Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RKL WEALTH MANAGEMENT LLC | 08-07-2023 | 06-30-2023 | 131 | 845,117,557 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $131,588,359 | 295,233 | 0.02 | 10.60 | 101,416 | 52.33 | 06-30-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $81,375,815 | 1,553,863 | 0.01 | 8.28 | 926,724 | 147.77 | 06-30-2023 |
| ISHARES TR | CORE MSCI EAFE | 3 | $79,389,738 | 1,176,144 | 0.01 | 11.76 | -71,402 | -5.72 | 06-30-2023 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $45,618,452 | 174,462 | 0.01 | 4.45 | 41,146 | 30.86 | 06-30-2023 |
