RKL Wealth Management LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), RKL Wealth Management LLC reported 161 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.6% of the portfolio, followed by Schwab US Large-Cap ETF (SCHX, 9.8%) and iShares Core MSCI Eafe ETF (IEFA, 7.6%). Compared with Q2 2024, it opened 20 new positions, sold out of 4, added to 68 and reduced 62. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +2%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −4%).

Most Recent 13F
Q2 2026
Location
LANCASTER, PA
CIK
0001604723
Portfolio Value
$1.1B (Q3 2024)
SEC Filing
0001085146-24-005308 ↗ filed Nov 1, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.1B $1.1B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 161 stocks · $1.1B
IVV iShares Core S&P 500 ETF 19.60% 375,553 $216.6M Add +2.5%
SCHX Schwab US Large-Cap ETF 9.79% 1,594,203 $108.2M Reduce -3.9%
IEFA iShares Core MSCI Eafe ETF 7.61% 1,077,926 $84.1M Add +0.5%
IJH iShares Core S&P Midcap ETF 6.37% 1,130,093 $70.4M Add +3.8%
SCHM Schwab US Mid Cap ETF 4.31% 572,939 $47.6M Reduce -3.0%
IJR iShares Core S&P Small-Cap E 3.96% 374,228 $43.8M Add +2.5%
SCHA Schwab US Small-Cap ETF 2.71% 581,175 $29.9M Reduce -2.9%
AAPL Apple Inc. 2.37% 112,526 $26.2M Add +0.1%
MSFT Microsoft Corp. 2.24% 57,624 $24.8M Add +1.2%
SCHG Schwab US Large-Cap Growth 2.08% 221,180 $23.0M Reduce -1.8%
MBB iShares MBS ETF 1.84% 212,009 $20.3M Reduce -2.7%
VCIT Vanguard Int-Term Corporate 1.67% 220,454 $18.5M Add +0.2%
SCHF Schwab Intl Equity ETF 1.58% 425,301 $17.5M Reduce -1.8%
NVDA Nvidia Corp. 1.56% 141,915 $17.2M Reduce -2.9%
GOOGL Alphabet Inc. Class A 1.40% 93,506 $15.5M Reduce -0.5%
VMBS Vanguard Mortgage-Backed Sec 1.39% 326,149 $15.4M Add +0.9%
IEMG iShares Core MSCI Emerging 1.38% 265,936 $15.3M Add +3.5%
COST Costco Wholesale Corp. 1.33% 16,642 $14.8M Reduce -0.3%
AMZN Amazon.com Inc. 1.29% 76,644 $14.3M Add +1.1%
VGIT Vanguard Intermediate-Term T 1.22% 223,122 $13.5M Add +17.6%
IEI iShares 3-7 Year Treasury Bo 1.00% 92,505 $11.1M Reduce -11.0%
NVO Novo-Nordisk A/S-Spons ADR 0.91% 84,470 $10.1M Add +0.5%
MA Mastercard Inc. Class A 0.89% 20,004 $9.9M Reduce -1.2%
IVW iShares S&P 500 Growth ETF 0.88% 101,936 $9.8M Reduce -11.1%
SCHE Schwab Emrg Mrkts Eqty ETF 0.85% 321,785 $9.4M Reduce -5.7%
AGZ iShares Agency Bond ETF 0.85% 84,814 $9.4M Reduce -1.4%
TMO Thermo Fisher Scientific Inc. 0.85% 15,136 $9.4M Reduce -1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.74% 30,866 $8.1M Reduce -5.4%
QLTA iShares Aaa - A Rated Corpor 0.69% 154,234 $7.6M Reduce -1.6%
