Reston Wealth Management

Reston Wealth Management as of March 31, 2023

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 44 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 16.9 $32M 587k 54.92
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 13.9 $27M 826k 32.12
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 13.8 $26M 476k 55.36
Spdr Ser Tr Portfolio Agrgte (SPAB) 13.0 $25M 966k 25.79
Spdr Ser Tr Portfolio S&p400 (SPMD) 9.4 $18M 408k 43.94
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 6.0 $12M 151k 76.18
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 5.1 $9.8M 240k 40.72
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.9 $5.5M 118k 46.91
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $4.8M 73k 65.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $4.6M 133k 34.80
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $3.6M 53k 67.85
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.4 $2.8M 112k 24.52
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 1.2 $2.3M 15k 151.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $2.2M 30k 73.83
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 1.1 $2.2M 45k 48.67
Ishares Tr Modert Alloc Etf (AOM) 0.7 $1.4M 34k 39.86
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.6 $1.1M 28k 41.03
Microsoft Corporation (MSFT) 0.5 $988k 3.4k 288.27
Ishares Tr Msci Eafe Etf (EFA) 0.4 $769k 11k 71.52
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $765k 5.5k 140.20
Apple (AAPL) 0.3 $636k 3.9k 164.89
JPMorgan Chase & Co. (JPM) 0.3 $625k 4.8k 130.31
Alphabet Cap Stk Cl C (GOOG) 0.3 $593k 5.7k 104.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $573k 1.4k 409.47
Alphabet Cap Stk Cl A (GOOGL) 0.3 $516k 5.0k 103.73
Ishares Tr Conser Alloc Etf (AOK) 0.3 $505k 14k 34.96
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $485k 9.7k 50.03
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $473k 6.8k 69.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $406k 1.7k 244.38
Union Pacific Corporation (UNP) 0.2 $399k 2.0k 201.28
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.2 $378k 12k 31.80
Northrop Grumman Corporation (NOC) 0.2 $378k 819.00 461.72
Amazon (AMZN) 0.2 $370k 3.6k 103.29
Marriott Intl Cl A (MAR) 0.2 $340k 2.0k 166.04
Anthem (ELV) 0.2 $313k 681.00 460.03
UnitedHealth (UNH) 0.1 $272k 575.00 472.86
Johnson & Johnson (JNJ) 0.1 $256k 1.7k 154.96
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $245k 6.5k 37.77
Lockheed Martin Corporation (LMT) 0.1 $244k 516.00 472.74
Coca-Cola Company (KO) 0.1 $229k 3.7k 62.02
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $227k 2.5k 90.54
Eli Lilly & Co. (LLY) 0.1 $212k 617.00 343.67
Exxon Mobil Corporation (XOM) 0.1 $207k 1.9k 109.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $202k 653.00 308.77