0001398344-20-010163.txt : 20200514
0001398344-20-010163.hdr.sgml : 20200514
20200514152547
ACCESSION NUMBER: 0001398344-20-010163
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200514
DATE AS OF CHANGE: 20200514
EFFECTIVENESS DATE: 20200514
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: 20877352
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
03-31-2020
03-31-2020
false
RGT Wealth Advisors, LLC
5950 SHERRY LANE
SUITE 600
DALLAS
TX
75225
13F HOLDINGS REPORT
028-17576
N
Anne K. Hill
Chief Compliance Officer
214-360-7000
/s/ Anne K. Hill
Dallas
TX
05-14-2020
0
29
155882
INFORMATION TABLE
2
fp0053880_13fhr-table.xml
13F INFORMATION TABLE
AARONS INC
COM PAR $0.50
002535300
465
20393
SH
SOLE
0
0
20393
ALPHABET INC
CAP STK CL A
02079K305
963
829
SH
SOLE
0
0
829
ALPHABET INC
CAP STK CL C
02079K107
472
406
SH
SOLE
0
0
406
APPLE INC
COM
037833100
2421
9521
SH
SOLE
0
0
9521
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
895
4895
SH
SOLE
0
0
4895
COSTCO WHSL CORP NEW
COM
22160K105
2319
8132
SH
SOLE
0
0
8132
DANAHER CORPORATION
COM
235851102
447
3230
SH
SOLE
0
0
3230
DISNEY WALT CO
COM DISNEY
254687106
698
7225
SH
SOLE
0
0
7225
HD SUPPLY HLDGS INC
COM
40416M105
625
22000
SH
SOLE
0
0
22000
HOME DEPOT INC
COM
437076102
2308
12360
SH
SOLE
0
0
12360
INVESCO QQQ TR
UNIT SER 1
46090E103
267
1400
SH
SOLE
0
0
1400
ISHARES GOLD TRUST
ISHARES
464285105
1718
114000
SH
SOLE
0
0
114000
ISHARES INC
MIN VOL EMRG MKT
464286533
494
10530
SH
SOLE
0
0
10530
ISHARES INC
MIN VOL GBL ETF
464286525
129960
1617623
SH
SOLE
0
0
1617623
ISHARES TR
RUS MID CAP ETF
464287499
446
10332
SH
SOLE
0
0
10332
JOHNSON & JOHNSON
COM
478160104
333
2543
SH
SOLE
0
0
2543
JPMORGAN CHASE & CO
COM
46625H100
561
6227
SH
SOLE
0
0
6227
KINDER MORGAN INC DEL
COM
49456B101
149
10715
SH
SOLE
0
0
10715
MCDONALDS CORP
COM
580135101
229
1385
SH
SOLE
0
0
1385
MICROSOFT CORP
COM
594918104
261
1652
SH
SOLE
0
0
1652
NEXTERA ENERGY INC
COM
65339F101
492
2046
SH
SOLE
0
0
2046
PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
726503105
247
46799
SH
SOLE
0
0
46799
PROCTER & GAMBLE CO
COM
742718109
755
6865
SH
SOLE
0
0
6865
SPDR GOLD TRUST
GOLD SHS
78463V107
5681
38373
SH
SOLE
0
0
38373
SPDR S&P 500 ETF TR
TR UNIT
78462F103
383
1487
SH
SOLE
0
0
1487
TJX COS INC NEW
COM
872540109
426
8904
SH
SOLE
0
0
8904
UNDER ARMOUR INC
CL C
904311206
933
115753
SH
SOLE
0
0
115753
UNITEDHEALTH GROUP INC
COM
91324P102
256
1028
SH
SOLE
0
0
1028
WELLS FARGO CO NEW
COM
949746101
677
23605
SH
SOLE
0
0
23605