Rkl Wealth Management LLC Top Holdings and 13F Report (2024) → The “Next Bitcoin”? 10 CENT Crypto Set to Explode (From True Market Insiders) (Ad) About Rkl Wealth Management LLCInvestment ActivityRkl Wealth Management LLC has $924.88 million in total holdings as of December 31, 2023.Rkl Wealth Management LLC owns shares of 153 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 4.10% of the portfolio was purchased this quarter.About 1.68% of the portfolio was sold this quarter.This quarter, Rkl Wealth Management LLC has purchased 130 new stocks and bought additional shares in 60 stocks.Rkl Wealth Management LLC sold shares of 59 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $157,273,181Schwab US Large-Cap ETF $91,255,842iShares Core MSCI EAFE ETF $77,733,375iShares Core S&P Mid-Cap ETF $53,265,434Schwab U.S. Mid-Cap ETF $44,228,741 Largest New Holdings this Quarter The PNC Financial Services Group $536,970 HoldingAT&T $467,040 HoldingACNB $433,948 HoldingFord Motor $430,887 HoldingAnnaly Capital Management $387,400 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 23,087 shares (about $11.03M)iShares Core S&P Mid-Cap ETF 12,747 shares (about $3.53M)Costco Wholesale 2,904 shares (about $1.92M)iShares Core S&P Small-Cap ETF 13,996 shares (about $1.52M)Schwab US Large-Cap ETF 25,877 shares (about $1.46M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 54,731 shares (about $3.85M)iShares MBS ETF 23,958 shares (about $2.25M)Vanguard Intermediate-Term Corporate Bond ETF 9,597 shares (about $780.05K)iShares Agency Bond ETF 4,962 shares (about $538.04K)Microsoft 1,424 shares (about $535.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRkl Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$157,273,181$11,027,053 ▲7.5%329,27817.0%ETFSCHXSchwab US Large-Cap ETF$91,255,842$1,459,463 ▲1.6%1,618,0119.9%ETFIEFAiShares Core MSCI EAFE ETF$77,733,375$3,850,326 ▼-4.7%1,104,9528.4%ETFIJHiShares Core S&P Mid-Cap ETF$53,265,434$3,532,829 ▲7.1%192,1905.8%ETFSCHMSchwab U.S. Mid-Cap ETF$44,228,741$133,618 ▼-0.3%587,2114.8%ETFIJRiShares Core S&P Small-Cap ETF$35,661,360$1,515,068 ▲4.4%329,4353.9%ETFSCHASchwab US Small-Cap ETF$28,135,524$19,841 ▼-0.1%595,5873.0%ETFMSFTMicrosoft$21,881,826$535,482 ▼-2.4%58,1902.4%Computer and TechnologyAAPLApple$21,702,290$788,985 ▲3.8%112,7222.3%Computer and TechnologyMBBiShares MBS ETF$19,789,686$2,253,964 ▼-10.2%210,3502.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$19,123,023$780,046 ▼-3.9%235,2732.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$17,169,088$106,355 ▲0.6%206,9561.9%ETFSCHFSchwab International Equity ETF$16,939,754$299,671 ▼-1.7%458,3271.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$15,581,870$309,128 ▼-1.9%336,1061.7%ETFGOOGLAlphabet$13,277,535$16,204 ▼-0.1%95,0501.