RKL Wealth Management LLC Q1 2023 Filing
Filed May 2, 2023
Portfolio Value
$791.9B
Holdings
131
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (131 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 279,982 | $115K | 0.00% | |
| 2 | AQLTISHARES TR | 1,151,801 | $76K | 0.00% | |
| 3 | SCHXSCHWAB STRATEGIC TR | 1,510,268 | $73K | 0.00% | |
| 4 | IJHISHARES TR | 168,084 | $42K | 0.00% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 581,890 | $39K | 0.00% | |
| 6 | IJRISHARES TR | 312,308 | $30K | 0.00% | |
| 7 | SCHASCHWAB STRATEGIC TR | 590,976 | $24K | 0.00% | |
| 8 | MBBISHARES TR | 227,544 | $21K | 0.00% | |
| 9 | VCITVANGUARD SCOTTSDALE FDS | 242,906 | $19K | 0.00% | |
| 10 | AAPLAPPLE INC | 113,018 | $18K | 0.00% | |
| 11 | MSFTMICROSOFT CORP | 61,755 | $17K | 0.00% | |
| 12 | VMBSVANGUARD SCOTTSDALE FDS | 344,557 | $16K | 0.00% | |
| 13 | SCHFSCHWAB STRATEGIC TR | 476,707 | $16K | 0.00% | |
| 14 | SCHGSCHWAB STRATEGIC TR | 208,168 | $13K | 0.00% | |
| 15 | IEMGISHARES INC | 251,467 | $12K | 0.00% | |
| 16 | GOOGLALPHABET INC | 96,676 | $10K | 0.00% | |
| 17 | AGZISHARES TR | 95,728 | $10K | 0.00% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 17,355 | $10K | 0.00% | |
| 19 | VGITVANGUARD SCOTTSDALE FDS | 182,187 | $10K | 0.00% | |
| 20 | SCHESCHWAB STRATEGIC TR | 385,870 | $9K | 0.00% | |
| 21 | IEIISHARES TR | 84,745 | $9K | 0.00% | |
| 22 | MAMASTERCARD INCORPORATED | 23,105 | $8K | 0.00% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 14,835 | $7K | 0.00% | |
| 24 | VOVANGUARD INDEX FDS | 37,104 | $7K | 0.00% | |
| 25 | IVWISHARES TR | 118,455 | $7K | 0.00% | |
| 26 | AMZNAMAZON COM INC | 76,932 | $7K | 0.00% | |
| 27 | IVEISHARES TR | 41,430 | $6K | 0.00% | |
| 28 | SCHVSCHWAB STRATEGIC TR | 92,740 | $6K | 0.00% | |
| 29 | NVONOVO-NORDISK A S | 40,588 | $6K | 0.00% | |
| 30 | QLTAISHARES TR | 110,008 | $5K | 0.00% | |
| 31 | NVDANVIDIA CORPORATION | 15,858 | $4K | 0.00% | |
| 32 | UNPUNION PAC CORP | 23,381 | $4K | 0.00% | |
| 33 | AGGISHARES TR | 43,379 | $4K | 0.00% | |
| 34 | SCHBSCHWAB STRATEGIC TR | 79,540 | $3K | 0.00% | |
| 35 | LHXL3HARRIS TECHNOLOGIES INC | 15,792 | $3K | 0.00% | |
| 36 | SCHZSCHWAB STRATEGIC TR | 66,737 | $3K | 0.00% | |
| 37 | SPYSPDR S&P 500 ETF TR | 8,894 | $3K | 0.00% | |
| 38 | JNJJOHNSON & JOHNSON | 23,383 | $3K | 0.00% | |
| 39 | ROPROPER TECHNOLOGIES INC | 7,958 | $3K | 0.00% | |
| 40 | CVXCHEVRON CORP NEW | 22,842 | $3K | 0.00% | |
| 41 | SCHRSCHWAB STRATEGIC TR | 78,707 | $3K | 0.00% | |
| 42 | MCDMCDONALDS CORP | 9,725 | $2K | 0.00% | |
| 43 | JPMJPMORGAN CHASE & CO | 18,595 | $2K | 0.00% | |
| 44 | BXBLACKSTONE INC | 24,696 | $2K | 0.00% | |
| 45 | BMYBRISTOL-MYERS SQUIBB CO | 35,766 | $2K | 0.00% | |
| 46 | PEPPEPSICO INC | 12,772 | $2K | 0.00% | |
| 47 | IWMISHARES TR | 13,955 | $2K | 0.00% | |
| 48 | PGPROCTER AND GAMBLE CO | 18,051 | $2K | 0.00% | |
