RKL Wealth Management LLC Q1 2022 Filing
Filed May 10, 2022
Portfolio Value
$832.7B
Holdings
142
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (142 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CLCOLGATE PALMOLIVE CO | 6,296 | $477.0M | 0.06% | |
| 102 | IWVISHARES TR | 1,729 | $454.0M | 0.05% | |
| 103 | ESGUISHARES TR | 4,444 | $450.0M | 0.05% | |
| 104 | VEAVANGUARD TAX-MANAGED INTL FD | 9,236 | $444.0M | 0.05% | |
| 105 | OSKOSHKOSH CORP | 4,254 | $428.0M | 0.05% | |
| 106 | BACVERIZON COMMUNICATIONS INC | 8,395 | $428.0M | 0.05% | |
| 107 | VTWOVANGUARD SCOTTSDALE FDS | 4,920 | $408.0M | 0.05% | |
| 108 | VOTVANGUARD INDEX FDS | 1,772 | $395.0M | 0.05% | |
| 109 | VNQVANGUARD INDEX FDS | 3,413 | $370.0M | 0.04% | |
| 110 | MUBISHARES TR | 3,308 | $363.0M | 0.04% | |
| 111 | CMCSACOMCAST CORP NEW | 7,595 | $356.0M | 0.04% | |
| 112 | PPLPPL CORP | 11,755 | $336.0M | 0.04% | |
| 113 | AMDADVANCED MICRO DEVICES INC | 3,075 | $336.0M | 0.04% | |
| 114 | XYZBLOCK INC | 2,467 | $335.0M | 0.04% | |
| 115 | KOCOCA COLA CO | 5,348 | $332.0M | 0.04% | |
| 116 | VTIVANGUARD INDEX FDS | 1,400 | $319.0M | 0.04% | |
| 117 | CCKCROWN HLDGS INC | 2,507 | $314.0M | 0.04% | |
| 118 | USXFISHARES TR | 8,599 | $307.0M | 0.04% | |
| 119 | LLYLILLY ELI & CO | 1,065 | $305.0M | 0.04% | |
| 120 | CATCATERPILLAR INC | 1,351 | $301.0M | 0.04% | |
| 121 | HEIHEICO CORP NEW | 1,959 | $301.0M | 0.04% | |
| 122 | MRKMERCK & CO INC | 3,418 | $280.0M | 0.03% | |
| 123 | HONHONEYWELL INTL INC | 1,393 | $271.0M | 0.03% | |
| 124 | ORCLORACLE CORP | 3,225 | $267.0M | 0.03% | |
| 125 | DFASDIMENSIONAL ETF TRUST | 4,645 | $260.0M | 0.03% | |
| 126 | VEEVVEEVA SYS INC | 1,226 | $260.0M | 0.03% | |
| 127 | MARMARRIOTT INTL INC NEW | 1,448 | $255.0M | 0.03% | |
| 128 | NOWSERVICENOW INC | 452 | $252.0M | 0.03% | |
| 129 | ADBEADOBE SYSTEMS INCORPORATED | 547 | $249.0M | 0.03% | |
| 130 | VTEBVANGUARD MUN BD FDS | 4,652 | $240.0M | 0.03% | |
| 131 | HEIHEICO CORP NEW | 1,778 | $226.0M | 0.03% | |
| 132 | QCOMQUALCOMM INC | 1,477 | $226.0M | 0.03% | |
| 133 | VHTVANGUARD WORLD FDS | 879 | $224.0M | 0.03% | |
| 134 | BKBANK NEW YORK MELLON CORP | 4,485 | $223.0M | 0.03% | |
| 135 | MRSHMARSH & MCLENNAN COS INC | 1,303 | $222.0M | 0.03% | |
| 136 | MOALTRIA GROUP INC | 4,206 | $220.0M | 0.03% | |
| 137 | PNCPNC FINL SVCS GROUP INC | 1,189 | $219.0M | 0.03% | |
| 138 | FLXSFLEXSTEEL INDS INC | 11,112 | $214.0M | 0.03% | |
| 139 | GLPIGAMING & LEISURE PPTYS INC | 4,549 | $213.0M | 0.03% | |
| 140 | ORRFORRSTOWN FINL SVCS INC | 9,219 | $211.0M | 0.03% | |
| 141 | FMCFMC CORP | 1,571 | $207.0M | 0.02% | |
| 142 | INTCINTEL CORP | 4,136 | $205.0M | 0.02% |
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