| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TJX | Exit | TJX COS INC NEW | $0 | – | -2,335 | -100.0% | -0.02% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -524 | -100.0% | -0.02% | – |
| ORRF | Exit | ORRSTOWN FINL SVCS INC | $0 | – | -9,678 | -100.0% | -0.02% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -397 | -100.0% | -0.02% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -3,025 | -100.0% | -0.02% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -512 | -100.0% | -0.03% | – |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -6,288 | -100.0% | -0.03% | – | |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -1,048 | -100.0% | -0.03% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -381 | -100.0% | -0.03% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -2,021 | -100.0% | -0.03% | – |
| FLXS | Exit | FLEXSTEEL INDS INC | $0 | – | -11,112 | -100.0% | -0.03% | – |
| HEIA | Exit | HEICO CORP NEWcl a | $0 | – | -1,782 | -100.0% | -0.03% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -4,990 | -100.0% | -0.03% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -891 | -100.0% | -0.03% | – |
| GLPI | Exit | GAMING & LEISURE PPTYS INC | $0 | – | -5,200 | -100.0% | -0.03% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -4,645 | -100.0% | -0.03% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -5,974 | -100.0% | -0.03% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,928 | -100.0% | -0.03% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,565 | -100.0% | -0.04% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -1,497 | -100.0% | -0.04% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,174 | -100.0% | -0.04% | – |
| PFE | Exit | PFIZER INC | $0 | – | -9,093 | -100.0% | -0.04% | – |
| HEI | Exit | HEICO CORP NEW | $0 | – | -1,926 | -100.0% | -0.04% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -4,506 | -100.0% | -0.04% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,527 | -100.0% | -0.04% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -6,561 | -100.0% | -0.04% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,766 | -100.0% | -0.04% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -5,222 | -100.0% | -0.05% | – |
| V | Exit | VISA INC | $0 | – | -1,746 | -100.0% | -0.05% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -4,139 | -100.0% | -0.05% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -4,294 | -100.0% | -0.05% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,513 | -100.0% | -0.05% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -3,440 | -100.0% | -0.05% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -1,762 | -100.0% | -0.05% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -4,285 | -100.0% | -0.05% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,217 | -100.0% | -0.06% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -2,223 | -100.0% | -0.06% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -7,154 | -100.0% | -0.06% | – |
| FULT | Exit | FULTON FINL CORP PA | $0 | – | -41,256 | -100.0% | -0.06% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -4,816 | -100.0% | -0.06% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -1,040 | -100.0% | -0.07% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -2,244 | -100.0% | -0.08% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -14,704 | -100.0% | -0.08% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -4,939 | -100.0% | -0.08% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -24,764 | -100.0% | -0.10% | – |
| HSIC | Exit | HENRY SCHEIN INC | $0 | – | -11,195 | -100.0% | -0.10% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -15,817 | -100.0% | -0.10% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -5,683 | -100.0% | -0.10% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -12,130 | -100.0% | -0.11% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -2,152 | -100.0% | -0.11% | – |
| USXF | Exit | ISHARES TResg msci usa etf | $0 | – | -25,475 | -100.0% | -0.11% | – |
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -6,706 | -100.0% | -0.11% | – |
| EMN | Exit | EASTMAN CHEM CO | $0 | – | -12,888 | -100.0% | -0.12% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -14,678 | -100.0% | -0.12% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -36,401 | -100.0% | -0.13% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -9,648 | -100.0% | -0.13% | – |
| CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -41,779 | -100.0% | -0.13% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,068 | -100.0% | -0.13% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -6,557 | -100.0% | -0.13% | – |
| MPB | Exit | MID PENN BANCORP INC | $0 | – | -55,230 | -100.0% | -0.14% | – |
| CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -41,787 | -100.0% | -0.14% | – |
| MKL | Exit | MARKEL GROUP INC | $0 | – | -779 | -100.0% | -0.14% | – |
| MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -9,249 | -100.0% | -0.15% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -18,662 | -100.0% | -0.16% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -11,157 | -100.0% | -0.16% | – |
