RKL Wealth Management as of March 31, 2025
Portfolio Holdings for RKL Wealth Management
RKL Wealth Management holds 169 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 20.8 | $221M | 394k | 561.90 | |
| Ishares Tr Core Msci Eafe (IEFA) | 8.2 | $87M | 1.2M | 75.65 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.8 | $73M | 1.2M | 58.35 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.3 | $57M | 2.6M | 22.08 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.0 | $43M | 407k | 104.57 | |
| Apple (AAPL) | 2.8 | $30M | 134k | 222.13 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 2.3 | $25M | 481k | 51.18 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.2 | $24M | 901k | 26.20 | |
| Microsoft Corporation (MSFT) | 2.1 | $23M | 61k | 375.39 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.1 | $22M | 371k | 59.40 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $20M | 798k | 25.04 | |
| Ishares Tr Mbs Etf (MBB) | 1.8 | $20M | 209k | 93.78 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.8 | $19M | 235k | 81.76 | |
| Ishares Core Msci Emkt (IEMG) | 1.7 | $18M | 334k | 53.97 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.6 | $17M | 412k | 40.76 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.5 | $16M | 354k | 46.31 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.5 | $16M | 816k | 19.78 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.4 | $15M | 656k | 23.43 | |
| Costco Wholesale Corporation (COST) | 1.4 | $15M | 16k | 945.80 | |
| Amazon (AMZN) | 1.4 | $14M | 75k | 190.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $14M | 91k | 154.64 | |
| NVIDIA Corporation (NVDA) | 1.3 | $13M | 123k | 108.38 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $11M | 19k | 548.12 | |
| Ishares Tr Agency Bond Etf (AGZ) | 0.8 | $8.7M | 80k | 109.44 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $7.4M | 15k | 497.59 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.7 | $7.2M | 260k | 27.57 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $7.1M | 28k | 258.62 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $6.3M | 68k | 92.83 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $6.2M | 26k | 245.30 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $5.8M | 83k | 69.44 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $5.4M | 46k | 118.13 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $5.1M | 51k | 98.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $4.9M | 8.8k | 559.41 | |
| Chevron Corporation (CVX) | 0.5 | $4.9M | 29k | 167.29 | |
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.4 | $4.7M | 98k | 47.53 | |
| Johnson & Johnson (JNJ) | 0.4 | $4.6M | 28k | 165.84 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.6M | 8.6k | 532.58 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $4.5M | 170k | 26.58 | |
| United Rentals (URI) | 0.4 | $4.5M | 7.1k | 626.73 | |
| Union Pacific Corporation (UNP) | 0.4 | $4.3M | 18k | 236.24 | |
| Roper Industries (ROP) | 0.4 | $4.2M | 7.1k | 589.57 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.2M | 8.1k | 513.89 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $4.1M | 29k | 139.78 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $3.8M | 20k | 190.58 | |
| Intercontinental Exchange (ICE) | 0.3 | $3.5M | 21k | 172.50 | |
| International Business Machines (IBM) | 0.3 | $3.5M | 14k | 248.66 | |
| Procter & Gamble Company (PG) | 0.3 | $3.4M | 20k | 170.42 | |
| Abbvie (ABBV) | 0.3 | $3.4M | 16k | 209.52 | |
| Meta Platforms Cl A (META) | 0.3 | $3.3M | 5.8k | 576.35 | |
| Trane Technologies SHS (TT) | 0.3 | $3.2M | 9.4k | 336.92 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $3.1M | 145k | 21.53 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $3.0M | 8.5k | 352.58 | |
