0001601622-24-000001.txt : 20240103
0001601622-24-000001.hdr.sgml : 20240103
20240103165212
ACCESSION NUMBER: 0001601622-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240103
DATE AS OF CHANGE: 20240103
EFFECTIVENESS DATE: 20240103
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LBJ Family Wealth Advisors, Ltd.
CENTRAL INDEX KEY: 0001601622
ORGANIZATION NAME:
IRS NUMBER: 200313180
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16100
FILM NUMBER: 24507661
BUSINESS ADDRESS:
STREET 1: 3800 NORTH LAMAR
STREET 2: SUITE 200
CITY: AUSTIN
STATE: TX
ZIP: 78756
BUSINESS PHONE: 512-457-5000
MAIL ADDRESS:
STREET 1: 3800 NORTH LAMAR
STREET 2: SUITE 200
CITY: AUSTIN
STATE: TX
ZIP: 78756
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001601622
XXXXXXXX
12-31-2023
12-31-2023
LBJ Family Wealth Advisors, Ltd.
3800 NORTH LAMAR
SUITE 200
AUSTIN
TX
78756
13F COMBINATION REPORT
028-16100
028-04558
Parametric Portfolio Associates
N
Faith Vincent
Chief Compliance Officer/ Chief Investment Officer
5124575008
Faith Vincent
Austin
TX
01-03-2024
0
23
144565
false
INFORMATION TABLE
2
info_table.xml
Campbell Soup Co.
common
134429109
804
18592
SH
SOLE
0
0
0
SPDR Series Trust DB Int. Gvt. ETF
ETF
78464A490
9462
225617
SH
SOLE
0
0
0
Texas Capital Bancshares Inc.
common
88224Q107
1237
19143
SH
SOLE
0
0
0
Vanguard Index Fds. REIT ETF
ETF
922908553
2909
32920
SH
SOLE
0
0
0
VANGUARD TOTAL STK MKT ETF
ETF
922908769
1318
5557
SH
SOLE
0
0
0
VANGUARD TOTAL INTERNATIONAL STOCK MARKET INDEX
ETF
921909768
575
9918
SH
SOLE
0
0
0
Vanguard Russell 1000 Growth ETF
ETF
92206C680
1049
13439
SH
SOLE
0
0
0
Vanguard Russell 2000 Growth ETF
ETF
92206C623
815
4441
SH
SOLE
0
0
0
Vanguard Intl Equity Index FTSE EM MKT ETF
ETF
922042858
5986
145642
SH
SOLE
0
0
0
Vanguard Russell 1000 Value ETF
ETF
92206C714
1557
21461
SH
SOLE
0
0
0
Vanguard Russell 2000 Value ETF
ETF
92206C649
1438
10529
SH
SOLE
0
0
0
ishares MSCI EMG MKT ETF
ETF
464287234
1320
32828
SH
SOLE
0
0
0
ishares MSCI EAFE ETF
ETF
464287465
7191
95440
SH
SOLE
0
0
0
ishares Rus 1000 Grw ETF
ETF
464287614
33253
109683
SH
SOLE
0
0
0
ishares Rus 1000 Val ETF
ETF
464287598
28077
169908
SH
SOLE
0
0
0
ishares Rus MD CP Grw ETF
ETF
464287481
14162
135575
SH
SOLE
0
0
0
ishares Rus MDCP Val ETF
ETF
464287473
14572
125308
SH
SOLE
0
0
0
ishares Rus 2000 Grw ETF
ETF
464287648
6640
26324
SH
SOLE
0
0
0
ishares Rus 2000 Val ETF
ETF
464287630
9958
64108
SH
SOLE
0
0
0
ishares Rus 1000 ETF
ETF
464287622
1198
4566
SH
SOLE
0
0
0
Vanguard Information Technology ETF
ETF
92204A702
210
435
SH
SOLE
0
0
0
VANGUARD INDEX FDS VANGUARD GROWTH ETF
ETF
922908736
224
720
SH
SOLE
0
0
0
WISDOMTREE TR US MIDCP EARNING
ETF
97717W570
610
10635
SH
SOLE
0
0
0