Faith Vincent - Chief Compliance Officer/ Managing Director
Location
Austin, TX
Holdings as of
31 Mar 2023
Value $
$142,532,000
Num holdings
23
Filing time
11 Apr 2023, 16:19:25 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included IWF, IWD, IWS, IWP, and WIP.
LBJ Family Wealth Advisors, Ltd. Q1 2023 Portfolio
Sym
Weight
Trade Impact
Company
Class
Share Change
Activity
Value Change $
Value $
* Price $
Shares
Principal
Filing 2023 Q1 compared to 2022 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Faith Vincent
Chief Compliance Officer/ Managing Director
Austin, Texas
11 Apr 2023
List of Other Managers Reporting for LBJ Family Wealth Advisors, Ltd.:
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