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CIK: 0001604723
Total reported value
$1.3B
$1.3B
145 檔
39.4%
As reported in its official Q2 2024 Form 13F filing, RKL Wealth Management LLC's tracked investment portfolio stood at $1.3B with 145 total positions.
During Q2 2024, RKL Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.33% | -0.08% | +3.67% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 10.27% | +0.01% | +1.36% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.51% | -0.38% | +0.82% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.14% | +0.05% | +4.42% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.43% | +0.07% | +0.01% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.75% | +0.22% | +4.14% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.74% | +0.11% | +0.43% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.17% | -1.19% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.01% | -2.37% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.19% | +0.02% | +2.21% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.93% | -0.18% | +0.44% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | -0.04% | +856.79% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.70% | -0.19% | +0.61% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.14% | -1.41% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.60% | -0.04% | -2.29% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.42% | -0.14% | -0.09% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.02% | -0.11% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.37% | -0.20% | -1.68% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.33% | +0.11% | +3.01% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.16% | -0.03% | +7.07% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.16% | +0.02% | -3.32% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.06% | -0.24% | +2.82% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.02% | -2.48% | |
| 24 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.89% | -0.10% | -0.41% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.87% | -0.02% | -2.95% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.08% | -2.47% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.82% | -0.06% | -4.37% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | -0.01% | -3.85% | |
| 29 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.71% | -0.03% | +3.11% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.57% | — | -4.86% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | -3.09% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.49% | — | +4.94% | |
| 33 | URI | United Rentals Inc | Stock-Industrials | 0.47% | +0.11% | +2.04% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.02% | +1.68% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.44% | -0.01% | -3.53% | |
| 36 | ROP | Roper Technologies Inc | Stock-Tech | 0.41% | -0.05% | -1.76% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.01% | -2.34% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | -0.08% | -4.49% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.02% | -2.35% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.16% | +1.38% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | +0.02% | |
| 42 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.33% | — | -0.46% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.33% | -0.03% | +4.32% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.04% | +1.56% | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.31% | +0.02% | -0.52% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.30% | — | +0.88% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.02% | -2.80% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.29% | +1.06% | +7.68% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.27% | -0.02% | -3.05% | |
| 50 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.26% | -0.10% | +1.80% |
According to official SEC Form 13F filings, RKL Wealth Management LLC reported a total U.S. public equity portfolio value of $1.3B across 145 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHX, IEFA) accounted for 39.4% of total reported equity market value during Q2 2024.
During Q2 2024, RKL Wealth Management LLC's top holdings by market value included IVV (19.3%)、SCHX (10.3%)、IEFA (7.5%). The largest single position, IVV, represented 19.3% of total portfolio value.
In Q2 2024, RKL Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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