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Julie A. Englert

@Rkl Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$1.105BTotal holdings161
Assets growth rate6.52%Assets growth rate (2-Q avg)4.66%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Rkl Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 161 positions.

Assets under management

The assets under management (AUM) of Rkl Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.105B in assets, with a quarterly growth rate of 6.52% and a 2-quarter average growth rate of 4.66%. The portfolio is managed by Julie A. Englert, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 2.48%
19.61%
$216.626M
375,553 shares@ $576.82 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -3.85%
9.79%
$108.167M
1.594M shares@ $67.86 avg price
IEFAIshares Tr
Recent Activity
Increased 0.48%
7.62%
$84.132M
1.078M shares@ $78.05 avg price
IJHIshares Tr
Recent Activity
Increased 3.78%
6.38%
$70.427M
1.13M shares@ $62.33 avg price
SCHMSchwab Strategic Tr
Recent Activity
Decreased -2.97%
4.31%
$47.605M
572,939 shares@ $83.09 avg price
IJRIshares Tr
Recent Activity
Increased 2.5%
3.97%
$43.77M
374,228 shares@ $116.97 avg price
SCHASchwab Strategic Tr
Recent Activity
Decreased -2.93%
2.71%
$29.93M
581,175 shares@ $51.5 avg price
AAPLApple Inc
Recent Activity
Increased 0.13%
2.38%
$26.219M
112,526 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.23%
2.25%
$24.796M
57,624 shares@ $430.31 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -1.79%
2.09%
$23.043M
221,180 shares@ $104.19 avg price