RKL Wealth Management LLC Q3 2024 Filing
Filed November 1, 2024
Portfolio Value
$1.1B
Holdings
161
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (161 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB STRATEGIC TR | $108.0M |
AQLTISHARES TR | $84.0M |
IJHISHARES TR | $70.0M |
SCHMSCHWAB STRATEGIC TR | $47.0M |
IJRISHARES TR | $43.0M |
SCHASCHWAB STRATEGIC TR | $29.0M |
AAPLAPPLE INC | $26.0M |
MSFTMICROSOFT CORP | $24.0M |
SCHGSCHWAB STRATEGIC TR | $23.0M |
MBBISHARES TR | $20.0M |
VCITVANGUARD SCOTTSDALE FDS | $18.0M |
SCHFSCHWAB STRATEGIC TR | $17.0M |
NVDANVIDIA CORPORATION | $17.0M |
GOOGLALPHABET INC | $15.0M |
VMBSVANGUARD SCOTTSDALE FDS | $15.0M |
IEMGISHARES INC | $15.0M |
AMZNAMAZON COM INC | $14.0M |
VGITVANGUARD SCOTTSDALE FDS | $13.0M |
IEIISHARES TR | $11.0M |
NVONOVO-NORDISK A S | $10.0M |
MAMASTERCARD INCORPORATED | $9.0M |
AGZISHARES TR | $9.0M |
IVWISHARES TR | $9.0M |
SCHESCHWAB STRATEGIC TR | $9.0M |
VOVANGUARD INDEX FDS | $8.0M |
QLTAISHARES TR | $7.0M |
SCHVSCHWAB STRATEGIC TR | $6.0M |
IVEISHARES TR | $6.0M |
VOOVANGUARD INDEX FDS | $4.0M |
AGGISHARES TR | $4.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.0M |
SCHBSCHWAB STRATEGIC TR | $4.0M |
JPMJPMORGAN CHASE & CO. | $4.0M |
UNPUNION PAC CORP | $4.0M |
BXBLACKSTONE INC | $4.0M |
SPYSPDR S&P 500 ETF TR | $4.0M |
CVXCHEVRON CORP NEW | $3.0M |
METAMETA PLATFORMS INC | $3.0M |
SCHRSCHWAB STRATEGIC TR | $3.0M |
MCDMCDONALDS CORP | $3.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $3.0M |
PGPROCTER AND GAMBLE CO | $3.0M |
JNJJOHNSON & JOHNSON | $3.0M |
TTTRANE TECHNOLOGIES PLC | $3.0M |
ABBVABBVIE INC | $3.0M |
SCHZSCHWAB STRATEGIC TR | $3.0M |
LHXL3HARRIS TECHNOLOGIES INC | $2.0M |
HDHOME DEPOT INC | $2.0M |
MUMICRON TECHNOLOGY INC | $2.0M |
IWMISHARES TR | $2.0M |
CRWDCROWDSTRIKE HLDGS INC | $2.0M |
EOGEOG RES INC | $2.0M |
XOMEXXON MOBIL CORP | $2.0M |
SPMDSPDR SER TR | $2.0M |
GDGENERAL DYNAMICS CORP | $2.0M |
WMTWALMART INC | $2.0M |
PEPPEPSICO INC | $2.0M |
ADPAUTOMATIC DATA PROCESSING IN | $2.0M |
IBMINTERNATIONAL BUSINESS MACHS | $2.0M |
TSLATESLA INC | $2.0M |
FULTFULTON FINL CORP PA | $1.0M |
EMNEASTMAN CHEM CO | $1.0M |
HSYHERSHEY CO | $1.0M |
VUGVANGUARD INDEX FDS | $1.0M |
IWRISHARES TR | $1.0M |
SPYGSPDR SER TR | $1.0M |
SPSMSPDR SER TR | $1.0M |
USXFISHARES TR | $1.0M |
MAAMID-AMER APT CMNTYS INC | $1.0M |
DHID R HORTON INC | $1.0M |
NKENIKE INC | $1.0M |
OKEONEOK INC NEW | $1.0M |
UNHUNITEDHEALTH GROUP INC | $1.0M |
DHRDANAHER CORPORATION | $1.0M |
AMTAMERICAN TOWER CORP NEW | $1.0M |
ITWILLINOIS TOOL WKS INC | $1.0M |
MRKMERCK & CO INC | $1.0M |
IJKISHARES TR | $1.0M |
MPBMID PENN BANCORP INC | $1.0M |
VXUSVANGUARD STAR FDS | $882K |
GOOGALPHABET INC | $864K |
MTBM & T BK CORP | $810K |
CWISPDR INDEX SHS FDS | $799K |
PNCPNC FINL SVCS GROUP INC | $732K |
AVGOBROADCOM INC | $704K |
VEAVANGUARD TAX-MANAGED FDS | $683K |
EFAISHARES TR | $615K |
CATCATERPILLAR INC | $609K |
IWVISHARES TR | $585K |
DEDEERE & CO | $562K |
VVISA INC | $562K |
LOWLOWES COS INC | $513K |
HEIHEICO CORP NEW | $512K |
VBKVANGUARD INDEX FDS | $512K |
FLXSFLEXSTEEL INDS INC | $492K |
HSICHENRY SCHEIN INC | $477K |
VTWOVANGUARD SCOTTSDALE FDS | $473K |
ESGUISHARES TR | $467K |
IWDISHARES TR | $459K |
ORCLORACLE CORP | $446K |
Page 1 of 2Next