RKL Wealth Management LLC Q4 2021 Filing
Filed February 8, 2022
Portfolio Value
$842.2B
Holdings
126
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VVISA INC | 1,539 | $334.0M | 0.04% | |
| 102 | VTIVANGUARD INDEX FDS | 1,311 | $316.0M | 0.04% | |
| 103 | VEEVVEEVA SYS INC | 1,220 | $312.0M | 0.04% | |
| 104 | FLXSFLEXSTEEL INDS INC | 11,112 | $298.0M | 0.04% | |
| 105 | CMCSACOMCAST CORP NEW | 5,876 | $296.0M | 0.04% | |
| 106 | ORCLORACLE CORP | 3,327 | $290.0M | 0.03% | |
| 107 | NOWSERVICENOW INC | 445 | $289.0M | 0.03% | |
| 108 | HEIHEICO CORP NEW | 1,957 | $282.0M | 0.03% | |
| 109 | DFASDIMENSIONAL ETF TRUST | 4,645 | $279.0M | 0.03% | |
| 110 | CCKCROWN HLDGS INC | 2,507 | $277.0M | 0.03% | |
| 111 | XOMEXXON MOBIL CORP | 4,324 | $265.0M | 0.03% | |
| 112 | BKBANK NEW YORK MELLON CORP | 4,485 | $260.0M | 0.03% | |
| 113 | VTEBVANGUARD MUN BD FDS | 4,642 | $255.0M | 0.03% | |
| 114 | CATCATERPILLAR INC | 1,218 | $252.0M | 0.03% | |
| 115 | ROKUROKU INC | 1,100 | $251.0M | 0.03% | |
| 116 | ADBEADOBE SYSTEMS INCORPORATED | 432 | $245.0M | 0.03% | |
| 117 | LULULULULEMON ATHLETICA INC | 617 | $242.0M | 0.03% | |
| 118 | MARMARRIOTT INTL INC NEW | 1,448 | $239.0M | 0.03% | |
| 119 | HONHONEYWELL INTL INC | 1,137 | $237.0M | 0.03% | |
| 120 | HEIHEICO CORP NEW | 1,777 | $228.0M | 0.03% | |
| 121 | MRSHMARSH & MCLENNAN COS INC | 1,303 | $226.0M | 0.03% | |
| 122 | BACVERIZON COMMUNICATIONS INC | 4,348 | $226.0M | 0.03% | |
| 123 | LLYLILLY ELI & CO | 807 | $223.0M | 0.03% | |
| 124 | GLPIGAMING & LEISURE PPTYS INC | 4,490 | $218.0M | 0.03% | |
| 125 | IXUSISHARES TR | 2,881 | $204.0M | 0.02% | |
| 126 | MRKMERCK & CO INC | 2,613 | $200.0M | 0.02% |
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