StockDriftsStockDriftsTop 28 Lbj Family Wealth Advisors, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR RUS 1000 GRW ETF | 22.72% | 94.4K | $38.8M | -3.61%(-3.53K) | $37.60(+230.65%) | 2026-03-31 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 19.27% | 157.0K | $32.9M | -2.23%(-3.59K) | $97.54(+140.61%) | 2026-03-31 | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 10.47% | 125.6K | $17.9M | -0.07%(-89) | $77.16(+103.98%) | 2026-03-31 | |
| IWP | ISHARES TR RUS MD CP GR ETF | 9.53% | 131.5K | $16.3M | -1.09%(-1.45K) | $43.32(+214.85%) | 2026-03-31 | |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 6.56% | 60.5K | $11.2M | -2.54%(-1.58K) | $122.56(+70.73%) | 2026-03-31 | |
| WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | 5.7% | 249.4K | $9.7M | +0.13%(+330) | $32.06(+26.34%) | 2026-03-31 | |
| IWO | ISHARES TR RUS 2000 GRW ETF | 4.34% | 24.6K | $7.4M | -3.40%(-865) | $193.44(+90.90%) | 2026-03-31 | |
| EFA | ISHARES MSCI EAFE ETF | 3.71% | 67.2K | $6.3M | +0.00%(+0) | $58.13(+78.62%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 3.52% | 114.6K | $6.0M | -0.61%(-708) | $38.02(+57.64%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 2.19% | 21.8K | $3.7M | +0.00%(+0) | $115.39(+31.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.79% | +43.50% |
| Top 20 Holdings Unweighted | +11.86% | +39.97% |
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