Long-term investor
Rkl Wealth Management LLC @rklwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001604723).
Record
- Tracked since 2025-06-30 (434 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days +11.3% · 6 months +11.3% · 1 year +19.1% · all +19.1%
- Max drawdown -1.8% · Sharpe 1.13 · win rate 35% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 18.9% · long · since 2025-06-30
- IEFA · 9.3% · long · since 2025-06-30
- IJH · 6.8% · long · since 2025-06-30
- IJR · 4.5% · long · since 2025-06-30
- SCHX · 4.3% · long · since 2025-06-30
- SPMD · 3.9% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- SPSM · 2.7% · long · since 2025-06-30
- IEMG · 2.4% · long · since 2025-06-30
- VGIT · 2.2% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- SCHM · 2.0% · long · since 2025-06-30