RKL Wealth Management LLC Q1 2020 Filing
Filed April 28, 2020
Portfolio Value
$478.0M
Holdings
109
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (109 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $58.6M |
IVVISHARES TR | $42.2M |
SCHXSCHWAB STRATEGIC TR | $38.2M |
SCHMSCHWAB STRATEGIC TR | $21.3M |
VMBSVANGUARD SCOTTSDALE FDS | $19.5M |
SCHFSCHWAB STRATEGIC TR | $15.5M |
IJHISHARES TR | $14.7M |
SCHASCHWAB STRATEGIC TR | $14.4M |
VCITVANGUARD SCOTTSDALE FDS | $14.4M |
IJRISHARES TR | $12.0M |
MSFTMICROSOFT CORP | $10.8M |
VGITVANGUARD SCOTTSDALE FDS | $10.6M |
SCHESCHWAB STRATEGIC TR | $10.0M |
MBBISHARES TR | $9.1M |
IEMGISHARES INC | $9.1M |
AMZNAMAZON COM INC | $8.4M |
AGZISHARES TR | $8.1M |
IEIISHARES TR | $7.3M |
MAMASTERCARD INC | $6.5M |
SCHGSCHWAB STRATEGIC TR | $6.4M |
IVWISHARES TR | $6.2M |
JNJJOHNSON & JOHNSON | $6.2M |
GOOGLALPHABET INC | $6.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.1M |
VOVANGUARD INDEX FDS | $5.4M |
SCHVSCHWAB STRATEGIC TR | $4.9M |
SCHRSCHWAB STRATEGIC TR | $4.9M |
COSTCOSTCO WHSL CORP NEW | $4.8M |
IVEISHARES TR | $4.8M |
AAPLAPPLE INC | $4.3M |
DISDISNEY WALT CO | $4.1M |
SCHZSCHWAB STRATEGIC TR | $3.9M |
UNPUNION PAC CORP | $3.8M |
ROPROPER TECHNOLOGIES INC | $3.3M |
NVONOVO-NORDISK A S | $2.9M |
QLTAISHARES TR | $2.9M |
SCHBSCHWAB STRATEGIC TR | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.3M |
CVXCHEVRON CORP NEW | $2.3M |
MCDMCDONALDS CORP | $2.3M |
PGPROCTER & GAMBLE CO | $2.1M |
NKENIKE INC | $2.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.0M |
ADPAUTOMATIC DATA PROCESSING IN | $2.0M |
BMYBRISTOL-MYERS SQUIBB CO | $1.9M |
TFCTRUIST FINL CORP | $1.6M |
EWEDWARDS LIFESCIENCES CORP | $1.6M |
METAFACEBOOK INC | $1.6M |
JPMJPMORGAN CHASE & CO | $1.5M |
MAAMID AMER APT CMNTYS INC | $1.5M |
PEPPEPSICO INC | $1.5M |
LMTLOCKHEED MARTIN CORP | $1.5M |
TAT&T INC | $1.4M |
VXUSVANGUARD STAR FDS | $1.4M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.3M |
VOOVANGUARD INDEX FDS | $1.3M |
BLKCHFBLACKROCK INC | $1.3M |
XOMEXXON MOBIL CORP | $1.1M |
CWISPDR INDEX SHS FDS | $1.1M |
MASMASCO CORP | $1.0M |
HSICHENRY SCHEIN INC | $1.0M |
HSYHERSHEY CO | $984K |
IWMISHARES TR | $966K |
7HPHP INC | $959K |
HOLXHOLOGIC INC | $932K |
TTTRANE TECHNOLOGIES PLC | $922K |
ITWILLINOIS TOOL WKS INC | $922K |
URIUNITED RENTALS INC | $915K |
UNHUNITEDHEALTH GROUP INC | $828K |
AGGISHARES TR | $816K |
SCHDSCHWAB STRATEGIC TR | $749K |
VTIVANGUARD INDEX FDS | $745K |
MKLMARKEL CORP | $724K |
USBUS BANCORP DEL | $711K |
PRUPRUDENTIAL FINL INC | $643K |
VUGVANGUARD INDEX FDS | $636K |
LAMRLAMAR ADVERTISING CO NEW | $627K |
CFGCITIZENS FINANCIAL GROUP INC | $617K |
EMNEASTMAN CHEM CO | $597K |
FDNFIRST TR EXCHANGE-TRADED FD | $543K |
WHRWHIRLPOOL CORP | $529K |
FULTFULTON FINL CORP PA | $528K |
DHID R HORTON INC | $506K |
QTECFIRST TR NASDAQ-100 TECH IND | $491K |
UAAUNDER ARMOUR INC | $489K |
CLCOLGATE PALMOLIVE CO | $475K |
PFEPFIZER INC | $419K |
INTCINTEL CORP | $404K |
IWRISHARES TR | $390K |
CSCOCISCO SYS INC | $386K |
EFAISHARES TR | $375K |
EOGEOG RES INC | $374K |
BACVERIZON COMMUNICATIONS INC | $338K |
VBKVANGUARD INDEX FDS | $327K |
ABBVABBVIE INC | $327K |
ORCLORACLE CORP | $317K |
MRSHMARSH & MCLENNAN COS INC | $314K |
CMCSACOMCAST CORP NEW | $305K |
MTBM & T BK CORP | $286K |
VTEBVANGUARD MUN BD FD INC | $283K |
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