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 |
|---|---|---|---|---|---|---|---|---|---|
| DANAHER CORPORATION | COM | 51 | $495,000 | 1,915 | 0.08 | 0.12 | -748 | -28.09 | 09-30-2022 |
| INVESCO QQQ TR | UNIT SER 1 | 52 | $494,000 | 1,848 | 0.08 | 0.07 | 718 | 63.54 | 09-30-2022 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 53 | $492,000 | 6,570 | 0.08 | 0.09 | -899 | -12.04 | 09-30-2022 |
| ISHARES TR | S&P 500 GRWT ETF | 54 | $491,000 | 8,487 | 0.08 | 0.10 | 0 | 0.00 | 09-30-2022 |
