RKL Wealth Management LLC Q2 2024 Filing

Filed July 18, 2024

Portfolio Value

$1.0T

Holdings

145

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (145 positions)

#StockSharesValue% PortfolioType
101
ESGUISHARES TR
3,690$440.3M0.04%
102
PFEPFIZER INC
15,603$436.6M0.04%
103
VTWOVANGUARD SCOTTSDALE FDS
5,259$431.1M0.04%
104
HEIHEICO CORP NEW
1,927$430.9M0.04%
105
MARMARRIOTT INTL INC NEW
1,775$429.2M0.04%
106
HSICHENRY SCHEIN INC
6,598$422.9M0.04%
107
LOWLOWES COS INC
1,889$416.5M0.04%
108
ABTABBOTT LABS
3,889$404.2M0.04%
109
VTIVANGUARD INDEX FDS
1,414$378.2M0.04%
110
SCHDSCHWAB STRATEGIC TR
4,568$355.2M0.03%
111
ACNBACNB CORP
9,772$354.4M0.03%
112
SFLSFL CORPORATION LTD
25,000$347.0M0.03%
113
FLXSFLEXSTEEL INDS INC
11,112$345.1M0.03%
114
KOCOCA COLA CO
5,291$336.8M0.03%
115
HONHONEYWELL INTL INC
1,491$318.4M0.03%
116
HEIHEICO CORP NEW
1,784$316.6M0.03%
117
DOWDOW INC
5,867$311.2M0.03%
118
NOWSERVICENOW INC
381$299.7M0.03%
119
AMATAPPLIED MATLS INC
1,211$285.7M0.03%
120
ORCLORACLE CORP
2,023$285.7M0.03%
121
ADBEADOBE INC
495$275.0M0.03%
122
ORRFORRSTOWN FINL SVCS INC
10,005$273.7M0.03%
123
GSKGSK PLC
7,107$273.6M0.03%
124
AMGNAMGEN INC
873$272.9M0.03%
125
CSCOCISCO SYS INC
5,739$272.7M0.03%
126
DFASDIMENSIONAL ETF TRUST
4,453$267.5M0.03%
127
QCOMQUALCOMM INC
1,293$257.6M0.02%
128
FRAFFRANKLIN FINL SVCS CORP
9,103$257.4M0.02%
129
TJXTJX COS INC NEW
2,281$251.1M0.02%
130
VTEBVANGUARD MUN BD FDS
4,990$250.0M0.02%
131
TAT&T INC
13,077$249.9M0.02%
132
GLPIGAMING & LEISURE PPTYS INC
5,503$248.8M0.02%
133
DFUVDIMENSIONAL ETF TRUST
6,288$246.9M0.02%
134
BACBANK AMERICA CORP
6,180$245.8M0.02%
135
ACNACCENTURE PLC IRELAND
810$245.8M0.02%
136
ITOTISHARES TR
2,031$241.2M0.02%
137
VWOVANGUARD INTL EQUITY INDEX F
5,456$238.7M0.02%
138
BKBANK NEW YORK MELLON CORP
3,890$233.0M0.02%
139
VOTVANGUARD INDEX FDS
985$226.1M0.02%
140
BACVERIZON COMMUNICATIONS INC
5,153$212.5M0.02%
141
GLWCORNING INC
5,450$211.7M0.02%
142
DMXFISHARES TR
3,096$208.7M0.02%
143
WFCWELLS FARGO CO NEW
3,510$208.4M0.02%
144
MUBISHARES TR
1,946$207.4M0.02%
145
CMCSACOMCAST CORP NEW
5,162$202.2M0.02%
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