StockDriftsStockDriftsTop 50 RKL Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.96% | 322.6K | $210.7M | -12.96%(-48.02K) | $312.40(+138.72%) | 2026-03-31 | |
| IEFA | ISHARES TR | 9.7% | 1.19M | $107.8M | -5.54%(-69.81K) | $64.63(+50.29%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.79% | 1.12M | $75.5M | -9.56%(-118.15K) | $45.29(+61.47%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 4.3% | 1.86M | $47.7M | -13.31%(-285.94K) | $439.07(-93.36%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.28% | 382.2K | $47.5M | -7.16%(-29.49K) | $84.23(+60.60%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 3.62% | 679.4K | $40.2M | -4.60%(-32.74K) | $54.24(+18.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.74% | 119.9K | $30.4M | -4.59%(-5.76K) | $112.97(+164.56%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 2.48% | 570.3K | $27.6M | -6.80%(-41.60K) | $43.91(+19.80%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.47% | 461.9K | $27.5M | -3.82%(-18.32K) | $3851.80(-98.47%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.29% | 365.4K | $25.5M | -7.96%(-31.60K) | $53.74(+52.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.86% | +43.75% |
| Top 20 Holdings Unweighted | +12.29% | +41.59% |
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