RKL Wealth Management LLC
180 holdingsFiling period: 2026-03-31Current AUM: $1.26Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 322.6K | $210.7M | $242.1M | 19.27% | -48,020 | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 1.19M | $107.8M | $117.0M | 9.31% | -69,812 | 2026-03-31 |
| 3 | IJH | ISHARES TR | 1.12M | $75.5M | $84.1M | 6.69% | -118,150 | 2026-03-31 |
| 4 | SCHX | SCHWAB STRATEGIC TR | 1.86M | $47.7M | $54.8M | 4.36% | -285,943 | 2026-03-31 |
| 5 | IJR | ISHARES TR | 382.2K | $47.5M | $55.6M | 4.43% | -29,493 | 2026-03-31 |
| 6 | SPMD | SPDR SERIES TRUST | 679.4K | $40.2M | $44.8M | 3.57% | -32,736 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 119.9K | $30.4M | $37.0M | 2.95% | -5,763 | 2026-03-31 |
| 8 | SPSM | SPDR SERIES TRUST | 570.3K | $27.6M | $32.3M | 2.57% | -41,605 | 2026-03-31 |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 461.9K | $27.5M | $26.9M | 2.15% | -18,323 | 2026-03-31 |
| 10 | IEMG | ISHARES INC | 365.4K | $25.5M | $28.4M | 2.26% | -31,596 | 2026-03-31 |
| 11 | SCHM | SCHWAB STRATEGIC TR | 695.6K | $21.5M | $24.1M | 1.92% | -65,446 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 74.6K | $21.4M | $26.6M | 2.11% | -4,043 | 2026-03-31 |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | 255.7K | $21.2M | $20.8M | 1.65% | -12,482 | 2026-03-31 |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | 397.4K | $18.7M | $18.3M | 1.46% | -12,406 | 2026-03-31 |
| 15 | SCHG | SCHWAB STRATEGIC TR | 636.9K | $18.6M | $21.8M | 1.73% | -30,140 | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 49.5K | $18.3M | $23.0M | 1.83% | -3,075 | 2026-03-31 |
| 17 | MBB | ISHARES TR | 190.3K | $18.1M | $17.7M | 1.41% | -14,992 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 87.7K | $15.3M | $17.6M | 1.40% | -10,191 | 2026-03-31 |
| 19 | SCHF | SCHWAB STRATEGIC TR | 604.3K | $15.0M | $16.6M | 1.32% | -55,372 | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 49.9K | $14.7M | $17.6M | 1.40% | +24.8K | 2026-03-31 |
| 21 | SCHA | SCHWAB STRATEGIC TR | 486.5K | $14.1M | $16.3M | 1.30% | -47,955 | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 64.9K | $13.5M | $17.6M | 1.40% | -1,383 | 2026-03-31 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | 13.4K | $13.4M | $12.8M | 1.02% | -234 | 2026-03-31 |
| 24 | AGZ | ISHARES TR | 76.2K | $8.4M | $8.3M | 0.66% | -4,424 | 2026-03-31 |
| 25 | MA | MASTERCARD INCORPORATED | 15.6K | $7.8M | $8.9M | 0.71% | -504 | 2026-03-31 |
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