Reston Wealth Management

Reston Wealth Management as of March 31, 2021

Portfolio Holdings for Reston Wealth Management

Reston Wealth Management holds 50 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 17.8 $34M 899k 37.90
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 17.7 $34M 598k 56.40
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 16.8 $32M 909k 35.36
Spdr Ser Tr Portfolio Agrgte (SPAB) 14.1 $27M 909k 29.65
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 3.4 $6.5M 126k 51.67
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 3.3 $6.2M 130k 48.21
Ishares Tr Modert Alloc Etf (AOM) 2.7 $5.2M 120k 43.55
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.7 $5.1M 39k 129.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $5.0M 133k 37.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.4 $4.6M 84k 53.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $4.4M 52k 84.73
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 2.1 $3.9M 24k 164.28
Ishares Tr Conser Alloc Etf (AOK) 1.1 $2.0M 52k 38.66
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.9 $1.7M 35k 50.66
Ishares Tr Grwt Allocat Etf (AOR) 0.8 $1.5M 28k 53.56
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.5M 19k 75.86
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $1.4M 44k 31.77
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.3M 7.1k 176.94
Microsoft Corporation (MSFT) 0.6 $1.1M 4.8k 235.72
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $1.1M 23k 45.77
Amazon (AMZN) 0.4 $832k 269.00 3092.94
Alphabet Cap Stk Cl C (GOOG) 0.4 $811k 392.00 2068.88
Apple (AAPL) 0.4 $794k 6.5k 122.08
JPMorgan Chase & Co. (JPM) 0.4 $763k 5.0k 152.20
Alphabet Cap Stk Cl A (GOOGL) 0.3 $571k 277.00 2061.37
UnitedHealth (UNH) 0.3 $522k 1.4k 372.06
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $500k 9.4k 53.38
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $494k 6.7k 73.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $461k 1.2k 396.05
Union Pacific Corporation (UNP) 0.2 $454k 2.1k 220.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $408k 1.7k 243.15
Johnson & Johnson (JNJ) 0.2 $377k 2.3k 164.13
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $335k 4.5k 74.49
Tesla Motors (TSLA) 0.2 $315k 471.00 668.79
Marriott Intl Cl A (MAR) 0.2 $306k 2.1k 148.33
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $293k 5.3k 55.22
Boeing Company (BA) 0.1 $282k 1.1k 254.97
Northrop Grumman Corporation (NOC) 0.1 $275k 849.00 323.91
NVIDIA Corporation (NVDA) 0.1 $269k 503.00 534.79
Lockheed Martin Corporation (LMT) 0.1 $261k 707.00 369.17
Verizon Communications (VZ) 0.1 $259k 4.4k 58.25
Ishares Tr Mrngstr Inc Etf (IYLD) 0.1 $258k 11k 23.44
Anthem (ELV) 0.1 $248k 690.00 359.42
Procter & Gamble Company (PG) 0.1 $245k 1.8k 135.43
At&t (T) 0.1 $237k 7.8k 30.33
Ishares Tr Russell 2000 Etf (IWM) 0.1 $236k 1.1k 220.56
Capital One Financial (COF) 0.1 $231k 1.8k 127.20
Coca-Cola Company (KO) 0.1 $224k 4.3k 52.64
Walt Disney Company (DIS) 0.1 $204k 1.1k 184.78
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $54k 10k 5.22