RKL Wealth Management LLC has disclosed 153 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-12-31. The current portfolio value is calculated to be $925.00 Mil. The turnover rate is 4%.
In RKL Wealth Management LLC's current portfolio as of 2023-12-31, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), Schwab U.S. Large-Cap ETF (SCHX), iShares Core MSCI EAFE ETF (IEFA), iShares Core S&P Mid-Cap ETF (IJH), Schwab U.S. Mid-Cap ETF (SCHM), not including call and put options.
RKL Wealth Management LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for RKL Wealth Management LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for RKL Wealth Management LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for RKL Wealth Management LLC.