| McDonald's Corporation (MCD) | 0.3 | $3.0M | 9.6k | 312.35 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $2.9M | 36k | 80.37 | |
| Tesla Motors (TSLA) | 0.3 | $2.8M | 11k | 259.16 | |
| EOG Resources (EOG) | 0.3 | $2.7M | 21k | 128.24 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $2.6M | 22k | 118.93 | |
| Wal-Mart Stores (WMT) | 0.2 | $2.6M | 29k | 87.79 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.5M | 49k | 50.83 | |
| L3harris Technologies (LHX) | 0.2 | $2.4M | 12k | 209.32 | |
| Automatic Data Processing (ADP) | 0.2 | $2.4M | 7.8k | 305.52 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.4M | 12k | 199.48 | |
| Eli Lilly & Co. (LLY) | 0.2 | $2.3M | 2.8k | 826.03 | |
| Philip Morris International (PM) | 0.2 | $2.3M | 14k | 158.73 | |
| Micron Technology (MU) | 0.2 | $2.2M | 25k | 86.89 | |
| Altria (MO) | 0.2 | $2.2M | 37k | 60.02 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $2.2M | 93k | 23.16 | |
| Home Depot (HD) | 0.2 | $2.1M | 5.9k | 366.47 | |
| Pepsi (PEP) | 0.2 | $2.1M | 14k | 149.94 | |
| General Dynamics Corporation (GD) | 0.2 | $2.0M | 7.5k | 272.58 | |
| Illinois Tool Works (ITW) | 0.2 | $1.9M | 7.5k | 248.00 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $1.7M | 70k | 24.86 | |
| UnitedHealth (UNH) | 0.2 | $1.7M | 3.3k | 523.75 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.7M | 4.7k | 361.05 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.7M | 20k | 85.07 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.6M | 8.3k | 188.16 | |
| Caterpillar (CAT) | 0.1 | $1.5M | 4.5k | 329.83 | |
| Markel Corporation (MKL) | 0.1 | $1.5M | 778.00 | 1869.61 | |
| Mid Penn Ban (MPB) | 0.1 | $1.4M | 55k | 25.91 | |
| Prologis (PLD) | 0.1 | $1.4M | 13k | 111.79 | |
| Oneok (OKE) | 0.1 | $1.4M | 14k | 99.22 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $1.3M | 40k | 33.24 | |
| Eastman Chemical Company (EMN) | 0.1 | $1.3M | 15k | 88.11 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $1.3M | 45k | 28.58 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.3M | 16k | 79.86 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.3M | 15k | 83.28 | |
| D.R. Horton (DHI) | 0.1 | $1.2M | 9.4k | 127.14 | |
| Merck & Co (MRK) | 0.1 | $1.2M | 13k | 89.76 | |
| Hershey Company (HSY) | 0.1 | $1.2M | 6.9k | 171.04 | |
| Coca-Cola Company (KO) | 0.1 | $1.1M | 15k | 71.62 | |
| Fulton Financial (FULT) | 0.1 | $1.0M | 57k | 18.09 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.0M | 22k | 46.67 | |
| At&t (T) | 0.1 | $971k | 34k | 28.28 | |
| Nike CL B (NKE) | 0.1 | $967k | 15k | 63.48 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $913k | 17k | 54.76 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $912k | 2.5k | 370.89 | |
| Mid-America Apartment (MAA) | 0.1 | $910k | 5.4k | 167.58 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $836k | 14k | 62.10 | |
| Danaher Corporation (DHR) | 0.1 | $834k | 4.1k | 205.00 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $819k | 16k | 51.07 | |
| M&T Bank Corporation (MTB) | 0.1 | $817k | 4.6k | 178.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $815k | 5.2k | 156.23 | |
| Visa Com Cl A (V) | 0.1 | $767k | 2.2k | 350.52 | |
| Broadcom (AVGO) | 0.1 | $720k | 4.3k | 167.44 | |
| PPL Corporation (PPL) | 0.1 | $719k | 20k | 36.11 | |
| Kinder Morgan (KMI) | 0.1 | $711k | 25k | 28.53 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $683k | 1.5k | 446.56 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $644k | 7.7k | 83.87 | |
| Nucor Corporation (NUE) | 0.1 | $634k | 5.3k | 120.34 | |
| PNC Financial Services (PNC) | 0.1 | $626k | 3.6k | 175.77 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $617k | 7.5k | 81.74 | |
