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Faith Vincent

@Lbj Family Wealth Advisors, Ltd.

Latest period2024 - Q4ReportedManaged Assets$157.409MTotal holdings23
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lbj Family Wealth Advisors, Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Lbj Family Wealth Advisors, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 157.409M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Faith Vincent, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWFIshares Rus 1000 Grw Etf
Recent Activity
23.72%
$37.334M
110,768 shares@ $337.05 avg price
IWDIshares Rus 1000 Val Etf
Recent Activity
19.54%
$30.757M
171,719 shares@ $179.12 avg price
IWSIshares Rus Mdcp Val Etf
Recent Activity
10.3%
$16.208M
129,322 shares@ $125.34 avg price
IWPIshares Rus Md Cp Grw Etf
Recent Activity
10.21%
$16.067M
140,762 shares@ $114.15 avg price
IWNIshares Rus 2000 Val Etf
Recent Activity
6.49%
$10.205M
64,260 shares@ $158.81 avg price
WIPSpdr Series Trust Db Int. Gvt. Etf
Recent Activity
5.97%
$9.384M
234,722 shares@ $39.98 avg price
EFAIshares Msci Eafe Etf
Recent Activity
4.8%
$7.546M
94,494 shares@ $79.86 avg price
IWOIshares Rus 2000 Grw Etf
Recent Activity
4.54%
$7.134M
26,343 shares@ $270.82 avg price
VWOVanguard Intl Equity Index Ftse Em Mkt Etf
Recent Activity
3.88%
$6.106M
146,172 shares@ $41.78 avg price
VNQVanguard Index Fds. Reit Etf
Recent Activity
2.23%
$3.498M
40,450 shares@ $86.48 avg price