LBJ Family Wealth Advisors, Ltd.

AUSTIN · Last Updated: Q1 2026

AUM

$170.62K

Holdings

Filings

ISHARES TR RUS 1000 GRW ETF

IWF · 22.7%

ISHARES RUSSELL 1000 VALUE ETF

IWD · 19.3%

ISHARES RUSSELL MID-CAP VALUE ETF

IWS · 10.5%

ISHARES TR RUS MD CP GR ETF

IWP · 9.5%

Energy

2.2%

Financial Services

0.9%

Technology

0.6%

Healthcare

0.3%

Quarter	Form Type	Accession #	Filed Date	Holdings	Value	Top Shares
Q1 2026	13F-HR	0001601622-26-000002	4/2/2026	28	$170,617	IWF IWD IWS IWP
Q4 2025	13F-HR	0001601622-26-000001	1/2/2026	29	$181,823	IWF IWD IWP IWS
Q3 2025	13F-HR	0001601622-25-000009	10/7/2025	29	$183,401	IWF IWD IWP IWS
Q2 2025	13F-HR	0001601622-25-000006	7/7/2025	27	$171,905	IWF IWD IWP IWS
Q1 2025	13F-HR	0001601622-25-000002	4/1/2025	28	$156,637	IWF IWD IWP IWS
Q4 2024	13F-HR/A	0001601622-25-000003	4/1/2025	29	$167,740	IWF IWD IWP IWS
Q4 2024	13F-HR	0001601622-25-000001	1/7/2025	29	$159,146	IWF IWD IWS IWP
Q3 2024	13F-HR/A	0001601622-25-000004	4/1/2025	28	$168,524	IWF IWD IWS IWP
Q3 2024	13F-HR	0001601622-24-000005	10/1/2024	28	$168,524	IWF IWD IWS IWP
Q2 2024	13F-HR/A	0001601622-25-000005	4/1/2025	28	$159,146	IWF IWD IWS IWP

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Q1 2026 vs Q4 2025

Name	Symbol	CUSIP	Type	Current Shares	Previous Shares	Change
ISHARES TR RUS 1000 GRW ETF	IWF	464287614	Decreased	94,354	97,888	-3,534
ISHARES RUSSELL 1000 VALUE ETF	IWD	464287598	Decreased	156,964	160,552	-3,588
ISHARES RUSSELL MID-CAP VALUE ETF	IWS	464287473	Decreased	125,594	125,683	-89
ISHARES TR RUS MD CP GR ETF	IWP	464287481	Decreased	131,521	132,966	-1,445
ISHARES RUSSELL 2000 VALUE ETF	IWN	464287630	Decreased	60,548	62,127	-1,579
SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF	WIP	78464A490	Increased	249,380	249,050	+330
ISHARES TR RUS 2000 GRW ETF	IWO	464287648	Decreased	24,588	25,453	-865
ISHARES MSCI EAFE ETF	EFA	464287465	Unchanged	67,226	67,226	0
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF	VWO	922042858	Decreased	114,586	115,294	-708
EXXON MOBIL CORP COM	XOM	30231G102	Unchanged	21,833	21,833	0

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