0001085146-22-000582.txt : 20220208 0001085146-22-000582.hdr.sgml : 20220208 20220207201012 ACCESSION NUMBER: 0001085146-22-000582 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220208 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: 22599005 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 12-31-2021 12-31-2021 false RKL Wealth Management LLC

1800 FRUITVILLE PIKE BOX 8408 LANCASTER PA 17604

13F HOLDINGS REPORT 028-16120 N Julie A. Englert 717-399-1700 /s/ Julie A. Englert Lancaster PA 02-01-2022 0 126 842163 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 495 3518 SH SOLE 0 0 3518 ABBVIE INC COM 00287Y109 591 4366 SH SOLE 0 0 4366 ADOBE SYSTEMS INCORPORATED COM 00724F101 245 432 SH SOLE 0 0 432 ALPHABET INC CAP STK CL A 02079K305 14039 4846 SH SOLE 0 0 4846 ALPHABET INC CAP STK CL C 02079K107 440 152 SH SOLE 0 0 152 AMAZON COM INC COM 023135106 12861 3857 SH SOLE 0 0 3857 AMERICAN TOWER CORP NEW COM 03027X100 1751 5987 SH SOLE 0 0 5987 APPLE INC COM 037833100 17349 97704 SH SOLE 0 0 97704 AUTOMATIC DATA PROCESSING IN COM 053015103 2540 10300 SH SOLE 0 0 10300 BANK NEW YORK MELLON CORP COM 064058100 260 4485 SH SOLE 0 0 4485 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2651 8865 SH SOLE 0 0 8865 BLACKSTONE INC COM 09260D107 3323 25682 SH SOLE 0 0 25682 BRISTOL-MYERS SQUIBB CO COM 110122108 2153 34527 SH SOLE 0 0 34527 CATERPILLAR INC COM 149123101 252 1218 SH SOLE 0 0 1218 CHEVRON CORP NEW COM 166764100 2674 22788 SH SOLE 0 0 22788 CISCO SYS INC COM 17275R102 466 7351 SH SOLE 0 0 7351 CITIZENS FINL GROUP INC COM 174610105 1880 39783 SH SOLE 0 0 39783 COLGATE PALMOLIVE CO COM 194162103 537 6296 SH SOLE 0 0 6296 COMCAST CORP NEW CL A 20030N101 296 5876 SH SOLE 0 0 5876 COSTCO WHSL CORP NEW COM 22160K105 8811 15521 SH SOLE 0 0 15521 CROWN HLDGS INC COM 228368106 277 2507 SH SOLE 0 0 2507 D R HORTON INC COM 23331A109 1209 11144 SH SOLE 0 0 11144 DEERE & CO COM 244199105 404 1177 SH SOLE 0 0 1177 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 279 4645 SH SOLE 0 0 4645 DISNEY WALT CO COM 254687106 5974 38567 SH SOLE 0 0 38567 EASTMAN CHEM CO COM 277432100 1528 12638 SH SOLE 0 0 12638 EDWARDS LIFESCIENCES CORP COM 28176E108 3079 23767 SH SOLE 0 0 23767 EOG RES INC COM 26875P101 1319 14851 SH SOLE 0 0 14851 EXXON MOBIL CORP COM 30231G102 265 4324 SH SOLE 0 0 4324 FLEXSTEEL INDS INC COM 339382103 298 11112 SH SOLE 0 0 11112 FULTON FINL CORP PA COM 360271100 823 48403 SH SOLE 0 0 48403 GAMING & LEISURE PPTYS INC COM 36467J108 218 4490 SH SOLE 0 0 4490 GENERAL DYNAMICS CORP COM 369550108 420 2013 SH SOLE 0 0 2013 HEICO CORP NEW CL A 422806208 228 1777 SH SOLE 0 0 1777 HEICO CORP NEW COM 422806109 282 1957 SH SOLE 0 0 1957 HENRY SCHEIN INC COM 806407102 1082 13962 SH SOLE 0 0 13962 HERSHEY CO COM 427866108 1353 6992 SH SOLE 0 0 6992 HOLOGIC INC COM 436440101 1942 25365 SH SOLE 0 0 25365 HOME DEPOT INC COM 437076102 1860 4481 SH SOLE 0 0 4481 HONEYWELL INTL INC COM 438516106 237 1137 SH SOLE 0 0 1137 ILLINOIS TOOL WKS INC COM 452308109 1643 6656 SH SOLE 0 0 6656 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2217 16208 SH SOLE 0 0 16208 INTERNATIONAL BUSINESS MACHS COM 459200101 1180 8828 SH SOLE 0 0 8828 ISHARES INC CORE MSCI EMKT 46434G103 15228 254393 SH SOLE 0 0 254393 ISHARES TR 3 7 YR TREAS BD 464288661 9398 73037 SH SOLE 0 0 73037 ISHARES TR A RATE CP BD ETF 46429B291 4695 83744 SH SOLE 0 0 83744 