RKL Wealth Management LLC Q3 2023 Filing
Filed November 6, 2023
Portfolio Value
$817.4B
Holdings
130
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (130 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $131K |
SCHXSCHWAB STRATEGIC TR | $80K |
AQLTISHARES TR | $74K |
IJHISHARES TR | $44K |
SCHMSCHWAB STRATEGIC TR | $39K |
IJRISHARES TR | $29K |
SCHASCHWAB STRATEGIC TR | $24K |
MBBISHARES TR | $20K |
VCITVANGUARD SCOTTSDALE FDS | $18K |
AAPLAPPLE INC | $18K |
MSFTMICROSOFT CORP | $18K |
VMBSVANGUARD SCOTTSDALE FDS | $15K |
SCHFSCHWAB STRATEGIC TR | $15K |
SCHGSCHWAB STRATEGIC TR | $14K |
GOOGLALPHABET INC | $12K |
IEMGISHARES INC | $11K |
IEIISHARES TR | $10K |
VGITVANGUARD SCOTTSDALE FDS | $10K |
AGZISHARES TR | $10K |
AMZNAMAZON COM INC | $9K |
TMOTHERMO FISHER SCIENTIFIC INC | $8K |
MAMASTERCARD INCORPORATED | $8K |
SCHESCHWAB STRATEGIC TR | $8K |
IVWISHARES TR | $8K |
COSTCOSTCO WHSL CORP NEW | $8K |
VOVANGUARD INDEX FDS | $7K |
IVEISHARES TR | $6K |
NVDANVIDIA CORPORATION | $6K |
NVONOVO-NORDISK A S | $6K |
QLTAISHARES TR | $5K |
SCHVSCHWAB STRATEGIC TR | $5K |
AGGISHARES TR | $4K |
UNPUNION PAC CORP | $4K |
SCHBSCHWAB STRATEGIC TR | $3K |
ROPROPER TECHNOLOGIES INC | $3K |
URIUNITED RENTALS INC | $3K |
VOOVANGUARD INDEX FDS | $3K |
JNJJOHNSON & JOHNSON | $3K |
SPYSPDR S&P 500 ETF TR | $3K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3K |
CVXCHEVRON CORP NEW | $3K |
SCHRSCHWAB STRATEGIC TR | $3K |
PGPROCTER AND GAMBLE CO | $2K |
BMYBRISTOL-MYERS SQUIBB CO | $2K |
BXBLACKSTONE INC | $2K |
TTTRANE TECHNOLOGIES PLC | $2K |
IWMISHARES TR | $2K |
MCDMCDONALDS CORP | $2K |
ADPAUTOMATIC DATA PROCESSING IN | $2K |
NKENIKE INC | $2K |
LHXL3HARRIS TECHNOLOGIES INC | $2K |
JPMJPMORGAN CHASE & CO | $2K |
SCHZSCHWAB STRATEGIC TR | $2K |
PEPPEPSICO INC | $2K |
EOGEOG RES INC | $1K |
CWISPDR INDEX SHS FDS | $1K |
MAAMID-AMER APT CMNTYS INC | $1K |
METAMETA PLATFORMS INC | $1K |
GDGENERAL DYNAMICS CORP | $1K |
MPBMID PENN BANCORP INC | $1K |
ITWILLINOIS TOOL WKS INC | $1K |
IWRISHARES TR | $1K |
CFGCITIZENS FINL GROUP INC | $1K |
TFCTRUIST FINL CORP | $1K |
HSYHERSHEY CO | $1K |
IBMINTERNATIONAL BUSINESS MACHS | $1K |
ICEINTERCONTINENTAL EXCHANGE IN | $1K |
MUMICRON TECHNOLOGY INC | $1K |
DHID R HORTON INC | $1K |
HDHOME DEPOT INC | $1K |
UNHUNITEDHEALTH GROUP INC | $1K |
AMTAMERICAN TOWER CORP NEW | $1K |
XOMEXXON MOBIL CORP | $1K |
MKLMARKEL GROUP INC | $1K |
PXDEURPIONEER NAT RES CO | $1K |
DHRDANAHER CORPORATION | $1K |
WMTWALMART INC | $1K |
GOOGALPHABET INC | $0 |
ODFLOLD DOMINION FREIGHT LINE IN | $0 |
VEAVANGUARD TAX-MANAGED FDS | $0 |
TSLATESLA INC | $0 |
HEIHEICO CORP NEW | $0 |
LMTLOCKHEED MARTIN CORP | $0 |
USBUS BANCORP DEL | $0 |
MUBISHARES TR | $0 |
EFAISHARES TR | $0 |
SCHDSCHWAB STRATEGIC TR | $0 |
VEEVVEEVA SYS INC | $0 |
FULTFULTON FINL CORP PA | $0 |
VVISA INC | $0 |
ORCLORACLE CORP | $0 |
VTEBVANGUARD MUN BD FDS | $0 |
CSCOCISCO SYS INC | $0 |
KOCOCA COLA CO | $0 |
ADBEADOBE INC | $0 |
MARMARRIOTT INTL INC NEW | $0 |
VTIVANGUARD INDEX FDS | $0 |
PFEPFIZER INC | $0 |
WHRWHIRLPOOL CORP | $0 |
EMNEASTMAN CHEM CO | $0 |
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