Rgt Wealth Advisors, LLC Reduced Holdings in Q3 2022

Rgt Wealth Advisors, LLC

  • $627 Million
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-29.9K
- 20.67%
$358.65 - $432.04 $10.7M - $12.9M
115K $41.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-82.5K
- 67.34%
$79.54 - $95.9 $6.56M - $7.91M
40K $3.18M
IEMG
Ishares Inc

ETFs
-114K
- 75.69%
$44.37 - $50.42 $5.04M - $5.72M
36.5K $1.57M
EFG
Msci Eafe Growth ETF

ETFs
-55.1K
- 56.46%
$71.9 - $88.11 $3.96M - $4.85M
42.5K $3.08M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-40.5K
- 96.0%
$44.1 - $48.01 $1.78M - $1.94M
1.68K $75K
IWD
Ishares Russell 1000 Val ETF

ETFs
-8.17K
- 23.02%
$135.99 - $161.15 $1.11M - $1.32M
27.3K $3.72M
IWM
Ishares Russell 2000 ETF

ETFs
-4.87K
- 25.27%
$164.17 - $201.07 $800K - $980K
14.4K $2.38M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-17.2K
- 71.35%
$48.11 - $51.14 $825K - $877K
6.89K $332K
SUB
Ishares Short Term National Mu

ETFs
-8.08K
- 68.7%
$102.59 - $105.4 $829K - $852K
3.68K $378K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-18.5K
- 25.17%
$27.46 - $34.27 $509K - $635K
55.1K $1.53M
VIG
Vanguard Dividend Appreciation

ETFs
-3.46K
- 28.98%
N/A
8.47K $1.15M
DFIV
Dimensional ETF Tr

ETFs
-13.8K
- 27.12%
$25.71 - $30.57 $354K - $421K
37K $953K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-10.4K
- 20.13%
$22.4 - $25.83 $232K - $268K
41.1K $920K
AAPL
Apple Inc.

Technology
-2.81K
- 20.04%
$138.2 - $174.55 $389K - $491K
11.2K $1.55M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.48K
- 33.4%
$29.6 - $34.78 $192K - $225K
12.9K $382K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.86K
- 97.08%
$72.72 - $79.93 $208K - $229K
86 $6K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.81K
- 89.52%
$113.35 - $121.3 $205K - $220K
212 $24K
MSFT
Microsoft Corp

Technology
-573
- 18.32%
$232.9 - $293.47 $133K - $168K
2.55K $595K
JNJ
Johnson & Johnson

Healthcare
-843
- 22.6%
$161.33 - $179.52 $136K - $151K
2.89K $472K
AGZ
Ishares Agency Bond ETF

ETFs
-1.68K
- 96.88%
$105.99 - $111.22 $178K - $187K
54 $6K
VUG
Vanguard Growth ETF

ETFs
-742
- 32.23%
$213.95 - $266.28 $159K - $198K
1.56K $334K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.46K
- 96.84%
$48.68 - $52.54 $169K - $182K
113 $6K
MO
Altria Group, Inc.

Consumer Defensive
-3.95K
- 33.25%
$40.38 - $46.22 $160K - $183K
7.93K $320K
PG
Procter & Gamble CO

Consumer Defensive
-841
- 21.1%
$126.25 - $149.93 $106K - $126K
3.14K $397K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.26K
- 28.83%
$46.47 - $55.84 $152K - $182K
8.05K $375K
WM
Waste Management Inc

Industrials
-1.17K
- 33.27%
$149.27 - $175.29 $175K - $205K
2.35K $376K
UNH
Unitedhealth Group Inc

Healthcare
-298
- 34.33%
$501.24 - $549.95 $149K - $164K
570 $288K
PXD
Pioneer Natural Resources CO

Energy
-657
- 33.18%
$205.41 - $262.5 $135K - $172K
1.32K $286K
V
Visa Inc.

Financial Services
-617
- 27.89%
$177.28 - $217.14 $109K - $134K
1.6K $283K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.2K
- 9.09%
$41.99 - $50.63 $92.5K - $112K
22.1K $926K
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.29K
- 7.53%
$57.73 - $62.32 $74.7K - $80.6K
15.9K $927K
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.26K
- 11.2%
$48.0 - $57.67 $60.5K - $72.7K
10K $483K
AMGN
Amgen Inc

Healthcare
-408
- 28.98%
$224.46 - $253.15 $91.6K - $103K
1K $225K
EOG
Eog Resources Inc

Energy
-1.07K
- 31.81%
$95.12 - $126.73 $101K - $135K
2.28K $255K
META
Meta Platforms, Inc.

Communication Services
-458
- 22.55%
$134.4 - $183.17 $61.6K - $83.9K
1.57K $213K
DHR
Danaher Corp

Healthcare
-471
- 19.74%
$247.06 - $1507.4 $116K - $710K
1.92K $495K
MCD
Mcdonalds Corp

Consumer Cyclical
-293
- 13.99%
$230.74 - $266.82 $67.6K - $78.2K
1.8K $416K
COST
Costco Wholesale Corp

Consumer Defensive
-146
- 3.37%
$466.4 - $560.96 $68.1K - $81.9K
4.19K $1.98M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-899
- 12.04%
$74.52 - $77.47 $67K - $69.6K
6.57K $492K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.5K
- 18.99%
$49.97 - $50.11 $75K - $75.2K
6.4K $320K
JPM
Jpmorgan Chase & CO

Financial Services
-284
- 5.18%
$20.73 - $120.58 $5.89K - $34.2K
5.2K $544K
VNQ
Vanguard Specialized Funds Van

ETFs
-742
- 64.35%
$79.28 - $102.13 $58.8K - $75.8K
411 $33K
EEM
Ishares Msci Emerging Markets

ETFs
-1.71K
- 90.88%
$34.88 - $41.05 $59.5K - $70K
171 $6K
NEE
Nextera Energy Inc

Utilities
-881
- 18.46%
$54.18 - $90.81 $47.7K - $80K
3.89K $305K
HD
Home Depot, Inc.

Consumer Cyclical
-274
- 3.37%
$266.58 - $327.38 $73K - $89.7K
7.86K $2.17M
DE
Deere & CO

Industrials
-280
- 27.78%
$289.14 - $385.48 $81K - $108K
728 $243K
VB
Vanguard Small Cap ETF

ETFs
-105
- 10.46%
$170.45 - $206.62 $17.9K - $21.7K
899 $154K
VBR
Vanguard Small Cap Value ETF

ETFs
-112
- 17.61%
$143.4 - $172.87 $16.1K - $19.4K
524 $75K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
-25
- 1.05%
N/A
2.35K $628K
Activity Summary
Buys All Purchases 39 New Holdings 15 Increased Positions 24 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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