Reston Wealth Management

Reston Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 48 positions in its portfolio as reported in the December 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) 18.8 $33M 598k 55.29
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 17.4 $31M 892k 34.39
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 17.4 $31M 906k 33.75
Spdr Ser Tr Portfolio Agrgte (SPAB) 11.1 $20M 635k 30.79
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 3.7 $6.5M 133k 49.28
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 3.3 $5.8M 128k 45.29
Ishares Tr Modert Alloc Etf (AOM) 3.2 $5.6M 130k 43.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $4.9M 39k 128.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.8 $4.9M 55k 88.19
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $4.7M 132k 36.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.4 $4.3M 77k 56.03
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 2.3 $4.1M 25k 162.95
Ishares Tr Conser Alloc Etf (AOK) 0.9 $1.6M 42k 38.76
Ishares Tr Grwt Allocat Etf (AOR) 0.9 $1.5M 29k 52.19
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.9 $1.5M 35k 42.93
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $1.3M 43k 30.65
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.3M 17k 72.99
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.2M 7.4k 164.70
Microsoft Corporation (MSFT) 0.6 $1.0M 4.6k 222.32
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $981k 24k 40.41
Amazon (AMZN) 0.5 $964k 296.00 3256.76
Apple (AAPL) 0.5 $905k 6.8k 132.76
Alphabet Cap Stk Cl C (GOOG) 0.5 $860k 491.00 1751.53
JPMorgan Chase & Co. (JPM) 0.3 $610k 4.8k 127.00
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $505k 7.4k 68.55
UnitedHealth (UNH) 0.3 $474k 1.4k 350.59
Alphabet Cap Stk Cl A (GOOGL) 0.3 $464k 265.00 1750.94
Union Pacific Corporation (UNP) 0.3 $462k 2.2k 208.30
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $443k 8.6k 51.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $433k 1.2k 373.60
Tesla Motors (TSLA) 0.2 $416k 589.00 706.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $404k 1.7k 241.05
Johnson & Johnson (JNJ) 0.2 $340k 2.2k 157.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $306k 4.5k 68.26
NVIDIA Corporation (NVDA) 0.2 $297k 569.00 521.97
Marriott Intl Cl A (MAR) 0.2 $295k 2.2k 131.99
Northrop Grumman Corporation (NOC) 0.2 $266k 872.00 305.05
Ishares Tr Mrngstr Inc Etf (IYLD) 0.1 $264k 11k 24.07
Lockheed Martin Corporation (LMT) 0.1 $261k 736.00 354.62
Boeing Company (BA) 0.1 $251k 1.2k 213.62
Verizon Communications (VZ) 0.1 $250k 4.3k 58.77
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $225k 2.1k 106.08
Coca-Cola Company (KO) 0.1 $221k 4.0k 54.76
Anthem (ELV) 0.1 $218k 678.00 321.53
At&t (T) 0.1 $217k 7.5k 28.78
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $210k 1.8k 118.04
Ishares Tr Russell 2000 Etf (IWM) 0.1 $206k 1.0k 196.56
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $51k 10k 4.93