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Institutional Investment Manager
LBJ Family Wealth Advisors, Ltd.
LBJ Family Wealth Advisors, Ltd. (CIK: 0001601622), located at 3800 North Lamar, Austin, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 16 holdings with a total value of $96,567,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 193,581 20,446,000 21.17%
2 ISHARES TR 186,397 19,417,000 20.11%
3 ISHARES TR 116,061 8,910,000 9.23%
4 ISHARES TR 84,970 8,273,000 8.57%
5 ISHARES TR 106,380 6,290,000 6.51%
6 ISHARES RUSSELL 2000 VALUE ETF 58,166 6,092,000 6.31%
7 SPDR Series Trust DB Int. Gvt. ETF 106,960 6,090,000 6.31%
8 ISHARES RUSSELL 2000 GROWTH ETF 32,892 4,897,000 5.07%
9 VANGUARD INTL EQUITY INDEX F 112,850 4,246,000 4.40%
10 Powershares DB Cmdty IDX TRA 246,957 3,706,000 3.84%
11 VANGUARD INDEX FDS 32,989 2,861,000 2.96%
12 Texas Capital Bancshares Inc. 29,140 1,600,000 1.66%
13 ISHARES TR 30,725 1,150,000 1.19%
14 VANGUARD INDEX FDS 9,864 1,098,000 1.14%
15 CAMPBELL SOUP CO 18,446 1,009,000 1.04%
16 VANGUARD STAR FDS 10,221 482,000 0.50%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001601622-16-000009, filed 2016.10.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.