HoldingsChannel.com
RKL Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IEFA) 1,071,864 -14,413 $65,469
     IEFA1,071,864-14,413$65,469
SCHWAB STRATEGIC TR 590,307 -39,934 $41,866
     SCHX590,307-39,934$41,866
ISHARES TR (IVV) 126,303 +329 $37,703
     IVV126,303+329$37,703
SCHWAB STRATEGIC TR 453,445 -13,899 $25,627
     SCHM453,445-13,899$25,627
VANGUARD SCOTTSDALE FDS (VMBS) 373,952 -5,706 $19,911
     VMBS373,952-5,706$19,911
SCHWAB STRATEGIC TR 612,532 -876 $19,516
     SCHF612,532-876$19,516
SCHWAB STRATEGIC TR 248,266 -6,743 $17,316
     SCHA248,266-6,743$17,316
VANGUARD SCOTTSDALE FDS (VCIT) 152,935 -15,375 $13,949
     VCIT152,935-15,375$13,949
ISHARES TR (IJH) 67,673 +2,232 $13,076
     IJH67,673+2,232$13,076
ISHARES TR (IJR) 156,949 +1,381 $12,216
     IJR156,949+1,381$12,216
SCHWAB STRATEGIC TR 435,533 -19,337 $10,930
     SCHE435,533-19,337$10,930
ISHARES INC (IEMG) 210,630 +6,248 $10,329
     IEMG210,630+6,248$10,329
VANGUARD SCOTTSDALE FDS (VGIT) 148,790 -8,623 $9,919
     VGIT148,790-8,623$9,919
MICROSOFT CORP 70,765 -2,390 $9,829
     MSFT70,765-2,390$9,829
AMAZON COM INC 4,485 -125 $7,772
     AMZN4,485-125$7,772
MASTERCARD INC 28,090 -1,451 $7,632
     MA28,090-1,451$7,632
ISHARES TR (IVW) 41,548 -7,357 $7,479
     IVW41,548-7,357$7,479
ISHARES TR (MBB) 66,617 +7,320 $7,214
     MBB66,617+7,320$7,214
VANGUARD INDEX FDS (VO) 42,952 -935 $7,198
     VO42,952-935$7,198
ALPHABET INC 5,682 -127 $6,933
     GOOGL5,682-127$6,933
ISHARES TR (IVE) 55,548 -7,852 $6,623
     IVE55,548-7,852$6,623
ISHARES TR (AGZ) 56,302 -1,967 $6,563
     AGZ56,302-1,967$6,563
THERMO FISHER SCIENTIFIC INC 22,341 -1,084 $6,514
     TMO22,341-1,084$6,514
JOHNSON & JOHNSON 47,896 +41 $6,196
     JNJ47,896+41$6,196
ISHARES TR (IEI) 47,198 -2,888 $5,988
     IEI47,198-2,888$5,988
SCHWAB STRATEGIC TR 103,555 -2,767 $5,876
     SCHV103,555-2,767$5,876
DISNEY WALT CO 43,360 -997 $5,660
     DIS43,360-997$5,660
SCHWAB STRATEGIC TR 61,313 -3,994 $5,149
     SCHG61,313-3,994$5,149
COSTCO WHSL CORP NEW 17,545 -628 $5,058
     COST17,545-628$5,058
UNION PACIFIC CORP 30,249 -1,137 $4,896
     UNP30,249-1,137$4,896
SCHWAB STRATEGIC TR 82,183 -15,673 $4,562
     SCHR82,183-15,673$4,562
APPLE INC 19,735 -137 $4,423
     AAPL19,735-137$4,423
CHEVRON CORP NEW 36,068 +51 $4,288
     CVX36,068+51$4,288
ROPER TECHNOLOGIES INC 11,178 -348 $3,984
     ROP11,178-348$3,984
SCHWAB STRATEGIC TR 66,917 -19,224 $3,598
     SCHZ66,917-19,224$3,598
MCDONALDS CORP 15,466 -776 $3,319
     MCD15,466-776$3,319
ISHARES TR (QLTA) 56,199 -11,070 $3,081
     QLTA56,199-11,070$3,081
BERKSHIRE HATHAWAY INC DEL      $3,045
     BRK.B14,671-1,396$3,045
PROCTER & GAMBLE CO 21,950 -89 $2,728
     PG21,950-89$2,728
SPDR S&P 500 ETF TR (SPY) 8,980 -249 $2,665
     SPY8,980-249$2,665
NOVO NORDISK A S 50,347 -1,533 $2,608
     NVO50,347-1,533$2,608
SCHWAB STRATEGIC TR 36,332 -7,457 $2,582
     SCHB36,332-7,457$2,582
AUTOMATIC DATA PROCESSING IN 15,576 -1,371 $2,515
     ADP15,576-1,371$2,515
NIKE INC 26,086 -1,010 $2,451
     NKE26,086-1,010$2,451
EDWARDS LIFESCIENCES CORP 9,899 -467 $2,171
     EW9,899-467$2,171
JPMORGAN CHASE & CO 17,653 -81 $2,078
     JPM17,653-81$2,078
EXXON MOBIL CORP 29,382 -355 $2,073
     XOM29,382-355$2,073
MID AMER APT CMNTYS INC 15,351 -1,054 $1,993
     MAA15,351-1,054$1,993
PEPSICO INC 14,383 +8,465 $1,966
     PEP14,383+8,465$1,966
VANGUARD STAR FD (VXUS) 37,808 -4,577 $1,960
     VXUS37,808-4,577$1,960

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 09/30/2019: $525,814
At 06/30/2019: $542,492

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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