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