HoldingsChannel.com
RKL Wealth Management LLC Top Holdings
As of  09/30/2022, below is a summary of the RKL Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by RKL Wealth Management LLC. In the RKL Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by RKL Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the RKL Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 244,442 +22,453 $87,669
     IVV244,442+22,453$87,669
ISHARES TR (IEFA) 1,317,285 -31,317 $69,381
     IEFA1,317,285-31,317$69,381
SCHWAB STRATEGIC TR 1,368,243 +50,932 $57,945
     SCHX1,368,243+50,932$57,945
ISHARES TR (IJH) 159,062 +8,255 $34,876
     IJH159,062+8,255$34,876
SCHWAB STRATEGIC TR 552,841 +5,858 $33,463
     SCHM552,841+5,858$33,463
ISHARES TR (IJR) 300,583 +8,949 $26,208
     IJR300,583+8,949$26,208
SCHWAB STRATEGIC TR 572,665 +4,624 $21,647
     SCHA572,665+4,624$21,647
VANGUARD SCOTTSDALE FDS (VMBS) 434,446 -3,509 $19,589
     VMBS434,446-3,509$19,589
ISHARES TR (MBB) 200,864 +8,856 $18,395
     MBB200,864+8,856$18,395
VANGUARD SCOTTSDALE FDS (VCIT) 235,616 +2,218 $17,831
     VCIT235,616+2,218$17,831
APPLE INC 112,287 -171 $15,518
     AAPL112,287-171$15,518
SCHWAB STRATEGIC TR 518,175 -59,588 $14,576
     SCHF518,175-59,588$14,576
MICROSOFT CORP 61,510 +619 $14,326
     MSFT61,510+619$14,326
ISHARES INC (IEMG) 273,212 -4,477 $11,743
     IEMG273,212-4,477$11,743
SCHWAB STRATEGIC TR 203,232 +1,017 $11,342
     SCHG203,232+1,017$11,342
ISHARES TR (AGZ) 96,617 +541 $10,290
     AGZ96,617+541$10,290
SCHWAB STRATEGIC TR 457,435 -6,139 $10,247
     SCHE457,435-6,139$10,247
VANGUARD SCOTTSDALE FDS (VGIT) 173,381 +1,207 $10,110
     VGIT173,381+1,207$10,110
ISHARES TR (IEI) 83,521 +2,764 $9,545
     IEI83,521+2,764$9,545
THERMO FISHER SCIENTIFIC INC 18,482 -367 $9,374
     TMO18,482-367$9,374
ALPHABET INC 96,922 +92,033 $9,271
     GOOGL96,922+92,033$9,271
AMAZON COM INC 78,723 -253 $8,896
     AMZN78,723-253$8,896
JOHNSON & JOHNSON 48,707 +474 $7,957
     JNJ48,707+474$7,957
COSTCO WHSL CORP NEW 15,322 -205 $7,236
     COST15,322-205$7,236
VANGUARD INDEX FDS (VO) 37,462 +208 $7,042
     VO37,462+208$7,042
ISHARES TR (IVW) 118,590 -2,141 $6,860
     IVW118,590-2,141$6,860
MASTERCARD INCORPORATED 24,042 -294 $6,836
     MA24,042-294$6,836
SCHWAB STRATEGIC TR 91,610 -4,182 $5,360
     SCHV91,610-4,182$5,360
ISHARES TR (IVE) 39,974 -627 $5,137
     IVE39,974-627$5,137
ISHARES TR (QLTA) 108,776 +9,673 $4,935
     QLTA108,776+9,673$4,935
UNION PAC CORP 24,143 +187 $4,704
     UNP24,143+187$4,704
NOVO NORDISK A S 44,662 UNCH $4,450
     NVO44,662UNCH$4,450
SCHWAB STRATEGIC TR 81,549 -2,128 $4,007
     SCHR81,549-2,128$4,007
ISHARES TR (AGG) 37,424 +1,253 $3,605
     AGG37,424+1,253$3,605
L3HARRIS TECHNOLOGIES INC 17,303 +37 $3,596
     LHX17,303+37$3,596
CHEVRON CORP NEW 23,982 -21 $3,445
     CVX23,982-21$3,445
SCHWAB STRATEGIC TR 75,158 -720 $3,405
     SCHZ75,158-720$3,405
SCHWAB STRATEGIC TR 78,720 +1,813 $3,305
     SCHB78,720+1,813$3,305
SPDR S&P 500 ETF TR (SPY) 8,894 UNCH $3,177
     SPY8,894UNCH$3,177
ROPER TECHNOLOGIES INC 8,298 -144 $2,984
     ROP8,298-144$2,984
BRISTOL MYERS SQUIBB CO 35,836 -59 $2,548
     BMY35,836-59$2,548
ISHARES TR (IWM) 14,876 -81 $2,453
     IWM14,876-81$2,453
PROCTER AND GAMBLE CO 18,653 -12 $2,355
     PG18,653-12$2,355
BERKSHIRE HATHAWAY INC DEL      $2,346
     BRK.B8,784-117$2,346
AUTOMATIC DATA PROCESSING IN 10,280 +32 $2,325
     ADP10,280+32$2,325
MCDONALDS CORP 9,791 -127 $2,259
     MCD9,791-127$2,259
NVIDIA CORPORATION 17,690 -1,100 $2,147
     NVDA17,690-1,100$2,147
PEPSICO INC 12,991 +205 $2,121
     PEP12,991+205$2,121
VANGUARD INDEX FDS (VOO) 6,377 +10 $2,094
     VOO6,377+10$2,094
BLACKSTONE INC 24,906 -294 $2,085
     BX24,906-294$2,085

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 09/30/2022: $694,098
At 06/30/2022: $728,933

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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