RKL Wealth Management LLC
190 holdingsFiling period: 2026-06-30Current AUM: $1.26Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 316.3K | $236.9M | $244.3M | 19.32% | -6,302 | 2026-06-30 |
| 2 | IEFA | iShares TR | 1.21M | $116.9M | $117.0M | 9.26% | +19.1K | 2026-06-30 |
| 3 | IJH | iShares TR | 1.11M | $85.8M | $81.3M | 6.43% | -4,835 | 2026-06-30 |
| 4 | IJR | iShares TR | 380.8K | $56.5M | $52.4M | 4.15% | -1,383 | 2026-06-30 |
| 5 | SCHX | Schwab Strategic TR | 1.84M | $54.1M | $55.6M | 4.40% | -22,644 | 2026-06-30 |
| 6 | SPMD | Spdr Series Trust | 720.2K | $48.7M | $46.1M | 3.65% | +40.8K | 2026-06-30 |
| 7 | AAPL | Apple Inc | 119.1K | $34.5M | $40.4M | 3.20% | -734 | 2026-06-30 |
| 8 | SPSM | Spdr Series Trust | 593.9K | $34.2M | $31.8M | 2.51% | +23.6K | 2026-06-30 |
| 9 | IEMG | iShares Inc | 364.1K | $30.2M | $28.2M | 2.23% | -1,248 | 2026-06-30 |
| 10 | VGIT | Vanguard Scottsdale Fds | 473.4K | $27.9M | $27.0M | 2.14% | +11.6K | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 72.7K | $26.0M | $24.7M | 1.96% | -1,913 | 2026-06-30 |
| 12 | SCHM | Schwab Strategic TR | 683.4K | $25.2M | $23.6M | 1.87% | -12,149 | 2026-06-30 |
| 13 | MU | Micron Technology Inc | 18.7K | $21.5M | $16.7M | 1.32% | -3,133 | 2026-06-30 |
| 14 | VCIT | Vanguard Scottsdale Fds | 258.9K | $21.4M | $20.4M | 1.61% | +3.3K | 2026-06-30 |
| 15 | SCHG | Schwab Strategic TR | 627.7K | $21.2M | $22.3M | 1.76% | -9,181 | 2026-06-30 |
| 16 | VMBS | Vanguard Scottsdale Fds | 412.8K | $19.3M | $18.5M | 1.47% | +15.5K | 2026-06-30 |
| 17 | MSFT | Microsoft Corp | 49.9K | $18.6M | $26.6M | 2.10% | +426 | 2026-06-30 |
| 18 | MBB | iShares TR | 191.9K | $18.1M | $17.4M | 1.37% | +1.6K | 2026-06-30 |
| 19 | SCHA | Schwab Strategic TR | 480.9K | $17.4M | $15.7M | 1.24% | -5,598 | 2026-06-30 |
| 20 | NVDA | NVIDIA Corporation | 84.0K | $16.8M | $18.2M | 1.44% | -3,670 | 2026-06-30 |
| 21 | SCHF | Schwab Strategic TR | 592.7K | $16.4M | $16.0M | 1.27% | -11,608 | 2026-06-30 |
| 22 | JPM | JPMorgan Chase & Co | 49.7K | $16.3M | $16.7M | 1.32% | -176 | 2026-06-30 |
| 23 | AMZN | Amazon.com Inc | 65.2K | $15.5M | $17.1M | 1.36% | +297 | 2026-06-30 |
| 24 | COST | Costco Wholesale Corporation | 13.3K | $12.5M | $13.3M | 1.05% | -83 | 2026-06-30 |
| 25 | AGZ | iShares TR | 74.1K | $8.1M | $7.9M | 0.62% | -2,089 | 2026-06-30 |
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