Reston Wealth Management

Reston Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 47 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 16.8 $31M 571k 53.44
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 13.5 $25M 824k 29.69
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 12.5 $23M 448k 50.67
Spdr Ser Tr Portfolio Agrgte (SPAB) 12.3 $22M 883k 25.13
Spdr Ser Tr Portfolio S&p400 (SPMD) 9.0 $16M 384k 42.50
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 6.0 $11M 147k 74.22
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 5.2 $9.5M 244k 38.89
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.0 $5.4M 119k 45.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $4.3M 134k 32.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $4.2M 58k 71.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $4.1M 73k 55.56
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $3.4M 52k 65.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.5 $2.6M 112k 23.67
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 1.3 $2.3M 15k 151.61
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 1.2 $2.1M 45k 46.72
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $1.6M 16k 96.99
Ishares Tr Modert Alloc Etf (AOM) 0.7 $1.2M 33k 38.01
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.6 $1.1M 28k 40.04
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $912k 6.9k 132.85
Microsoft Corporation (MSFT) 0.5 $846k 3.5k 239.82
Ishares Tr Msci Eafe Etf (EFA) 0.4 $707k 11k 65.64
JPMorgan Chase & Co. (JPM) 0.4 $650k 4.8k 134.09
Alphabet Cap Stk Cl C (GOOG) 0.3 $595k 6.7k 88.73
Apple (AAPL) 0.3 $588k 4.5k 129.92
Ishares Tr Conser Alloc Etf (AOK) 0.3 $545k 16k 33.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $533k 1.4k 382.46
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $469k 9.9k 47.16
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $461k 6.8k 67.45
Northrop Grumman Corporation (NOC) 0.2 $447k 819.00 545.61
Alphabet Cap Stk Cl A (GOOGL) 0.2 $427k 4.8k 88.23
Union Pacific Corporation (UNP) 0.2 $411k 2.0k 207.03
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $365k 4.1k 89.98
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.2 $359k 12k 30.19
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $355k 1.7k 214.21
Anthem (ELV) 0.2 $349k 681.00 513.04
UnitedHealth (UNH) 0.2 $328k 618.00 530.51
Marriott Intl Cl A (MAR) 0.2 $305k 2.0k 148.91
Amazon (AMZN) 0.2 $286k 3.4k 84.00
Johnson & Johnson (JNJ) 0.2 $279k 1.6k 176.62
Lockheed Martin Corporation (LMT) 0.1 $258k 529.00 486.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $238k 4.9k 48.24
Coca-Cola Company (KO) 0.1 $235k 3.7k 63.60
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $234k 6.3k 36.97
Eli Lilly & Co. (LLY) 0.1 $221k 604.00 366.08
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $212k 2.5k 84.79
Automatic Data Processing (ADP) 0.1 $205k 860.00 238.86
Exxon Mobil Corporation (XOM) 0.1 $200k 1.8k 110.27