RKL Wealth Management LLC Q3 2023 Filing
Filed November 6, 2023
Portfolio Value
$817.4B
Holdings
130
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (130 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 306,191 | $131K | 0.00% | |
| 2 | SCHXSCHWAB STRATEGIC TR | 1,592,134 | $80K | 0.00% | |
| 3 | AQLTISHARES TR | 1,159,683 | $74K | 0.00% | |
| 4 | IJHISHARES TR | 179,443 | $44K | 0.00% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 588,985 | $39K | 0.00% | |
| 6 | IJRISHARES TR | 315,439 | $29K | 0.00% | |
| 7 | SCHASCHWAB STRATEGIC TR | 596,007 | $24K | 0.00% | |
| 8 | MBBISHARES TR | 234,308 | $20K | 0.00% | |
| 9 | VCITVANGUARD SCOTTSDALE FDS | 244,870 | $18K | 0.00% | |
| 10 | AAPLAPPLE INC | 108,624 | $18K | 0.00% | |
| 11 | MSFTMICROSOFT CORP | 59,614 | $18K | 0.00% | |
| 12 | VMBSVANGUARD SCOTTSDALE FDS | 342,774 | $15K | 0.00% | |
| 13 | SCHFSCHWAB STRATEGIC TR | 466,435 | $15K | 0.00% | |
| 14 | SCHGSCHWAB STRATEGIC TR | 205,674 | $14K | 0.00% | |
| 15 | GOOGLALPHABET INC | 95,166 | $12K | 0.00% | |
| 16 | IEMGISHARES INC | 250,273 | $11K | 0.00% | |
| 17 | IEIISHARES TR | 89,406 | $10K | 0.00% | |
| 18 | VGITVANGUARD SCOTTSDALE FDS | 192,256 | $10K | 0.00% | |
| 19 | AGZISHARES TR | 97,979 | $10K | 0.00% | |
| 20 | AMZNAMAZON COM INC | 76,638 | $9K | 0.00% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 16,456 | $8K | 0.00% | |
| 22 | MAMASTERCARD INCORPORATED | 21,682 | $8K | 0.00% | |
| 23 | SCHESCHWAB STRATEGIC TR | 374,429 | $8K | 0.00% | |
| 24 | IVWISHARES TR | 119,681 | $8K | 0.00% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 14,185 | $8K | 0.00% | |
| 26 | VOVANGUARD INDEX FDS | 33,959 | $7K | 0.00% | |
| 27 | IVEISHARES TR | 40,350 | $6K | 0.00% | |
| 28 | NVDANVIDIA CORPORATION | 14,554 | $6K | 0.00% | |
| 29 | NVONOVO-NORDISK A S | 75,092 | $6K | 0.00% | |
| 30 | QLTAISHARES TR | 125,911 | $5K | 0.00% | |
| 31 | SCHVSCHWAB STRATEGIC TR | 88,491 | $5K | 0.00% | |
| 32 | AGGISHARES TR | 45,871 | $4K | 0.00% | |
| 33 | UNPUNION PAC CORP | 21,517 | $4K | 0.00% | |
| 34 | SCHBSCHWAB STRATEGIC TR | 79,163 | $3K | 0.00% | |
| 35 | ROPROPER TECHNOLOGIES INC | 7,757 | $3K | 0.00% | |
| 36 | URIUNITED RENTALS INC | 7,122 | $3K | 0.00% | |
| 37 | VOOVANGUARD INDEX FDS | 8,150 | $3K | 0.00% | |
| 38 | JNJJOHNSON & JOHNSON | 23,401 | $3K | 0.00% | |
| 39 | SPYSPDR S&P 500 ETF TR | 8,244 | $3K | 0.00% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,889 | $3K | 0.00% | |
| 41 | CVXCHEVRON CORP NEW | 23,163 | $3K | 0.00% | |
| 42 | SCHRSCHWAB STRATEGIC TR | 78,266 | $3K | 0.00% | |
| 43 | PGPROCTER AND GAMBLE CO | 18,308 | $2K | 0.00% | |
| 44 | BMYBRISTOL-MYERS SQUIBB CO | 35,444 | $2K | 0.00% | |
| 45 | BXBLACKSTONE INC | 24,380 | $2K | 0.00% | |
| 46 | TTTRANE TECHNOLOGIES PLC | 10,240 | $2K | 0.00% | |
| 47 | IWMISHARES TR | 13,612 | $2K | 0.00% | |
| 48 | MCDMCDONALDS CORP | 11,108 | $2K | 0.00% | |
