Avoid Fraud, Get The Facts, And Find The Best
Legal Name: RKL WEALTH MANAGEMENT LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 2, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
1,086,277 |
$66,695k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
630,241 |
$44,231k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
125,974 |
$37,132k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
467,344 |
$26,681k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
379,658 |
$20,070k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
613,408 |
$19,685k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
255,009 |
$18,240k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
168,310 |
$15,137k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
65,441 |
$12,717k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
155,568 |
$12,176k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
454,870 |
$11,949k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
204,382 |
$10,514k |
|
|
VANGUARD SCOTTSDALE FDS (92206C706)
|
157,413 |
$10,394k |
|
|
MICROSOFT CORP (594918104)
|
73,155 |
$9,802k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
48,905 |
$8,767k |
|
|
Amazon.com Inc (023135106)
|
4,610 |
$8,727k |
|
|
MASTERCARD INC (57636Q104)
|
29,541 |
$7,809k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
63,400 |
$7,392k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
43,887 |
$7,333k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
23,425 |
$6,882k |
|
|
ISHARES TR (464288166)
|
58,269 |
$6,708k |
|
|
JOHNSON & JOHNSON (478160104)
|
47,855 |
$6,662k |
|
|
ISHARES TR (464288588)
|
59,297 |
$6,370k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
50,086 |
$6,298k |
|
|
ALPHABET INC (02079K305)
|
5,809 |
$6,265k |
|
|
DISNEY WALT CO (254687106)
|
44,357 |
$6,191k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
106,322 |
$5,970k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
65,307 |
$5,437k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
97,856 |
$5,376k |
|
|
UNION PAC CORP (907818108)
|
31,386 |
$5,309k |
|
|
COSTCO WHSL CORP (22160K105)
|
18,173 |
$4,798k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
86,141 |
$4,562k |
|
|
Chevron Corp (166764100)
|
36,017 |
$4,481k |
|
|
ROPER TECHNOLOGIES (776696106)
|
11,526 |
$4,219k |
|
|
Apple Inc (037833100)
|
19,872 |
$3,940k |
|
|
ISHARES AAA - A RATED CORPORAT (46429b291)
|
67,269 |
$3,618k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
16,067 |
$3,426k |
|
|
MCDONALDS CORP (580135101)
|
16,242 |
$3,369k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
43,789 |
$3,091k |
|
|
ADP (053015103)
|
16,947 |
$2,802k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
9,229 |
$2,703k |
|
|
NOVO-NORDISK AS (670100205)
|
51,880 |
$2,654k |
|
|
PROCTER & GAMBLE CO (742718109)
|
22,039 |
$2,410k |
|
|
Exxon Mobil Corp (30231G102)
|
29,737 |
$2,277k |
|
|
NIKE INC (654106103)
|
27,096 |
$2,275k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
42,385 |
$2,241k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
17,734 |
$1,980k |
|
|
MID-AMER APT CMNTYS (59522J103)
|
16,405 |
$1,933k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
10,366 |
$1,913k |
|
|
Lockheed Martin Corp (539830109)
|
5,268 |
$1,910k |
|
|
Facebook Inc (30303M102)
|
9,266 |
$1,790k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
6,526 |
$1,755k |
|
|
HENRY SCHEIN INC (806407102)
|
24,671 |
$1,727k |
|
|
AT&T INC (00206R102)
|
49,562 |
$1,663k |
|
|
Intercontinental Exchange Inc (45866F104)
|
18,690 |
$1,608k |
|
|
UNDER ARMOUR INC COM STK USD0.000333 CLASS A (904311107)
|
63,015 |
$1,598k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
9,946 |
$1,548k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
12,216 |
$1,543k |
|
