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RGT Wealth Advisors, LLC13F | |
RGT Wealth Advisors, LLC | |
Last update 2022-11-08 | 115 Stocks (15 new) |
Value $627.00 Mil | Turnover 19 % |
RGT Wealth Advisors, LLC Top Holdings of 2022-09-30
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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)
RGT Wealth Advisors, LLC's Asset Allocation
RGT Wealth Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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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 % |
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RGT Wealth Advisors, LLC's Holdings Heat Map
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RGT Wealth Advisors, LLC's Holdings Bubble Chart
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