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Home > Institutional Investor > Lbj Family Wealth Advisors, Ltd. > Profile

Instuitional Investor - Lbj Family Wealth Advisors, Ltd.

Fund Profile
Filing Period:
Fund Name: Lbj Family Wealth Advisors, Ltd.
Portfolio Value $171,905
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 102,098 $43,349 25.22%
2.
Ishares Trust
 IEF 164,865 $32,022 18.63%
3.
Ishares Trust
 IEF 136,164 $18,883 10.98%
4.
Ishares Trust
 IEF 126,510 $16,717 9.72%
5.
Ishares Trust
 IEF 62,562 $9,870 5.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)