ISHARES TR AGENCY BOND ETF 464288166 11055 94352 SH SOLE 0 0 94352 ISHARES TR 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COM 478160104 7741 45252 SH SOLE 0 0 45252 JPMORGAN CHASE & CO COM 46625H100 2559 16160 SH SOLE 0 0 16160 LILLY ELI & CO COM 532457108 223 807 SH SOLE 0 0 807 LOCKHEED MARTIN CORP COM 539830109 936 2634 SH SOLE 0 0 2634 LULULEMON ATHLETICA INC COM 550021109 242 617 SH SOLE 0 0 617 M & T BK CORP COM 55261F104 338 2203 SH SOLE 0 0 2203 MARKEL CORP COM 570535104 960 778 SH SOLE 0 0 778 MARRIOTT INTL INC NEW CL A 571903202 239 1448 SH SOLE 0 0 1448 MARSH & MCLENNAN COS INC COM 571748102 226 1303 SH SOLE 0 0 1303 MASTERCARD INCORPORATED CL A 57636Q104 8764 24390 SH SOLE 0 0 24390 MCDONALDS CORP COM 580135101 2634 9825 SH SOLE 0 0 9825 MERCK & CO INC COM 58933Y105 200 2613 SH SOLE 0 0 2613 META PLATFORMS INC CL A 30303M102 2638 7843 SH SOLE 0 0 7843 MICRON TECHNOLOGY INC COM 595112103 1393 14959 SH SOLE 0 0 14959 MICROSOFT CORP COM 594918104 20154 59926 SH SOLE 0 0 59926 MID-AMER APT CMNTYS INC COM 59522J103 2868 12500 SH SOLE 0 0 12500 NIKE INC CL B 654106103 3793 22759 SH SOLE 0 0 22759 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GR ETF 808524300 14000 85498 SH SOLE 0 0 85498 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6755 92257 SH SOLE 0 0 92257 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 72136 633773 SH SOLE 0 0 633773 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 42327 526257 SH SOLE 0 0 526257 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 28117 274582 SH SOLE 0 0 274582 SERVICENOW INC COM 81762P102 289 445 SH SOLE 0 0 445 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 1585 54076 SH SOLE 0 0 54076 SPDR S&P 500 ETF TR TR UNIT 78462F103 4197 8836 SH SOLE 0 0 8836 TARGET CORP COM 87612E106 1964 8486 SH SOLE 0 0 8486 TESLA INC COM 88160R101 404 382 SH SOLE 0 0 382 THERMO FISHER SCIENTIFIC INC COM 883556102 12766 19132 SH SOLE 0 0 19132 TRANE TECHNOLOGIES PLC SHS G8994E103 2221 10991 SH SOLE 0 0 10991 TRUIST FINL CORP COM 89832Q109 1771 30250 SH SOLE 0 0 30250 UNION PAC CORP COM 907818108 6058 24045 SH SOLE 0 0 24045 UNITED RENTALS INC COM 911363109 2535 7628 SH SOLE 0 0 7628 UNITEDHEALTH GROUP INC COM 91324P102 1268 2524 SH SOLE 0 0 2524 US BANCORP DEL COM NEW 902973304 1318 23470 SH SOLE 0 0 23470 VANGUARD INDEX FDS GROWTH ETF 922908736 584 1819 SH SOLE 0 0 1819 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 451 1771 SH SOLE 0 0 1771 VANGUARD INDEX FDS MID CAP ETF 922908629 9508 37321 SH SOLE 0 0 37321 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2382 5455 SH SOLE 0 0 5455 VANGUARD INDEX FDS SML CP GRW ETF 922908595 596 2117 SH SOLE 0 0 2117 VANGUARD INDEX FDS TOTAL STK MKT 922908769 316 1311 SH SOLE 0 0 1311 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 255 4642 SH SOLE 0 0 4642 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 12233 184035 SH SOLE 0 0 184035 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 21522 232020 SH SOLE 0 0 232020 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 22670 429027 SH SOLE 0 0 429027 VANGUARD STAR FDS VG TL INTL STK F 921909768 1324 20834 SH SOLE 0 0 20834 VEEVA SYS INC CL A COM 922475108 312 1220 SH SOLE 0 0 1220 VERIZON COMMUNICATIONS INC COM 92343V104 226 4348 SH SOLE 0 0 4348 VISA INC COM CL A 92826C839 334 1539 SH SOLE 0 0 1539 WHIRLPOOL CORP COM 963320106 1471 6270 SH SOLE 0 0 6270