RKL Wealth Management LLC Q1 2024 Filing
Filed May 8, 2024
Portfolio Value
$1.0B
Holdings
158
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (158 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $185.8M |
SCHXSCHWAB STRATEGIC TR | $101.5M |
AQLTISHARES TR | $79.0M |
IJHISHARES TR | $63.3M |
SCHMSCHWAB STRATEGIC TR | $48.1M |
IJRISHARES TR | $38.8M |
SCHASCHWAB STRATEGIC TR | $29.4M |
MSFTMICROSOFT CORP | $24.2M |
SCHGSCHWAB STRATEGIC TR | $20.4M |
MBBISHARES TR | $20.0M |
AAPLAPPLE INC | $19.7M |
VCITVANGUARD SCOTTSDALE FDS | $17.6M |
SCHFSCHWAB STRATEGIC TR | $17.3M |
VMBSVANGUARD SCOTTSDALE FDS | $14.8M |
GOOGLALPHABET INC | $14.4M |
NVDANVIDIA CORPORATION | $13.8M |
AMZNAMAZON COM INC | $13.7M |
IEMGISHARES INC | $12.9M |
COSTCOSTCO WHSL CORP NEW | $12.4M |
IEIISHARES TR | $11.2M |
NVONOVO-NORDISK A S | $11.2M |
VGITVANGUARD SCOTTSDALE FDS | $10.8M |
MAMASTERCARD INCORPORATED | $10.0M |
IVWISHARES TR | $9.9M |
AGZISHARES TR | $9.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $9.3M |
SCHESCHWAB STRATEGIC TR | $8.9M |
VOVANGUARD INDEX FDS | $8.5M |
QLTAISHARES TR | $7.2M |
SCHVSCHWAB STRATEGIC TR | $6.4M |
IVEISHARES TR | $6.2M |
URIUNITED RENTALS INC | $5.3M |
UNPUNION PAC CORP | $5.1M |
SCHBSCHWAB STRATEGIC TR | $4.7M |
SPYSPDR S&P 500 ETF TR | $4.5M |
ROPROPER TECHNOLOGIES INC | $4.3M |
AGGISHARES TR | $4.1M |
VOOVANGUARD INDEX FDS | $4.0M |
JPMJPMORGAN CHASE & CO | $4.0M |
JNJJOHNSON & JOHNSON | $3.7M |
CVXCHEVRON CORP NEW | $3.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.7M |
BXBLACKSTONE INC | $3.5M |
SCHRSCHWAB STRATEGIC TR | $3.5M |
SCHZSCHWAB STRATEGIC TR | $3.1M |
METAMETA PLATFORMS INC | $3.0M |
TTTRANE TECHNOLOGIES PLC | $3.0M |
MCDMCDONALDS CORP | $3.0M |
PGPROCTER AND GAMBLE CO | $2.9M |
IWMISHARES TR | $2.8M |
ICEINTERCONTINENTAL EXCHANGE IN | $2.5M |
LHXL3HARRIS TECHNOLOGIES INC | $2.5M |
LLYELI LILLY & CO | $2.5M |
MUMICRON TECHNOLOGY INC | $2.5M |
ADPAUTOMATIC DATA PROCESSING IN | $2.2M |
PEPPEPSICO INC | $2.2M |
EOGEOG RES INC | $2.1M |
XOMEXXON MOBIL CORP | $2.1M |
HDHOME DEPOT INC | $2.0M |
GDGENERAL DYNAMICS CORP | $2.0M |
NKENIKE INC | $1.9M |
ITWILLINOIS TOOL WKS INC | $1.9M |
IBMINTERNATIONAL BUSINESS MACHS | $1.8M |
DHID R HORTON INC | $1.7M |
WMTWALMART INC | $1.6M |
AMTAMERICAN TOWER CORP NEW | $1.5M |
TFCTRUIST FINL CORP | $1.5M |
TSLATESLA INC | $1.5M |
HSYHERSHEY CO | $1.4M |
MRKMERCK & CO INC | $1.4M |
ABBVABBVIE INC | $1.3M |
EMNEASTMAN CHEM CO | $1.3M |
IWRISHARES TR | $1.2M |
USXFISHARES TR | $1.2M |
MKLMARKEL GROUP INC | $1.2M |
USBUS BANCORP DEL | $1.2M |
UNHUNITEDHEALTH GROUP INC | $1.1M |
MPBMID PENN BANCORP INC | $1.1M |
IJKISHARES TR | $1.1M |
VUGVANGUARD INDEX FDS | $1.1M |
DHRDANAHER CORPORATION | $1.0M |
CWISPDR INDEX SHS FDS | $995K |
MAAMID-AMER APT CMNTYS INC | $962K |
LMTLOCKHEED MARTIN CORP | $960K |
WHRWHIRLPOOL CORP | $874K |
FULTFULTON FINL CORP PA | $872K |
VXUSVANGUARD STAR FDS | $817K |
GOOGALPHABET INC | $715K |
VEAVANGUARD TAX-MANAGED FDS | $712K |
MTBM & T BK CORP | $657K |
VBKVANGUARD INDEX FDS | $572K |
CATCATERPILLAR INC | $572K |
EFAISHARES TR | $566K |
PNCPNC FINL SVCS GROUP INC | $562K |
HSICHENRY SCHEIN INC | $547K |
IWVISHARES TR | $534K |
VVISA INC | $533K |
DEDEERE & CO | $532K |
LOWLOWES COS INC | $513K |
TAT&T INC | $491K |
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