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)

#StockSharesValue% PortfolioType
101
CMCSACOMCAST CORP NEW
5,974$00.00%
102
ABTABBOTT LABS
4,139$00.00%
103
HEIHEICO CORP NEW
1,782$00.00%
104
LULULULULEMON ATHLETICA INC
524$00.00%
105
LOWLOWES COS INC
1,766$00.00%
106
TJXTJX COS INC NEW
2,335$00.00%
107
ABBVABBVIE INC
5,683$00.00%
108
DFASDIMENSIONAL ETF TRUST
4,645$00.00%
109
IJKISHARES TR
12,130$00.00%
110
VUGVANGUARD INDEX FDS
2,244$00.00%
111
MRKMERCK & CO INC
4,816$00.00%
112
HONHONEYWELL INTL INC
1,565$00.00%
113
HSICHENRY SCHEIN INC
11,195$00.00%
114
ESGUISHARES TR
4,294$00.00%
115
DFUVDIMENSIONAL ETF TRUST
6,288$00.00%
116
DELLDELL TECHNOLOGIES INC
3,025$00.00%
117
IWVISHARES TR
1,762$00.00%
118
CATCATERPILLAR INC
1,513$00.00%
119
DEDEERE & CO
1,217$00.00%
120
ORRFORRSTOWN FINL SVCS INC
9,678$00.00%
121
LLYELI LILLY & CO
1,040$00.00%
122
USXFISHARES TR
25,475$00.00%
123
VTWOVANGUARD SCOTTSDALE FDS
5,222$00.00%
124
MTBM & T BK CORP
3,440$00.00%
125
VXUSVANGUARD STAR FDS
15,817$00.00%
126
GLPIGAMING & LEISURE PPTYS INC
5,200$00.00%
127
NOWSERVICENOW INC
381$00.00%
128
VBKVANGUARD INDEX FDS
2,223$00.00%
129
FLXSFLEXSTEEL INDS INC
11,112$00.00%
130
AMGNAMGEN INC
891$00.00%
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