IVE iShares S&P 500 Value ETF 0.55% 30,708 $6.1M Reduce -4.1%
SCHV Schwab US Large-Cap Value 0.55% 75,038 $6.0M Reduce -5.8%
URI United Rentals Inc. 0.54% 7,402 $6.0M Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.45% 8,664 $5.0M Add +0.0%
UNP Union Pacific Corp. 0.45% 20,045 $4.9M Reduce -0.1%
SCHB Schwab US Broad Market ETF 0.42% 70,357 $4.7M Reduce -12.6%
BX Blackstone Inc. 0.40% 28,582 $4.4M Add +1.9%
VOO Vanguard S&P 500 ETF 0.40% 8,292 $4.4M Add +1.5%
AGG iShares Core U.S. Aggregate 0.40% 43,144 $4.4M Add +7.2%
ROP Roper Technologies Inc. 0.37% 7,409 $4.1M Reduce -1.5%
BRK.B Berkshire Hathaway Inc. Class B 0.37% 8,954 $4.1M Add +2.8%
JPM JPMorgan Chase & Co. 0.37% 19,512 $4.1M Add +1.1%
JNJ Johnson & Johnson 0.35% 23,705 $3.8M Reduce 0.0%
TT Trane Technologies PLC 0.34% 9,579 $3.7M Reduce -2.9%
META Meta Platforms Inc. Class A 0.32% 6,260 $3.6M Add +3.0%
CVX Chevron Corp. 0.32% 24,172 $3.6M Add +2.3%
SCHR Schwab Intermediate-Term US 0.32% 69,575 $3.5M Reduce -2.3%
ICE Intercontinental Exchange Inc. 0.29% 19,982 $3.2M Add +2.3%
SCHZ Schwab US Aggregate Bond ETF 0.28% 65,217 $3.1M Reduce -4.7%
MCD McDonald's Corp. 0.28% 10,105 $3.1M Reduce -1.3%
ABBV Abbvie Inc. 0.28% 15,411 $3.0M Add +105.2%
PG The Procter & Gamble Co. 0.27% 17,386 $3.0M Add +1.5%
LHX L3HARRIS Technologies Inc. 0.26% 11,956 $2.8M Add +0.2%
IWM iShares Russell 2000 ETF 0.26% 12,856 $2.8M Reduce -2.6%
TSLA Tesla Inc. 0.23% 9,763 $2.6M Add +9.6%
LLY Eli Lilly & Co. 0.23% 2,818 $2.5M Reduce -3.0%
EOG EOG Resources Inc. 0.22% 20,008 $2.5M Add +11.9%
MU Micron Technology Inc. 0.22% 23,616 $2.4M Add +4.4%
WMT Walmart Inc. 0.21% 29,382 $2.4M Add +8.9%
CRWD CrowdStrike Holdings Inc. Class A 0.21% 8,191 $2.3M New
HD Home Depot Inc. 0.21% 5,653 $2.3M Add +4.5%
ADP Automatic Data Processing 0.20% 8,146 $2.3M Reduce -1.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 10,135 $2.2M Add +2.6%
GD General Dynamics Corp. 0.20% 7,304 $2.2M Add +2.0%
SPMD SS SPDR P S&P 400 Midcap ETF 0.20% 40,337 $2.2M New
PEP Pepsico Inc. 0.20% 12,936 $2.2M Add +2.4%
XOM Exxon Mobil Corp. 0.19% 18,046 $2.1M Reduce -1.4%
ITW Illinois Tool Works 0.17% 7,237 $1.9M Add +2.5%
DHI D.R. Horton Inc. 0.17% 9,642 $1.8M Reduce -1.9%
MPB Mid Penn Bancorp Inc. 0.15% 55,230 $1.6M No change
NKE Nike Inc. Class B 0.14% 17,976 $1.6M Reduce -7.2%
EMN Eastman Chemical Co. 0.14% 13,576 $1.5M Add +0.9%
UNH Unitedhealth Group Inc. 0.13% 2,466 $1.4M Add +4.9%
AMT American Tower Corp. 0.13% 6,048 $1.4M Reduce -32.0%
HSY The Hershey Co. 0.12% 7,194 $1.4M Add +0.3%
USXF iShares ESG Advance MSCI USA 0.12% 26,697 $1.3M Add +0.3%
