Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: LBJ Family Wealth Advisors Ltd.
  City: AUSTIN
  State: TX
  Zip: 78701
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $157,409,000
  Total Value Change : $12,844,000
  Securities Held Change : 0
   
All Securities Held : 23
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 16
  Unchanged Positions : 5
  Decreased Positions : 2

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 13 - $258.05 $1,444,000 5,557 0.92% 126,000 0 0.001    Closed - End Fund - E...
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 14 - $42.50 $1,349,000 32,828 0.86% 29,000 0 0.001    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 21 - $61.05 $598,000 9,918 0.38% 23,000 0 0.002    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 22 - $343.81 $248,000 720 0.16% 24,000 0 0    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 23 - $516.26 $228,000 435 0.14% 18,000 0 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results