RKL Wealth Management LLC

Q4 2020 13F Holdings Report, Stock Holdings

Signature - Title
Stephanie J. Etter - Chief Compliance Officer
Location
Lancaster, PA
Holdings as of
31 Dec 2020
Value $
$717M
Num holdings
125
Date filed
10 Feb 2021, 21:15
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IEFA, IVV, SCHX, SCHM, and IJH.
Previous filing
Q3 2020 - 09 Nov 2020
Next filing
Q1 2021 - 10 May 2021
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q4 compared to 2020 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Stephanie J. Etter Chief Compliance Officer Lancaster, Pennsylvania 09 Feb 2021