Holdings Channel



Size ($ in 1000's)
At 12/31/2023: $924,880
At 09/30/2023: $817,442

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
As of  12/31/2023, 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
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ISHARES TR (IVV) 329,278 +23,087 $157,273
     IVV329,278+23,087$157,273
SCHWAB STRATEGIC TR 1,618,011 +25,877 $91,256
     SCHX1,618,011+25,877$91,256
ISHARES TR (IEFA) 1,104,952 -54,731 $77,733
     IEFA1,104,952-54,731$77,733
ISHARES TR (IJH) 192,190 +12,747 $53,265
     IJH192,190+12,747$53,265
SCHWAB STRATEGIC TR 587,211 -1,774 $44,229
     SCHM587,211-1,774$44,229
ISHARES TR (IJR) 329,435 +13,996 $35,661
     IJR329,435+13,996$35,661
SCHWAB STRATEGIC TR 595,587 -420 $28,136
     SCHA595,587-420$28,136
MICROSOFT CORP 58,190 -1,424 $21,882
     MSFT58,190-1,424$21,882
APPLE INC 112,722 +4,098 $21,702
     AAPL112,722+4,098$21,702
ISHARES TR (MBB) 210,350 -23,958 $19,790
     MBB210,350-23,958$19,790
VANGUARD SCOTTSDALE FDS (VCIT) 235,273 -9,597 $19,123
     VCIT235,273-9,597$19,123
SCHWAB STRATEGIC TR 206,956 +1,282 $17,169
     SCHG206,956+1,282$17,169
SCHWAB STRATEGIC TR 458,327 -8,108 $16,940
     SCHF458,327-8,108$16,940
VANGUARD SCOTTSDALE FDS (VMBS) 336,106 -6,668 $15,582
     VMBS336,106-6,668$15,582
ALPHABET INC 95,050 -116 $13,278
     GOOGL95,050-116$13,278
ISHARES INC (IEMG) 246,608 -3,665 $12,473
     IEMG246,608-3,665$12,473
AMAZON COM INC 76,042 -596 $11,554
     AMZN76,042-596$11,554
VANGUARD SCOTTSDALE FDS (VGIT) 194,261 +2,005 $11,524
     VGIT194,261+2,005$11,524
ISHARES TR (IEI) 97,882 +8,476 $11,465
     IEI97,882+8,476$11,465
COSTCO WHSL CORP NEW 17,089 +2,904 $11,280
     COST17,089+2,904$11,280
ISHARES TR (AGZ) 93,017 -4,962 $10,086
     AGZ93,017-4,962$10,086
SCHWAB STRATEGIC TR 371,555 -2,874 $9,211
     SCHE371,555-2,874$9,211
MASTERCARD INCORPORATED 21,192 -490 $9,039
     MA21,192-490$9,039
ISHARES TR (IVW) 118,792 -889 $8,921
     IVW118,792-889$8,921
THERMO FISHER SCIENTIFIC INC 16,238 -218 $8,619
     TMO16,238-218$8,619
VANGUARD INDEX FDS (VO) 33,841 -118 $7,873
     VO33,841-118$7,873
NOVO NORDISK A S 74,698 -394 $7,728
     NVO74,698-394$7,728
NVIDIA CORPORATION 15,534 +980 $7,693
     NVDA15,534+980$7,693
ISHARES TR (QLTA) 147,360 +21,449 $7,092
     QLTA147,360+21,449$7,092
ISHARES TR (IVE) 39,028 -1,322 $6,787
     IVE39,028-1,322$6,787
SCHWAB STRATEGIC TR 85,741 -2,750 $6,010
     SCHV85,741-2,750$6,010
UNION PAC CORP 21,106 -411 $5,184
     UNP21,106-411$5,184
ISHARES TR (AGG) 46,239 +368 $4,589
     AGG46,239+368$4,589
SCHWAB STRATEGIC TR 78,087 -1,076 $4,347
     SCHB78,087-1,076$4,347
ROPER TECHNOLOGIES INC 7,621 -136 $4,155
     ROP7,621-136$4,155
UNITED RENTALS INC 7,234 +112 $4,148
     URI7,234+112$4,148
SPDR S&P 500 ETF TR (SPY) 8,540 +296 $4,059
     SPY8,540+296$4,059
JOHNSON & JOHNSON 23,883 +482 $3,743
     JNJ23,883+482$3,743
BERKSHIRE HATHAWAY INC DEL      $3,613
     BRK.B10,129+1,240$3,613
VANGUARD INDEX FDS (VOO) 8,125 -25 $3,549
     VOO8,125-25$3,549
SCHWAB STRATEGIC TR 70,735 -7,531 $3,517
     SCHR70,735-7,531$3,517
CHEVRON CORP NEW 23,506 +343 $3,506
     CVX23,506+343$3,506
JPMORGAN CHASE & CO 19,812 +1,673 $3,370
     JPM19,812+1,673$3,370
BLACKSTONE INC 25,536 +1,156 $3,343
     BX25,536+1,156$3,343
SCHWAB STRATEGIC TR 66,522 +201 $3,101
     SCHZ66,522+201$3,101
MCDONALDS CORP 10,329 -779 $3,063
     MCD10,329-779$3,063
ISHARES TR (IWM) 13,264 -348 $2,662
     IWM13,264-348$2,662
PROCTER AND GAMBLE CO 17,863 -445 $2,618
     PG17,863-445$2,618
TRANE TECHNOLOGIES PLC 10,052 -188 $2,452
     TT10,052-188$2,452
L3HARRIS TECHNOLOGIES INC 11,474 -2,079 $2,417
     LHX11,474-2,079$2,417

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

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