Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RKL WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 158 | 1,009,276,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $185,843,528 | 353,496 | 0.02 | 0.02 | 58,263 | 19.73 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 2 | $101,519,759 | 1,635,832 | 0.01 | 0.01 | 81,969 | 5.28 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 3 | $78,977,019 | 1,064,093 | 0.01 | 0.01 | -112,051 | -9.53 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $63,342,198 | 1,042,842 | 0.01 | 0.01 | 868,380 | 497.75 | 03-31-2024 |