IWR iShares Russell Mid-Cap ETF 0.12% 14,563 $1.3M Reduce -0.6%
DHR Danaher Corp. 0.11% 4,499 $1.3M Add +10.4%
MKL Markel Group Inc. 0.11% 778 $1.2M No change
MRK Merck & Co. Inc. 0.11% 10,361 $1.2M Reduce -1.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 2,949 $1.1M Reduce -1.8%
IJK iShares S&P Mid-Cap 400 Grow 0.10% 12,184 $1.1M Reduce -0.7%
OKE Oneok Inc. 0.10% 12,241 $1.1M Add +7.6%
SPYG SS SPDR P S&P 500 Growth ETF 0.10% 13,262 $1.1M New
MAA Mid-America Apartment Comm 0.10% 6,611 $1.1M Reduce -5.5%
FULT Fulton Financial Corp. 0.09% 56,972 $1.0M Add +16.8%
SPSM SS SPDR P S&P 600 Small Cap 0.09% 22,640 $1.0M New
LMT Lockheed Martin Corp. 0.09% 1,756 $1.0M Reduce -8.8%
VXUS Vanguard Total Intl Stock 0.08% 13,618 $882K Reduce -0.5%
GOOG Alphabet Inc. Class C 0.08% 5,170 $864K Add +10.1%
MTB M & T Bank Corp. filed as M & T BK CORP 0.07% 4,550 $810K Add +0.2%
CWI State Street SPDR MSCI Acwi 0.07% 26,250 $799K Reduce -25.3%
PNC PNC Financial Services Group 0.07% 3,959 $732K Add +14.1%
AVGO Broadcom Inc. 0.06% 4,081 $704K Add +31.6%
VEA Vanguard Ftse Developed ETF 0.06% 12,924 $683K Reduce -0.8%
EFA iShares MSCI Eafe ETF 0.06% 7,357 $615K No change
CAT Caterpillar Inc. 0.06% 1,557 $609K Add +0.1%
IWV iShares Russell 3000 ETF 0.05% 1,791 $585K Add +0.3%
DE Deere & Co. 0.05% 1,346 $562K Add +3.7%
V Visa Inc. Class A 0.05% 2,042 $562K Reduce -2.3%
LOW Lowe's Cos Inc. 0.05% 1,894 $513K Add +0.3%
HEI Heico Corp. 0.05% 1,958 $512K Add +1.6%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.05% 1,915 $512K Reduce -0.2%
FLXS Flexsteel Inds 0.04% 11,112 $492K No change
HSIC Henry Schein Inc. 0.04% 6,544 $477K Reduce -0.8%
VTWO Vanguard Russell 2000 ETF 0.04% 5,294 $473K Add +0.7%
ESGU iShares ESG Aware MSCI USA 0.04% 3,703 $467K Add +0.3%
IWD iShares Russell 1000 Value E 0.04% 2,416 $459K Reduce -4.4%
ORCL Oracle Corp. 0.04% 2,619 $446K Add +29.5%
ABT Abbott Laboratories 0.04% 3,885 $443K Reduce -0.1%
ORRF Orrstown Finl Services Inc. 0.04% 12,286 $442K Add +22.8%
ACNB Acnb Corp. 0.04% 10,098 $441K Add +3.3%
PFE Pfizer Inc. 0.04% 15,194 $440K Reduce -2.6%
AMGN Amgen Inc. 0.04% 1,353 $436K Add +55.0%
MAR Marriott International Class A 0.04% 1,714 $426K Reduce -3.4%
VTI VG Morningstar TS MKT ETF-US 0.04% 1,414 $401K No change
CSCO Cisco Systems Inc. 0.04% 7,402 $394K Add +29.0%
SCHD Schwab US DVD Equity ETF 0.04% 4,599 $389K Add +0.7%
KO The Coca-Cola Co. 0.03% 5,281 $379K Reduce -0.2%
F Ford Motor Co. filed as FORD MTR CO 0.03% 35,381 $374K Add +0.2%
HEI.A Heico Corp. Class A 0.03% 1,785 $364K Add +0.1%
