Reston Wealth Management

Reston Wealth Management as of March 31, 2020

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 42 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR DJ Wilshire Large Cap Growth (SPYG) 17.9 $22M 624k 35.74
SPDR S&P World ex-US (SPDW) 17.0 $21M 884k 23.94
SPDR DJ Wilshire Large Cap Value (SPYV) 16.1 $20M 774k 25.84
SPDR Barclays Capital Aggregate Bo (SPAB) 9.2 $12M 381k 30.22
iShares S&P Moderate Allocation Fund ETF (AOM) 4.4 $5.4M 148k 36.74
Doubleline Total Etf etf (TOTL) 4.4 $5.4M 113k 47.96
Vanguard Total Bond Market ETF (BND) 4.3 $5.3M 62k 85.34
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 3.4 $4.2M 134k 31.33
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 2.9 $3.6M 36k 100.15
Schwab U S Large Cap Growth ETF (SCHG) 2.6 $3.2M 41k 79.64
Schwab International Equity ETF (SCHF) 2.6 $3.2M 124k 25.84
Schwab Strategic Tr us aggregate b (SCHZ) 2.4 $3.0M 55k 54.27
iShares S&P Conservative Allocatn Fd ETF (AOK) 1.4 $1.7M 50k 33.77
Vanguard Extended Market ETF (VXF) 1.0 $1.3M 14k 90.54
iShares S&P Growth Allocation Fund (AOR) 0.9 $1.1M 27k 41.37
Schwab Emerging Markets Equity ETF (SCHE) 0.8 $1.0M 51k 20.69
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.8 $991k 38k 25.87
iShares MSCI EAFE Index Fund (EFA) 0.7 $913k 17k 53.47
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.6 $783k 8.5k 92.43
Microsoft Corporation (MSFT) 0.6 $778k 4.9k 157.68
Alphabet Inc Class C cs (GOOG) 0.6 $699k 601.00 1163.06
Amazon (AMZN) 0.5 $616k 316.00 1949.37
SPDR DJ Wilshire Mid Cap (SPMD) 0.5 $604k 24k 25.31
Apple (AAPL) 0.4 $523k 2.1k 254.38
UnitedHealth (UNH) 0.3 $408k 1.6k 249.24
Johnson & Johnson (JNJ) 0.3 $359k 2.7k 131.07
iShares MSCI Emerging Markets Indx (EEM) 0.3 $345k 10k 34.15
Spdr S&p 500 Etf (SPY) 0.3 $337k 1.3k 258.04
iShares Russell 2000 Index (IWM) 0.3 $337k 2.9k 114.59
iShares Russell Midcap Index Fund (IWR) 0.3 $328k 7.6k 43.15
Duke Energy (DUK) 0.3 $325k 4.0k 80.89
Lockheed Martin Corporation (LMT) 0.2 $299k 883.00 338.62
Alphabet Inc Class A cs (GOOGL) 0.2 $287k 247.00 1161.94
Northrop Grumman Corporation (NOC) 0.2 $257k 849.00 302.71
Verizon Communications (VZ) 0.2 $257k 4.8k 53.71
iShares Russell 1000 Growth Index (IWF) 0.2 $251k 1.7k 150.66
Procter & Gamble Company (PG) 0.2 $237k 2.2k 109.98
JPMorgan Chase & Co. (JPM) 0.2 $228k 2.5k 89.98
Sch Us Mid-cap Etf etf (SCHM) 0.2 $228k 5.4k 42.24
iShares S&P 1500 Index Fund (ITOT) 0.2 $216k 3.8k 57.25
Ishares Morningstar (IYLD) 0.2 $210k 11k 19.97
iShares Lehman Aggregate Bond (AGG) 0.2 $203k 1.8k 115.54