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$12,473,434$185,376 ▼-1.5%246,6081.3%ETFAMZNAmazon.com$11,553,821$90,556 ▼-0.8%76,0421.2%Retail/WholesaleVGITVanguard Intermediate-Term Treasury Index ETF$11,523,544$118,936 ▲1.0%194,2611.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$11,464,958$992,797 ▲9.5%97,8821.2%ETFCOSTCostco Wholesale$11,280,188$1,916,886 ▲20.5%17,0891.2%Consumer DefensiveAGZiShares Agency Bond ETF$10,086,099$538,044 ▼-5.1%93,0171.1%FinanceSCHESchwab Emerging Markets Equity ETF$9,210,839$71,246 ▼-0.8%371,5551.0%ETFMAMastercard$9,038,678$208,992 ▼-2.3%21,1921.0%Business ServicesIVWiShares S&P 500 Growth ETF$8,921,246$66,764 ▼-0.7%118,7921.0%ETFTMOThermo Fisher Scientific$8,619,203$115,715 ▼-1.3%16,2380.9%MedicalVOVanguard Mid-Cap ETF$7,872,765$27,452 ▼-0.3%33,8410.9%ETFNVONovo Nordisk A/S$7,727,508$40,759 ▼-0.5%74,6980.8%MedicalNVDANVIDIA$7,692,846$485,322 ▲6.7%15,5340.8%Computer and TechnologyQLTAiShares Aaa - A Rated Corporate Bond ETF$7,092,435$1,032,340 ▲17.0%147,3600.8%ETFIVEiShares S&P 500 Value ETF$6,786,619$229,884 ▼-3.3%39,0280.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$6,010,435$192,775 ▼-3.1%85,7410.6%ETFUNPUnion Pacific$5,184,023$100,949 ▼-1.9%21,1060.6%TransportationAGGiShares Core U.S. Aggregate Bond ETF$4,589,206$36,524 ▲0.8%46,2390.5%FinanceSCHBSchwab US Broad Market ETF$4,347,110$59,901 ▼-1.4%78,0870.5%ETFROPRoper Technologies$4,154,775$74,144 ▼-1.8%7,6210.4%Computer and TechnologyURIUnited Rentals$4,148,131$64,223 ▲1.6%7,2340.4%ConstructionSPYSPDR S&P 500 ETF Trust$4,059,080$140,689 ▲3.6%8,5400.4%FinanceJNJJohnson & Johnson$3,743,433$75,549 ▲2.1%23,8830.4%MedicalBRK.BBerkshire Hathaway$3,612,609$442,258 ▲13.9%10,1290.4%FinanceVOOVanguard S&P 500 ETF$3,548,974$10,920 ▼-0.3%8,1250.4%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$3,516,966$374,444 ▼-9.6%70,7350.4%ETFCVXChevron$3,506,165$51,162 ▲1.5%23,5060.4%Oils/EnergyJPMJPMorgan Chase & Co.$3,370,088$284,583 ▲9.2%19,8120.4%FinanceBXBlackstone$3,343,119$151,341 ▲4.7%25,5360.4%FinanceSCHZSchwab U.S. Aggregate Bond ETF$3,101,269$9,371 ▲0.3%66,5220.3%ETFMCDMcDonald's$3,062,754$230,989 ▼-7.0%10,3290.3%Retail/WholesaleIWMiShares Russell 2000 ETF$2,662,243$69,848 ▼-2.6%13,2640.3%FinancePGProcter & Gamble$2,617,612$65,210 ▼-2.4%17,8630.3%Consumer StaplesTTTrane Technologies$2,451,683$45,853 ▼-1.8%10,0520.3%Business ServicesLHXL3Harris Technologies$2,416,606$437,870 ▼-15.3%11,4740.3%AerospaceICEIntercontinental Exchange$2,235,471$92,599 ▲4.3%17,4060.2%Financial ServicesNKENIKE$2,189,326$100,645 ▼-4.4%20,1650.2%Consumer DiscretionaryBMYBristol-Myers Squibb$2,132,059$313,449 ▲17.2%41,5530.2%MedicalADPAutomatic Data Processing$2,088,532$104,601 ▼-4.8%8,9650.2%IndustrialsMETAMeta Platforms$2,072,436$111,143 ▲5.7%5,8550.2%Computer and TechnologyPEPPepsiCo$2,072,366$26,665 ▼-1.3%12,2020.2%Consumer StaplesEOGEOG Resources$1,873,850$65,312 ▲3.6%15,4930.2%Oils/EnergyHDHome