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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 ISHARES TR 1,992 224 0.10%
2 GENERAL ELECTRIC CO 8,084 252 0.12%
3 GENERAL DYNAMICS CORP 1,870 257 0.12%
4 MICROSOFT CORP 4,783 265 0.12%
5 M & T BK CORP 2,305 279 0.13%
6 SELECT SECTOR SPDR TR 12,265 292 0.14%
7 VERIZON COMMUNICATIONS INC 6,184 295 0.14%
8 PEPSICO INC 3,117 311 0.14%
9 CROWN HOLDINGS INC 6,505 330 0.15%
10 SPDR S&P 500 ETF TR 1,654 337 0.16%
11 FULTON FINL CORP PA 29,474 383 0.18%
12 HERSHEY CO 4,359 389 0.18%
13 Dentsply Intl Inc 6,550 399 0.19%
14 AT&T INC 11,884 409 0.19%
15 ALTRIA GROUP INC 7,653 452 0.21%
16 WEINGARTEN RLTY INVS 5,994 508 0.24%
17 COLGATE PALMOLIVE CO 7,992 532 0.25%
18 FLEXSTEEL INDS INC COM 12,300 543 0.25%
19 ABBVIE INC 10,924 647 0.30%
20 SCHWAB US DIVIDEND EQUITY ETF 25,423 980 0.45%
21 SCHWAB U.S. SMALL-CAP ETF 21,239 1,106 0.51%
22 CONOCOPHILLIPS 24,748 1,158 0.54%
23 EXXON MOBIL CORP 14,868 1,159 0.54%
24 SCHWAB INTERNATIONAL EQUITY ETF 43,476 1,198 0.56%
25 DIAMONDBACK ENERGY INC 22,066 1,479 0.69%
26 RYDEX ETF TRUST 19,894 1,525 0.71%
27 EOG RES INC 26,487 1,875 0.87%
28 SCHWAB U.S. MID-CAP ETF 74,296 2,977 1.38%
29 JOHNSON & JOHNSON 31,819 3,268 1.52%
30 CHEVRON CORP NEW 41,846 3,769 1.75%
31 AMAZON COM INC 5,763 3,920 1.82%
32 LOCKHEED MARTIN CORP 19,040 4,135 1.92%
33 UNDER ARMOUR INC 57,618 4,645 2.15%
34 MCDONALDS CORP 39,414 4,656 2.16%
35 MID AMER APT CMNTYS INC 57,721 5,242 2.43%
36 UNION PAC CORP 69,698 5,454 2.53%
37 NIKE INC 87,130 5,469 2.54%
38 ROPER TECHNOLOGIES INC 29,153 5,533 2.57%
39 BERKSHIRE HATHAWAY INC DE CL B NEW 42,877 5,661 2.63%
40 Auto Data Processing 69,471 5,886 2.73%
41 FACEBOOK INC 56,391 5,933 2.75%
42 APPLE COMPUTER INC 57,407 6,043 2.80%
43 CELGENE CORP 23,988 6,489 3.01%
44 HENRY SCHEIN INC 42,113 6,662 3.09%
45 MASTERCARD INCORPORATED 70,596 6,873 3.19%
46 ALPHABET INC 9,077 7,062 3.28%
47 COSTCO WHSL CORP NEW 43,751 7,072 3.28%
48 DISNEY WALT CO 67,980 7,143 3.31%
49 THERMO FISHER SCIENTIFIC INC 59,936 8,502 3.94%
50 NOVO-NORDISK A S 151,839 8,840 4.10%
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