RW

RGT Wealth Advisors, LLC

13F
RGT Wealth Advisors, LLC
Last update 2022-11-08 115 Stocks (15 new)
Value $627.00 Mil Turnover 19 %
Countries:
Top Holdings: ACWV(27.92%)GLDM(19.14%)IEF(14.99%)IJS(11.17%)SPYG(7.82%)
Portfolio Report
Summary Stock Picks Current Portfolio
RGT Wealth Advisors, LLC Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ACWV 		iShares MSCI Global Min Vol Factor ETF
1,977,220
175103.000
+1.45%
27.920
+0.40%
4.180
+6.36%
+14.30%
4404.599
 
GLDM 		SPDR Gold MiniShares Trust
3,640,212
120054.000
+3.58%
19.140
+0.66%
2.530
+10.78%
+30.07%
9277.640
 
IEF 		iShares 7-10 Year Treasury Bond ETF
979,773
94048.000
New Holding
14.990
+14.99%
0.430
-2.15%
-2.27%
33553.757
 
IJS 		iShares S&P Small-Cap 600 Value ETF
849,849
70070.000
+0.06%
11.170
+0.01%
1.160
+13.53%
+11.85%
7631.398
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
979,322
49064.000
+17.67%
7.820
+1.17%
0.400
+15.74%
+34.63%
32439.453
 
IVV 		iShares Core S&P 500 ETF
114,699
41137.000
-20.67%
6.560
-1.90%
0.020
+12.66%
+25.86%
566290.956
 
IWO 		iShares Russell 2000 Growth ETF
28,481
5884.000
+25.60%
0.940
+0.19%
0.070
+17.68%
+22.79%
13116.273
 
GLD 		SPDR Gold Shares ETF
34,830
5387.000
0%
0.860
0%
0.010
+10.69%
+29.71%
76668.813
 
EFV 		iShares MSCI EAFE Value ETF
134,056
5165.000
+4.79%
0.820
+0.04%
0.040
+3.83%
+5.18%
19069.121
 
IWD 		iShares Russell 1000 Value ETF
27,316
3715.000
-23.02%
0.590
-0.20%
0.010
+9.89%
+18.21%
61291.363
 

RGT Wealth Advisors, LLC's Historical Top Holdings Breakdowns

RGT Wealth Advisors, LLC Total Holding History ($B)

To

RGT Wealth Advisors, LLC's Asset Allocation

To

RGT Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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RGT Wealth Advisors, LLC's Hypothetical Growth since 2022-09-30

RGT Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RGT Wealth Advisors, LLC's Holdings Heat Map

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RGT Wealth Advisors, LLC's Holdings Bubble Chart

RGT Wealth Advisors, LLC News

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