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