2 | ISHARES RUSSELL 1000 VALUE ETF | $33k | 156,964 |
| 3 | ISHARES RUSSELL MID-CAP VALUE ETF | $18k | 125,594 |
| 4 | ISHARES TR RUS MD CP GR ETF | $16k | 131,521 |
| 5 | ISHARES RUSSELL 2000 VALUE ETF | $11k | 60,548 |
| 6 | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $10k | 249,380 |
| 7 | ISHARES TR RUS 2000 GRW ETF | $7k | 24,588 |
| 8 | ISHARES MSCI EAFE ETF | $6k | 67,226 |
| 9 | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $6k | 114,586 |
| 10 | EXXON MOBIL CORP COM | $4k | 21,833 |
| 11 | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | $3k | 29,656 |
| 12 | VANGUARD REAL ESTATE ETF | $3k | 29,867 |
| 13 | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS | $2k | 14,450 |
| 14 | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $2k | 30,303 |
| 15 | TEXAS CAP BANCSHARES INC COM | $2k | 17,481 |
| 16 | ISHARES RUSSELL 1000 INDEX FUND | $2k | 4,655 |
| 17 | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS | $2k | 7,214 |
| 18 | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | $1k | 14,044 |
| 19 | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1k | 3,962 |
| 20 | WISDOMTREE TR US MIDCAP FUND | $684 | 10,446 |
| 21 | SHATTUCK LABS INC COM | $490 | 82,177 |
| 22 | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $485 | 6,502 |
| 23 | CAMPBELL SOUP CO CAP USD0.0375 | $413 | 18,606 |
| 24 | MICROSOFT CORP | $406 | 1,132 |
| 25 | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $303 | 720 |
| 26 | APPLE INC | $300 | 1,218 |
| 27 | NVIDIA CORPORATION COM | $263 | 1,592 |
| 28 | VANGUARD WORLD FD INF TECH ETF | $231 | 345 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.