RKL Wealth Management LLC Q2 2018 Filing
Filed August 3, 2018
Portfolio Value
$442.6M
Holdings
127
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (127 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $61.8M |
SCHXSCHWAB STRATEGIC TR | $30.4M |
VMBSVANGUARD SCOTTSDALE FDS | $21.5M |
IVVISHARES TR | $21.1M |
SCHMSCHWAB STRATEGIC TR | $18.7M |
SCHASCHWAB STRATEGIC TR | $13.4M |
SCHESCHWAB STRATEGIC TR | $11.7M |
IVWISHARES TR | $9.3M |
VGITVANGUARD SCOTTSDALE FDS | $9.2M |
VCITVANGUARD SCOTTSDALE FDS | $9.2M |
IJRISHARES TR | $8.8M |
AMZNAMAZON COM INC | $8.6M |
VOVANGUARD INDEX FDS | $8.5M |
MSFTMICROSOFT CORP | $7.8M |
IVEISHARES TR | $7.5M |
METAFACEBOOK INC | $7.2M |
GOOGLALPHABET INC | $6.9M |
MAMASTERCARD INCORPORATED | $6.6M |
IJHISHARES TR | $6.2M |
JNJJOHNSON & JOHNSON | $5.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $5.5M |
IEMGISHARES INC | $5.4M |
CVXCHEVRON CORP NEW | $5.0M |
UNPUNION PAC CORP | $4.9M |
SCHGSCHWAB STRATEGIC TR | $4.9M |
SCHVSCHWAB STRATEGIC TR | $4.9M |
AGZISHARES TR | $4.5M |
COSTCOSTCO WHSL CORP NEW | $4.4M |
SCHFSCHWAB STRATEGIC TR | $4.1M |
SCHRSCHWAB STRATEGIC TR | $3.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.8M |
SCHZSCHWAB STRATEGIC TR | $3.7M |
AAPLAPPLE INC | $3.7M |
ROPROPER TECHNOLOGIES INC | $3.6M |
MCDMCDONALDS CORP | $2.9M |
NVONOVO-NORDISK A S | $2.8M |
XOMEXXON MOBIL CORP | $2.7M |
DISDISNEY WALT CO | $2.7M |
LMTLOCKHEED MARTIN CORP | $2.6M |
ADPAUTOMATIC DATA PROCESSING IN | $2.6M |
IEIISHARES TR | $2.6M |
NKENIKE INC | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.5M |
QLTAISHARES TR | $2.2M |
MAAMID AMER APT CMNTYS INC | $2.1M |
HSICSCHEIN HENRY INC | $2.1M |
VXUSVANGUARD STAR FD | $2.0M |
VOOVANGUARD INDEX FDS | $1.9M |
JPMJPMORGAN CHASE & CO | $1.9M |
PGPROCTER AND GAMBLE CO | $1.9M |
TAT&T INC | $1.7M |
BBTUSDBB&T CORP | $1.7M |
EWEDWARDS LIFESCIENCES CORP | $1.6M |
—DOWDUPONT INC | $1.6M |
SCHDSCHWAB STRATEGIC TR | $1.6M |
BLKCHFBLACKROCK INC | $1.5M |
IWMISHARES TR | $1.5M |
BMYBRISTOL MYERS SQUIBB CO | $1.5M |
UAAUNDER ARMOUR INC | $1.4M |
7HPHP INC | $1.4M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.4M |
MGAMAGNA INTL INC | $1.4M |
URIUNITED RENTALS INC | $1.4M |
EMNEASTMAN CHEM CO | $1.4M |
SCHBSCHWAB STRATEGIC TR | $1.3M |
—SUNTRUST BKS INC | $1.3M |
CFGCITIZENS FINL GROUP INC | $1.3M |
EOGEOG RES INC | $1.3M |
MBBISHARES TR | $1.3M |
UNHUNITEDHEALTH GROUP INC | $1.2M |
MASMASCO CORP | $1.2M |
IRINGERSOLL-RAND PLC | $1.2M |
HOLXHOLOGIC INC | $1.2M |
USBUS BANCORP DEL | $1.1M |
PRUPRUDENTIAL FINL INC | $1.1M |
DHID R HORTON INC | $1.1M |
ABBVABBVIE INC | $972K |
WHRWHIRLPOOL CORP | $963K |
FULTFULTON FINL CORP PA | $925K |
CELGCELGENE CORP | $860K |
VEAVANGUARD TAX MANAGED INTL FD | $858K |
MKLMARKEL CORP | $823K |
CLCOLGATE PALMOLIVE CO | $816K |
MOALTRIA GROUP INC | $771K |
PDPINVESCO EXCHANGE TRADED FD T | $742K |
CSCOCISCO SYS INC | $726K |
PEPPEPSICO INC | $676K |
MARMARRIOTT INTL INC NEW | $657K |
BACVERIZON COMMUNICATIONS INC | $654K |
SPLVINVESCO EXCHNG TRADED FD TR | $648K |
VOTVANGUARD INDEX FDS | $635K |
HSYHERSHEY CO | $632K |
MTBM & T BK CORP | $608K |
FDNFIRST TR EXCHANGE TRADED FD | $606K |
PFEPFIZER INC | $583K |
RSPINVESCO EXCHANGE TRADED FD T | $576K |
AGGISHARES TR | $575K |
VUGVANGUARD INDEX FDS | $568K |
VLOVALERO ENERGY CORP NEW | $502K |
QTECFIRST TR NASDAQ100 TECH INDE | $499K |
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