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
+12.66%
+25.86%
566290.956
 
SCHX 		Schwab U.S. Large-Cap ETF
4,782,609
108166.680
+188.44%
9.790
+6.40%
0.070
+13.25%
+25.96%
52078.240
 
IEFA 		iShares Core MSCI EAFE ETF
1,077,926
84132.120
+0.47%
7.610
+0.04%
0.070
+2.90%
+4.92%
121378.078
 
IJH 		iShares Core S&P Mid-Cap ETF
1,130,093
70427.400
+3.78%
6.370
+0.23%
0.080
+12.30%
+18.94%
97378.012
 
SCHM 		Schwab U.S. Mid-Cap ETF
1,718,817
47605.470
+191.09%
4.310
+2.83%
0.140
+13.44%
+16.29%
11893.160
 
IJR 		iShares Core S&P Small-Cap ETF
374,228
43769.730
+2.49%
3.960
+0.10%
0.050
+12.66%
+14.78%
92263.972
 
SCHA 		Schwab U.S. Small-Cap ETF
1,162,350
29930.490
+94.12%
2.710
+1.31%
0.080
+15.15%
+17.10%
19438.065
 
AAPL 		Apple Inc
112,526
26218.580
+0.12%
2.370
0%
0.000
+6.64%
+18.46%
3430687.188
Hardware
MSFT 		Microsoft Corp
57,624
24795.620
+1.23%
2.240
+0.03%
0.000
+5.12%
+12.98%
3141534.523
Software
SCHG 		Schwab U.S. Large-Cap Growth ETF
884,720
23042.550
+292.80%
2.090
+1.56%
0.020
+16.40%
+33.80%
35565.788
 

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
$23.68
8.67%
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
$29.20
9.82%
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
$27.75
10.29%
Add 292.8%
884,720
164,872
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+1.31%
●
23.45 ($24.83) 25.98
$27.66
11.40%
Add 94.12%
1,162,350
281,790
SCHF 		Schwab International Equity ETF2024-09-30Add
+0.78%
●
18.49 ($19.77) 20.77
$19.56
-1.06%
Add 96.32%
850,602
208,668
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.47%
●
520.18 ($556.01) 576.82
$601.13
8.11%
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
$27.48
6.97%
Add 182.61%
225,114
48,486
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+0.26%
●
19.98 ($21.35) 22.17
$23.24
8.85%
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
$65.93
9.34%
Add 3.78%
1,130,093
41,133
CRWD 		CrowdStrike Holdings Inc2024-09-30New Buy
+0.21%
●
217.89 ($284.07) 392.15
$330.03
16.18%
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

Discussions on RKL Wealth Management LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.