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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
VONVVanguard Russell 1000 Value Etf
Recent Activity
1.12%
$1.759M
22,363 shares@ $78.66 avg price
VTWVVanguard Russell 2000 Value Etf
Recent Activity
0.96%
$1.499M
10,721 shares@ $139.82 avg price
VTIVanguard Total Stk Mkt Etf
Recent Activity
0.92%
$1.444M
5,557 shares@ $259.86 avg price
EEMIshares Msci Emg Mkt Etf
Recent Activity
0.86%
$1.349M
32,828 shares@ $41.1 avg price
IWBIshares Rus 1000 Etf
Recent Activity
0.84%
$1.318M
4,577 shares@ $287.97 avg price
VONGVanguard Russell 1000 Growth Etf
Recent Activity
0.76%
$1.183M
13,648 shares@ $86.68 avg price
TCBITexas Capital Bancshares Inc.
Recent Activity
0.75%
$1.168M
18,982 shares@ $61.54 avg price
VTWGVanguard Russell 2000 Growth Etf
Recent Activity
0.58%
$900,000
4,565 shares@ $197.16 avg price
CPBCampbell Soup Co.
Recent Activity
0.53%
$826,000
18,593 shares@ $44.43 avg price
EZMWisdomtree Tr Us Midcp Earning
Recent Activity
0.42%
$650,000
10,659 shares@ $60.99 avg price