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%)
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
iShares MSCI Global Min Vol Factor ETF
1,977,220
175,103.0
+1.45%
27.920
+0.40%
4.180
+3.42%
+8.30%
3,254.7
 
GLDM
SPDR Gold MiniShares Trust
3,640,212
120,054.0
+3.58%
19.140
+0.66%
2.530
+0.81%
+27.54%
16,037.6
 
IEF
iShares 7-10 Year Treasury Bond ETF
979,773
94,048.0
New Holding
14.990
+14.99%
0.430
+0.68%
+4.07%
34,824.0
 
IJS
iShares S&P Small-Cap 600 Value ETF
849,849
70,070.0
+0.06%
11.170
+0.01%
1.160
+16.80%
-5.00%
6,217.5
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
979,322
49,064.0
+17.67%
7.820
+1.17%
0.400
+27.21%
+10.98%
38,694.0
 
IVV
iShares Core S&P 500 ETF
114,699
41,137.0
-20.67%
6.560
-1.90%
0.020
+19.67%
+7.80%
634,518.9
 
IWO
iShares Russell 2000 Growth ETF
28,481
5,884.0
+25.60%
0.940
+0.19%
0.070
+21.69%
+1.98%
11,944.7
 
GLD
SPDR Gold Shares ETF
34,830
5,387.0
0%
0.860
0%
0.010
+0.74%
+27.37%
101,985.4
 
EFV
iShares MSCI EAFE Value ETF
134,056
5,165.0
+4.79%
0.820
+0.04%
0.040
+10.12%
+22.88%
25,947.4
 
IWD
iShares Russell 1000 Value ETF
27,316
3,715.0
-23.02%
0.590
-0.20%
0.010
+11.59%
+6.73%
62,643.2
 

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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