TFC Truist Financial Corp. 0.03% 8,448 $361K Reduce -78.4%
GS Goldman Sachs Group Inc. 0.03% 718 $356K New
NOW ServiceNow Inc. 0.03% 379 $339K Reduce -0.5%
ADBE Adobe Inc. 0.03% 651 $337K Add +31.5%
VLTO Veralto Corp. 0.03% 2,906 $325K New
DOW Dow Inc. 0.03% 5,835 $319K Reduce -0.6%
T AT&T Inc. 0.03% 14,348 $316K Add +9.7%
HON Honeywell International Inc. 0.03% 1,491 $308K No change
GSK GSK PLC-Spon ADR 0.03% 7,105 $290K Reduce -0.0%
SFL SFL Corp. Ltd. 0.03% 25,000 $289K No change
DFAS Dimensional US Small Cap ETF 0.03% 4,453 $289K No change
GLPI Gaming and Leisure Propertie 0.03% 5,575 $287K Add +1.3%
ACN Accenture PLC Class A 0.03% 810 $286K No change
ITOT iShares Core S&P Total U.S. 0.03% 2,251 $283K Add +10.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.03% 3,887 $279K Reduce -0.1%
FRAF Franklin Financial Services 0.02% 9,136 $275K Add +0.4%
WMB Williams Cos Inc. 0.02% 5,841 $267K New
SPIB SS SPDR P Int C Corp. ETF 0.02% 7,835 $264K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.02% 2,236 $263K Reduce -2.0%
DFUV Dimensional US Marketwide Va 0.02% 6,288 $262K No change
VWO Vanguard Ftse Emerging Marke 0.02% 5,394 $258K Reduce -1.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.02% 5,022 $257K Add +0.6%
SPTI SS SPDR P Int Term TSY ETF 0.02% 8,762 $255K New
VLO Valero Energy Corp. 0.02% 1,815 $245K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.02% 6,119 $243K Reduce -1.0%
AMAT Applied Materials Inc. 0.02% 1,179 $238K Reduce -2.6%
SPYV SS SPDR P S&P 500 Value ETF 0.02% 4,459 $236K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.02% 967 $235K Reduce -1.8%
VZ Verizon Communications Inc. 0.02% 5,167 $232K Add +0.3%
DMXF iShares ESG Advanc MSCI Eafe 0.02% 3,096 $223K No change
QCOM Qualcomm Inc. 0.02% 1,295 $220K Add +0.1%
VEEV Veeva Systems Inc. Class A 0.02% 1,042 $219K New
PPL PPL Corp. 0.02% 6,565 $217K New
DD Dupont DE Nemours Inc. 0.02% 2,406 $214K New
MUB iShares National Muni Bond E 0.02% 1,961 $213K Add +0.8%
CCK Crown Holdings Inc. 0.02% 2,174 $208K New
NFLX Netflix Inc. 0.02% 292 $207K New
PLTR Palantir Technologies Inc. Class A 0.02% 5,539 $206K New
MO Altria Group Inc. 0.02% 4,019 $205K New
NEE Nextera Energy Inc. 0.02% 2,411 $204K New
FDX FedEx Corp. 0.02% 731 $200K New

Portfolio Sells Q2 2024 → Q3 2024
SCHX Schwab US Large-Cap ETF Reduce -3.9% 9.79% −0.48
GOOGL Alphabet Inc. Class A Reduce -0.5% 1.40% −0.25
NVDA Nvidia Corp. Reduce -2.9% 1.56% −0.18
IEI iShares 3-7 Year Treasury Bo Reduce -11.0% 1.00% −0.16
IVW iShares S&P 500 Growth ETF Reduce -11.1% 0.88% −0.14
SCHM Schwab US Mid Cap ETF Reduce -3.0% 4.31% −0.12
