RKL Wealth Management LLC Q1 2021 Filing

Filed May 10, 2021

Portfolio Value

$746.5B

Holdings

129

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (129 positions)

StockValue
AQLTISHARES TR
$89.6B
IVVISHARES TR
$76.9B
SCHXSCHWAB STRATEGIC TR
$59.4B
SCHMSCHWAB STRATEGIC TR
$38.8B
IJHISHARES TR
$33.4B
IJRISHARES TR
$29.0B
SCHASCHWAB STRATEGIC TR
$27.6B
VMBSVANGUARD SCOTTSDALE FDS
$21.9B
SCHFSCHWAB STRATEGIC TR
$20.2B
VCITVANGUARD SCOTTSDALE FDS
$18.9B
MBBISHARES TR
$16.0B
IEMGISHARES INC
$15.6B
SCHESCHWAB STRATEGIC TR
$15.1B
MSFTMICROSOFT CORP
$14.8B
AAPLAPPLE INC
$12.8B
AMZNAMAZON COM INC
$12.4B
VGITVANGUARD SCOTTSDALE FDS
$11.7B
SCHGSCHWAB STRATEGIC TR
$10.7B
GOOGLALPHABET INC
$10.6B
AGZISHARES TR
$10.3B
TMOTHERMO FISHER SCIENTIFIC INC
$9.3B
MAMASTERCARD INCORPORATED
$9.0B
IVWISHARES TR
$8.8B
VOVANGUARD INDEX FDS
$8.8B
IEIISHARES TR
$8.3B
JNJJOHNSON & JOHNSON
$7.5B
DISDISNEY WALT CO
$7.3B
IVEISHARES TR
$6.1B
COSTCOSTCO WHSL CORP NEW
$5.7B
UNPUNION PAC CORP
$5.7B
SCHVSCHWAB STRATEGIC TR
$5.7B
SCHRSCHWAB STRATEGIC TR
$4.8B
SCHBSCHWAB STRATEGIC TR
$4.1B
SCHZSCHWAB STRATEGIC TR
$3.9B
ROPROPER TECHNOLOGIES INC
$3.7B
QLTAISHARES TR
$3.4B
SPYSPDR S&P 500 ETF TR
$3.2B
NVONOVO-NORDISK A S
$3.2B
TFCTRUIST FINL CORP
$3.2B
NKENIKE INC
$3.1B
METAFACEBOOK INC
$2.9B
URIUNITED RENTALS INC
$2.7B
CVXCHEVRON CORP NEW
$2.5B
JPMJPMORGAN CHASE & CO
$2.4B
MCDMCDONALDS CORP
$2.4B
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.3B
PGPROCTER AND GAMBLE CO
$2.3B
BMYBRISTOL-MYERS SQUIBB CO
$2.1B
ADPAUTOMATIC DATA PROCESSING IN
$2.1B
BXBLACKSTONE GROUP INC
$2.0B
EWEDWARDS LIFESCIENCES CORP
$2.0B
IWMISHARES TR
$1.9B
VOOVANGUARD INDEX FDS
$1.9B
MAAMID-AMER APT CMNTYS INC
$1.9B
TTTRANE TECHNOLOGIES PLC
$1.9B
HOLXHOLOGIC INC
$1.9B
ICEINTERCONTINENTAL EXCHANGE IN
$1.8B
CFGCITIZENS FINANCIAL GROUP INC
$1.7B
DYHTARGET CORP
$1.7B
CWISPDR INDEX SHS FDS
$1.6B
PEPPEPSICO INC
$1.6B
ITWILLINOIS TOOL WKS INC
$1.4B
EMNEASTMAN CHEM CO
$1.4B
HDHOME DEPOT INC
$1.4B
WHRWHIRLPOOL CORP
$1.4B
VXUSVANGUARD STAR FDS
$1.4B
AMTAMERICAN TOWER CORP NEW
$1.4B
TAT&T INC
$1.3B
LMTLOCKHEED MARTIN CORP
$1.3B
USBUS BANCORP DEL
$1.3B
MUMICRON TECHNOLOGY INC
$1.3B
PRUPRUDENTIAL FINL INC
$1.2B
UNHUNITEDHEALTH GROUP INC
$1.2B
HSYHERSHEY CO
$1.1B
DHID R HORTON INC
$1.1B
IJKISHARES TR
$1.1B
VUGVANGUARD INDEX FDS
$1.1B
IWRISHARES TR
$1.1B
HSICHENRY SCHEIN INC
$1.0B
EOGEOG RES INC
$1.0B
SCHDSCHWAB STRATEGIC TR
$955.0M
MKLMARKEL CORP
$887.0M
FULTFULTON FINL CORP PA
$777.0M
AGGISHARES TR
$756.0M
FDNFIRST TR EXCHANGE-TRADED FD
$703.0M
VBKVANGUARD INDEX FDS
$598.0M
QTECFIRST TR NASDAQ 100 TECH IND
$584.0M
VVISA INC
$552.0M
CLCOLGATE PALMOLIVE CO
$506.0M
ABBVABBVIE INC
$445.0M
DEDEERE & CO
$438.0M
VOTVANGUARD INDEX FDS
$421.0M
MGVVANGUARD WORLD FD
$421.0M
CATCATERPILLAR INC
$412.0M
FLXSFLEXSTEEL INDS INC
$405.0M
IWVISHARES TR
$404.0M
ABTABBOTT LABS
$379.0M
PFEPFIZER INC
$378.0M
MUBISHARES TR
$376.0M
NVDANVIDIA CORPORATION
$365.0M
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