0001085146-20-002063.txt : 20200807 0001085146-20-002063.hdr.sgml : 20200807 20200806200709 ACCESSION NUMBER: 0001085146-20-002063 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200807 DATE AS OF CHANGE: 20200806 EFFECTIVENESS DATE: 20200807 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: 201083450 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 false false 0001604723 XXXXXXXX 06-30-2020 06-30-2020 false RKL Wealth Management LLC

1800 Fruitville Pike Box 8408 LANCASTER PA 17604

13F HOLDINGS REPORT 028-16120 N Stephanie J. Etter 717-399-1700 /s/ Stephanie J. Etter Lancaster PA 08-05-2020 0 110 583371 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE PROCTER AND GAMBLE CO COM 742718109 2356 19701 SH SOLE 0 0 19701 D R HORTON INC COM 23331A109 714 12876 SH SOLE 0 0 12876 ALPHABET INC CAP STK CL C 02079K107 216 153 SH SOLE 0 0 153 EASTMAN CHEM CO COM 277432100 948 13614 SH SOLE 0 0 13614 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 19002 290812 SH SOLE 0 0 290812 VANGUARD INDEX FDS MID CAP ETF 922908629 7235 44141 SH SOLE 0 0 44141 MARRIOTT INTL INC NEW CL A 571903202 211 2455 SH SOLE 0 0 2455 EDWARDS LIFESCIENCES CORP COM 28176E108 1836 26562 SH SOLE 0 0 26562 ISHARES TR RUSSELL 3000 ETF 464287689 305 1692 SH SOLE 0 0 1692 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 265 3200 SH SOLE 0 0 3200 ISHARES INC CORE MSCI EMKT 46434G103 10849 227920 SH SOLE 0 0 227920 CHEVRON CORP NEW COM 166764100 2834 31764 SH SOLE 0 0 31764 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8306 81802 SH SOLE 0 0 81802 UNDER ARMOUR INC CL A 904311107 588 60364 SH SOLE 0 0 60364 ABBVIE INC COM 00287Y109 469 4778 SH SOLE 0 0 4778 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3232 43997 SH SOLE 0 0 43997 APPLE INC COM 037833100 6175 16928 SH SOLE 0 0 16928 INTEL CORP COM 458140100 346 5784 SH SOLE 0 0 5784 MICROSOFT CORP COM 594918104 13888 68240 SH SOLE 0 0 68240 ISHARES TR CORE S&P500 ETF 464287200 58836 189983 SH SOLE 0 0 189983 ISHARES TR CORE US AGGBD ET 464287226 812 6868 SH SOLE 0 0 6868 MARKEL CORP COM 570535104 718 778 SH SOLE 0 0 778 CISCO SYS INC COM 17275R102 448 9608 SH SOLE 0 0 9608 VANGUARD INDEX FDS SML CP GRW ETF 922908595 434 2176 SH SOLE 0 0 2176 CITIZENS FINANCIAL GROUP INC COM 174610105 910 36048 SH SOLE 0 0 36048 PEPSICO INC COM 713448108 1668 12615 SH SOLE 0 0 12615 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 46680 629958 SH SOLE 0 0 629958 ABBOTT LABS COM 002824100 269 2945 SH SOLE 0 0 2945 AMAZON COM INC COM 023135106 11819 4284 SH SOLE 0 0 4284 BRISTOL-MYERS SQUIBB CO COM 110122108 2110 35888 SH SOLE 0 0 35888 VANGUARD INDEX FDS GROWTH ETF 922908736 821 4064 SH SOLE 0 0 4064 AMERICAN TOWER CORP NEW COM 03027X100 1425 5513 SH SOLE 0 0 5513 ISHARES TR RUSSELL 2000 ETF 464287655 1196 8351 SH SOLE 0 0 8351 ISHARES TR CORE S&P MCP ETF 464287507 22114 124361 SH SOLE 0 0 124361 ISHARES TR S&P 500 VAL ETF 464287408 5431 50190 SH SOLE 0 0 50190 GENERAL DYNAMICS CORP COM 369550108 294 1970 SH SOLE 0 0 1970 ISHARES TR 3 7 YR TREAS BD 464288661 7461 55813 SH SOLE 0 0 55813 ISHARES TR A RATE CP BD ETF 46429B291 3078 53214 SH SOLE 0 0 53214 M & T BK CORP COM 55261F104 288 2769 SH SOLE 0 0 2769 MID-AMER APT CMNTYS INC COM 59522J103 1660 14480 SH SOLE 0 0 14480 MASTERCARD INCORPORATED CL A 57636Q104 7939 26847 SH SOLE 0 0 26847 UNION PAC CORP COM 907818108 4525 26762 SH SOLE 0 0 26762 FIRST TRUST PORTFOLIOS LP SHS 337345102 634 5815 SH SOLE 0 0 5815 ISHARES TR AGENCY BOND ETF 464288166 8596 70981 SH SOLE 0 0 70981 MCDONALDS CORP COM 580135101 2465 13364 SH SOLE 0 0 13364 TRUIST FINL CORP COM 89832Q109 2061 54895 SH SOLE 0 0 54895 HERSHEY CO COM 427866108 965 7441 SH SOLE 0 0 7441 NOVO-NORDISK A S ADR 670100205 3203 48913 SH SOLE 0 0 48913 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 290 5349 SH SOLE 0 0 5349 ISHARES TR CORE S&P SCP ETF 464287804 17823 260987 SH SOLE 0 0 260987 LAMAR ADVERTISING CO NEW CL A 512816109 816 12218 SH SOLE 0 0 12218 