0001085146-18-000306.txt : 20180202 0001085146-18-000306.hdr.sgml : 20180202 20180202134026 ACCESSION NUMBER: 0001085146-18-000306 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180202 DATE AS OF CHANGE: 20180202 EFFECTIVENESS DATE: 20180202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RKL Wealth Management LLC CENTRAL INDEX KEY: 0001604723 IRS NUMBER: 233016440 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16120 FILM NUMBER: 18569842 BUSINESS ADDRESS: STREET 1: 1800 FRUITVILLE PIKE STREET 2: BOX 8408 CITY: LANCASTER STATE: PA ZIP: 17604 BUSINESS PHONE: 717-399-1700 MAIL ADDRESS: STREET 1: 1800 FRUITVILLE PIKE STREET 2: BOX 8408 CITY: LANCASTER STATE: PA ZIP: 17604 FORMER COMPANY: FORMER CONFORMED NAME: Kuntz Lesher Capital LLC DATE OF NAME CHANGE: 20140403 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001604723 XXXXXXXX 12-31-2017 12-31-2017 RKL Wealth Management LLC
1800 FRUITVILLE PIKE BOX 8408 LANCASTER PA 17604
13F HOLDINGS REPORT 028-16120 N
Theresa Muller Chief Compliance Officer 717 399-1700 /s/ Theresa Muller Lancaster PA 02-01-2018 0 133 404660 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1012781178SHSOLE 001178ABBVIE INCCOM00287Y109125512967SHSOLE 0012967ALPHABET INCCAP STK CL C02079K107352340SHSOLE 00340ALPHABET INCCAP STK CL A02079K30567816453SHSOLE 006453ALTRIA GROUP INCCOM02209S103150721072SHSOLE 0021072AMAZON COM INCCOM02313510666125642SHSOLE 005642AMGEN INCCOM0311621002001153SHSOLE 001153APPLE INCCOM037833100349620646SHSOLE 0020646AT&T INCCOM00206R102221856811SHSOLE 0056811AUTOMATIC DATA PROCESSING INCOM053015103309426422SHSOLE 0026422BANK NEW YORK MELLON CORPCOM0640581002735040SHSOLE 005040BB&T CORPCOM054937107159632134SHSOLE 0032134BERKSHIRE HATHAWAY INC DELCL B NEW084670702467623470SHSOLE 0023470BLACKROCK INCCOM09247X10114802848SHSOLE 002848BOEING COCOM097023105220743SHSOLE 00743BRISTOL MYERS SQUIBB COCOM110122108163026531SHSOLE 0026531CELGENE CORPCOM151020104225621601SHSOLE 0021601CHEVRON CORP NEWCOM166764100541343115SHSOLE 0043115CISCO SYS INCCOM17275R10285422287SHSOLE 0022287CITIZENS FINL GROUP INCCOM174610105127430207SHSOLE 0030207CME GROUP INCCOM CL A12572Q1052741874SHSOLE 001874COCA COLA COCOM19121610046610147SHSOLE 0010147COLGATE PALMOLIVE COCOM19416210396112743SHSOLE 0012743COMCAST CORP NEWCL A20030N10140510123SHSOLE 0010123CONSOLIDATED EDISON INCCOM2091151043163732SHSOLE 003732COSTCO WHSL CORP NEWCOM22160K105442123718SHSOLE 0023718D R HORTON INCCOM23331A109178834998SHSOLE 0034998DISNEY WALT COCOM DISNEY254687106366434006SHSOLE 0034006DOWDUPONT INCCOM26078J100176924818SHSOLE 0024818EASTMAN CHEM COCOM277432100127413681SHSOLE 0013681EDWARDS LIFESCIENCES CORPCOM28176E108120210691SHSOLE 0010691EOG RES INCCOM26875P1019869137SHSOLE 009137EXXON MOBIL CORPCOM30231G102318838153SHSOLE 0038153FACEBOOK INCCL A30303M102714340522SHSOLE 0040522FIRST TR EXCHANGE TRADED FDDJ INTERNT IDX33733E3024844410SHSOLE 004410FIRST TR NASDAQ100 TECH INDESHS3373451024666480SHSOLE 006480FLEXSTEEL INDS INCCOM33938210357512300SHSOLE 0012300FULTON FINL CORP PACOM36027110099155311SHSOLE 0055311GENERAL DYNAMICS CORPCOM3695501084872386SHSOLE 002386GENERAL ELECTRIC COCOM36960410326014961SHSOLE 0014961HERSHEY COCOM4278661087957013SHSOLE 007013HOLOGIC INCCOM436440101110925951SHSOLE 0025951HP INCCOM40434L105132362861SHSOLE 