|
BB&T CORPORATION (054937107)
|
31,228 |
$1,532k |
|
|
BlackRock, Inc. (09247X101)
|
3,064 |
$1,440k |
|
|
THE HERSHEY COMPANY (427866108)
|
10,570 |
$1,419k |
|
|
Hologic Inc (HOLX) (436440101)
|
29,035 |
$1,394k |
|
|
SPDR INDEX SHS FDS (78463X848)
|
37,539 |
$1,380k |
|
|
MASCO CORP (574599106)
|
33,392 |
$1,306k |
|
|
PRUDENTIAL FINL (744320102)
|
12,708 |
$1,284k |
|
|
UNITED RENTALS INC (911363109)
|
9,518 |
$1,264k |
|
|
Bristol-Myers Squibb Co (110122108)
|
26,881 |
$1,217k |
|
|
HP INC (40434L105)
|
57,677 |
$1,198k |
|
|
CITIZENS FINANCIAL (174610105)
|
33,681 |
$1,189k |
|
|
SUNTRUST BANKS INC (867914103)
|
18,242 |
$1,152k |
|
|
US BANCORP DEL (902973304)
|
21,538 |
$1,125k |
|
|
MAGNA INTL INC (559222401)
|
22,073 |
$1,097k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
20,397 |
$1,083k |
|
|
EASTMAN CHEM CO (277432100)
|
13,166 |
$1,022k |
|
|
FULTON FINL CORP (360271100)
|
60,859 |
$996k |
|
|
EOG Resources Inc (26875P101)
|
10,711 |
$995k |
|
|
LAMAR ADVERTISING (512816109)
|
12,220 |
$986k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
8,616 |
$959k |
|
|
WHIRLPOOL CORP (963320106)
|
6,452 |
$916k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
3,475 |
$849k |
|
|
MARKEL CORP (570535104)
|
755 |
$823k |
|
|
D R HORTON INC (23331A109)
|
18,709 |
$806k |
|
|
CELGENE CORP (151020104)
|
8,646 |
$798k |
|
|
PEPSICO INC (713448108)
|
5,918 |
$774k |
|
|
CISCO SYSTEMS INC (17275R102)
|
13,917 |
$760k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
4,282 |
$699k |
|
|
PFIZER INC (717081103)
|
14,394 |
$622k |
|
|
DuPont de Nemours Inc (26614N102)
|
8,179 |
$622k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
11,080 |
$620k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
8,548 |
$614k |
|
|
ABBVIE INC (00287Y109)
|
8,030 |
$584k |
|
|
MARRIOTT INTL INC (571903202)
|
4,025 |
$566k |
|
|
ISHARES (464287465)
|
8,353 |
$551k |
|
|
MARSH & MCLENNAN COS (571748102)
|
5,413 |
$540k |
|
|
FIRST TR NASDAQ100 TECH INDE (337345102)
|
5,815 |
$497k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
3,248 |
$485k |
|
|
M & T BK CORP (55261F104)
|
2,770 |
$471k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
2,374 |
$442k |
|
|
INTEL CORP (458140100)
|
8,949 |
$433k |
|
|
COMCAST CORP (20030N101)
|
9,786 |
$413k |
|
|
GENERAL DYNAMICS (369550108)
|
2,269 |
$413k |
|
|
ORACLE CORP (68389X105)
|
7,061 |
$405k |
|
|
ALTRIA GROUP INC (02209S103)
|
8,388 |
$394k |
|
|
VISA INC COM CL A (92826C839)
|
2,212 |
$383k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
6,657 |
$380k |
|
|
Dow Inc (260557103)
|
7,698 |
$367k |
|
|
Alphabet Inc (02079K107)
|
334 |
$359k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
3,178 |
$352k |
|
|
CME GROUP INC (12572Q105)
|
1,803 |
$351k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
6,351 |
$337k |
|
|
ABBOTT LABS (002824100)
|
3,629 |
$306k |
|
|
Boeing Co/The (097023105)
|
804 |
$292k |
|
|
ISHARES RUS (464287689)
|
1,662 |
$287k |
|
|
MERCK & CO INC (58933Y105)
|
3,153 |
$264k |
|
|
HEICO Corp (422806109)
|
1,960 |
$262k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
6,012 |
$255k |
|
|
CORTEVA INC (22052L104)
|
8,063 |
$242k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
5,741 |
$240k |
|
|
Valero Energy Corp (91913Y100)
|
2,747 |
$236k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
1,736 |
$226k |
|
|
Bank of New York Mellon Corp. (064058100)
|
5,001 |
$221k |
|
|
COCA-COLA CO (191216100)
|
4,289 |
$219k |
|
|
FLEXSTEEL INDS INC (339382103)
|
12,300 |
$210k |
|
|
3M CO (88579Y101)
|
1,183 |
$205k |
|
|
AMGEN INC (031162100)
|
1,102 |
$204k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,300 |
$204k |
|
|
EXPEDIA GROUP INC (30212P303)
|
1,512 |
$202k |
|
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