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 | RUSSELL 2000 ETF | 51 | $2,578,105 | 13,767 | 0.00 | 0.25 | 4,944 | 56.04 | 06-30-2023 |
| NIKE INC | CL B | 52 | $2,377,274 | 21,539 | 0.00 | 0.42 | -1,497 | -6.50 | 06-30-2023 |
| PEPSICO INC | COM | 53 | $2,324,978 | 12,553 | 0.00 | 0.22 | 1,191 | 10.48 | 06-30-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 54 | $2,296,122 | 35,905 | 0.00 | 0.25 | 2,130 | 6.31 | 06-30-2023 |
