RKL Wealth Management LLC Q1 2021 Filing

Filed May 10, 2021

Portfolio Value

$746.5B

Holdings

129

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (129 positions)

#StockSharesValue% PortfolioType
101
CSCOCISCO SYS INC
7,049$365.0M0.05%
102
ROKUROKU INC
1,100$358.0M0.05%
103
GDGENERAL DYNAMICS CORP
1,966$357.0M0.05%
104
MTBM & T BK CORP
2,203$334.0M0.04%
105
ESGUISHARES TR
3,620$329.0M0.04%
106
MRSHMARSH & MCLENNAN COS INC
2,703$329.0M0.04%
107
CMCSACOMCAST CORP NEW
5,887$319.0M0.04%
108
TPLTEXAS PACIFIC LAND CORPORATI
200$318.0M0.04%
109
VEEVVEEVA SYS INC
1,200$313.0M0.04%
110
XOMEXXON MOBIL CORP
5,490$307.0M0.04%
111
GOOGALPHABET INC
148$306.0M0.04%
112
ANVSANNOVIS BIO INC
10,000$279.0M0.04%
113
VTIVANGUARD INDEX FDS
1,350$279.0M0.04%
114
BACVERIZON COMMUNICATIONS INC
4,659$271.0M0.04%
115
HONHONEYWELL INTL INC
1,196$260.0M0.03%
116
VTEBVANGUARD MUN BD FDS
4,619$252.0M0.03%
117
HEIHEICO CORP NEW
1,956$246.0M0.03%
118
CCKCROWN HLDGS INC
2,508$243.0M0.03%
119
NOWSERVICENOW INC
478$239.0M0.03%
120
ADBEADOBE SYSTEMS INCORPORATED
496$236.0M0.03%
121
ORCLORACLE CORP
3,297$231.0M0.03%
122
MARMARRIOTT INTL INC NEW
1,538$228.0M0.03%
123
IXUSISHARES TR
3,193$224.0M0.03%
124
BKBANK NEW YORK MELLON CORP
4,735$224.0M0.03%
125
INTCINTEL CORP
3,438$220.0M0.03%
126
MOALTRIA GROUP INC
4,242$217.0M0.03%
127
FMCFMC CORP
1,924$213.0M0.03%
128
CVSCVS HEALTH CORP
2,683$202.0M0.03%
129
HEIHEICO CORP NEW
1,776$202.0M0.03%
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