0062861INGERSOLL-RAND PLCSHSG47791101115912954SHSOLE 0012954INTEL CORPCOM4581401004529743SHSOLE 009743INTERCONTINENTAL EXCHANGE INCOM45866F104125117832SHSOLE 0017832ISHARES INCCORE MSCI EMKT46434G103467882169SHSOLE 0082169ISHARES TRCORE S&P500 ETF4642872001539457283SHSOLE 0057283ISHARES TRCORE US AGGBD ET464287226210319249SHSOLE 0019249ISHARES TRS&P 500 GRWT ETF464287309909959552SHSOLE 0059552ISHARES TRS&P 500 VAL ETF464287408786568819SHSOLE 0068819ISHARES TRMSCI EAFE ETF4642874654556497SHSOLE 006497ISHARES TRRUS MID CAP ETF4642874994462135SHSOLE 002135ISHARES TRCORE S&P MCP ETF464287507233812319SHSOLE 0012319ISHARES TRRUSSELL 2000 ETF46428765514379435SHSOLE 009435ISHARES TRRUSSELL 3000 ETF4642876892561617SHSOLE 001617ISHARES 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CMNTYS INCCOM59522J103259125586SHSOLE 0025586NIKE INCCL B654106103217534717SHSOLE 0034717NORFOLK SOUTHERN CORPCOM6558441085083511SHSOLE 003511NOVO-NORDISK A SADR670100205355866219SHSOLE 0066219ORACLE CORPCOM68389X10577916502SHSOLE 0016502PEPSICO INCCOM7134481088076745SHSOLE 006745PFIZER INCCOM71708110380122023SHSOLE 0022023PHILIP MORRIS INTL INCCOM7181721092932766SHSOLE 002766POWERSHARES ETF TR IIS&P500 LOW VOL73937B77965313660SHSOLE 0013660POWERSHARES ETF TRUSTDWA MOMENTUM PTF73935X15369313415SHSOLE 0013415PROCTER AND GAMBLE COCOM742718109243126568SHSOLE 0026568PRUDENTIAL FINL INCCOM744320102122310624SHSOLE 0010624ROPER TECHNOLOGIES INCCOM776696106415416070SHSOLE 0016070RYDEX ETF TRUSTGUG S&P500 EQ WT78355W1068338232SHSOLE 008232SALESFORCE COM INCCOM79466L3022232179SHSOLE 002179SCHEIN HENRY INCCOM806407102254736386SHSOLE 0036386SCHWAB STRATEGIC TRUS BRD MKT ETF8085241024476938SHSOLE 006938SCHWAB STRATEGIC TRUS LRG CAP ETF80852420125692402724SHSOLE 00402724SCHWAB STRATEGIC TRUS LCAP GR 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009199UNITEDHEALTH GROUP INCCOM91324P10213035893SHSOLE 005893US BANCORP DELCOM NEW902973304114621452SHSOLE 0021452VALERO ENERGY CORP NEWCOM91913Y1005916455SHSOLE 006455VANGUARD INDEX FDSS&P 500 ETF SHS92290836318107368SHSOLE 007368VANGUARD INDEX FDSMCAP GR IDXVIP9229085387485841SHSOLE 005841VANGUARD INDEX FDSSML CP GRW ETF9229085954993102SHSOLE 003102VANGUARD INDEX FDSSM CP VAL ETF9229086114393314SHSOLE 003314VANGUARD INDEX FDSMID CAP ETF922908629791551135SHSOLE 0051135VANGUARD INDEX FDSGROWTH ETF9229087364453160SHSOLE 003160VANGUARD INDEX FDSVALUE ETF9229087443823585SHSOLE 003585VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428584409579SHSOLE 009579VANGUARD MUN BD FD INCTAX EXEMPT BD92290774665412616SHSOLE 0012616VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C7068930139807SHSOLE 00139807VANGUARD SCOTTSDALE FDSMORTG-BACK SEC92206C77114390274389SHSOLE 00274389VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870811392821SHSOLE 0092821VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088442172119SHSOLE 002119VANGUARD STAR FDVG TL INTL STK F921909768189233324SHSOLE 0033324VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385890520186SHSOLE 0020186VERIZON COMMUNICATIONS INCCOM92343V10483115784SHSOLE 0015784VISA INCCOM CL A92826C8392832476SHSOLE 002476WEINGARTEN RLTY INVSSH BEN INT9487411032427315SHSOLE 007315WELLS FARGO CO NEWCOM9497461013004956SHSOLE 004956WHIRLPOOL CORPCOM96332010610406155SHSOLE 006155