RKL Wealth Management LLC Q1 2017 Filing
Filed May 9, 2017
Portfolio Value
$248.6B
Holdings
112
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (112 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NQPNuveen PA Invt Quality Mun F | 19,928 | $261.0M | 0.11% | |
| 102 | SJNKSPDR Barclays Short Term Hi Yld Bd ETF | 9,203 | $257.0M | 0.10% | |
| 103 | AMGNAMGEN INC | 1,537 | $252.0M | 0.10% | |
| 104 | INTCIntel Corp | 6,941 | $250.0M | 0.10% | |
| 105 | GNMAiShares GNMA Bond | 4,992 | $248.0M | 0.10% | |
| 106 | TRVTravelers Companies Inc | 2,000 | $241.0M | 0.10% | |
| 107 | UGIUGI Corp | 4,648 | $229.0M | 0.09% | |
| 108 | BKBank Of New York Co Inc | 4,837 | $228.0M | 0.09% | |
| 109 | AGGIShares Barclays Aggregate Bond Fund | 2,080 | $225.0M | 0.09% | |
| 110 | IWViShares Russell 3000 | 1,604 | $224.0M | 0.09% | |
| 111 | —Buckeye Partners LP | 3,257 | $223.0M | 0.09% | |
| 112 | CMCSAComcast Corp New Cl A | 5,352 | $201.0M | 0.08% |
PreviousPage 2 of 2