HoldingsChannel.com
RKL Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IEFA) 1,113,463 +41,599 $72,642
     IEFA1,113,463+41,599$72,642
SCHWAB STRATEGIC TR 596,335 +6,028 $45,804
     SCHX596,335+6,028$45,804
ISHARES TR (IVV) 124,008 -2,295 $40,084
     IVV124,008-2,295$40,084
SCHWAB STRATEGIC TR 465,912 +12,467 $28,025
     SCHM465,912+12,467$28,025
VANGUARD SCOTTSDALE FDS (VMBS) 359,203 -14,749 $19,099
     VMBS359,203-14,749$19,099
SCHWAB STRATEGIC TR 252,400 +4,134 $19,092
     SCHA252,400+4,134$19,092
SCHWAB STRATEGIC TR 556,702 -55,830 $18,722
     SCHF556,702-55,830$18,722
VANGUARD SCOTTSDALE FDS (VCIT) 160,967 +8,032 $14,701
     VCIT160,967+8,032$14,701
ISHARES TR (IJH) 67,461 -212 $13,885
     IJH67,461-212$13,885
ISHARES TR (IJR) 151,876 -5,073 $12,735
     IJR151,876-5,073$12,735
SCHWAB STRATEGIC TR 449,816 +14,283 $12,311
     SCHE449,816+14,283$12,311
ISHARES INC (IEMG) 208,498 -2,132 $11,209
     IEMG208,498-2,132$11,209
MICROSOFT CORP 69,931 -834 $11,028
     MSFT69,931-834$11,028
VANGUARD SCOTTSDALE FDS (VGIT) 151,165 +2,375 $9,962
     VGIT151,165+2,375$9,962
MASTERCARD INC 27,297 -793 $8,151
     MA27,297-793$8,151
AMAZON COM INC 4,403 -82 $8,136
     AMZN4,403-82$8,136
ISHARES TR (MBB) 75,159 +8,542 $8,122
     MBB75,159+8,542$8,122
ISHARES TR (IVW) 38,669 -2,879 $7,488
     IVW38,669-2,879$7,488
ALPHABET INC 5,431 -251 $7,274
     GOOGL5,431-251$7,274
ISHARES TR (AGZ) 61,869 +5,567 $7,151
     AGZ61,869+5,567$7,151
THERMO FISHER SCIENTIFIC INC 21,849 -492 $7,098
     TMO21,849-492$7,098
JOHNSON & JOHNSON 47,924 +28 $6,991
     JNJ47,924+28$6,991
VANGUARD INDEX FDS (VO) 39,195 -3,757 $6,984
     VO39,195-3,757$6,984
ISHARES TR (IVE) 52,568 -2,980 $6,839
     IVE52,568-2,980$6,839
SCHWAB STRATEGIC TR 110,111 +6,556 $6,620
     SCHV110,111+6,556$6,620
ISHARES TR (IEI) 50,556 +3,358 $6,357
     IEI50,556+3,358$6,357
DISNEY WALT CO 43,083 -277 $6,231
     DIS43,083-277$6,231
SCHWAB STRATEGIC TR 62,478 +1,165 $5,805
     SCHG62,478+1,165$5,805
APPLE INC 17,599 -2,136 $5,168
     AAPL17,599-2,136$5,168
UNION PACIFIC CORP 28,286 -1,963 $5,114
     UNP28,286-1,963$5,114
COSTCO WHSL CORP NEW 17,328 -217 $5,093
     COST17,328-217$5,093
SCHWAB STRATEGIC TR 82,858 +675 $4,551
     SCHR82,858+675$4,551
CHEVRON CORP NEW 35,688 -380 $4,301
     CVX35,688-380$4,301
ROPER TECHNOLOGIES INC 10,913 -265 $3,866
     ROP10,913-265$3,866
SCHWAB STRATEGIC TR 68,559 +1,642 $3,663
     SCHZ68,559+1,642$3,663
BERKSHIRE HATHAWAY INC DEL      $3,091
     BRK.B13,645-1,026$3,091
ISHARES TR (QLTA) 56,040 -159 $3,063
     QLTA56,040-159$3,063
TRUIST FINL CORP 54,125 +54,125 $3,048
     TFC54,125+54,125$3,048
SCHWAB STRATEGIC TR 38,811 +2,479 $2,984
     SCHB38,811+2,479$2,984
MCDONALDS CORP 14,757 -709 $2,916
     MCD14,757-709$2,916
SPDR S&P 500 ETF TR (SPY) 8,980 UNCH $2,890
     SPY8,980UNCH$2,890
NOVO NORDISK A S 49,636 -711 $2,873
     NVO49,636-711$2,873
PROCTER & GAMBLE CO 20,866 -1,084 $2,606
     PG20,866-1,084$2,606
NIKE INC 25,434 -652 $2,577
     NKE25,434-652$2,577
AUTOMATIC DATA PROCESSING IN 15,108 -468 $2,576
     ADP15,108-468$2,576
JPMORGAN CHASE & CO 17,523 -130 $2,443
     JPM17,523-130$2,443
BRISTOL MYERS SQUIBB CO 35,695 +7,397 $2,291
     BMY35,695+7,397$2,291
EXXON MOBIL CORP 32,004 +2,622 $2,233
     XOM32,004+2,622$2,233
EDWARDS LIFESCIENCES CORP 9,263 -636 $2,161
     EW9,263-636$2,161
VANGUARD STAR FD (VXUS) 36,418 -1,390 $2,028
     VXUS36,418-1,390$2,028

See Full List: All Stocks Held By RKL Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By RKL Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $557,532
At 09/30/2019: $525,814

RKL Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from RKL Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

RKL Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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