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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SML CP GRW ETF | 101 | $572,181 | 2,195 | 0.00 | 0.00 | 128 | 6.19 | 03-31-2024 |
| CATERPILLAR INC | COM | 102 | $572,167 | 1,561 | 0.00 | 0.00 | -22 | -1.39 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 103 | $566,315 | 7,091 | 0.00 | 0.00 | -357 | -4.79 | 03-31-2024 |
| PNC FINL SVCS GROUP INC | COM | 104 | $562,111 | 3,478 | 0.00 | 3,478 | +Inf | 03-31-2024 |