Depot$1,824,585$33,269 ▲1.9%5,2650.2%Retail/WholesaleGDGeneral Dynamics$1,792,677$16,099 ▼-0.9%6,9040.2%AerospaceITWIllinois Tool Works$1,783,548$16,502 ▼-0.9%6,8090.2%Industrial ProductsXOMExxon Mobil$1,773,745$658,268 ▲59.0%17,7410.2%Oils/EnergyLLYEli Lilly and Company$1,751,330$1,145,011 ▲188.8%3,0040.2%MedicalTSLATesla$1,737,869$1,446,154 ▲495.7%6,9940.2%Auto/Tires/TrucksMUMicron Technology$1,703,771$111,195 ▲7.0%19,9650.2%Computer and TechnologyIBMInternational Business Machines$1,581,892$36,800 ▼-2.3%9,6720.2%Computer and TechnologyAMTAmerican Tower$1,510,156$94,560 ▲6.7%6,9950.2%FinanceDHID.R. Horton$1,491,382$25,077 ▲1.7%9,8130.2%ConstructionDHRDanaher$1,444,024$47,656 ▲3.4%6,2420.2%Multi-Sector ConglomeratesTFCTruist Financial$1,373,367$29,426 ▲2.2%37,1980.1%FinanceHSYHershey$1,366,727$6,898 ▲0.5%7,3310.1%Consumer StaplesMPBMid Penn Bancorp$1,340,9810.0%55,2300.1%FinanceWMTWalmart$1,323,513$3,311 ▼-0.2%8,3950.1%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$1,239,822$98,875 ▲8.7%15,9500.1%ETFMAAMid-America Apartment Communities$1,144,278$99,368 ▼-8.0%8,5100.1%FinanceUSXFiShares ESG Advanced MSCI USA ETF$1,141,381$126,984 ▲12.5%28,6640.1%ManufacturingEMNEastman Chemical$1,137,680$19,940 ▼-1.7%12,6660.1%Basic MaterialsMRKMerck & Co., Inc.$1,122,747$597,730 ▲113.8%10,2990.1%MedicalABBVAbbVie$1,112,189$231,519 ▲26.3%7,1770.1%MedicalMKLMarkel Group$1,104,682$1,420 ▼-0.1%7780.1%Multi-Sector ConglomeratesCWISPDR MSCI ACWI ex-US ETF$1,099,272$30,420 ▼-2.7%40,6540.1%ETFUNHUnitedHealth Group$1,096,083$7,370 ▲0.7%2,0820.1%MedicalUSBU.S. Bancorp$1,063,250$8,526 ▼-0.8%24,5670.1%FinanceLMTLockheed Martin$976,918$1,360 ▲0.1%2,1550.1%AerospaceIJKiShares S&P Mid-Cap 400 Growth ETF$947,194$13,785 ▼-1.4%11,9560.1%ETFVUGVanguard Growth ETF$926,788$229,132 ▲32.8%2,9810.1%ETFFULTFulton Financial$899,341$220,268 ▲32.4%54,6380.1%FinanceWHRWhirlpool$823,577$6,941 ▲0.8%6,7630.1%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$814,773$101,948 ▼-11.1%14,0580.1%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$695,342$8,957 ▼-1.3%14,5170.1%ETFGOOGAlphabet$661,807$34,246 ▼-4.9%4,6960.1%Computer and TechnologyHSICHenry Schein$629,453$218,121 ▼-25.7%8,3140.1%MedicalMTBM&T Bank$619,738$148,183 ▲31.4%4,5210.1%FinancePNCThe PNC Financial Services Group$536,970$536,970 ▲New Holding3,4680.1%FinanceEFAiShares MSCI EAFE ETF$534,333$4,747 ▼-0.9%7,0910.1%FinanceVBKVanguard Small-Cap Growth ETF$532,285$5,076 ▼-0.9%2,2020.1%ETFVVisa$507,047$52,579 ▲11.6%1,9480.1%Business ServicesDEDeere & Company$502,492$15,990 ▲3.3%1,2570.1%Industrial ProductsIWViShares Russell 3000 ETF$486,113$3,832 ▲0.8%1,7760.1%ETFPFEPfizer$482,094$220,304 ▲84.2%16,7450.1%MedicalTAT&T$467,040$467,040 ▲New Holding27,8330.1%Computer and TechnologyShowing largest 100 holdings. 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