| 49 | NKENIKE INC | 22,005 | $2K | 0.00% | |
| 50 | URIUNITED RENTALS INC | 7,401 | $2K | 0.00% | |
| 51 | ADPAUTOMATIC DATA PROCESSING IN | 9,916 | $2K | 0.00% | |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,191 | $2K | 0.00% | |
| 53 | VOOVANGUARD INDEX FDS | 7,281 | $2K | 0.00% | |
| 54 | METAMETA PLATFORMS INC | 5,470 | $1K | 0.00% | |
| 55 | PXDEURPIONEER NAT RES CO | 7,636 | $1K | 0.00% | |
| 56 | ICEINTERCONTINENTAL EXCHANGE IN | 16,798 | $1K | 0.00% | |
| 57 | PRUPRUDENTIAL FINL INC | 14,291 | $1K | 0.00% | |
| 58 | EOGEOG RES INC | 16,116 | $1K | 0.00% | |
| 59 | TTTRANE TECHNOLOGIES PLC | 10,329 | $1K | 0.00% | |
| 60 | IBMINTERNATIONAL BUSINESS MACHS | 9,750 | $1K | 0.00% | |
| 61 | DHRDANAHER CORPORATION | 6,051 | $1K | 0.00% | |
| 62 | IWRISHARES TR | 14,414 | $1K | 0.00% | |
| 63 | LMTLOCKHEED MARTIN CORP | 2,437 | $1K | 0.00% | |
| 64 | XOMEXXON MOBIL CORP | 10,838 | $1K | 0.00% | |
| 65 | CWISPDR INDEX SHS FDS | 45,309 | $1K | 0.00% | |
| 66 | CFGCITIZENS FINL GROUP INC | 41,030 | $1K | 0.00% | |
| 67 | MAAMID-AMER APT CMNTYS INC | 11,072 | $1K | 0.00% | |
| 68 | DYHTARGET CORP | 8,670 | $1K | 0.00% | |
| 69 | MUMICRON TECHNOLOGY INC | 18,731 | $1K | 0.00% | |
| 70 | MPBMID PENN BANCORP INC | 55,230 | $1K | 0.00% | |
| 71 | TFCTRUIST FINL CORP | 36,204 | $1K | 0.00% | |
| 72 | UNHUNITEDHEALTH GROUP INC | 2,346 | $1K | 0.00% | |
| 73 | HSYHERSHEY CO | 7,492 | $1K | 0.00% | |
| 74 | HDHOME DEPOT INC | 5,314 | $1K | 0.00% | |
| 75 | ITWILLINOIS TOOL WKS INC | 6,813 | $1K | 0.00% | |
| 76 | AMTAMERICAN TOWER CORP NEW | 6,398 | $1K | 0.00% | |
| 77 | EMNEASTMAN CHEM CO | 12,603 | $1K | 0.00% | |
| 78 | VUGVANGUARD INDEX FDS | 1,809 | $0 | 0.00% | |
| 79 | CMCSACOMCAST CORP NEW | 7,085 | $0 | 0.00% | |
| 80 | VVISA INC | 2,037 | $0 | 0.00% | |
| 81 | TSLATESLA INC | 1,208 | $0 | 0.00% | |
| 82 | VTWOVANGUARD SCOTTSDALE FDS | 4,984 | $0 | 0.00% | |
| 83 | GDGENERAL DYNAMICS CORP | 2,120 | $0 | 0.00% | |
| 84 | CATCATERPILLAR INC | 1,562 | $0 | 0.00% | |
| 85 | IWVISHARES TR | 1,757 | $0 | 0.00% | |
| 86 | ESGUISHARES TR | 4,297 | $0 | 0.00% | |
| 87 | HSICHENRY SCHEIN INC | 11,693 | $0 | 0.00% | |
| 88 | DFASDIMENSIONAL ETF TRUST | 4,645 | $0 | 0.00% | |
| 89 | HEIHEICO CORP NEW | 1,781 | $0 | 0.00% | |
| 90 | FNBF N B CORP | 24,596 | $0 | 0.00% | |
| 91 | ABTABBOTT LABS | 4,732 | $0 | 0.00% | |
| 92 | WHRWHIRLPOOL CORP | 6,471 | $0 | 0.00% | |
| 93 | VTIVANGUARD INDEX FDS | 1,211 | $0 | 0.00% | |
| 94 | MARMARRIOTT INTL INC NEW | 1,489 | $0 | 0.00% | |
| 95 | KOCOCA COLA CO | 5,450 | $0 | 0.00% | |
| 96 | FMCFMC CORP | 1,677 | $0 | 0.00% | |
| 97 | VTEBVANGUARD MUN BD FDS | 4,932 | $0 | 0.00% | |
| 98 | ORCLORACLE CORP | 3,082 | $0 | 0.00% | |
| 99 | FULTFULTON FINL CORP PA | 40,789 | $0 | 0.00% | |
| 100 | EFAISHARES TR | 7,431 | $0 | 0.00% |
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