RKL Wealth Management LLC Q4 2021 Filing
Filed February 8, 2022
Portfolio Value
$842.2M
Holdings
126
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (126 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $94.5M |
IVVISHARES TR | $94.2M |
SCHXSCHWAB STRATEGIC TR | $72.1M |
SCHMSCHWAB STRATEGIC TR | $42.3M |
IJHISHARES TR | $39.6M |
IJRISHARES TR | $32.0M |
SCHASCHWAB STRATEGIC TR | $28.1M |
VMBSVANGUARD SCOTTSDALE FDS | $22.7M |
SCHFSCHWAB STRATEGIC TR | $21.6M |
VCITVANGUARD SCOTTSDALE FDS | $21.5M |
MSFTMICROSOFT CORP | $20.2M |
MBBISHARES TR | $19.0M |
AAPLAPPLE INC | $17.3M |
IEMGISHARES INC | $15.2M |
GOOGLALPHABET INC | $14.0M |
SCHGSCHWAB STRATEGIC TR | $14.0M |
SCHESCHWAB STRATEGIC TR | $13.6M |
AMZNAMAZON COM INC | $12.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $12.8M |
VGITVANGUARD SCOTTSDALE FDS | $12.2M |
AGZISHARES TR | $11.1M |
IVWISHARES TR | $10.4M |
VOVANGUARD INDEX FDS | $9.5M |
IEIISHARES TR | $9.4M |
COSTCOSTCO WHSL CORP NEW | $8.8M |
MAMASTERCARD INCORPORATED | $8.8M |
JNJJOHNSON & JOHNSON | $7.7M |
SCHVSCHWAB STRATEGIC TR | $6.8M |
IVEISHARES TR | $6.5M |
UNPUNION PAC CORP | $6.1M |
DISDISNEY WALT CO | $6.0M |
NVONOVO-NORDISK A S | $5.1M |
SCHRSCHWAB STRATEGIC TR | $4.8M |
QLTAISHARES TR | $4.7M |
SCHBSCHWAB STRATEGIC TR | $4.5M |
SPYSPDR S&P 500 ETF TR | $4.2M |
ROPROPER TECHNOLOGIES INC | $4.2M |
SCHZSCHWAB STRATEGIC TR | $4.2M |
NKENIKE INC | $3.8M |
BXBLACKSTONE INC | $3.3M |
EWEDWARDS LIFESCIENCES CORP | $3.1M |
MAAMID-AMER APT CMNTYS INC | $2.9M |
PGPROCTER AND GAMBLE CO | $2.8M |
CVXCHEVRON CORP NEW | $2.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.7M |
METAMETA PLATFORMS INC | $2.6M |
MCDMCDONALDS CORP | $2.6M |
JPMJPMORGAN CHASE & CO | $2.6M |
ADPAUTOMATIC DATA PROCESSING IN | $2.5M |
URIUNITED RENTALS INC | $2.5M |
VOOVANGUARD INDEX FDS | $2.4M |
TTTRANE TECHNOLOGIES PLC | $2.2M |
ICEINTERCONTINENTAL EXCHANGE IN | $2.2M |
BMYBRISTOL-MYERS SQUIBB CO | $2.2M |
PEPPEPSICO INC | $2.0M |
DYHTARGET CORP | $2.0M |
IWMISHARES TR | $1.9M |
HOLXHOLOGIC INC | $1.9M |
CFGCITIZENS FINL GROUP INC | $1.9M |
HDHOME DEPOT INC | $1.9M |
TFCTRUIST FINL CORP | $1.8M |
AMTAMERICAN TOWER CORP NEW | $1.8M |
ITWILLINOIS TOOL WKS INC | $1.6M |
CWISPDR INDEX SHS FDS | $1.6M |
EMNEASTMAN CHEM CO | $1.5M |
PRUPRUDENTIAL FINL INC | $1.5M |
WHRWHIRLPOOL CORP | $1.5M |
MUMICRON TECHNOLOGY INC | $1.4M |
HSYHERSHEY CO | $1.4M |
VXUSVANGUARD STAR FDS | $1.3M |
EOGEOG RES INC | $1.3M |
USBUS BANCORP DEL | $1.3M |
IJKISHARES TR | $1.3M |
UNHUNITEDHEALTH GROUP INC | $1.3M |
IWRISHARES TR | $1.2M |
DHID R HORTON INC | $1.2M |
IBMINTERNATIONAL BUSINESS MACHS | $1.2M |
HSICHENRY SCHEIN INC | $1.1M |
MKLMARKEL CORP | $960K |
LMTLOCKHEED MARTIN CORP | $936K |
SCHDSCHWAB STRATEGIC TR | $890K |
NVDANVIDIA CORPORATION | $851K |
AGGISHARES TR | $829K |
FULTFULTON FINL CORP PA | $823K |
PFEPFIZER INC | $803K |
VBKVANGUARD INDEX FDS | $596K |
ABBVABBVIE INC | $591K |
VUGVANGUARD INDEX FDS | $584K |
CLCOLGATE PALMOLIVE CO | $537K |
ABTABBOTT LABS | $495K |
IWVISHARES TR | $478K |
CSCOCISCO SYS INC | $466K |
VOTVANGUARD INDEX FDS | $451K |
GOOGALPHABET INC | $440K |
GDGENERAL DYNAMICS CORP | $420K |
TSLATESLA INC | $404K |
DEDEERE & CO | $404K |
ESGUISHARES TR | $386K |
MUBISHARES TR | $380K |
MTBM & T BK CORP | $338K |
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