Reston Wealth Management

Reston Wealth Management as of Dec. 31, 2018

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 45 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 21.4 $23M 225k 99.65
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 17.7 $19M 183k 101.57
Doubleline Total Etf etf (TOTL) 8.1 $8.5M 180k 47.37
Vanguard Extended Market ETF (VXF) 7.1 $7.5M 75k 99.81
Invesco Exch Trd Slf Idx Fd bulshs 2021 hy 6.9 $7.3M 308k 23.66
Vanguard Total Bond Market ETF (BND) 5.5 $5.8M 73k 79.21
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 4.5 $4.7M 139k 33.98
iShares S&P Moderate Allocation Fund ETF (AOM) 3.0 $3.2M 89k 35.68
Energy Select Sector SPDR (XLE) 2.8 $2.9M 51k 57.35
Invesco Bulletshs 2020 Hi Yld Corp Bd Etf 2.2 $2.3M 100k 23.43
Fs Investment Corporation 2.1 $2.2M 428k 5.18
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.0 $2.1M 64k 32.83
Schwab Strategic Tr us aggregate b (SCHZ) 1.4 $1.4M 28k 50.61
iShares S&P Growth Allocation Fund (AOR) 1.2 $1.3M 31k 41.30
iShares Russell 2000 Index (IWM) 1.1 $1.2M 8.8k 133.92
Schwab Emerging Markets Equity ETF (SCHE) 1.1 $1.2M 49k 23.53
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 1.1 $1.1M 47k 23.21
iShares S&P Conservative Allocatn Fd ETF (AOK) 0.9 $986k 30k 32.71
iShares MSCI Emerging Markets Indx (EEM) 0.8 $887k 23k 39.07
Berkshire Hathaway (BRK.B) 0.7 $711k 3.5k 204.08
Bsjj etf 0.7 $717k 30k 23.63
iShares Russell 1000 Growth Index (IWF) 0.6 $590k 4.5k 130.94
iShares MSCI EAFE Index Fund (EFA) 0.5 $516k 8.8k 58.75
iShares Russell Midcap Index Fund (IWR) 0.5 $484k 10k 46.52
UnitedHealth (UNH) 0.4 $409k 1.6k 248.93
Amazon (AMZN) 0.4 $406k 270.00 1503.70
Sch Us Mid-cap Etf etf (SCHM) 0.4 $394k 8.2k 47.99
iShares Dow Jones US Energy Sector (IYE) 0.4 $387k 12k 31.13
iShares S&P 1500 Index Fund (ITOT) 0.4 $374k 6.6k 56.71
Exxon Mobil Corporation (XOM) 0.3 $353k 5.2k 68.13
Apple (AAPL) 0.3 $361k 2.3k 157.78
Procter & Gamble Company (PG) 0.3 $312k 3.4k 91.90
Vanguard Information Technology ETF (VGT) 0.3 $312k 1.9k 166.93
iShares Lehman Aggregate Bond (AGG) 0.3 $291k 2.7k 106.59
Spdr S&p 500 Etf (SPY) 0.3 $274k 1.1k 250.23
Verizon Communications (VZ) 0.3 $277k 4.9k 56.16
Johnson & Johnson (JNJ) 0.2 $263k 2.0k 129.24
Invesco Bulletshares 2019 Corp 0.2 $260k 12k 21.05
Boeing Company (BA) 0.2 $238k 737.00 322.93
Marriott International (MAR) 0.2 $244k 2.3k 108.44
Pfizer (PFE) 0.2 $236k 5.4k 43.71
iShares Russell 1000 Value Index (IWD) 0.2 $227k 2.0k 111.00
SPDR DJ Wilshire Mid Cap (SPMD) 0.2 $234k 7.9k 29.46
Financial Select Sector SPDR (XLF) 0.2 $218k 9.2k 23.79
Coca-Cola Company (KO) 0.2 $203k 4.3k 47.34