| WMT | Exit | WALMART INC | $0 | – | -8,416 | -100.0% | -0.16% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -9,897 | -100.0% | -0.17% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -7,294 | -100.0% | -0.18% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -6,036 | -100.0% | -0.18% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -6,966 | -100.0% | -0.19% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -5,169 | -100.0% | -0.19% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -6,872 | -100.0% | -0.19% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -5,541 | -100.0% | -0.20% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -7,479 | -100.0% | -0.21% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -16,685 | -100.0% | -0.22% | – |
| EOG | Exit | EOG RES INC | $0 | – | -14,953 | -100.0% | -0.23% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -21,092 | -100.0% | -0.25% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -35,444 | -100.0% | -0.25% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -10,240 | -100.0% | -0.25% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -12,359 | -100.0% | -0.26% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -9,414 | -100.0% | -0.28% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -13,553 | -100.0% | -0.29% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -13,612 | -100.0% | -0.29% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -24,380 | -100.0% | -0.32% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -18,139 | -100.0% | -0.32% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -18,308 | -100.0% | -0.33% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -11,108 | -100.0% | -0.36% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -66,321 | -100.0% | -0.36% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -8,889 | -100.0% | -0.38% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -7,122 | -100.0% | -0.39% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -8,150 | -100.0% | -0.39% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -8,244 | -100.0% | -0.43% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -23,401 | -100.0% | -0.45% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRint-trm u.s tres | $0 | – | -78,266 | -100.0% | -0.46% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -7,757 | -100.0% | -0.46% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -23,163 | -100.0% | -0.48% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -79,163 | -100.0% | -0.48% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -45,871 | -100.0% | -0.53% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -21,517 | -100.0% | -0.54% | – |
| QLTA | Exit | ISHARES TRa rate cp bd etf | $0 | – | -125,911 | -100.0% | -0.69% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -88,491 | -100.0% | -0.70% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -40,350 | -100.0% | -0.76% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -14,554 | -100.0% | -0.77% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -75,092 | -100.0% | -0.84% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -33,959 | -100.0% | -0.86% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -14,185 | -100.0% | -0.98% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -119,681 | -100.0% | -1.00% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -16,456 | -100.0% | -1.02% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -21,682 | -100.0% | -1.05% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -374,429 | -100.0% | -1.10% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -76,638 | -100.0% | -1.19% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -89,406 | -100.0% | -1.24% | – |
| AGZ | Exit | ISHARES TRagency bond etf | $0 | – | -97,979 | -100.0% | -1.27% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -192,256 | -100.0% | -1.34% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -250,273 | -100.0% | -1.46% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -95,166 | -100.0% | -1.52% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -205,674 | -100.0% | -1.83% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -342,774 | -100.0% | -1.84% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -466,435 | -100.0% | -1.94% | – |
| AAPL | Exit | APPLE INC | $0 | – | -108,624 | -100.0% | -2.28% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -244,870 | -100.0% | -2.28% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -59,614 | -100.0% | -2.30% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -234,308 | -100.0% | -2.54% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -596,007 | -100.0% | -3.02% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -315,439 | -100.0% | -3.64% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -588,985 | -100.0% | -4.88% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -179,443 | -100.0% | -5.47% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -1,159,683 | -100.0% | -9.13% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -1,592,134 | -100.0% | -9.86% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -306,191 | -100.0% | -16.08% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Large-Cap ETF | 39 | Q3 2023 | 9.9% |
| Schwab US Mid-Cap ETF | 39 | Q3 2023 | 5.2% |
| THERMO FISHER SCIENTIFIC INC | 39 | Q3 2023 | 5.4% |
| Schwab US Small-Cap ETF | 39 | Q3 2023 | 3.7% |
| MASTERCARD INCORPORATED | 39 | Q3 2023 | 4.0% |
| UNION PACIFIC CORP | 39 | Q3 2023 | 5.7% |
| COSTCO WHSL CORP NEW | 39 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON | 39 | Q3 2023 | 2.7% |
| CHEVRON CORP NEW | 39 | Q3 2023 | 4.0% |
| SCHEIN HENRY INC | 39 | Q3 2023 | 4.0% |
View RKL Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-08 |
View RKL Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.