Reston Wealth Management

Reston Wealth Management as of Sept. 30, 2019

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 45 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 17.5 $20M 166k 117.86
SPDR DJ Wilshire Large Cap Growth (SPYG) 15.3 $17M 440k 38.89
Vanguard Total Bond Market ETF (BND) 11.6 $13M 153k 84.43
Vanguard Europe Pacific ETF (VEA) 10.1 $11M 274k 41.08
iShares S&P Moderate Allocation Fund ETF (AOM) 5.7 $6.4M 163k 39.29
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 5.0 $5.5M 47k 118.43
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 4.6 $5.1M 130k 39.55
Doubleline Total Etf etf (TOTL) 3.8 $4.3M 87k 49.24
Schwab U S Large Cap Growth ETF (SCHG) 3.1 $3.4M 41k 84.00
Schwab International Equity ETF (SCHF) 2.6 $2.9M 92k 31.86
Vanguard Extended Market ETF (VXF) 2.4 $2.7M 23k 116.32
Schwab Strategic Tr us aggregate b (SCHZ) 2.1 $2.4M 44k 53.84
iShares S&P Conservative Allocatn Fd ETF (AOK) 2.0 $2.2M 62k 35.66
iShares S&P Growth Allocation Fund (AOR) 1.8 $2.0M 43k 46.06
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 1.4 $1.5M 41k 37.75
Schwab Emerging Markets Equity ETF (SCHE) 1.3 $1.5M 58k 25.13
iShares Russell 2000 Index (IWM) 0.8 $928k 6.1k 151.39
Microsoft Corporation (MSFT) 0.7 $768k 5.5k 139.00
iShares S&P 1500 Index Fund (ITOT) 0.6 $635k 9.5k 67.10
Apple (AAPL) 0.5 $577k 2.6k 223.82
Berkshire Hathaway (BRK.B) 0.5 $571k 2.7k 207.94
Amazon (AMZN) 0.5 $535k 308.00 1737.01
iShares Russell Midcap Index Fund (IWR) 0.5 $511k 9.1k 55.94
iShares MSCI Emerging Markets Indx (EEM) 0.4 $484k 12k 40.91
iShares Lehman Aggregate Bond (AGG) 0.4 $413k 3.6k 113.18
Spdr S&p 500 Etf (SPY) 0.3 $393k 1.3k 296.60
UnitedHealth (UNH) 0.3 $384k 1.8k 217.56
Johnson & Johnson (JNJ) 0.3 $359k 2.8k 129.37
Lockheed Martin Corporation (LMT) 0.3 $359k 921.00 389.79
Sch Us Mid-cap Etf etf (SCHM) 0.3 $335k 5.9k 56.52
JPMorgan Chase & Co. (JPM) 0.3 $321k 2.7k 117.84
Boeing Company (BA) 0.3 $326k 858.00 379.95
Procter & Gamble Company (PG) 0.3 $327k 2.6k 124.19
Northrop Grumman Corporation (NOC) 0.3 $318k 849.00 374.56
Marriott International (MAR) 0.3 $289k 2.3k 124.35
iShares MSCI EAFE Index Fund (EFA) 0.2 $256k 3.9k 65.24
iShares Russell 1000 Growth Index (IWF) 0.2 $257k 1.6k 159.43
Ishares Morningstar (IYLD) 0.2 $256k 10k 24.99
Coca-Cola Company (KO) 0.2 $241k 4.4k 54.40
Verizon Communications (VZ) 0.2 $233k 3.9k 60.28
Exxon Mobil Corporation (XOM) 0.2 $208k 2.9k 70.60
Dominion Resources (D) 0.2 $207k 2.6k 81.02
SPDR S&P Dividend (SDY) 0.2 $209k 2.0k 102.60
Bsjj etf 0.2 $214k 8.9k 23.91
McDonald's Corporation (MCD) 0.2 $204k 951.00 214.51