RKL Wealth Management LLC Q4 2022 Filing

Filed February 7, 2023

Portfolio Value

$748.1B

Holdings

130

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (130 positions)

StockValue
IVVISHARES TR
$103
AQLTISHARES TR
$72
SCHXSCHWAB STRATEGIC TR
$66
IJHISHARES TR
$40
SCHMSCHWAB STRATEGIC TR
$38
IJRISHARES TR
$29
SCHASCHWAB STRATEGIC TR
$24
MBBISHARES TR
$20
VCITVANGUARD SCOTTSDALE FDS
$18
VMBSVANGUARD SCOTTSDALE FDS
$15
SCHFSCHWAB STRATEGIC TR
$15
AAPLAPPLE INC
$14
MSFTMICROSOFT CORP
$14
SCHGSCHWAB STRATEGIC TR
$11
IEMGISHARES INC
$11
VGITVANGUARD SCOTTSDALE FDS
$10
AGZISHARES TR
$10
TMOTHERMO FISHER SCIENTIFIC INC
$10
SCHESCHWAB STRATEGIC TR
$9
IEIISHARES TR
$9
JNJJOHNSON & JOHNSON
$8
MAMASTERCARD INCORPORATED
$8
GOOGLALPHABET INC
$8
VOVANGUARD INDEX FDS
$7
SCHVSCHWAB STRATEGIC TR
$6
COSTCOSTCO WHSL CORP NEW
$6
IVWISHARES TR
$6
NVONOVO-NORDISK A S
$6
AMZNAMAZON COM INC
$6
QLTAISHARES TR
$5
IVEISHARES TR
$5
UNPUNION PAC CORP
$4
CVXCHEVRON CORP NEW
$4
SPYSPDR S&P 500 ETF TR
$3
SCHRSCHWAB STRATEGIC TR
$3
ROPROPER TECHNOLOGIES INC
$3
SCHBSCHWAB STRATEGIC TR
$3
SCHZSCHWAB STRATEGIC TR
$3
AGGISHARES TR
$3
PEPPEPSICO INC
$2
MCDMCDONALDS CORP
$2
LHXL3HARRIS TECHNOLOGIES INC
$2
JPMJPMORGAN CHASE & CO
$2
BMYBRISTOL-MYERS SQUIBB CO
$2
PGPROCTER AND GAMBLE CO
$2
URIUNITED RENTALS INC
$2
ADPAUTOMATIC DATA PROCESSING IN
$2
NVDANVIDIA CORPORATION
$2
VOOVANGUARD INDEX FDS
$2
EOGEOG RES INC
$2
IWMISHARES TR
$2
NKENIKE INC
$2
BRK/BBERKSHIRE HATHAWAY INC DEL
$2
MPBMID PENN BANCORP INC
$1
LMTLOCKHEED MARTIN CORP
$1
PXDEURPIONEER NAT RES CO
$1
MKLMARKEL CORP
$1
CFGCITIZENS FINL GROUP INC
$1
HDHOME DEPOT INC
$1
UNHUNITEDHEALTH GROUP INC
$1
TFCTRUIST FINL CORP
$1
AMTAMERICAN TOWER CORP NEW
$1
DHRDANAHER CORPORATION
$1
TTTRANE TECHNOLOGIES PLC
$1
HSICHENRY SCHEIN INC
$1
USBUS BANCORP DEL
$1
IBMINTERNATIONAL BUSINESS MACHS
$1
BXBLACKSTONE INC
$1
MAAMID-AMER APT CMNTYS INC
$1
ITWILLINOIS TOOL WKS INC
$1
CWISPDR INDEX SHS FDS
$1
ICEINTERCONTINENTAL EXCHANGE IN
$1
PRUPRUDENTIAL FINL INC
$1
HSYHERSHEY CO
$1
XOMEXXON MOBIL CORP
$1
DYHTARGET CORP
$1
EMNEASTMAN CHEM CO
$1
IWRISHARES TR
$0
CSCOCISCO SYS INC
$0
ESGUISHARES TR
$0
VNQVANGUARD INDEX FDS
$0
IWVISHARES TR
$0
CATCATERPILLAR INC
$0
CMCSACOMCAST CORP NEW
$0
PFEPFIZER INC
$0
ORRFORRSTOWN FINL SVCS INC
$0
BKBANK NEW YORK MELLON CORP
$0
LLYLILLY ELI & CO
$0
LOWLOWES COS INC
$0
ABBVABBVIE INC
$0
IJKISHARES TR
$0
MRKMERCK & CO INC
$0
HONHONEYWELL INTL INC
$0
GDGENERAL DYNAMICS CORP
$0
VTWOVANGUARD SCOTTSDALE FDS
$0
DFUVDIMENSIONAL ETF TRUST
$0
CLCOLGATE PALMOLIVE CO
$0
VHTVANGUARD WORLD FDS
$0
DEDEERE & CO
$0
ABTABBOTT LABS
$0
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