0001398344-20-003512.txt : 20200214 0001398344-20-003512.hdr.sgml : 20200214 20200214120357 ACCESSION NUMBER: 0001398344-20-003512 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 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: 20616467 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 12-31-2019 12-31-2019 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 02-14-2020 0 31 33199
INFORMATION TABLE 2 fp0049839_13fhr-table.xml 13F INFORMATION TABLE AARONS INC COM PAR $0.50 002535300 1165 20393 SH SOLE 0 0 20393 ALPHABET INC CAP STK CL C 02079K107 550 411 SH SOLE 0 0 411 ALPHABET INC CAP STK CL A 02079K305 999 746 SH SOLE 0 0 746 APPLE INC COM 037833100 2985 10165 SH SOLE 0 0 10165 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1577 6964 SH SOLE 0 0 6964 COSTCO WHSL CORP NEW COM 22160K105 2195 7468 SH SOLE 0 0 7468 DANAHER CORPORATION COM 235851102 471 3072 SH SOLE 0 0 3072 DISNEY WALT CO COM DISNEY 254687106 1046 7231 SH SOLE 0 0 7231 FIRST AMERN FINL CORP COM 31847R102 238 4085 SH SOLE 0 0 4085 HD SUPPLY HLDGS INC COM 40416M105 885 22000 SH SOLE 0 0 22000 HOME DEPOT INC COM 437076102 2669 12223 SH SOLE 0 0 12223 ISHARES GOLD TRUST ISHARES 464285105 1653 114000 SH SOLE 0 0 114000 ISHARES INC MIN VOL EMRG MKT 464286533 618 10530 SH SOLE 0 0 10530 ISHARES TR CORE S&P500 ETF 464287200 220 682 SH SOLE 0 0 682 ISHARES TR MSCI EMG MKT ETF 464287234 282 6281 SH SOLE 0 0 6281 ISHARES TR RUS MID CAP ETF 464287499 616 10332 SH SOLE 0 0 10332 ISHARES TR RUS 1000 GRW ETF 464287614 208 1185 SH SOLE 0 0 1185 ISHARES TR RUSSELL 2000 ETF 464287655 439 2652 SH SOLE 0 0 2652 JPMORGAN CHASE & CO COM 46625H100 796 5708 SH SOLE 0 0 5708 NEXTERA ENERGY INC COM 65339F101 377 1555 SH SOLE 0 0 1555 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 953 51848 SH SOLE 0 0 51848 PROCTER & GAMBLE CO COM 742718109 835 6686 SH SOLE 0 0 6686 REALTY INCOME CORP COM 756109104 265 3600 SH SOLE 0 0 3600 SPDR S&P 500 ETF TR TR UNIT 78462F103 819 2544 SH SOLE 0 0 2544 SPDR GOLD TRUST GOLD SHS 78463V107 5484 38373 SH SOLE 0 0 38373 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 283 755 SH SOLE 0 0 755 TJX COS INC NEW COM 872540109 543 8898 SH SOLE 0 0 8898 US BANCORP DEL COM NEW 902973304 302 5090 SH SOLE 0 0 5090 UNDER ARMOUR INC CL C 904311206 2220 115753 SH SOLE 0 0 115753 VANECK VECTORS ETF TRUST MORNINGSTAR WIDE 92189F643 238 4343 SH SOLE 0 0 4343 WELLS FARGO CO NEW COM 949746101 1267 23545 SH SOLE 0 0 23545