Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LBJ FAMILY WEALTH ADVISORS LTD | 04-02-2024 | 03-31-2024 | 23 | 157,409,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ishares Rus 1000 Grw ETF | ETF | 1 | $37,334,000 | 110,768 | 23.72 | 22.64 | -2,646 | -2.33 | 03-31-2024 |
| ishares Rus 1000 Val ETF | ETF | 2 | $30,757,000 | 171,719 | 19.54 | 19.54 | 183 | 0.11 | 03-31-2024 |
| ishares Rus MDCP Val ETF | ETF | 3 | $16,208,000 | 129,322 | 10.30 | 10.23 | -1,371 | -1.05 | 03-31-2024 |
| ishares Rus MD CP Grw ETF | ETF | 4 | $16,067,000 | 140,762 | 10.21 | 9.80 | -2,279 | -1.59 | 03-31-2024 |