| Honeywell International (HON) | 0.1 | $589k | 2.8k | 211.75 | |
| Wells Fargo & Company (WFC) | 0.1 | $588k | 8.2k | 71.79 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $572k | 1.8k | 317.60 | |
| Constellation Energy (CEG) | 0.1 | $568k | 2.8k | 201.66 | |
| Deere & Company (DE) | 0.1 | $566k | 1.2k | 469.28 | |
| Truist Financial Corp equities (TFC) | 0.1 | $531k | 13k | 41.15 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $525k | 7.5k | 69.81 | |
| HEICO Corporation (HEI) | 0.0 | $515k | 1.9k | 267.19 | |
| Abbott Laboratories (ABT) | 0.0 | $502k | 3.8k | 132.64 | |
| York Water Company (YORW) | 0.0 | $500k | 14k | 34.68 | |
| Emerson Electric (EMR) | 0.0 | $498k | 4.5k | 109.65 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $482k | 1.9k | 251.72 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $468k | 5.5k | 84.40 | |
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $460k | 16k | 29.58 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $454k | 3.7k | 121.90 | |
| CSX Corporation (CSX) | 0.0 | $450k | 15k | 29.43 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $430k | 5.3k | 80.65 | |
| Walt Disney Company (DIS) | 0.0 | $426k | 4.3k | 98.71 | |
| Cisco Systems (CSCO) | 0.0 | $418k | 6.8k | 61.71 | |
| Acnb Corp (ACNB) | 0.0 | $416k | 10k | 41.16 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $415k | 3.4k | 121.97 | |
| Lowe's Companies (LOW) | 0.0 | $409k | 1.8k | 233.23 | |
| Marriott Intl Cl A (MAR) | 0.0 | $409k | 1.7k | 238.21 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $395k | 14k | 27.96 | |
| Goldman Sachs (GS) | 0.0 | $391k | 716.00 | 545.97 | |
| Pfizer (PFE) | 0.0 | $377k | 15k | 25.34 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $377k | 1.8k | 210.95 | |
| Henry Schein (HSIC) | 0.0 | $374k | 5.5k | 68.49 | |
| Orrstown Financial Services (ORRF) | 0.0 | $369k | 12k | 30.01 | |
| Oracle Corporation (ORCL) | 0.0 | $360k | 2.6k | 139.81 | |
| Ford Motor Company (F) | 0.0 | $353k | 35k | 10.03 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $350k | 2.5k | 142.22 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $346k | 1.4k | 255.50 | |
| 3M Company (MMM) | 0.0 | $335k | 2.3k | 146.86 | |
| Flexsteel Industries (FLXS) | 0.0 | $333k | 9.1k | 36.51 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $330k | 2.5k | 132.46 | |
| Franklin Financial Services (FRAF) | 0.0 | $325k | 9.2k | 35.45 | |
| FirstEnergy (FE) | 0.0 | $304k | 7.5k | 40.42 | |
| Servicenow (NOW) | 0.0 | $302k | 379.00 | 796.14 | |
| Bank of America Corporation (BAC) | 0.0 | $300k | 7.2k | 41.73 | |
| Amgen (AMGN) | 0.0 | $298k | 956.00 | 311.71 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $294k | 1.1k | 274.91 | |
| Verizon Communications (VZ) | 0.0 | $293k | 6.4k | 45.36 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $292k | 5.7k | 50.90 | |
| TJX Companies (TJX) | 0.0 | $278k | 2.3k | 121.80 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $275k | 2.3k | 122.02 | |
| GSK Sponsored Adr (GSK) | 0.0 | $274k | 7.1k | 38.74 | |
| Netflix (NFLX) | 0.0 | $272k | 292.00 | 932.53 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $266k | 4.5k | 59.75 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $259k | 6.3k | 41.21 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $245k | 784.00 | 312.04 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $241k | 1.0k | 231.63 | |
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.0 | $237k | 6.2k | 38.41 | |
| Citigroup Com New (C) | 0.0 | $210k | 3.0k | 70.99 | |
| Morgan Stanley Com New (MS) | 0.0 | $206k | 1.8k | 116.68 | |
| Sfl Corporation SHS (SFL) | 0.0 | $205k | 25k | 8.20 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $205k | 1.9k | 105.46 | |
| Ge Aerospace Com New (GE) | 0.0 | $203k | 1.0k | 200.08 |
