RKL Wealth Management LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$787.5M
Holdings
123
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (123 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $92.6M |
IVVISHARES TR | $83.5M |
SCHXSCHWAB STRATEGIC TR | $65.2M |
SCHMSCHWAB STRATEGIC TR | $40.2M |
IJHISHARES TR | $35.1M |
IJRISHARES TR | $29.6M |
SCHASCHWAB STRATEGIC TR | $27.5M |
VMBSVANGUARD SCOTTSDALE FDS | $22.6M |
VCITVANGUARD SCOTTSDALE FDS | $21.5M |
SCHFSCHWAB STRATEGIC TR | $20.9M |
MBBISHARES TR | $18.2M |
MSFTMICROSOFT CORP | $17.2M |
IEMGISHARES INC | $15.3M |
AAPLAPPLE INC | $14.7M |
SCHESCHWAB STRATEGIC TR | $14.1M |
GOOGLALPHABET INC | $13.1M |
VGITVANGUARD SCOTTSDALE FDS | $12.7M |
AMZNAMAZON COM INC | $12.7M |
SCHGSCHWAB STRATEGIC TR | $12.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $11.2M |
AGZISHARES TR | $11.0M |
IVWISHARES TR | $9.3M |
IEIISHARES TR | $9.2M |
VOVANGUARD INDEX FDS | $9.0M |
MAMASTERCARD INCORPORATED | $8.7M |
JNJJOHNSON & JOHNSON | $7.3M |
COSTCOSTCO WHSL CORP NEW | $7.0M |
DISDISNEY WALT CO | $6.6M |
SCHVSCHWAB STRATEGIC TR | $6.3M |
IVEISHARES TR | $6.1M |
UNPUNION PAC CORP | $4.8M |
SCHRSCHWAB STRATEGIC TR | $4.7M |
NVONOVO-NORDISK A S | $4.4M |
QLTAISHARES TR | $4.3M |
SCHZSCHWAB STRATEGIC TR | $4.2M |
SCHBSCHWAB STRATEGIC TR | $4.1M |
ROPROPER TECHNOLOGIES INC | $4.0M |
SPYSPDR S&P 500 ETF TR | $3.8M |
NKENIKE INC | $3.3M |
TFCTRUIST FINL CORP | $3.2M |
BXBLACKSTONE INC | $3.1M |
METAFACEBOOK INC | $3.0M |
EWEDWARDS LIFESCIENCES CORP | $2.7M |
URIUNITED RENTALS INC | $2.7M |
JPMJPMORGAN CHASE & CO | $2.6M |
MCDMCDONALDS CORP | $2.5M |
MAAMID-AMER APT CMNTYS INC | $2.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.4M |
PGPROCTER AND GAMBLE CO | $2.3M |
CVXCHEVRON CORP NEW | $2.3M |
VOOVANGUARD INDEX FDS | $2.1M |
ADPAUTOMATIC DATA PROCESSING IN | $2.1M |
BMYBRISTOL-MYERS SQUIBB CO | $2.0M |
DYHTARGET CORP | $1.9M |
IWMISHARES TR | $1.9M |
TTTRANE TECHNOLOGIES PLC | $1.9M |
HOLXHOLOGIC INC | $1.8M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.8M |
CFGCITIZENS FINL GROUP INC | $1.8M |
PEPPEPSICO INC | $1.7M |
AMTAMERICAN TOWER CORP NEW | $1.6M |
HDHOME DEPOT INC | $1.5M |
CWISPDR INDEX SHS FDS | $1.5M |
PRUPRUDENTIAL FINL INC | $1.4M |
USBUS BANCORP DEL | $1.4M |
ITWILLINOIS TOOL WKS INC | $1.4M |
VXUSVANGUARD STAR FDS | $1.3M |
WHRWHIRLPOOL CORP | $1.3M |
EMNEASTMAN CHEM CO | $1.3M |
IJKISHARES TR | $1.2M |
HSYHERSHEY CO | $1.2M |
IBMINTERNATIONAL BUSINESS MACHS | $1.2M |
EOGEOG RES INC | $1.2M |
IWRISHARES TR | $1.1M |
LMTLOCKHEED MARTIN CORP | $1.1M |
UNHUNITEDHEALTH GROUP INC | $1.1M |
HSICHENRY SCHEIN INC | $1.1M |
MUMICRON TECHNOLOGY INC | $1.0M |
DHID R HORTON INC | $938K |
MKLMARKEL CORP | $930K |
AGGISHARES TR | $869K |
SCHDSCHWAB STRATEGIC TR | $821K |
FULTFULTON FINL CORP PA | $738K |
VBKVANGUARD INDEX FDS | $610K |
NVDANVIDIA CORPORATION | $597K |
PFEPFIZER INC | $558K |
VUGVANGUARD INDEX FDS | $514K |
CLCOLGATE PALMOLIVE CO | $485K |
ABBVABBVIE INC | $471K |
GOOGALPHABET INC | $445K |
IWVISHARES TR | $437K |
CSCOCISCO SYS INC | $430K |
VOTVANGUARD INDEX FDS | $427K |
ABTABBOTT LABS | $419K |
GDGENERAL DYNAMICS CORP | $395K |
DEDEERE & CO | $394K |
MUBISHARES TR | $378K |
VVISA INC | $367K |
ESGUISHARES TR | $362K |
VEEVVEEVA SYS INC | $352K |
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