Rkl Wealth Management
$1.1B Assets Reported
189 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 322,614 | $211M | 19.0% |
| IEFA | ISHARES TR | 1,190,974 | $108M | 9.7% |
| IJH | ISHARES TR | 1,117,499 | $75M | 6.8% |
| SCHX | SCHWAB STRATEGIC TR | 1,861,871 | $48M | 4.3% |
| IJR | ISHARES TR | 382,199 | $48M | 4.3% |
| SPMD | SPDR SERIES TRUST | 679,439 | $40M | 3.6% |
| AAPL | APPLE INC | 119,881 | $30M | 2.7% |
| SPSM | SPDR SERIES TRUST | 570,265 | $28M | 2.5% |
| VGIT | VANGUARD SCOTTSDALE FDS | 461,865 | $28M | 2.5% |
| IEMG | ISHARES INC | 365,386 | $25M | 2.3% |
Track Rkl Wealth Management's 13F portfolio: $1.1B in reported holdings, 189 positions. Top holdings, AUM, and quarterly changes on SentiSense.