RKL Wealth Management LLC Q3 2019 Filing
Filed October 31, 2019
Portfolio Value
$525.8M
Holdings
123
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (123 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $65.5M |
SCHXSCHWAB STRATEGIC TR | $41.9M |
IVVISHARES TR | $37.7M |
SCHMSCHWAB STRATEGIC TR | $25.6M |
VMBSVANGUARD SCOTTSDALE FDS | $19.9M |
SCHFSCHWAB STRATEGIC TR | $19.5M |
SCHASCHWAB STRATEGIC TR | $17.3M |
VCITVANGUARD SCOTTSDALE FDS | $13.9M |
IJHISHARES TR | $13.1M |
IJRISHARES TR | $12.2M |
SCHESCHWAB STRATEGIC TR | $10.9M |
IEMGISHARES INC | $10.3M |
VGITVANGUARD SCOTTSDALE FDS | $9.9M |
MSFTMICROSOFT CORP | $9.8M |
AMZNAMAZON COM INC | $7.8M |
MAMASTERCARD INC | $7.6M |
IVWISHARES TR | $7.5M |
MBBISHARES TR | $7.2M |
VOVANGUARD INDEX FDS | $7.2M |
GOOGLALPHABET INC | $6.9M |
IVEISHARES TR | $6.6M |
AGZISHARES TR | $6.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.5M |
JNJJOHNSON & JOHNSON | $6.2M |
IEIISHARES TR | $6.0M |
SCHVSCHWAB STRATEGIC TR | $5.9M |
DISDISNEY WALT CO | $5.7M |
SCHGSCHWAB STRATEGIC TR | $5.1M |
COSTCOSTCO WHSL CORP NEW | $5.1M |
UNPUNION PACIFIC CORP | $4.9M |
SCHRSCHWAB STRATEGIC TR | $4.6M |
AAPLAPPLE INC | $4.4M |
CVXCHEVRON CORP NEW | $4.3M |
ROPROPER TECHNOLOGIES INC | $4.0M |
SCHZSCHWAB STRATEGIC TR | $3.6M |
MCDMCDONALDS CORP | $3.3M |
QLTAISHARES TR | $3.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.0M |
PGPROCTER & GAMBLE CO | $2.7M |
SPYSPDR S&P 500 ETF TR | $2.7M |
NVONOVO-NORDISK A S | $2.6M |
SCHBSCHWAB STRATEGIC TR | $2.6M |
ADPAUTOMATIC DATA PROCESSING IN | $2.5M |
NKENIKE INC | $2.5M |
EWEDWARDS LIFESCIENCES CORP | $2.2M |
JPMJPMORGAN CHASE & CO | $2.1M |
XOMEXXON MOBIL CORP | $2.1M |
MAAMID AMER APT CMNTYS INC | $2.0M |
PEPPEPSICO INC | $2.0M |
VXUSVANGUARD STAR FD | $2.0M |
TAT&T INC | $1.9M |
LMTLOCKHEED MARTIN CORP | $1.9M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.7M |
BBTUSDBB&T CORP | $1.7M |
HSYHERSHEY CO | $1.6M |
METAFACEBOOK INC | $1.6M |
HSICHENRY SCHEIN INC | $1.5M |
IRINGERSOLL-RAND PLC | $1.5M |
IWMISHARES TR | $1.5M |
HOLXHOLOGIC INC | $1.4M |
BMYBRISTOL MYERS SQUIBB CO | $1.4M |
VOOVANGUARD INDEX FDS | $1.4M |
MASMASCO CORP | $1.4M |
BLKCHFBLACKROCK INC | $1.4M |
UAAUNDER ARMOUR INC | $1.2M |
—SUNTRUST BKS INC | $1.2M |
CFGCITIZENS FINL GROUP INC | $1.2M |
USBUS BANCORP DEL | $1.2M |
URIUNITED RENTALS INC | $1.2M |
CWISPDR INDEX SHS FDS | $1.2M |
PRUPRUDENTIAL FINL INC | $1.1M |
SCHDSCHWAB STRATEGIC TR | $1.1M |
7HPHP INC | $1.1M |
ITWILLINOIS TOOL WKS INC | $1.1M |
FULTFULTON FINL CORP PA | $1.0M |
WHRWHIRLPOOL CORP | $1.0M |
LAMRLAMAR ADVERTISING CO NEW | $997K |
EMNEASTMAN CHEMICAL CO | $963K |
MKLMARKEL CORP | $890K |
DHID R HORTON INC | $850K |
CELGCELGENE CORP | $819K |
EOGEOG RES INC | $810K |
UNHUNITEDHEALTH GROUP INC | $746K |
AGGISHARES TR | $736K |
CSCOCISCO SYS INC | $706K |
VUGVANGUARD INDEX FDS | $681K |
CLCOLGATE PALMOLIVE CO | $627K |
ABBVABBVIE INC | $595K |
FDNFIRST TR EXCHANGE TRADED FD | $591K |
IWRISHARES TR | $542K |
MRSHMARSH & MCLENNAN COS INC | $541K |
QTECFIRST TR NASDAQ100 TECH INDE | $509K |
MARMARRIOTT INTL INC NEW | $494K |
PFEPFIZER INC | $472K |
INTCINTEL CORP | $471K |
EFAISHARES TR | $461K |
MTBM & T BK CORP | $437K |
VBKVANGUARD INDEX FDS | $433K |
BACVERIZON COMMUNICATIONS INC | $428K |
GDGENERAL DYNAMICS CORP | $412K |
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