TFC Truist Financial Corp. Reduce -78.4% 0.03% −0.11
USB US Bancorp Sold out 0.00% −0.11
SCHG Schwab US Large-Cap Growth Reduce -1.8% 2.08% −0.10
MBB iShares MBS ETF Reduce -2.7% 1.84% −0.09
SCHB Schwab US Broad Market ETF Reduce -12.6% 0.42% −0.06
AGZ iShares Agency Bond ETF Reduce -1.4% 0.85% −0.05
AMT American Tower Corp. Reduce -32.0% 0.13% −0.04
ROP Roper Technologies Inc. Reduce -1.5% 0.37% −0.04
COST Costco Wholesale Corp. Reduce -0.3% 1.33% −0.03
SCHA Schwab US Small-Cap ETF Reduce -2.9% 2.71% −0.03
LLY Eli Lilly & Co. Reduce -3.0% 0.23% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -5.4% 0.74% −0.02
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -5.7% 0.85% −0.02
CWI State Street SPDR MSCI Acwi Reduce -25.3% 0.07% −0.02
SCHV Schwab US Large-Cap Value Reduce -5.8% 0.55% −0.02
SCHF Schwab Intl Equity ETF Reduce -1.8% 1.58% −0.02
QLTA iShares Aaa - A Rated Corpor Reduce -1.6% 0.69% −0.02
GLW Corning Inc. Sold out 0.00% −0.02
SCHZ Schwab US Aggregate Bond ETF Reduce -4.7% 0.28% −0.02
WFC Wells Fargo & Co. Sold out 0.00% −0.02
CMCSA Comcast Corp. Class A Sold out 0.00% −0.02
MRK Merck & Co. Inc. Reduce -1.4% 0.11% −0.02
SCHR Schwab Intermediate-Term US Reduce -2.3% 0.32% −0.02
IVE iShares S&P 500 Value ETF Reduce -4.1% 0.55% −0.01
XOM Exxon Mobil Corp. Reduce -1.4% 0.19% −0.01
AMAT Applied Materials Inc. Reduce -2.6% 0.02% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.8% 0.10% −0.01
IJK iShares S&P Mid-Cap 400 Grow Reduce -0.7% 0.10% −0.00
MAR Marriott International Class A Reduce -3.4% 0.04% −0.00
PFE Pfizer Inc. Reduce -2.6% 0.04% −0.00
V Visa Inc. Class A Reduce -2.3% 0.05% −0.00
BAC Bank of America Corp. Reduce -1.0% 0.02% −0.00
IWM iShares Russell 2000 ETF Reduce -2.6% 0.26% −0.00
DOW Dow Inc. Reduce -0.6% 0.03% −0.00
MAA Mid-America Apartment Comm Reduce -5.5% 0.10% −0.00
IWD iShares Russell 1000 Value E Reduce -4.4% 0.04% −0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -1.8% 0.02% −0.00
TJX TJX Companies Inc. Reduce -2.0% 0.02% −0.00
VEA Vanguard Ftse Developed ETF Reduce -0.8% 0.06% −0.00
GSK GSK PLC-Spon ADR Reduce -0.0% 0.03% −0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -0.2% 0.05% +0.00
VXUS Vanguard Total Intl Stock Reduce -0.5% 0.08% +0.00
VWO Vanguard Ftse Emerging Marke Reduce -1.1% 0.02% +0.00
ABT Abbott Laboratories Reduce -0.1% 0.04% +0.00

Portfolio Buys Q2 2024 → Q3 2024
IVV iShares Core S&P 500 ETF Add +2.5% 19.60% +0.27
IJH iShares Core S&P Midcap ETF Add +3.8% 6.37% +0.23
CRWD CrowdStrike Holdings Inc. Class A New 0.21% +0.21
IJR iShares Core S&P Small-Cap E Add +2.5% 3.96% +0.21
