Reston Wealth Management

Reston Wealth Management as of Dec. 31, 2019

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 43 positions in its portfolio as reported in the December 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) 16.8 $21M 166k 126.71
SPDR DJ Wilshire Large Cap Growth (SPYG) 15.2 $19M 455k 41.91
Vanguard Europe Pacific ETF (VEA) 12.9 $16M 366k 44.06
Vanguard Total Bond Market ETF (BND) 11.4 $14M 171k 83.86
iShares S&P Moderate Allocation Fund ETF (AOM) 5.8 $7.3M 182k 40.13
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 4.5 $5.6M 132k 42.68
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 4.4 $5.5M 43k 126.77
Doubleline Total Etf etf (TOTL) 3.6 $4.5M 92k 48.99
Schwab International Equity ETF (SCHF) 3.1 $3.8M 114k 33.63
Schwab U S Large Cap Growth ETF (SCHG) 2.9 $3.7M 40k 92.91
Schwab Strategic Tr us aggregate b (SCHZ) 2.4 $3.0M 57k 53.42
iShares S&P Conservative Allocatn Fd ETF (AOK) 2.0 $2.5M 68k 36.24
Vanguard Extended Market ETF (VXF) 1.9 $2.4M 19k 126.00
iShares S&P Growth Allocation Fund (AOR) 1.7 $2.1M 44k 47.85
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 1.2 $1.5M 38k 40.25
Schwab Emerging Markets Equity ETF (SCHE) 1.2 $1.5M 53k 27.38
Microsoft Corporation (MSFT) 0.7 $816k 5.2k 157.65
iShares Russell 2000 Index (IWM) 0.6 $748k 4.5k 165.78
SPDR Barclays Capital Aggregate Bo (SPAB) 0.6 $719k 25k 29.39
Apple (AAPL) 0.5 $603k 2.1k 293.72
Amazon (AMZN) 0.4 $554k 300.00 1846.67
iShares Russell Midcap Index Fund (IWR) 0.4 $532k 8.9k 59.64
iShares MSCI Emerging Markets Indx (EEM) 0.4 $512k 11k 44.91
UnitedHealth (UNH) 0.4 $519k 1.8k 293.72
Berkshire Hathaway (BRK.B) 0.4 $461k 2.0k 226.42
iShares S&P 1500 Index Fund (ITOT) 0.4 $466k 6.4k 72.63
SPDR S&P World ex-US (SPDW) 0.3 $443k 14k 31.32
Spdr S&p 500 Etf (SPY) 0.3 $386k 1.2k 321.67
JPMorgan Chase & Co. (JPM) 0.3 $381k 2.7k 139.31
Johnson & Johnson (JNJ) 0.3 $361k 2.5k 145.68
Lockheed Martin Corporation (LMT) 0.3 $351k 901.00 389.57
Marriott International (MAR) 0.3 $346k 2.3k 151.49
Procter & Gamble Company (PG) 0.3 $329k 2.6k 124.72
Sch Us Mid-cap Etf etf (SCHM) 0.3 $324k 5.4k 60.16
Northrop Grumman Corporation (NOC) 0.2 $303k 881.00 343.93
iShares Russell 1000 Growth Index (IWF) 0.2 $292k 1.7k 175.69
Boeing Company (BA) 0.2 $258k 793.00 325.35
Ishares Morningstar (IYLD) 0.2 $267k 11k 25.51
Coca-Cola Company (KO) 0.2 $245k 4.4k 55.30
iShares MSCI EAFE Index Fund (EFA) 0.2 $255k 3.7k 69.31
Verizon Communications (VZ) 0.2 $239k 3.9k 61.50
SPDR S&P Dividend (SDY) 0.2 $221k 2.1k 107.70
Pfizer (PFE) 0.2 $212k 5.4k 39.11