AUTOMATIC DATA PROCESSING IN COM 053015103 2100 14106 SH SOLE 0 0 14106 FACEBOOK INC CL A 30303M102 2065 9094 SH SOLE 0 0 9094 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 15693 527492 SH SOLE 0 0 527492 LOCKHEED MARTIN CORP COM 539830109 1554 4259 SH SOLE 0 0 4259 EXXON MOBIL CORP COM 30231G102 1323 29579 SH SOLE 0 0 29579 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 10463 148269 SH SOLE 0 0 148269 VANGUARD STAR FDS VG TL INTL STK F 921909768 1275 25931 SH SOLE 0 0 25931 COSTCO WHSL CORP NEW COM 22160K105 5126 16907 SH SOLE 0 0 16907 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 16047 168664 SH SOLE 0 0 168664 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 343 2079 SH SOLE 0 0 2079 UNITED RENTALS INC COM 911363109 1374 9216 SH SOLE 0 0 9216 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 28209 536087 SH SOLE 0 0 536087 ISHARES TR RUS MID CAP ETF 464287499 605 11282 SH SOLE 0 0 11282 SPDR S&P 500 ETF TR TR UNIT 78462F103 2769 8980 SH SOLE 0 0 8980 PRUDENTIAL FINL INC COM 744320102 798 13097 SH SOLE 0 0 13097 COLGATE PALMOLIVE CO COM 194162103 524 7155 SH SOLE 0 0 7155 PFIZER INC COM 717081103 392 11993 SH SOLE 0 0 11993 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 12381 508448 SH SOLE 0 0 508448 HENRY SCHEIN INC COM 806407102 1041 17827 SH SOLE 0 0 17827 ISHARES TR S&P 500 GRWT ETF 464287309 7756 37380 SH SOLE 0 0 37380 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 4779 81303 SH SOLE 0 0 81303 ORACLE CORP COM 68389X105 241 4354 SH SOLE 0 0 4354 ILLINOIS TOOL WKS INC COM 452308109 1164 6659 SH SOLE 0 0 6659 WHIRLPOOL CORP COM 963320106 853 6589 SH SOLE 0 0 6589 ISHARES TR CORE MSCI EAFE 46432F842 72308 1265013 SH SOLE 0 0 1265013 COMCAST CORP NEW CL A 20030N101 250 6417 SH SOLE 0 0 6417 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1726 6090 SH SOLE 0 0 6090 EOG RES INC COM 26875P101 599 11818 SH SOLE 0 0 11818 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3975 70683 SH SOLE 0 0 70683 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1559 17019 SH SOLE 0 0 17019 VISA INC COM CL A 92826C839 307 1588 SH SOLE 0 0 1588 UNITEDHEALTH GROUP INC COM 91324P102 965 3272 SH SOLE 0 0 3272 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 1326 58527 SH SOLE 0 0 58527 ISHARES TR S&P MC 400GR ETF 464287606 523 2337 SH SOLE 0 0 2337 JPMORGAN CHASE & CO COM 46625H100 1655 17593 SH SOLE 0 0 17593 THERMO FISHER SCIENTIFIC INC COM 883556102 7714 21290 SH SOLE 0 0 21290 VERIZON COMMUNICATIONS INC COM 92343V104 341 6192 SH SOLE 0 0 6192 NIKE INC CL B 654106103 2429 24777 SH SOLE 0 0 24777 FULTON FINL CORP PA COM 360271100 485 46012 SH SOLE 0 0 46012 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 863 16676 SH SOLE 0 0 16676 AT&T INC COM 00206R102 1558 51546 SH SOLE 0 0 51546 MARSH & MCLENNAN COS INC COM 571748102 290 2703 SH SOLE 0 0 2703 ISHARES TR MBS ETF 464288588 10794 97505 SH SOLE 0 0 97505 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1913 10718 SH SOLE 0 0 10718 ISHARES TR ESG MSCI USA ETF 46435G425 252 3594 SH SOLE 0 0 3594 BLACKSTONE GROUP INC COM CL A 09260D107 1583 27944 SH SOLE 0 0 27944 HP INC COM 40434L105 1013 58096 SH SOLE 0 0 58096 ALPHABET INC CAP STK CL A 02079K305 7561 5332 SH SOLE 0 0 5332 JOHNSON & JOHNSON COM 478160104 6693 47593 SH SOLE 0 0 47593 NVIDIA CORPORATION COM 67066G104 238 626 SH SOLE 0 0 626 FIRST TR NASDAQ-100 TECH IND DJ INTERNT IDX 33733E302 749 4390 SH SOLE 0 0 4390 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 5124 102252 SH SOLE 0 0 102252 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 19396 356749 SH SOLE 0 0 356749 US BANCORP DEL COM NEW 902973304 815 22140 SH SOLE 0 0 22140 ADOBE INC COM 00724F101 221 507 SH SOLE 0 0 507 DISNEY WALT CO COM DISNEY 254687106 4780 42863 SH SOLE 0 0 42863 HOLOGIC INC COM 436440101 1576 27641 SH SOLE 0 0 27641 ROPER TECHNOLOGIES INC COM 776696106 4069 10480 SH SOLE 0 0 10480 TRANE TECHNOLOGIES PLC SHS G8994E103 1282 14410 SH SOLE 0 0 14410