SPMD SS SPDR P S&P 400 Midcap ETF New 0.20% +0.20
VGIT Vanguard Intermediate-Term T Add +17.6% 1.22% +0.16
ABBV Abbvie Inc. Add +105.2% 0.28% +0.15
IEFA iShares Core MSCI Eafe ETF Add +0.5% 7.61% +0.10
SPYG SS SPDR P S&P 500 Growth ETF New 0.10% +0.10
SPSM SS SPDR P S&P 600 Small Cap New 0.09% +0.09
AAPL Apple Inc. Add +0.1% 2.37% +0.09
BX Blackstone Inc. Add +1.9% 0.40% +0.06
TSLA Tesla Inc. Add +9.6% 0.23% +0.06
IEMG iShares Core MSCI Emerging Add +3.5% 1.38% +0.06
WMT Walmart Inc. Add +8.9% 0.21% +0.04
IBM Intl Business Machines Corp. Add +2.6% 0.20% +0.04
ICE Intercontinental Exchange Inc. Add +2.3% 0.29% +0.03
GS Goldman Sachs Group Inc. New 0.03% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +2.8% 0.37% +0.03
VLTO Veralto Corp. New 0.03% +0.03
META Meta Platforms Inc. Class A Add +3.0% 0.32% +0.03
HD Home Depot Inc. Add +4.5% 0.21% +0.03
WMB Williams Cos Inc. New 0.02% +0.02
SPIB SS SPDR P Int C Corp. ETF New 0.02% +0.02
SPTI SS SPDR P Int Term TSY ETF New 0.02% +0.02
VLO Valero Energy Corp. New 0.02% +0.02
SPYV SS SPDR P S&P 500 Value ETF New 0.02% +0.02
VEEV Veeva Systems Inc. Class A New 0.02% +0.02
PPL PPL Corp. New 0.02% +0.02
DD Dupont DE Nemours Inc. New 0.02% +0.02
CCK Crown Holdings Inc. New 0.02% +0.02
AGG iShares Core U.S. Aggregate Add +7.2% 0.40% +0.02
NFLX Netflix Inc. New 0.02% +0.02
MO Altria Group Inc. New 0.02% +0.02
PLTR Palantir Technologies Inc. Class A New 0.02% +0.02
NEE Nextera Energy Inc. New 0.02% +0.02
FDX FedEx Corp. New 0.02% +0.02
AVGO Broadcom Inc. Add +31.6% 0.06% +0.02
DHR Danaher Corp. Add +10.4% 0.11% +0.02
UNH Unitedhealth Group Inc. Add +4.9% 0.13% +0.02
PNC PNC Financial Services Group Add +14.1% 0.07% +0.01
FULT Fulton Financial Corp. Add +16.8% 0.09% +0.01
ORRF Orrstown Finl Services Inc. Add +22.8% 0.04% +0.01
AMGN Amgen Inc. Add +55.0% 0.04% +0.01
ORCL Oracle Corp. Add +29.5% 0.04% +0.01
OKE Oneok Inc. Add +7.6% 0.10% +0.01
EMN Eastman Chemical Co. Add +0.9% 0.14% +0.01
ITW Illinois Tool Works Add +2.5% 0.17% +0.01
CSCO Cisco Systems Inc. Add +29.0% 0.04% +0.01
MTB M & T Bank Corp. Add +0.2% 0.07% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 189$1.3BIVV, IEFA, IJH, IJR, SCHX
Q1 2026 179$1.1BIVV, IEFA, IJH, SCHX, IJR
Q4 2025 183$1.2BIVV, IEFA, IJH, SCHX, IJR
Q3 2025 178$1.2BIVV, IEFA, IJH, SCHX, IJR
Q2 2025 176$1.1BIVV, IEFA, IJH, SCHX, IJR
Q1 2025 169$1.1BIVV, IEFA, IJH, SCHX, IJR
Q4 2024 172$1.1BIVV, SCHX, IEFA, IJH, IJR
Q3 2024 161$1.1BIVV, SCHX, IEFA, IJH, SCHM
Q2 2024 145$1.0BIVV, SCHX, IEFA, IJH, SCHM
Q1 2024 158$1.0BIVV, SCHX, IEFA, IJH, SCHM