RGT Capital Management

RGT Wealth Advisors as of March 31, 2020

Portfolio Holdings for RGT Wealth Advisors

RGT Wealth Advisors holds 29 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Inc ctr wld minvl (ACWV) 83.4 $130M 1.6M 80.34
SPDR Gold Trust (GLD) 3.6 $5.7M 38k 148.05
Apple (AAPL) 1.6 $2.4M 9.5k 254.28
Costco Wholesale Corporation (COST) 1.5 $2.3M 8.1k 285.17
Home Depot (HD) 1.5 $2.3M 12k 186.73
iShares Gold Trust 1.1 $1.7M 114k 15.07
Alphabet Inc Class A cs (GOOGL) 0.6 $963k 829.00 1161.64
Under Armour Inc Cl C (UA) 0.6 $933k 116k 8.06
Berkshire Hathaway (BRK.B) 0.6 $895k 4.9k 182.84
Procter & Gamble Company (PG) 0.5 $755k 6.9k 109.98
Walt Disney Company (DIS) 0.4 $698k 7.2k 96.61
Wells Fargo & Company (WFC) 0.4 $677k 24k 28.68
Hd Supply 0.4 $625k 22k 28.41
JPMorgan Chase & Co. (JPM) 0.4 $561k 6.2k 90.09
Ishares Inc em mkt min vol (EEMV) 0.3 $494k 11k 46.91
Nextera Energy (NEE) 0.3 $492k 2.0k 240.47
Alphabet Inc Class C cs (GOOG) 0.3 $472k 406.00 1162.56
Aaron's 0.3 $465k 20k 22.80
Danaher Corporation (DHR) 0.3 $447k 3.2k 138.39
iShares Russell Midcap Index Fund (IWR) 0.3 $446k 10k 43.17
TJX Companies (TJX) 0.3 $426k 8.9k 47.84
Spdr S&p 500 Etf (SPY) 0.2 $383k 1.5k 257.57
Johnson & Johnson (JNJ) 0.2 $333k 2.5k 130.95
Invesco Qqq Trust Series 1 (QQQ) 0.2 $267k 1.4k 190.71
Microsoft Corporation (MSFT) 0.2 $261k 1.7k 157.99
UnitedHealth (UNH) 0.2 $256k 1.0k 249.03
Plains All American Pipeline (PAA) 0.2 $247k 47k 5.28
McDonald's Corporation (MCD) 0.1 $229k 1.4k 165.34
Kinder Morgan (KMI) 0.1 $149k 11k 13.91