Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RGT WEALTH ADVISORS LLC | 11-04-2022 | 09-30-2022 | 116 | 627,208,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO INTRMD | 251 | $8,000 | 255 | 0.00 | 255 | +Inf | 09-30-2022 | |
| SPDR INDEX SHS FDS | PORTFLO EURP ETF | 252 | $6,000 | 200 | 0.00 | 200 | +Inf | 09-30-2022 | |
| ISHARES TR | MSCI EMG MKT ETF | 253 | $6,000 | 171 | 0.00 | 0.01 | -1,705 | -90.88 | 09-30-2022 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 254 | $6,000 | 86 | 0.00 | 0.04 | -2,848 | -97.07 | 09-30-2022 |
