RKL Wealth Management LLC Q2 2023 Filing
Filed August 8, 2023
Portfolio Value
$845.1B
Holdings
131
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (131 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EFAISHARES TR | 7,448 | $0 | 0.00% | |
| 102 | USBUS BANCORP DEL | 24,110 | $0 | 0.00% | |
| 103 | GOOGALPHABET INC | 4,867 | $0 | 0.00% | |
| 104 | VOTVANGUARD INDEX FDS | 1,034 | $0 | 0.00% | |
| 105 | FLXSFLEXSTEEL INDS INC | 11,112 | $0 | 0.00% | |
| 106 | NOWSERVICENOW INC | 380 | $0 | 0.00% | |
| 107 | MTBM & T BK CORP | 3,523 | $0 | 0.00% | |
| 108 | VXUSVANGUARD STAR FDS | 15,767 | $0 | 0.00% | |
| 109 | GLPIGAMING & LEISURE PPTYS INC | 5,134 | $0 | 0.00% | |
| 110 | BACVERIZON COMMUNICATIONS INC | 10,293 | $0 | 0.00% | |
| 111 | VBKVANGUARD INDEX FDS | 2,067 | $0 | 0.00% | |
| 112 | VEAVANGUARD TAX-MANAGED FDS | 11,645 | $0 | 0.00% | |
| 113 | UNHUNITEDHEALTH GROUP INC | 2,052 | $0 | 0.00% | |
| 114 | HEIHEICO CORP NEW | 1,925 | $0 | 0.00% | |
| 115 | MUBISHARES TR | 3,954 | $0 | 0.00% | |
| 116 | SCHDSCHWAB STRATEGIC TR | 12,391 | $0 | 0.00% | |
| 117 | VEEVVEEVA SYS INC | 1,063 | $0 | 0.00% | |
| 118 | CSCOCISCO SYS INC | 8,967 | $0 | 0.00% | |
| 119 | VNQVANGUARD INDEX FDS | 3,163 | $0 | 0.00% | |
| 120 | LLYLILLY ELI & CO | 947 | $0 | 0.00% | |
| 121 | LOWLOWES COS INC | 1,792 | $0 | 0.00% | |
| 122 | TJXTJX COS INC NEW | 2,378 | $0 | 0.00% | |
| 123 | ABBVABBVIE INC | 5,505 | $0 | 0.00% | |
| 124 | IJKISHARES TR | 13,238 | $0 | 0.00% | |
| 125 | MRKMERCK & CO INC | 4,965 | $0 | 0.00% | |
| 126 | HONHONEYWELL INTL INC | 1,693 | $0 | 0.00% | |
| 127 | DFUVDIMENSIONAL ETF TRUST | 6,288 | $0 | 0.00% | |
| 128 | DEDEERE & CO | 1,201 | $0 | 0.00% | |
| 129 | MOALTRIA GROUP INC | 5,115 | $0 | 0.00% | |
| 130 | USXFISHARES TR | 22,374 | $0 | 0.00% | |
| 131 | PFEPFIZER INC | 12,846 | $0 | 0.00% |
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