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Institutional Investment Manager
RKL Wealth Management LLC
RKL Wealth Management LLC (CIK: 0001604723) incorporated in Pennsylvania, located at 1800 Fruitville Pike, Lancaster, PA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Original 13F HR (0001604723-16-000006) filed in 2016.02.08
#
Name
Shares
Value ($)
%
Options
Notes
1 ABBVIE INC 10,924 647 0.30%
2 ALPHABET INC 9,077 7,062 3.28%
3 ALTRIA GROUP INC 7,653 452 0.21%
4 AMAZON COM INC 5,763 3,920 1.82%
5 APPLE COMPUTER INC 57,407 6,043 2.80%
6 AT&T INC 11,884 409 0.19%
7 Auto Data Processing 69,471 5,886 2.73%
8 BERKSHIRE HATHAWAY INC DE CL B NEW 42,877 5,661 2.63%
9 CELGENE CORP 23,988 6,489 3.01%
10 CHEVRON CORP NEW 41,846 3,769 1.75%
11 COLGATE PALMOLIVE CO 7,992 532 0.25%
12 CONOCOPHILLIPS 24,748 1,158 0.54%
13 COSTCO WHSL CORP NEW 43,751 7,072 3.28%
14 CROWN HOLDINGS INC 6,505 330 0.15%
15 DIAMONDBACK ENERGY INC 22,066 1,479 0.69%
16 DISNEY WALT CO 67,980 7,143 3.31%
17 Dentsply Intl Inc 6,550 399 0.19%
18 EOG RES INC 26,487 1,875 0.87%
19 EXXON MOBIL CORP 14,868 1,159 0.54%
20 FACEBOOK INC 56,391 5,933 2.75%
21 FLEXSTEEL INDS INC COM 12,300 543 0.25%
22 FULTON FINL CORP PA 29,474 383 0.18%
23 GENERAL DYNAMICS CORP 1,870 257 0.12%
24 GENERAL ELECTRIC CO 8,084 252 0.12%
25 HENRY SCHEIN INC 42,113 6,662 3.09%
26 HERSHEY CO 4,359 389 0.18%
27 ISHARES TR 1,992 224 0.10%
28 JOHNSON & JOHNSON 31,819 3,268 1.52%
29 LOCKHEED MARTIN CORP 19,040 4,135 1.92%
30 M & T BK CORP 2,305 279 0.13%
31 MASTERCARD INCORPORATED 70,596 6,873 3.19%
32 MCDONALDS CORP 39,414 4,656 2.16%
33 MICROSOFT CORP 4,783 265 0.12%
34 MID AMER APT CMNTYS INC 57,721 5,242 2.43%
35 NIKE INC 87,130 5,469 2.54%
36 NOVO-NORDISK A S 151,839 8,840 4.10%
37 PEPSICO INC 3,117 311 0.14%
38 ROPER TECHNOLOGIES INC 29,153 5,533 2.57%
39 RYDEX ETF TRUST 19,894 1,525 0.71%
40 SCHWAB INTERNATIONAL EQUITY ETF 43,476 1,198 0.56%
41 SCHWAB U.S. LARGE-CAP ETF 212,735 10,333 4.79%
42 SCHWAB U.S. MID-CAP ETF 74,296 2,977 1.38%
43 SCHWAB U.S. SMALL-CAP ETF 21,239 1,106 0.51%
44 SCHWAB US DIVIDEND EQUITY ETF 25,423 980 0.45%
45 SELECT SECTOR SPDR TR 12,265 292 0.14%
46 SPDR S&P 500 ETF TR 1,654 337 0.16%
47 THERMO FISHER SCIENTIFIC INC 59,936 8,502 3.94%
48 UNDER ARMOUR INC 57,618 4,645 2.15%
49 UNION PAC CORP 69,698 5,454 2.53%
50 VERIZON COMMUNICATIONS INC 6,184 295 0.14%
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