LBJ Family Wealth Advisors, Ltd. 13F 持仓 · 2026年Q3
LBJ Family Wealth Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 1.96 亿美元。前几大持仓：IWF（23.98%）、IWD（19.70%）、IWS（10.33%）。本季前 25 大持仓中：增持 13 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR RUS 1000 GRW ETF | $47.0M | 23.98% | 374,899 | 减持 |
| 2 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $38.6M | 19.70% | 155,598 | 增持 |
| 3 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $20.2M | 10.33% | 125,841 | 增持 |
| 4 | IWP | ISHARES TR RUS MD CP GR ETF | $18.2M | 9.31% | 132,434 | 增持 |
| 5 | IWN | ISHARES RUSSELL 2000 VALUE ETF | $12.5M | 6.39% | 59,728 | 减持 |
| 6 | WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $9.8M | 4.98% | 255,652 | 增持 |
| 7 | IWO | ISHARES TR RUS 2000 GRW ETF | $8.7M | 4.42% | 24,264 | 减持 |
| 8 | EFA | ISHARES MSCI EAFE ETF | $6.9M | 3.52% | 66,383 | 减持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $6.7M | 3.43% | 113,274 | 增持 |
| 10 | XOM | EXXON MOBIL CORP COM | $3.6M | 1.81% | 21,833 | 持平 |
| 11 | VONV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | $3.3M | 1.68% | 30,292 | 增持 |
| 12 | VNQ | VANGUARD REAL ESTATE ETF | $2.7M | 1.37% | 29,878 | 增持 |
| 13 | VTWV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS | $2.7M | 1.37% | 14,536 | 增持 |
| 14 | EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $2.0M | 1.01% | 29,689 | 减持 |
| 15 | IWB | ISHARES RUSSELL 1000 INDEX FUND | $1.9M | 0.99% | 4,670 | 增持 |
| 16 | VTWG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS | $1.9M | 0.98% | 7,350 | 增持 |
| 17 | VONG | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF | $1.9M | 0.97% | 14,730 | 增持 |
| 18 | TCBI | TEXAS CAP BANCSHARES INC COM | $1.6M | 0.81% | 17,138 | 减持 |
| 19 | VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1.1M | 0.56% | 2,951 | 减持 |
| 20 | EZM | WISDOMTREE TR US MIDCAP FUND | $752,000 | 0.38% | 10,495 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $581,000 | 0.30% | 1,133 | 增持 |
| 22 | STTK | SHATTUCK LABS INC COM | $560,000 | 0.29% | 82,177 | 持平 |
| 23 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $552,000 | 0.28% | 6,502 | 持平 |
| 24 | AAPL | APPLE INC | $406,000 | 0.21% | 1,219 | 持平 |
| 25 | VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $390,000 | 0.20% | 4,323 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR