RW

RKL Wealth Management LLC

13F
RKL Wealth Management LLC
Last update 2024-11-01 161 Stocks (20 new)
Value $1.10 Bil Turnover 16 %
Countries:
Top Holdings: IVV(19.60%)SCHX(9.79%)IEFA(7.61%)IJH(6.37%)SCHM(4.31%)
Portfolio Report
Summary Stock Picks Current Portfolio
RKL Wealth Management LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
375,553
216626.410
+2.48%
19.600
+0.47%
0.040
+11.85%
+25.54%
565784.630
 
SCHX 		Schwab U.S. Large-Cap ETF
4,782,609
108166.680
+188.44%
9.790
+6.40%
0.070
+12.57%
+25.74%
52255.861
 
IEFA 		iShares Core MSCI EAFE ETF
1,077,926
84132.120
+0.47%
7.610
+0.04%
0.070
+0.72%
+3.01%
119187.736
 
IJH 		iShares Core S&P Mid-Cap ETF
1,130,093
70427.400
+3.78%
6.370
+0.23%
0.080
+12.79%
+18.67%
97616.311
 
SCHM 		Schwab U.S. Mid-Cap ETF
1,718,817
47605.470
+191.09%
4.310
+2.83%
0.140
+13.79%
+16.19%
11835.728
 
IJR 		iShares Core S&P Small-Cap ETF
374,228
43769.730
+2.49%
3.960
+0.10%
0.050
+14.12%
+14.64%
92389.763
 
SCHA 		Schwab U.S. Small-Cap ETF
1,162,350
29930.490
+94.12%
2.710
+1.31%
0.080
+15.71%
+16.69%
19383.353
 
AAPL 		Apple Inc
112,526
26218.580
+0.12%
2.370
0%
0.000
+3.37%
+17.23%
3389420.990
Hardware
MSFT 		Microsoft Corp
57,624
24795.620
+1.23%
2.240
+0.03%
0.000
+4.33%
+13.28%
3146664.593
Software
SCHG 		Schwab U.S. Large-Cap Growth ETF
884,720
23042.550
+292.80%
2.090
+1.56%
0.020
+15.32%
+33.94%
35821.310
 

RKL Wealth Management LLC's Historical Top Holdings Breakdowns

RKL Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+6.40%
●
20.37 ($21.79) 22.62
$23.65
8.54%
Add 188.44%
4,782,609
1,041,513
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+2.83%
●
25.16 ($26.59) 27.75
$29.17
9.70%
Add 191.09%
1,718,817
376,112
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+1.56%
●
23.16 ($25.16) 26.42
$27.79
10.45%
Add 292.8%
884,720
164,872
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+1.31%
●
23.45 ($24.83) 25.98
$27.59
11.12%
Add 94.12%
1,162,350
281,790
SCHF 		Schwab International Equity ETF2024-09-30Add
+0.78%
●
18.49 ($19.77) 20.77
$19.24
-2.68%
Add 96.32%
850,602
208,668
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.47%
●
520.18 ($556.01) 576.82
$599.82
7.88%
Add 2.48%
375,553
9,085
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+0.36%
●
24.48 ($25.69) 26.79
$27.36
6.50%
Add 182.61%
225,114
48,486
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+0.26%
●
19.98 ($21.35) 22.17
$23.21
8.71%
Add 162.1%
211,071
43,513
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+0.23%
●
57.32 ($60.3) 62.65
$65.81
9.14%
Add 3.78%
1,130,093
41,133
CRWD 		CrowdStrike Holdings Inc2024-09-30New Buy
+0.21%
●
217.89 ($284.07) 392.15
$343.50
20.92%
New holding
8,191
8,191

RKL Wealth Management LLC Total Holding History ($B)

To

RKL Wealth Management LLC's Asset Allocation

To

RKL Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

RKL Wealth Management LLC's Hypothetical Growth since 2024-09-30

RKL Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

RKL Wealth Management LLC's Holdings Heat Map

Size field:

RKL Wealth Management LLC's Holdings Bubble Chart

RKL Wealth Management LLC News

  • 1

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