0001398344-19-020266.txt : 20191114 0001398344-19-020266.hdr.sgml : 20191114 20191114115547 ACCESSION NUMBER: 0001398344-19-020266 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RGT Wealth Advisors, LLC CENTRAL INDEX KEY: 0001689872 IRS NUMBER: 202112353 STATE OF INCORPORATION: TX FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17576 FILM NUMBER: 191218024 BUSINESS ADDRESS: STREET 1: 5950 SHERRY LANE STREET 2: SUITE 600 CITY: DALLAS STATE: TX ZIP: 75225 BUSINESS PHONE: (214)360-7000 MAIL ADDRESS: STREET 1: 5950 SHERRY LANE STREET 2: SUITE 600 CITY: DALLAS STATE: TX ZIP: 75225 FORMER COMPANY: FORMER CONFORMED NAME: RGT Capital Management, Ltd. DATE OF NAME CHANGE: 20161110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001689872 XXXXXXXX 09-30-2019 09-30-2019 false RGT Wealth Advisors, LLC

5950 SHERRY LANE SUITE 600 DALLAS TX 75225

13F HOLDINGS REPORT 028-17576 N Anne K. Hill 214-360-7000 /s/ Anne K. Hill Dallas TX 11-14-2019 0 36 34429 INFORMATION TABLE 2 fp0046764_13fhr-table.xml 13F INFORMATION TABLE AARONS INC COM PAR $0.50 002535300 1310 20393 SH SOLE 0 0 20393 ABBOTT LABS COM 002824100 270 3229 SH SOLE 0 0 3229 ALPHABET INC CAP STK CL A 02079K305 909 744 SH SOLE 0 0 744 ALPHABET INC CAP STK CL C 02079K107 495 406 SH SOLE 0 0 406 AMAZON COM INC COM 023135106 203 117 SH SOLE 0 0 117 APPLE INC COM 037833100 2460 10983 SH SOLE 0 0 10983 BARINGS BDC INC COM 06759L103 120 11800 SH SOLE 0 0 11800 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2008 9654 SH SOLE 0 0 9654 CORELOGIC INC COM 21871D103 477 10314 SH SOLE 0 0 10314 COSTCO WHSL CORP NEW COM 22160K105 2416 8385 SH SOLE 0 0 8385 DANAHER CORPORATION COM 235851102 444 3072 SH SOLE 0 0 3072 DISNEY WALT CO COM DISNEY 254687106 947 7265 SH SOLE 0 0 7265 FIRST AMERN FINL CORP COM 31847R102 477 8085 SH SOLE 0 0 8085 HD SUPPLY HLDGS INC COM 40416M105 862 22000 SH SOLE 0 0 22000 HOME DEPOT INC COM 437076102 3264 14067 SH SOLE 0 0 14067 ISHARES GOLD TRUST ISHARES 464285105 1607 114000 SH SOLE 0 0 114000 ISHARES INC MIN VOL EMRG MKT 464286533 601 10530 SH SOLE 0 0 10530 ISHARES TR MSCI EAFE ETF 464287465 204 3130 SH SOLE 0 0 3130 ISHARES TR RUS MID CAP ETF 464287499 537 9600 SH SOLE 0 0 9600 ISHARES TR RUSSELL 2000 ETF 464287655 347 2294 SH SOLE 0 0 2294 JPMORGAN CHASE & CO COM 46625H100 610 5180 SH SOLE 0 0 5180 KIMBELL RTY PARTNERS LP UNIT 49435R102 196 13344 SH SOLE 0 0 13344 MASTERCARD INC CL A 57636Q104 364 1340 SH SOLE 0 0 1340 NEXTERA ENERGY INC COM 65339F101 362 1555 SH SOLE 0 0 1555 PROCTER & GAMBLE CO COM 742718109 958 7703 SH SOLE 0 0 7703 REALTY INCOME CORP COM 756109104 276 3600 SH SOLE 0 0 3600 SPDR GOLD TRUST GOLD SHS 78463V107 5329 38373 SH SOLE 0 0 38373 SPDR S&P 500 ETF TR TR UNIT 78462F103 1016 3423 SH SOLE 0 0 3423 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 349 989 SH SOLE 0 0 989 TJX COS INC NEW COM 872540109 546 9788 SH SOLE 0 0 9788 TRUSTMARK CORP COM 898402102 354 10365 SH SOLE 0 0 10365 UNDER ARMOUR INC CL C 904311206 2099 115753 SH SOLE 0 0 115753 US BANCORP DEL COM NEW 902973304 282 5090 SH SOLE 0 0 5090 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 218 4343 SH SOLE 0 0 4343 VISA INC COM CL A 92826C839 289 1681 SH SOLE 0 0 1681 WELLS FARGO CO NEW COM 949746101 1225 24285 SH SOLE 0 0 24285