Reston Wealth Management

Latest statistics and disclosures from Reston Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPYG, SPYV, SPDW, SPAB, TOTL, and represent 68.76% of Reston Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: SPAB, SPYV, SPYG, SPDW, AAPL, BND, TSLA, MAR, SCHZ, AOR.
  • Started 2 new stock positions in TSLA, MAR.
  • Reduced shares in these 10 stocks: VXF, VZ, PRF, ITOT, BA, RPG, GOOG, FNDX, UNH, MSFT.
  • Sold out of its positions in BA, PRF, ITOT, VZ.
  • Reston Wealth Management was a net buyer of stock by $2.6M.
  • Reston Wealth Management has $156M in assets under management (AUM), dropping by 6.90%.

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Portfolio Holdings for Reston Wealth Management

Companies in the Reston Wealth Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 19.1 $30M +2% 594k 50.11
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 17.0 $27M +4% 877k 30.20
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 16.7 $26M +2% 889k 29.26
Spdr Ser Tr Portfolio Agrgte (SPAB) 12.0 $19M +7% 607k 30.81
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 3.9 $6.0M 122k 49.31
Ishares Tr Modert Alloc Etf (AOM) 3.6 $5.5M 135k 41.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.4 $5.3M +5% 61k 88.22
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 3.1 $4.8M -2% 125k 38.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $4.4M 38k 115.17
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.6 $4.0M +2% 71k 56.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.5 $3.9M 126k 31.40
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 2.4 $3.7M -4% 26k 141.65
Ishares Tr Conser Alloc Etf (AOK) 1.1 $1.7M -4% 45k 37.17
Ishares Tr Grwt Allocat Etf (AOR) 0.9 $1.4M +3% 30k 48.45

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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.7 $1.1M 35k 33.05
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $1.1M 41k 26.75
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.1M 17k 63.65
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $948k -34% 7.3k 129.74
Microsoft Corporation (MSFT) 0.6 $933k -9% 4.4k 210.23
Amazon (AMZN) 0.6 $932k 296.00 3148.65
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $783k 24k 32.62
Alphabet Cap Stk Cl C (GOOG) 0.5 $722k -19% 491.00 1470.47
Apple (AAPL) 0.5 $701k +245% 6.1k 115.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $441k 1.3k 334.85
UnitedHealth (UNH) 0.3 $421k -19% 1.4k 311.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $421k -3% 7.3k 57.33
Alphabet Cap Stk Cl A (GOOGL) 0.2 $378k 258.00 1465.12
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $375k -8% 8.5k 44.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $363k 1.7k 216.98
Johnson & Johnson (JNJ) 0.2 $363k +2% 2.4k 148.95
NVIDIA Corporation (NVDA) 0.2 $301k 556.00 541.37
Lockheed Martin Corporation (LMT) 0.2 $300k -5% 784.00 382.65
Procter & Gamble Company (PG) 0.2 $284k 2.0k 139.01
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $279k 5.0k 55.51
Northrop Grumman Corporation (NOC) 0.2 $268k 849.00 315.67
JPMorgan Chase & Co. (JPM) 0.2 $254k 2.6k 96.10
Ishares Tr Mrngstr Inc Etf (IYLD) 0.2 $244k 11k 22.59
Tesla Motors (TSLA) 0.1 $233k NEW 544.00 428.31
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $209k 1.8k 118.01
Marriott Intl Cl A (MAR) 0.1 $207k NEW 2.2k 92.62

Past Filings by Reston Wealth Management

SEC 13F filings are viewable for Reston Wealth Management going back to 2018