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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001601622

LBJ Family Wealth Advisors, Ltd.

AUSTIN, TX · File #028-16100

Latest AUM
$181,823
Positions
29
Top-10 Concentration
88.3%
Filings
15

Sector Allocation

Energy
1.4%$2,627
Technology
0.6%$1,175
Financials
0.5%$952
Healthcare
0.2%$300

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR RUS 1000 GRW ETF46428761497,888$46,33125.48%
2ISHARES RUSSELL 1000 VALUE ETF464287598160,552$33,77118.57%
3ISHARES TR RUS MD CP GR ETF464287481132,966$18,20810.01%
4ISHARES RUSSELL MID-CAP VALUE ETF464287473125,683$17,7289.75%
5ISHARES RUSSELL 2000 VALUE ETF46428763062,127$11,2586.19%
6SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF78464A490249,050$9,8105.40%
7ISHARES TR RUS 2000 GRW ETF46428764825,453$8,2224.52%
8ISHARES MSCI EAFE ETF46428746567,226$6,4563.55%
9VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF922042858115,294$6,1983.41%
10VANGUARD REAL ESTATE ETF92290855329,862$2,6431.45%
11EXXON MOBIL CORP COMXOM21,833$2,6271.44%
12VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF92206C71428,322$2,6141.44%
13VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS2000 VAL IDX FD ETF SHS92206C64914,439$2,3091.27%
14ISHARES TRUST MSCI EMG MKTS ETF USD DIS46428723431,892$1,7450.96%
15ISHARES RUSSELL 1000 INDEX FUND4642876224,646$1,7350.95%
16TEXAS CAP BANCSHARES INC COM88224Q10718,505$1,6750.92%
17VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF92206C68013,739$1,6730.92%
18VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS92206C6236,122$1,4450.79%
19VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF9229087693,962$1,3280.73%
20WISDOMTREE TR US MIDCAP FUNDWT10,425$6960.38%