RKL Wealth Management LLC Q3 2018 Filing
Filed November 7, 2018
Portfolio Value
$470.8M
Holdings
126
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (126 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $65.0M |
SCHXSCHWAB STRATEGIC TR | $35.2M |
IVVISHARES TR | $23.3M |
VMBSVANGUARD SCOTTSDALE FDS | $21.5M |
SCHMSCHWAB STRATEGIC TR | $21.4M |
SCHASCHWAB STRATEGIC TR | $14.6M |
SCHESCHWAB STRATEGIC TR | $12.1M |
VCITVANGUARD SCOTTSDALE FDS | $10.7M |
IJRISHARES TR | $10.0M |
AMZNAMAZON COM INC | $9.9M |
IVWISHARES TR | $9.7M |
VGITVANGUARD SCOTTSDALE FDS | $9.4M |
MSFTMICROSOFT CORP | $8.9M |
VOVANGUARD INDEX FDS | $7.9M |
IVEISHARES TR | $7.7M |
MAMASTERCARD INCORPORATED | $7.3M |
IJHISHARES TR | $7.3M |
GOOGLALPHABET INC | $7.2M |
JNJJOHNSON & JOHNSON | $6.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.4M |
METAFACEBOOK INC | $6.0M |
UNPUNION PAC CORP | $5.5M |
SCHVSCHWAB STRATEGIC TR | $5.4M |
IEMGISHARES INC | $5.4M |
SCHGSCHWAB STRATEGIC TR | $5.2M |
COSTCOSTCO WHSL CORP NEW | $4.7M |
CVXCHEVRON CORP NEW | $4.6M |
SCHRSCHWAB STRATEGIC TR | $4.5M |
AAPLAPPLE INC | $4.3M |
AGZISHARES TR | $4.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.2M |
SCHFSCHWAB STRATEGIC TR | $4.2M |
SCHZSCHWAB STRATEGIC TR | $4.1M |
ROPROPER TECHNOLOGIES INC | $3.8M |
MCDMCDONALDS CORP | $3.0M |
LMTLOCKHEED MARTIN CORP | $2.9M |
DISDISNEY WALT CO | $2.8M |
IEIISHARES TR | $2.8M |
ADPAUTOMATIC DATA PROCESSING IN | $2.8M |
NVONOVO-NORDISK A S | $2.8M |
XOMEXXON MOBIL CORP | $2.6M |
QLTAISHARES TR | $2.6M |
SPYSPDR S&P 500 ETF TR | $2.6M |
NKENIKE INC | $2.4M |
HSICSCHEIN HENRY INC | $2.3M |
MBBISHARES TR | $2.2M |
VOOVANGUARD INDEX FDS | $2.1M |
MAAMID AMER APT CMNTYS INC | $2.0M |
JPMJPMORGAN CHASE & CO | $2.0M |
EWEDWARDS LIFESCIENCES CORP | $2.0M |
VXUSVANGUARD STAR FD | $1.9M |
PGPROCTER AND GAMBLE CO | $1.9M |
SCHBSCHWAB STRATEGIC TR | $1.8M |
TAT&T INC | $1.7M |
BMYBRISTOL MYERS SQUIBB CO | $1.7M |
BBTUSDBB&T CORP | $1.6M |
—DOWDUPONT INC | $1.5M |
7HPHP INC | $1.5M |
URIUNITED RENTALS INC | $1.5M |
IWMISHARES TR | $1.5M |
SCHDSCHWAB STRATEGIC TR | $1.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.4M |
LAMRLAMAR ADVERTISING CO NEW | $1.4M |
BLKCHFBLACKROCK INC | $1.4M |
UAAUNDER ARMOUR INC | $1.4M |
EOGEOG RES INC | $1.3M |
IRINGERSOLL-RAND PLC | $1.3M |
CFGCITIZENS FINL GROUP INC | $1.3M |
EMNEASTMAN CHEM CO | $1.2M |
—SUNTRUST BKS INC | $1.2M |
UNHUNITEDHEALTH GROUP INC | $1.2M |
MASMASCO CORP | $1.2M |
MGAMAGNA INTL INC | $1.2M |
HOLXHOLOGIC INC | $1.2M |
USBUS BANCORP DEL | $1.1M |
PRUPRUDENTIAL FINL INC | $1.1M |
DHID R HORTON INC | $1.0M |
CELGCELGENE CORP | $921K |
FULTFULTON FINL CORP PA | $916K |
ABBVABBVIE INC | $899K |
MKLMARKEL CORP | $897K |
VEAVANGUARD TAX MANAGED INTL FD | $865K |
WHRWHIRLPOOL CORP | $749K |
CLCOLGATE PALMOLIVE CO | $739K |
CSCOCISCO SYS INC | $733K |
HSYHERSHEY CO | $670K |
PEPPEPSICO INC | $664K |
MOALTRIA GROUP INC | $663K |
CWISPDR INDEX SHS FDS | $650K |
MARMARRIOTT INTL INC NEW | $645K |
BACVERIZON COMMUNICATIONS INC | $638K |
FDNFIRST TR EXCHANGE TRADED FD | $623K |
PFEPFIZER INC | $622K |
VUGVANGUARD INDEX FDS | $621K |
VOTVANGUARD INDEX FDS | $614K |
MTBM & T BK CORP | $585K |
VTEBVANGUARD MUN BD FD INC | $556K |
RSPINVESCO EXCHANGE TRADED FD T | $533K |
QTECFIRST TR NASDAQ100 TECH INDE | $514K |
VBKVANGUARD INDEX FDS | $489K |
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