- New Purchases: TSLA, DFAS,
- Added Positions: MBB, IVV, IEFA, SCHX, IJH, VCIT, IJR, QLTA, IEI, IEMG, SCHZ, VGIT, AGZ, HD, IJK, GOOG, AGG, IWR, ADBE, VOO, CFG, VEEV, PRU, PEP, NVDA, MU, ICE, ITW, IBM, XOM, EOG, CSCO, AMT,
- Reduced Positions: AAPL, JNJ, FB, AMZN, TMO, GOOGL, ABBV, SCHG, V, VO, UNP, SCHB, COST, IVW, CAT, SCHR, ABT, SCHV, BX, MA, UNH, NVO, ROP, MCD, LMT, ADP, BRK.B, BMY, CVX, DHI, VXUS, PFE, CMCSA, CWI, ROKU, DE, GD, HSIC, HON, TT, VZ, MAR,
- Sold Out: LLY, ANVS, MRK, TPL, CVS, FMC, MCHP, SYNA, UGI,
For the details of RKL Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rkl+wealth+management+llc/current-portfolio/portfolio
These are the top 5 holdings of RKL Wealth Management LLC- BTC iShares Core MSCI EAFE ETF (IEFA) - 1,247,546 shares, 11.76% of the total portfolio. Shares added by 1.06%
- iShares Core S&P 500 ETF (IVV) - 193,817 shares, 10.60% of the total portfolio. Shares added by 1.28%
- Schwab U.S. Large-Cap ETF (SCHX) - 627,139 shares, 8.28% of the total portfolio. Shares added by 1.43%
- Schwab U.S. Mid-Cap ETF (SCHM) - 523,786 shares, 5.10% of the total portfolio. Shares added by 0.92%
- iShares Core S&P Mid-Cap ETF (IJH) - 133,316 shares, 4.45% of the total portfolio. Shares added by 2.41%
RKL Wealth Management LLC initiated holding in Tesla Inc. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1049.000000. The impact to a portfolio due to this purchase was 0.04%. The holding were 372 shares as of 2021-09-30.
New Purchase: Dimensional U.S. Small Cap ETF (DFAS)RKL Wealth Management LLC initiated holding in Dimensional U.S. Small Cap ETF. The purchase prices were between $54.56 and $59.29, with an estimated average price of $57.56. The stock is now traded at around $63.810000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,645 shares as of 2021-09-30.
Sold Out: Eli Lilly and Co (LLY)RKL Wealth Management LLC sold out a holding in Eli Lilly and Co. The sale prices were between $221.6 and $272.71, with an estimated average price of $246.81.
Sold Out: Annovis Bio Inc (ANVS)RKL Wealth Management LLC sold out a holding in Annovis Bio Inc. The sale prices were between $30.95 and $120.97, with an estimated average price of $57.77.
Sold Out: Texas Pacific Land Corp (TPL)RKL Wealth Management LLC sold out a holding in Texas Pacific Land Corp. The sale prices were between $1209.36 and $1615.84, with an estimated average price of $1400.64.
Sold Out: Merck & Co Inc (MRK)RKL Wealth Management LLC sold out a holding in Merck & Co Inc. The sale prices were between $71.68 and $78.83, with an estimated average price of $76.11.
Sold Out: FMC Corp (FMC)RKL Wealth Management LLC sold out a holding in FMC Corp. The sale prices were between $87.77 and $108.77, with an estimated average price of $98.79.
Sold Out: Microchip Technology Inc (MCHP)RKL Wealth Management LLC sold out a holding in Microchip Technology Inc. The sale prices were between $65.99 and $83.04, with an estimated average price of $75.02.
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