| 49 | ADPAUTOMATIC DATA PROCESSING IN | 9,414 | $2K | 0.00% | |
| 50 | NKENIKE INC | 21,092 | $2K | 0.00% | |
| 51 | LHXL3HARRIS TECHNOLOGIES INC | 13,553 | $2K | 0.00% | |
| 52 | JPMJPMORGAN CHASE & CO | 18,139 | $2K | 0.00% | |
| 53 | SCHZSCHWAB STRATEGIC TR | 66,321 | $2K | 0.00% | |
| 54 | PEPPEPSICO INC | 12,359 | $2K | 0.00% | |
| 55 | EOGEOG RES INC | 14,953 | $1K | 0.00% | |
| 56 | CWISPDR INDEX SHS FDS | 41,779 | $1K | 0.00% | |
| 57 | MAAMID-AMER APT CMNTYS INC | 9,249 | $1K | 0.00% | |
| 58 | METAMETA PLATFORMS INC | 5,541 | $1K | 0.00% | |
| 59 | GDGENERAL DYNAMICS CORP | 6,966 | $1K | 0.00% | |
| 60 | MPBMID PENN BANCORP INC | 55,230 | $1K | 0.00% | |
| 61 | ITWILLINOIS TOOL WKS INC | 6,872 | $1K | 0.00% | |
| 62 | IWRISHARES TR | 14,678 | $1K | 0.00% | |
| 63 | CFGCITIZENS FINL GROUP INC | 41,787 | $1K | 0.00% | |
| 64 | TFCTRUIST FINL CORP | 36,401 | $1K | 0.00% | |
| 65 | HSYHERSHEY CO | 7,294 | $1K | 0.00% | |
| 66 | IBMINTERNATIONAL BUSINESS MACHS | 9,897 | $1K | 0.00% | |
| 67 | ICEINTERCONTINENTAL EXCHANGE IN | 16,685 | $1K | 0.00% | |
| 68 | MUMICRON TECHNOLOGY INC | 18,662 | $1K | 0.00% | |
| 69 | DHID R HORTON INC | 9,648 | $1K | 0.00% | |
| 70 | HDHOME DEPOT INC | 5,169 | $1K | 0.00% | |
| 71 | UNHUNITEDHEALTH GROUP INC | 2,068 | $1K | 0.00% | |
| 72 | AMTAMERICAN TOWER CORP NEW | 6,557 | $1K | 0.00% | |
| 73 | XOMEXXON MOBIL CORP | 11,157 | $1K | 0.00% | |
| 74 | MKLMARKEL GROUP INC | 779 | $1K | 0.00% | |
| 75 | PXDEURPIONEER NAT RES CO | 7,479 | $1K | 0.00% | |
| 76 | DHRDANAHER CORPORATION | 6,036 | $1K | 0.00% | |
| 77 | WMTWALMART INC | 8,416 | $1K | 0.00% | |
| 78 | GOOGALPHABET INC | 4,939 | $0 | 0.00% | |
| 79 | ODFLOLD DOMINION FREIGHT LINE IN | 512 | $0 | 0.00% | |
| 80 | VEAVANGUARD TAX-MANAGED FDS | 14,704 | $0 | 0.00% | |
| 81 | TSLATESLA INC | 1,174 | $0 | 0.00% | |
| 82 | HEIHEICO CORP NEW | 1,926 | $0 | 0.00% | |
| 83 | LMTLOCKHEED MARTIN CORP | 2,152 | $0 | 0.00% | |
| 84 | USBUS BANCORP DEL | 24,764 | $0 | 0.00% | |
| 85 | MUBISHARES TR | 4,285 | $0 | 0.00% | |
| 86 | EFAISHARES TR | 7,154 | $0 | 0.00% | |
| 87 | SCHDSCHWAB STRATEGIC TR | 4,506 | $0 | 0.00% | |
| 88 | VEEVVEEVA SYS INC | 1,048 | $0 | 0.00% | |
| 89 | FULTFULTON FINL CORP PA | 41,256 | $0 | 0.00% | |
| 90 | VVISA INC | 1,746 | $0 | 0.00% | |
| 91 | ORCLORACLE CORP | 2,021 | $0 | 0.00% | |
| 92 | VTEBVANGUARD MUN BD FDS | 4,990 | $0 | 0.00% | |
| 93 | CSCOCISCO SYS INC | 6,561 | $0 | 0.00% | |
| 94 | KOCOCA COLA CO | 4,928 | $0 | 0.00% | |
| 95 | ADBEADOBE INC | 397 | $0 | 0.00% | |
| 96 | MARMARRIOTT INTL INC NEW | 1,497 | $0 | 0.00% | |
| 97 | VTIVANGUARD INDEX FDS | 1,527 | $0 | 0.00% | |
| 98 | PFEPFIZER INC | 9,093 | $0 | 0.00% | |
| 99 | WHRWHIRLPOOL CORP | 6,706 | $0 | 0.00% | |
| 100 | EMNEASTMAN CHEM CO | 12,888 | $0 | 0.00% |
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