HoldingsChannel.com
RKL Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IEFA) 1,086,277 +53,692 $66,695
     IEFA1,086,277+53,692$66,695
SCHWAB STRATEGIC TR 630,241 +38,163 $44,231
     SCHX630,241+38,163$44,231
ISHARES TR (IVV) 125,974 +8,407 $37,132
     IVV125,974+8,407$37,132
SCHWAB STRATEGIC TR 467,344 +28,500 $26,681
     SCHM467,344+28,500$26,681
VANGUARD SCOTTSDALE FDS (VMBS) 379,658 -4,584 $20,070
     VMBS379,658-4,584$20,070
SCHWAB STRATEGIC TR 613,408 +54,960 $19,685
     SCHF613,408+54,960$19,685
SCHWAB STRATEGIC TR 255,009 +20,942 $18,240
     SCHA255,009+20,942$18,240
VANGUARD SCOTTSDALE FDS (VCIT) 168,310 +10,915 $15,137
     VCIT168,310+10,915$15,137
ISHARES TR (IJH) 65,441 +9,234 $12,717
     IJH65,441+9,234$12,717
ISHARES TR (IJR) 155,568 +4,946 $12,176
     IJR155,568+4,946$12,176
SCHWAB STRATEGIC TR 454,870 +9,109 $11,949
     SCHE454,870+9,109$11,949
ISHARES INC (IEMG) 204,382 +17,735 $10,514
     IEMG204,382+17,735$10,514
VANGUARD SCOTTSDALE FDS (VGIT) 157,413 +5,141 $10,394
     VGIT157,413+5,141$10,394
MICROSOFT CORP 73,155 -1,290 $9,802
     MSFT73,155-1,290$9,802
ISHARES TR (IVW) 48,905 -1,575 $8,767
     IVW48,905-1,575$8,767
AMAZON COM INC 4,610 -77 $8,727
     AMZN4,610-77$8,727
MASTERCARD INC 29,541 -403 $7,809
     MA29,541-403$7,809
ISHARES TR (IVE) 63,400 -1,296 $7,392
     IVE63,400-1,296$7,392
VANGUARD INDEX FDS (VO) 43,887 -1,890 $7,333
     VO43,887-1,890$7,333
THERMO FISHER SCIENTIFIC INC 23,425 -211 $6,882
     TMO23,425-211$6,882
ISHARES TR (AGZ) 58,269 +7,325 $6,708
     AGZ58,269+7,325$6,708
JOHNSON & JOHNSON 47,855 +38 $6,662
     JNJ47,855+38$6,662
ISHARES TR (MBB) 59,297 +12,040 $6,370
     MBB59,297+12,040$6,370
ISHARES TR (IEI) 50,086 +7,657 $6,298
     IEI50,086+7,657$6,298
ALPHABET INC 5,809 -35 $6,265
     GOOGL5,809-35$6,265
DISNEY WALT CO 44,357 -185 $6,191
     DIS44,357-185$6,191
SCHWAB STRATEGIC TR 106,322 -1,674 $5,970
     SCHV106,322-1,674$5,970
SCHWAB STRATEGIC TR 65,307 +998 $5,437
     SCHG65,307+998$5,437
SCHWAB STRATEGIC TR 97,856 +2,469 $5,376
     SCHR97,856+2,469$5,376
UNION PACIFIC CORP 31,386 -328 $5,309
     UNP31,386-328$5,309
COSTCO WHSL CORP NEW 18,173 -390 $4,798
     COST18,173-390$4,798
SCHWAB STRATEGIC TR 86,141 +1,458 $4,562
     SCHZ86,141+1,458$4,562
CHEVRON CORP NEW 36,017 -794 $4,481
     CVX36,017-794$4,481
ROPER TECHNOLOGIES INC 11,526 -155 $4,219
     ROP11,526-155$4,219
APPLE INC 19,872 -97 $3,940
     AAPL19,872-97$3,940
ISHARES TR (QLTA) 67,269 +2,478 $3,618
     QLTA67,269+2,478$3,618
BERKSHIRE HATHAWAY INC DEL      $3,426
     BRK.B16,067-1,711$3,426
MCDONALDS CORP 16,242 -498 $3,369
     MCD16,242-498$3,369
SCHWAB STRATEGIC TR 43,789 +808 $3,091
     SCHB43,789+808$3,091
AUTOMATIC DATA PROCESSING IN 16,947 -947 $2,802
     ADP16,947-947$2,802
SPDR S&P 500 ETF TR (SPY) 9,229 -629 $2,703
     SPY9,229-629$2,703
NOVO NORDISK A S 51,880 -1,349 $2,654
     NVO51,880-1,349$2,654
PROCTER AND GAMBLE CO 22,039 -82 $2,410
     PG22,039-82$2,410
EXXON MOBIL CORP 29,737 -1,439 $2,277
     XOM29,737-1,439$2,277
NIKE INC 27,096 -382 $2,275
     NKE27,096-382$2,275
VANGUARD STAR FD (VXUS) 42,385 -2,658 $2,241
     VXUS42,385-2,658$2,241
JPMORGAN CHASE & CO 17,734 +380 $1,980
     JPM17,734+380$1,980
MID AMER APT CMNTYS INC 16,405 -516 $1,933
     MAA16,405-516$1,933
EDWARDS LIFESCIENCES CORP 10,366 -339 $1,913
     EW10,366-339$1,913
LOCKHEED MARTIN CORP 5,268 -123 $1,910
     LMT5,268-123$1,910

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 06/30/2019: $542,492
At 03/31/2019: $510,827

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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